Connect AI assistants to Peoplebox MCP Server

Peoplebox has an MCP server that connects AI assistants such as Claude and ChatGPT, as well as your company's own AI agents, to your Peoplebox data. Once connected, you can ask about your 1:1s, goals, performance reviews and development plans in plain language. The assistant can also update your goals, work on your development plan and draft review answers for you. It never does anything you couldn't do yourself in Peoplebox.

MCP (Model Context Protocol) is an open standard that AI assistants use to connect to other apps.

Before you start

An admin must turn on the MCP server for your company. It is off by default. See "For admins: turn on the MCP server" below.
You need a Peoplebox account in that company. You sign in the same way you normally sign in to Peoplebox.
You need an AI assistant that supports MCP connectors, such as Claude, ChatGPT or your company's own agent.
The connector is available for workspaces on dashboard.peoplebox.ai. Workspaces hosted in the EU or KSA regions are not supported yet.

The Peoplebox MCP server address is: https://ai.peoplebox.ai/mcp

For admins: turn on the MCP server

In Peoplebox, go to Settings → Nova AI Settings.
Make sure Enable AI Features is on.
Turn on MCP Server.
Copy the Server URL and share it, along with this article, with your team.

Connect your AI assistant

Claude

In Claude, open Customize → Connectors.
Find Peoplebox and click Connect. If Peoplebox isn't listed, click Add custom connector, enter https://ai.peoplebox.ai/mcp, and click Add. Leave the advanced settings (client ID and secret) empty.
A Peoplebox sign-in page opens. Sign in the way you normally do.
Peoplebox shows which assistant is asking for access and what it will be able to do. Click Allow to continue, or Deny to stop.
You're sent back to Claude, and Peoplebox shows as connected.

On Claude Team and Enterprise plans, an owner of your Claude organization may need to add the connector first.

Claude Code

In your terminal, run: claude mcp add --transport http peoplebox https://ai.peoplebox.ai/mcp
Run claude mcp login peoplebox, or start Claude Code, type /mcp, choose peoplebox and select Authenticate.
Sign in to Peoplebox in the browser window that opens, allow the connection, then return to your terminal.

ChatGPT

In ChatGPT, open Settings → Apps & Connectors. To add your own connector you may need to turn on Developer mode under Advanced settings. On Business and Enterprise plans, a ChatGPT admin may need to allow it.
Create a new connector and enter https://ai.peoplebox.ai/mcp as the server URL. Choose OAuth as the authentication method.
Sign in to Peoplebox when prompted and click Allow. You're sent back to ChatGPT.
In a new chat, turn on the Peoplebox connector and ask your question.

Your company's own AI agent, and other MCP clients

You can connect any agent or app that supports remote MCP servers with OAuth sign-in, for example an agent your IT team runs on an enterprise AI platform. Share these details with whoever sets up the agent:

Server URL: https://ai.peoplebox.ai/mcp
Transport: Streamable HTTP
Sign-in: OAuth 2.1 authorization code flow with PKCE (S256). Each person signs in with their own Peoplebox account; machine-to-machine (client credentials) sign-in isn't supported.
Discovery: the server answers unauthenticated requests with a 401 that points to its OAuth metadata, at https://ai.peoplebox.ai/.well-known/oauth-protected-resource.
Scopes: openid profile email offline_access
Client registration: Peoplebox supports Client ID Metadata Documents for supported assistants. For any other agent, email support@peoplebox.ai with the agent's name and its OAuth redirect URL, and we'll send you a client ID to enter in the agent's settings.
Tokens: access tokens last 30 minutes. Refresh tokens last 30 days and are replaced each time they're used.

Once the agent is set up, each person connects it, signs in to Peoplebox and allows the connection the first time they use it.

What you can do

1:1 meetings

See your past and upcoming 1:1s, or the ones with a particular person.
Read the agenda, the shared notes and your own private notes.
See your action items, open or completed.

Try asking:

"What's on the agenda for my next 1:1 with Priya, and which action items do I still owe?"
"Summarise my 1:1s with my team this quarter and list recurring themes."

1:1s are read-only. To add notes, agenda items or action items, or to mark them done, use Peoplebox.

People

Find a colleague by name or email.
See reporting lines: your manager, your direct reports and your peers.

Try asking: "Who reports to me, and when is my next 1:1 with each of them?"

Goals

See goals for the current cycle or any past or upcoming cycle: yours, your team's, or company goals you're allowed to see.
Read a goal's progress, check-ins and comments.
Create a goal or a key result.
Edit a goal's details, such as title, description, dates, targets, milestones, tags, alignment and visibility.
Check in progress, with an optional comment.
Add a comment to a goal.

