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CLAUDE.md•1.7 KiB
# Claude Code Instructions
This is a secure MCP server for WorkBoard OKR and strategy execution platform.
## Quick Start
### Option 1: Using uvx (Recommended)
```bash
claude mcp add mcp-workboard-crunchtools \
--env WORKBOARD_API_TOKEN=your_token_here \
-- uvx mcp-workboard-crunchtools
```
### Option 2: Using Container
```bash
claude mcp add mcp-workboard-crunchtools \
--env WORKBOARD_API_TOKEN=your_token_here \
-- podman run -i --rm -e WORKBOARD_API_TOKEN quay.io/crunchtools/mcp-workboard
```
### Option 3: Local Development
```bash
cd ~/Projects/crunchtools/mcp-workboard
claude mcp add mcp-workboard-crunchtools \
--env WORKBOARD_API_TOKEN=your_token_here \
-- uv run mcp-workboard-crunchtools
```
## Getting a WorkBoard API Token
1. Log in to your WorkBoard instance
2. Navigate to Admin Settings > API Configuration
3. Generate a JWT API token
4. Copy the token and use it as `WORKBOARD_API_TOKEN`
## Available Tools
### User Management (4 tools)
- `workboard_get_user` - Get a user by ID or the current authenticated user
- `workboard_list_users` - List all users (Data-Admin role required)
- `workboard_create_user` - Create a new user (Data-Admin role required)
- `workboard_update_user` - Update an existing user
### Goal Management (2 tools)
- `workboard_get_goals` - Get all goals for a user
- `workboard_get_goal_details` - Get details for a specific goal
## Example Usage
```
User: Who am I in WorkBoard?
User: List all WorkBoard users
User: Show me goals for user 12345
User: Get details on goal 67890 for user 12345
```
## Development
```bash
# Install dependencies
uv sync --all-extras
# Run tests
uv run pytest
# Lint
uv run ruff check src tests
# Type check
uv run mypy src
```