Guide: Claude Code & MCP

Use I'mBoard from Claude Code via the MCP (Model Context Protocol) server. The MCP server wraps the I'mBoard REST API, giving AI assistants direct access to your boards, meetings, documents, reports, and dashboards through natural language.

API vs MCP: When to Use Which

Approach	Best For
REST API (curl, SDK)	Custom integrations, CI/CD pipelines, programmatic access
CLI	Quick lookups, scripting, agent workflows, terminal power users
MCP server (Claude Code)	Interactive exploration, ad-hoc queries, AI-assisted workflows

All three use the same personal access token and the same underlying API.

Setup

1. Create an API Token

Open I'mBoard and navigate to Account > API Access
Click Create Token
Give it a name (e.g., "claude-code") and choose an expiry
Copy the token immediately — it starts with imb_pat_ and is only shown once

2. Configure Claude Code

Add the I'mBoard MCP server to your project's .mcp.json file (or to ~/.claude/settings.json under mcpServers for global access):

{
  "mcpServers": {
    "imboard": {
      "command": "npx",
      "args": ["-y", "@imboard/mcp-server"],
      "env": {
        "IMBOARD_API_BASE_URL": "https://app.imboard.ai",
        "IMBOARD_API_TOKEN": "imb_pat_YOUR_TOKEN"
      }
    }
  }
}

3. Verify

Restart Claude Code (or reload MCP servers), then ask:

"List my I'mBoard boards"

Claude Code should call the list_boards tool and return your boards.

Available Tools

Read Tools

Tool	Description
`get_me`	Get the authenticated user's profile
`list_boards`	List boards you have access to
`get_board`	Get board details including billing state and your role
`list_board_members`	List members of a board with roles and access types
`get_board_member`	Get details for a specific board member
`list_board_meetings`	List meetings with filtering and sorting
`get_meeting`	Get meeting details
`list_board_documents`	List document metadata
`get_document`	Get metadata for a specific document
`list_board_reports`	List reports with status filtering
`get_report`	Get report details
`list_report_dashboards`	List dashboards under a report
`get_dashboard`	Get dashboard details

Write Tools

Tool	Description
`create_meeting`	Create a new meeting on a board
`update_meeting`	Update an existing meeting

Example Workflows

List Your Boards

"Show me all my I'mBoard boards"

Inspect Upcoming Meetings

"What meetings are scheduled on board def456?"

Create a Meeting

"Create a new board meeting called 'Q2 Review' on board def456, scheduled for next Tuesday at 2pm"

Build a Summary

"Give me a summary of board def456 — who are the members, what meetings happened this quarter, and what reports exist?"

Troubleshooting

Symptom	Cause	Fix
MCP server not listed	Configuration not loaded	Ensure `.mcp.json` is in your project root, then restart Claude Code
`UNAUTHENTICATED` error	Missing or malformed token	Check that `IMBOARD_API_TOKEN` is set and starts with `imb_pat_`
`INVALID_API_TOKEN` error	Token expired or revoked	Create a new token at Account > API Access
`FORBIDDEN` error	Insufficient permissions	Check your access on the target board

Security Notes

Never commit tokens to source control. Use environment variables or a .env file excluded from git.
Use short-lived tokens. Choose the shortest expiry that fits your use case.
One token per tool. Create a separate token for Claude Code so you can revoke it independently.

Guide: Claude Code & MCP

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