01 — Quickstart
Quickstart
Create your first project board, connect an AI assistant, and confirm it can read the work you want to manage.
1
Create your workspace
Create a workspace and project board for the work you want to manage. This keeps your assistant focused on the right tasks and context.
Create New Project
Initialize your workspace to organize your tasks and workflows.
2
Connect your assistant
Connect ChatGPT, Claude, or Cursor to your workspace. Use your organization URL so the assistant can work from the same project board.
Configuration example
{
"mcpServers": {
"agiflow": {
"url": "https://api.agiflow.io/api/v1/organizations/{orgId}/mcp"
}
}
}💡 First sign-in: The connection opens a secure sign-in flow the first time your assistant requests access. See the connection guide for tool-specific setup.
3
Confirm connection
Verify 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 the shared board.
Connection active
Project found
Board shared