Setup guide
Tested & supported
Checked agents are verified by us end-to-end — sign-in, reading a board, live updates, and the session wrap. The rest speak the same protocol and should work; we just haven't personally confirmed them yet, so we won't claim it.
zimmboard is a shared planning board your AI can read and update. Each AI connects a little differently — pick yours below. The in-app Connect AI drawer (on any board) generates the keys and ready-to-paste setup for whichever path you choose, and we'll add walkthroughs for more AIs here as each one is tested and verified.
1. Which AI are you using?
Claude — one-click connector (recommended)
The zimmboard connector is a remote MCP server with OAuth sign-in. One URL, sign in once, no keys to manage, works on every device. Fully verified end-to-end.
- In Claude, open Settings → Connectors → Add custom connector (on claude.ai or in the Claude desktop/mobile apps).
- Enter the connector URL:
https://mcp.zimmboard.com/mcp - Claude opens a ZimmBoard sign-in page. Log in with your zimmboard email and password and click Allow access.
- Done. Claude can now see the boards your account can see — and nothing else. Access is scoped per user; teammates connect their own AI with their own login.
Try it: start a new chat and say “Load my zimmboard board and ground yourself, then help me work.” Claude will list your boards, read the one you pick, and pick up exactly where the last session left off.
ChatGPT — MCP connector verified
Requires a paid ChatGPT plan (Plus or higher — Free has no custom-app support). Verified end-to-end on ChatGPT Plus: OAuth sign-in, board reads, live task updates, the one-shot plan import, and the session wrap.
- In ChatGPT: profile → Settings → Plugins → enable Developer mode. (OpenAI renames this area often — it has also lived under Connectors / Apps; look for the developer toggle.)
- Add a custom plugin with the server URL
https://mcp.zimmboard.com/mcpand authentication OAuth. - ChatGPT opens the ZimmBoard sign-in page. Log in and click Allow access.
- In a chat, enable ZimmBoard from the + / tools menu, then say “Load my zimmboard board and ground yourself.”
Alternative: a custom GPT with an Action
Prefer a dedicated GPT? In your board, open Connect AI → ChatGPT — it gives you the Action schema URL, a key, and ready-made GPT instructions (GPTs → + Create → Configure → Actions → Import from URL → Authentication: API Key, Bearer). Also requires a paid plan; Free gets neither path.
Le Chat (Mistral) — MCP connector verified
Works on Le Chat's free plan. Verified end-to-end: OAuth sign-in, board reads, live task updates, the one-shot plan import (nested sub-projects included), decision logging, and the session wrap.
- At chat.mistral.ai, open the side panel (toggle at top-left), expand the Intelligence group, and click Connectors.
- Click + Add Connector, switch to the Custom MCP Connector tab, name it
ZimmBoard, and enter the server URLhttps://mcp.zimmboard.com/mcp. - Le Chat opens the ZimmBoard sign-in page — log in with your zimmboard account and click Allow access.
- In a chat, open the Tools menu and tick ZimmBoard, then say “Load my zimmboard board and ground yourself.”
Cursor — MCP connector verified
Works on Cursor's free plan. Verified end-to-end, including the trickier paths: one-shot plan import with nested sub-projects, board files with surgical find-and-replace edits, and sync mode reconciliation.
- Create Cursor's global MCP config. In Terminal:
mkdir -p ~/.cursor && cat > ~/.cursor/mcp.json <<'EOF' { "mcpServers": { "zimmboard": { "url": "https://mcp.zimmboard.com/mcp" } } } EOF(Or per-project: the same JSON at.cursor/mcp.jsonin your project root.) - Fully quit Cursor (
Cmd-Q) and reopen it. - Open Cursor Settings → Tools & MCP. Click
zimmboardto start sign-in — your browser opens the ZimmBoard page; log in and click Allow access. You should see a green dot and 18 tools. - Open the chat with
Cmd-Land switch the mode dropdown to Agent, then say “Load my zimmboard board and ground yourself.”
If nothing happens: Cursor's Ask mode can't call tools — it will describe what it would do instead of doing it. Switch to Agent mode. For connection errors, Cmd-Shift-U → choose MCP from the dropdown shows the real reason.
VS Code (GitHub Copilot) — MCP connector verified
Works with Copilot's free tier. Verified end-to-end: OAuth sign-in, board reads, the one-shot plan import with nested sub-projects, task updates, decision logging, and the session wrap.