Try asking:

"Which of my goals are behind? Check in 60% on my hiring goal and add a comment that two offers are out."
"Create a goal to cut onboarding time to 10 days by the end of this cycle."

Things to know:

Goal changes are saved straight to Peoplebox, and anyone who can see the goal will see them.
Your assistant asks for your approval before it uses a tool that changes something, unless you have chosen to always allow that tool in the assistant's connector settings. Read what it is about to save before you approve.
Your company's goal settings still apply, for example approvals or locks during a review cycle. If something is blocked, the assistant will say so.
Goals can't be deleted through an AI assistant. Use Peoplebox to delete a goal.

Performance reviews

Read your released past reviews. Managers can also read released reviews of people in their reporting line.
See the reviews you still need to write.
Draft your answers. The assistant saves your comment, or the rating you choose, as a draft on your own review form.

Try asking:

"What reviews do I still need to write? Help me draft my answer to the first question using my 1:1 notes from this quarter."
"What feedback did I get in my last review?"

Things to know:

AI assistants never submit a review. Drafts stay private until you open the form in Peoplebox, check it and submit it yourself. The assistant gives you a link to the form after each draft it saves.
Ratings are your own choice. The assistant saves the rating you pick; it does not recommend one.
Saving a draft answer replaces the answer already saved for that question, including text you typed in Peoplebox.

Development plans and feedback

See your development plan: its status, development areas, action items, activity and overall progress.
Managers can see their team's plans and the plans waiting for their approval.
Read the feedback given on a development area.
Create a development plan and add a development area with action items.
Check in on an action item, or add a comment or a shared update to it.
Request feedback on a development area from colleagues, or give feedback on someone else's development area.

Try asking:

"Show my development plan and how far along I am. Add an update to my mentoring action item: paired with two new joiners this month."
"Ask Priya and Arun for feedback on my stakeholder management area."

Things to know:

Changes to a development plan are saved straight to Peoplebox, and the people who can see the plan will see them.
Requesting feedback notifies the colleagues you name. Feedback you give is visible according to the visibility option you choose.
Your company's plan types, tracks and approval settings still apply. If something is not allowed, the assistant will say so.
Plans and development areas can't be deleted through an AI assistant.

Privacy and access

The assistant sees only what you can already see in Peoplebox. Your role, your reporting line and each record's privacy settings apply on every request. If your access changes in Peoplebox, the assistant's access changes too.
Private 1:1 notes stay private. The assistant can read your own private notes, never anyone else's.
Peoplebox never receives your conversation with the assistant. We receive only the requests it makes for the data or action you asked for.
The data a request returns goes to the AI provider you chose, such as Anthropic or OpenAI, and their terms and your company's agreement with them apply.
If your account is deactivated, the assistant loses access straight away.

Read our privacy policy: https://www.peoplebox.ai/privacy-policy/

Disconnect

From your assistant: remove or disconnect Peoplebox in the assistant's connector settings. In Claude, open Customize → Connectors → Peoplebox and click Disconnect. In Claude Code, run claude mcp remove peoplebox.
To cut off every assistant linked to your account, email support@peoplebox.ai.
For admins: turning off MCP Server in Settings → Nova AI Settings disconnects everyone in your company immediately.

Troubleshooting

"MCP isn't turned on for your company" (reference code: mcp_not_enabled). Ask a Peoplebox admin to turn it on in Settings → Nova AI Settings. Trying again won't help until then.
You clicked Deny, or closed the page. Nothing was connected. Start the connection again from your assistant.
Your workspace is hosted in the EU or KSA region. The connector is not available there yet.
"Couldn't reach the server" when adding a connector. Check that the URL is exactly https://ai.peoplebox.ai/mcp, including /mcp at the end.
"invalid_client" or "unknown client" when signing in. Your assistant hasn't been set up to sign in to Peoplebox yet. Email support@peoplebox.ai with the assistant's name and its OAuth redirect URL.
The assistant asks you to sign in again, or says your access has expired. Reconnect Peoplebox in your assistant's connector settings. This also happens if your access was revoked or an admin turned the MCP server off and on again.
The sign-in window doesn't open or doesn't return to your assistant. Allow pop-ups for your assistant's website and for dashboard.peoplebox.ai, then try again.
The assistant says it can't do something. Some actions are only available in Peoplebox, for example completing 1:1 action items, deleting goals or submitting reviews. It may also be that you don't have permission in Peoplebox.
Something else? Email support@peoplebox.ai with the assistant you use, what you asked and the time it happened.