Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Tability MCP ServerUpdate the 'Revenue' outcome to 150k with green confidence"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Tability MCP Server
A Model Context Protocol (MCP) server for Tability.app - the OKR and goal tracking platform.
This MCP server enables AI assistants like Claude to interact with your Tability workspace, allowing you to manage OKRs, track progress, and update checkins through natural language.
Features
This MCP server provides 27 tools covering all Tability API endpoints:
User & Workspace
tability_whoami- Get authenticated user profiletability_get_workspace- Get workspace details
Memberships (Team Management)
tability_list_memberships- List all workspace members with filteringtability_get_membership- Get specific member detailstability_get_membership_manager- Get a member's managertability_get_membership_direct_reports- Get direct reportstability_update_membership- Update member role or managertability_delete_membership- Remove a membertability_add_memberships- Invite new userstability_add_readonly_memberships- Add read-only users (free tier)
Plans
tability_list_plans- List all plans with paginationtability_get_plan- Get specific plan details
Objectives
tability_list_objectives_for_plan- Get objectives in a plantability_get_objective- Get specific objective details
Outcomes (Key Results)
tability_list_outcomes_for_plan- Get outcomes in a plantability_list_outcomes_for_objective- Get outcomes for an objectivetability_get_outcome- Get specific outcome details
Initiatives
tability_list_initiatives_for_plan- Get initiatives in a plantability_list_initiatives_for_outcome- Get initiatives for an outcometability_get_initiative- Get specific initiative details
Checkins (Progress Updates)
tability_list_checkins_for_outcome- Get checkin historytability_get_checkin- Get specific checkin detailstability_create_checkin- Create a new progress update
Search
tability_search_plans- Search plans with filterstability_search_objectives- Search objectives with filterstability_search_outcomes- Search outcomes with filterstability_search_initiatives- Search initiatives with filters
Installation
Prerequisites
Node.js 18 or higher
A Tability account with API access enabled
Getting Your API Token
Log into Tability
Go to your Account details
Copy your Personal API token
Ensure "API access" is enabled in each workspace you want to use
Setup
Configuration
For Claude Desktop
Add the following to your Claude Desktop configuration file:
macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json
For Claude Code
Add to your project's .mcp.json:
Environment Variables
Variable | Required | Description |
| Yes | Your Tability Personal API token |
Usage Examples
Once configured, you can interact with Tability through Claude:
Get current user info:
"Who am I in Tability?"
List all plans:
"Show me all OKR plans in my workspace 'acme'"
Check progress on a plan:
"What's the progress on the Q1 2024 OKRs?"
Create a checkin:
"Update the 'Revenue' outcome to 150000 with confidence green and note 'Great month!'"
Search for initiatives:
"Find all active initiatives in progress"
Development
API Documentation
This MCP server implements the Tability API v2.
Key concepts:
Plans: Time-bound collections of objectives (e.g., "Q1 2024 OKRs")
Objectives: High-level goals within a plan
Outcomes: Measurable key results under each objective
Initiatives: Actions/projects linked to outcomes
Checkins: Progress updates with score, confidence, and notes
Security Notes
Keep your API token secure - never commit it to version control
The API token has the same access level as your Tability user
API access must be enabled per-workspace in Tability settings
License
MIT