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Can Claude make an onboarding plan?

Yes, as a checklist. Claude can write an onboarding plan for a role, and Projects and memory can keep it for the next hire. What a chat does not keep is each hire's own copy with due dates and a record of what is done. Connect the Onboarding server (free token) and Claude adds a hire with a start date, applies a role template so every task gets an owner and a due date, marks tasks done, and lists what is overdue across all hires.

What Claude does alone, and what needs the server

Claude on its own

  • Writes an onboarding checklist for a role.
  • Keeps it in a Project for the next hire.

With the Onboarding server

  • A dated copy of the plan for each hire.
  • HR, manager and IT tasks, each with an owner.
  • Overdue tasks across every hire in one list.

A real call to the live server

We sent this to the hosted server on 2026-11-05. The answer below is the server's own text, not a mock-up. Live values will differ when you ask.

You ask

How is Priya's onboarding going?

Tool call

onboarding_progress {"hire":"H-0001"}

Server answer

{"hire": {"name": "Priya Shah", "role": "designer", "start_date": "2026-10-26", "percent_complete": 50, "overdue": 1, "tasks_detail": [{"id": "K01", "text": "Laptop ready and accounts set up", "owner": "it", "due": "2026-10-26", "status": "done"}, {"id": "K02", "text": "First-day welcome and studio tour", "owner": "manager", "due": "2026-10-26", "status": "done"}, {"id": "K03", "text": "Payroll and tax forms filed", "owner": "hr", "due": "2026-10-28", "status": "todo"}, {"id": "K04", "text": "Shadow a client call", "owner": "manager", "due": "2026-10-31", "status": "done"}, {"id": "K05", "text": "First design review", "owner": "manager", "due": "2026-11-09", "status": "todo"}, {"id": "K06", "text": "30-day check-in", "owner": "manager", "due": "2026-11-25", "status": "todo"}]}}

Priya was added with a start date of 26 October, a six-task designer template was applied, and three tasks were marked done first. The server answers in JSON. This is a shortened copy, and each task is shown with five of its fields, unchanged.

You ask

Is anything overdue for new hires?

Tool call

onboarding_overdue {}

Server answer

{"overdue": [{"hire": "Priya Shah", "hire_id": "H-0001", "task": "K03", "text": "Payroll and tax forms filed", "owner": "hr", "due": "2026-10-28", "days_late": 8}], "total": 1}

Days late are counted from the day of the call, here 5 November. The server answers in JSON. This is a shortened copy, and every field shown is unchanged.

Connect it in 1 minute

Get a free token first. No account, 30 days, 600 calls an hour. Put it in the URL in place of <token>. In Claude.ai or Claude Desktop open Settings, then Connectors, then Add custom connector, and paste the URL.

1. Free token

curl -s -X POST https://mcp.zovo.one/mcp/token

Connector URL (replace <token>)

https://mcp.zovo.one/mcp/onboarding/t/<token>

Claude Code

claude mcp add --transport http onboarding https://mcp.zovo.one/mcp/onboarding/t/<token>

Cursor (~/.cursor/mcp.json)

{
  "mcpServers": {
    "onboarding": {
      "url": "https://mcp.zovo.one/mcp/onboarding/t/<token>"
    }
  }
}

VS Code (.vscode/mcp.json)

{
  "servers": {
    "onboarding": {
      "type": "http",
      "url": "https://mcp.zovo.one/mcp/onboarding/t/<token>"
    }
  }
}

All 7 tools, free and Pro limits and more prompts are on the Onboarding MCP server page.

Questions

Can Claude make an onboarding plan?
Yes, as a checklist. Claude can write an onboarding plan for a role, and Projects and memory can keep it for the next hire. What a chat does not keep is each hire's own copy with due dates and a record of what is done. Connect the Onboarding server (free token) and Claude adds a hire with a start date, applies a role template so every task gets an owner and a due date, marks tasks done, and lists what is overdue across all hires.
If I edit the template, do current hires change?
No. Each hire copies the template when it is applied, so a plan already under way stays as it was.
What is free, and what does Pro add?
Hires, templates, tasks, progress and the overdue list are free, with a template applied to one hire per call. Pro is $19 once for the Onboarding server, or $39 once for all 49 servers. It applies a template to many hires in one call and exports a plan as CSV.
Is the server free?
The hosted Onboarding server has a free tier. A free token lasts 30 days and allows 600 calls an hour, with no account. Some features are Pro, and the server page lists what is free and what is not.

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