Table of Contents
BoardSite’s Model Context Protocol (MCP) integration lets supported AI assistants query BoardSite data according to the API key’s scopes and the connected user’s access. Creating and managing MCP credentials requires a separate permission even when Integration Management is visible.
Before you connect #
- Confirm that MCP is enabled for the organization and that you are authorized to create API credentials.
- Use the smallest scopes required for the intended assistant.
- Review the AI provider’s data-handling and retention terms before allowing it to receive BoardSite data.
Create and configure a key #
- Open Organization > Integrations.
- In AI Integration (MCP), select Configure AI Integration.
- Select Create New Key, give it a recognizable name, and select only the required scopes.
- Copy the secret when BoardSite displays it and store it in an approved secret manager. Do not place it in chat, email, screenshots, or documentation.
- Choose the instruction tab for the supported client and replace the
YOUR_API_KEYplaceholder locally with the secret. - Restart or reconnect the client as instructed, then test a low-risk query.
Review or revoke access #
The API Keys table shows the key name, non-secret prefix, scopes, rate limit, status, and last use. Select Revoke when a key is no longer needed or may have been exposed. Revocation immediately prevents future use of that credential.
Security note: AI output can be incomplete or incorrect. Verify summaries and answers against the underlying BoardSite records before relying on them for board decisions.
