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01 — Quickstart

Quickstart

Create your first project board, connect an AI assistant, and confirm it can read the work you want to manage — all in under 5 minutes.

1

Create your workspace

Sign in and create a workspace with a project board. This gives your AI assistant a focused view of the work you want to manage.

Preview — your form will look like this

Create New Project

Initialize your workspace to organize your tasks and workflows.

2

Find your Organization ID

Your Organization ID connects your AI assistant to the right workspace. You’ll need it in the next step.

💡 Where to find it: Open your workspace settings. Your Organization ID appears at the top of the settings page. It looks like a long string of letters and numbers — copy the whole thing.
3

Connect your assistant

Add the connection to your AI assistant’s settings. Replace YOUR_ORG_ID with the Organization ID you copied.

Paste this into your assistant's settings
{ "mcpServers": { "agiflow": { "url": "https://api.agiflow.io/api/v1/organizations/YOUR_ORG_ID/mcp" } } }

Where to paste this

ChatGPT

Settings → MCP Servers → Add Server

Claude

Settings → MCP Servers → Add

Cursor

Settings → MCP → Add Server

💡 First sign-in: The first time your assistant connects, a sign-in window will open so you can authorize access. See the connection guide for detailed instructions.
4

Confirm it works

Test the connection by asking your AI assistant a simple question:

“Which projects are currently active in my workspace?”

Your assistant should return project information from your board. If it does, you’re all set.

Connection active
Project found
Board shared

02 — If It Doesn’t Work

“I can’t find any projects”

Make sure you created at least one project in your workspace before connecting. Your assistant needs something on the board to read.

Sign-in window doesn’t appear

Check that the URL in your configuration is correct and includes your Organization ID. If you copied it from this page, make sure you replaced YOUR_ORG_ID with your actual ID.

Connection times out

Try restarting your AI assistant and connecting again. Some tools need a restart after adding a new server connection.

03 — Next Steps

Support

Need help getting a board connected to your assistant?

Email support

Feedback

Missing a guide for your team’s project setup?

Open an issue

Community

Share how your team plans campaigns, deals, and client work.

Join Discord