- Install the GitHub Copilot extension and sign in (the free tier includes agent mode).
Cmd-Shift-P→ MCP: Add Server → HTTP → URLhttps://mcp.zimmboard.com/mcp→ name itzimmboard→ scope Global.- Open Copilot Chat and switch the mode dropdown to Agent.
- Say “List my zimmboard boards” — the first tool use opens the ZimmBoard sign-in page. Log in, click Allow access, and you're connected.
Nothing happening? Ask mode can't call tools — it will describe what it would do instead of doing it. Switch to Agent mode.
Any AI — paste-in prompt or raw API
The real universal path is the MCP connector: https://mcp.zimmboard.com/mcp works in any MCP-capable client — Claude, ChatGPT (paid plans), Le Chat, Perplexity, Cursor, VS Code, Windsurf, Zed, and more. The paste-in path below is for agents that can send authenticated HTTP requests — CLI agents, scripts, and API stacks. Consumer chat apps (like ChatGPT or Gemini) can't send auth headers from a chat; use their MCP path instead.
Any LLM that can make authenticated HTTP calls can use the board API with a Bearer key. In a board, open Connect AI → Any AI and it generates a single paste-in message with a fresh key built in — nothing to wire up. (Keys can be created read-only if the agent should never write.)
Under the hood it's two calls:
« start of session »
GET https://zimmboard.com/api/v1/boards/{id}/context
Authorization: Bearer YOUR_KEY
« end of session »
POST https://zimmboard.com/api/v1/boards/{id}/wrap
{"summary": "what I did", "session_tag": "Chat 12",
"task_updates": [{"id": 3, "done": true}],
"new_tasks": [{"project_id": 1, "text": "follow up"}],
"carry_forward": ["next-session item"]}
The context response documents the full mid-session write API (add/check/edit tasks, log decisions, edit files, import plans), so your agent learns the rest by reading the board. So far this path is verified working with Claude; it should work with any agent that can send authenticated requests, and we'll note more agents here as they're tested.
2. The session ritual
The whole product is one loop:
- Session start — your AI reads the board (
board_context): open tasks with ids, deadlines, attached files, the last session's note and carry-forward items, decisions, and who changed what since the last wrap. - During the session — it works the board live: checks tasks off the moment they're finished, adds newly-discovered work, and logs decisions as they're made. You watch the board update in real time.
- Session end — it wraps (
wrap_session): a short summary note, a carry-forward list for next time, and any final check-offs, all in one call. The next session — even in a different chat, or a different AI — starts from there.
3. What the connector can do
The Claude connector exposes 18 tools. Every tool is annotated for safety: read-only tools are marked read-only, and destructive ones (deletes, file overwrites) are marked destructive so your AI client can ask before using them.
| Area | Tools |
|---|---|
| Read | List boards · Read board context · List board files · Read board file |
| Session ritual | Wrap session · Log a decision |
| Projects & tasks | Add / Update / Delete project · Add / Update / Delete task |
| Board files | Create · Replace content · Edit (find & replace) · Delete |
| Whole plans | Create board · Import or sync a plan (build a board from a plan file in one call; re-run to reconcile) |
4. Security & revoking access
- Scoped per account: a connected AI sees only the boards your zimmboard account can see. The connector's OAuth token is bound to your user; keys are stored only as hashes.
- Read-only mode: keys can be created read-only; write tools then return a clear refusal.
- Audit trail: every agent action — task check-offs, adds, file edits — is attributed in the board's Activity tab and in the "Activity since the last wrap" section of context.
- Revoke anytime: delete a key in Connect AI, or disconnect the connector in Claude's settings. Revoking a key cuts off any agent using it immediately.
5. Troubleshooting
- "Reconnect the ZimmBoard connector" in a tool reply — your authorization lapsed. Disconnect and reconnect the connector in Claude's settings and sign in again.
- Your AI can't see a board — confirm your zimmboard account owns it or has been invited to it. The connector never shows boards outside your account.
- File shows "stored" instead of "readable" — that format has no extractable text (e.g. an image). Markdown, code, CSV, Excel, and most PDFs are readable to agents.
6. Support
Stuck, or found a bug? Email support@zimmboard.com. See also our privacy policy for how your data is handled.