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01 : Quickstart

Quickstart

Create your first project board, connect an AI assistant, and confirm it can read the work you want to manage : all in under 5 minutes.

Quick answer

Create an Agiflow workspace and project, then authorize the external AI assistant you already use and verify that it can read the approved project scope.

Maintained by Agiflow. Published . Last updated .

1

Create your workspace

Sign in and create a workspace with a project board. This gives your AI assistant a focused view of the work you want to manage.

Preview : your form will look like this

Create New Project

Initialize your workspace to organize your tasks and workflows.

2

Find your Organization ID

Your Organization ID connects your AI assistant to the right workspace. You’ll need it in the next step.

💡 Where to find it: Open your workspace settings. Your Organization ID appears at the top of the settings page. It looks like a long string of letters and numbers : copy the whole thing.
3

Connect your assistant

Add the connection to your AI assistant’s settings. Replace YOUR_ORG_ID with the Organization ID you copied.

Paste this into your assistant's settings
{ "mcpServers": { "agiflow": { "url": "https://api.agiflow.io/api/v1/organizations/YOUR_ORG_ID/mcp" } } }

Where to paste this

ChatGPT

Settings → MCP Servers → Add Server

Claude

Settings → MCP Servers → Add

Cursor

Settings → MCP → Add Server

💡 First sign-in: The first time your assistant connects, a sign-in window will open so you can authorize access. See the connection guide for detailed instructions.
4

Confirm it works

Test 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 your board. If it does, you’re all set.

Connection active
Project found
Board shared

02 : If It Doesn’t Work

“I can’t find any projects”

Make sure you created at least one project in your workspace before connecting. Your assistant needs something on the board to read.

Sign-in window doesn’t appear

Check that the URL in your configuration is correct and includes your Organization ID. If you copied it from this page, make sure you replaced YOUR_ORG_ID with your actual ID.

Connection times out

Try restarting your AI assistant and connecting again. Some tools need a restart after adding a new server connection.

03 : Next Steps

Support

Need help getting a board connected to your assistant?

Email support

Feedback

Missing a guide for your team’s project setup?

Open an issue

Community

Share how your team plans campaigns, deals, and client work.

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