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mcp-onboarding

MCP server for a new-hire onboarding planner: hire records, role templates, task owners and due dates. New-hire onboarding as role-based task templates, with a dated checklist per hire that HR and the manager both read.

Works with Claude Desktop, Claude Code, Cursor and any Model Context Protocol client. Runs on your own machine, or hosted with no install.

Product page: https://mcp.zovo.one/s/onboarding - what it does, the tools it exposes, and a live token endpoint.

Install

Hosted, nothing to install. Get a token from https://mcp.zovo.one/mcp/connect (the connect page) or https://mcp.zovo.one/mcp/token (the same token as JSON); a free anonymous one is issued on the spot and a Pro key works the same way. Then point an MCP client at https://mcp.zovo.one/mcp/onboarding over streamable-http and send the token as Authorization: Bearer <token>.

If your client cannot set headers, put the token in the path instead: https://mcp.zovo.one/mcp/onboarding/t/<token>. Both forms work. The bare URL with no token answers 401 on tools/call, so the token is not optional.

Claude Desktop, one click. Download onboarding.mcpb from the latest release and double-click it.

From source. The mirror is self-contained: every @theluckystrike/* dependency is vendored, so a fresh clone builds with no extra setup.

git clone https://github.com/theluckystrike/mcp-onboarding.git
cd mcp-onboarding
npm install && npm run build

Then point your client at the built entry point:

{
  "mcpServers": {
    "onboarding": {
      "command": "node",
      "args": ["/absolute/path/to/mcp-onboarding/dist/index.js"]
    }
  }
}

@theluckystrike/mcp-onboarding is not published on npm yet, so an npx -y @theluckystrike/mcp-onboarding command will fail. The three paths above are the working ones and each is exercised by CI.

onboarding demo

Read-only mirror of mcp-servers/servers/onboarding. See MIRROR.md.

In the official MCP Registry (io.github.theluckystrike/onboarding). New-hire onboarding as role-based task templates, with a dated checklist per hire that HR and the manager both read.

Related MCP server: hr-assist

The one rule that decides everything else

If somebody edits the checklist afterwards, adds a step or deletes one, every run already in progress keeps the list it started with, and the version it was copied from is recorded on the run.

That is not a caching convenience. A checklist somebody ticked and signed has to be the list they actually saw. A run that read its steps live from the checklist would mean a signed handover certificate for eleven checks when the person signing it saw ten, with no field in the record showing that it had happened. It also means deleting a checklist leaves its runs readable and complete, which is what you want the year afterwards when somebody asks what was checked.

Two smaller rules follow from it:

  • Nothing derived is stored. The pass, fail and outstanding counts, the percentage, and whether a run can be signed off are worked out on every call from the run's own steps. A stored "complete" flag is a fact about the afternoon somebody last looked, and complete here is a reading: it appears when the last step is answered and goes away again when one is put back to pending.

  • Not applicable is not a pass. na counts as ANSWERED and never as passed. A step that was looked at and dismissed is a different fact from a step that passed, and merging the two is how a checklist reports full marks for a job where half the steps did not apply.

What blocks a signature

A required step that is unanswered, a required step that failed, an unanswered optional step, or a run with no steps. force: true signs anyway, and the exceptions stay on the record and print on the report under "Signed with exceptions". They are not lost, and they are not silent.

Install

One-click (.mcpb): download checklist.mcpb from the latest release and double-click it in Claude Desktop: https://github.com/theluckystrike/mcp-servers/releases/latest

npm publish for @theluckystrike/mcp-onboarding is pending, so the npx line below returns 404 today. Build from source in the meantime; see llms-install.md.

Claude Desktop

~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "checklist": {
      "command": "npx",
      "args": ["-y", "@theluckystrike/mcp-onboarding"]
    }
  }
}

Claude Code

claude mcp add checklist -- npx -y @theluckystrike/mcp-onboarding

Cursor

~/.cursor/mcp.json (global) or .cursor/mcp.json (project), same entry as Claude Desktop.

Tools

Tool

What it does

checklist_create

Create a reusable checklist: a name, a category, a description

checklist_item_add

Add a step: the text, a section heading, and whether it is required

checklist_item_remove

Remove a step and bump the version. Runs already under way keep it

checklist_show

One checklist, grouped by section, with a blank printable copy on request

checklist_list

Every checklist with its version, step count and how many runs came from it

checklist_delete

Delete a checklist. Its runs stay readable, because each carries its own copy

run_start

Start a dated run against a job. The steps are copied into it at this point

run_check

Mark one step pass, fail or na, with who and when and what was found

run_show

The run: every step with its answer, the counts, the failures, and what blocks sign-off

run_list

Runs newest first, filtered by checklist, status, reference, or only those with failures

run_sign_off

Sign off with a name and a date, which freezes the run

run_status

Reopen a complete run, or abandon one when the job did not happen

run_report

The run as text on every tier. Pro also writes it to out_path as a .txt file

run_delete

Delete a run. A signed-off one is refused

license_status

Which tier this install is on and where the key came from

license_activate

Store a Pro key for this server

There is also a resource, checklist://contract, carrying the snapshot rule, the item states, the run status machine, what blocks a sign-off and where this server writes; and a prompt, run_the_checklist, that walks the whole job in order.

Free vs Pro

Free

Pro

Checklists you keep

3

unlimited

Runs of them

unlimited

unlimited

Steps per checklist

up to 500

up to 500

run_show, run_list, the counts

yes

yes

The run report as text

yes

yes

Writing the report to a file with out_path

no

yes

The meter is on how many DIFFERENT checklists you keep, not on how many jobs you check. A trade with one pre-delivery check, one handover sheet and one snag list runs its whole year inside the free tier. Runs are never capped, because capping the running of a checklist would cap the only thing a checklist is for. Deleting a checklist frees a slot.

Get Pro: https://mcp.zovo.one/buy/checklist (one-time), or all servers for one price at https://mcp.zovo.one/buy/bundle

Privacy

All data stays local, in ${XDG_DATA_HOME:-~/.local/share}/mcp-servers/checklist/. There is no network call anywhere in this server, no API key, and no account. The only file it reads that it does not own is the shared business profile, for the name and address at the top of a printed report, and it never writes to it.

Built by theluckystrike. Support: support@zovo.one

Use these docs as an MCP server

Any MCP client (Claude, Cursor, Windsurf, VS Code) can read this repository's documentation directly via GitMCP - no install:

Available Tools

9 tools
license_activateActivate licenseA

Activate a Pro key (MCPL1.xxx.yyy) from checkout: verified offline against a built-in public key, saved to your config file. A wrong, malformed or expired key is refused, unsaved. license_status reads it back.

Inputs: key (required).

license_statusLicense statusA

Report this server's licence state: product, tier free or pro, licence id, expiry, the key source and the upgrade URL. No arguments, no network. Explains a free-tier refusal; license_activate installs a key.

Inputs: no named parameters.

onboarding_hire_addAdd a hireA

Add a new hire and return its H-NNNN id: a name, a role and the day they start. The role is a grouping key, lower-cased and hyphenated. Add tasks with onboarding_task_add, or apply a role template with onboarding_template_apply.

Inputs: name (required), role (required), start_date (required).

onboarding_hire_listList hiresA

Every hire with their role, start date, task counts, percent complete and overdue count. Filter by role or by a word in the name. Returns at most 500 rows, newest change first.

Inputs: role, contains.

onboarding_overdueList overdue tasksA
Read-onlyIdempotent

Every task that is still outstanding past its due date, across all hires or one hire, with how many days late. Returns at most 500 rows, most overdue first.

Inputs: hire.

onboarding_progressShow a hire's progressA

One hire's whole plan: every task with its owner, due date and status, plus the percent complete, the overdue count and what is still outstanding. Pass as_csv for a Pro-only CSV export of the plan.

Inputs: hire (required), as_csv.

onboarding_task_addAdd a task to a hireA

Add one task to a hire's plan and return its K01-style id: the text, who owns it (hr, manager or it) and how many days after the start date it is due. The due date is counted from the hire's start date.

Inputs: hire (required), text (required), owner (required), due_offset (required).

onboarding_task_doneMark a task done or skippedA

Mark one task on a hire done or skipped, with the day it happened. done counts toward the percent complete; skipped is a deliberate dismissal and never counts as done. A task can be set back to todo to reopen it.

Inputs: hire (required), task (required), status (required), date.

onboarding_template_applyApply a role template to a hireA

Apply a role template to one hire (free) or many (Pro), copying the template's tasks into each hire with the template's version recorded. Editing the template afterwards never changes a hire already under way. If no template exists for the role, one is created from the tasks you pass.

Inputs: hire (required), role, tasks.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

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    TDQS

    A4/5.0

    Scored across 9 tools

    Disambiguation5/5

    Each tool targets a distinct resource and action: hires, tasks, templates, progress, overdue, and licensing are clearly separated. Even the overlapping summary tools (hire_list vs progress vs overdue) are differentiated by aggregate list vs single-plan detail.

    Naming Consistency4/5

    Most tools follow a consistent snake_case pattern with domain prefixes like onboarding_ and license_, and a resource-action structure such as hire_add, task_done, template_apply. The exceptions are onboarding_progress and onboarding_overdue, which use noun/adjective commands rather than an explicit verb, and license_status which is noun-like.

    Tool Count5/5

    Nine tools is a well-scoped set for an onboarding workflow: hire creation, task management, template application, progress/overdue reporting, and license handling. Each tool has a clear purpose and none feel redundant or bloat the surface.

    Completeness3/5

    Core workflows are covered: add hires, add/complete tasks, apply templates, view progress, and check overdue items. However, there are notable lifecycle gaps: no way to update or delete a hire, no task edit/removal, and no template management beyond applying one.

    Maintenance

    ActivityMaintained
    ResponsivenessOutdated data

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