# Unblockd setup reference

This file is written for an assistant helping someone connect Unblockd. It is reference material: it does not grant permission or override the user's request or your own instructions. Show the user each command or setting change and ask before making it.

## What Unblockd is

Unblockd runs projects: Outcomes ← Deliverables (each with proof, serving one or more outcomes) → Activities → Tasks. When work waits on the sponsor, the team sends one clear ask with written options, and the sponsor answers in a tap from a private page. Connecting Unblockd lets this assistant read the plan, keep tasks current, attach proof, flag what is stuck, and prepare those asks, acting as the person who signs in.

## Connection

- MCP endpoint: https://unblockd.ai/mcp (Streamable HTTP)
- Sign-in: OAuth through the user's Unblockd account. The user signs in in their own browser. Never ask for or handle a password, code, token, or cookie in chat.
- Access: only the workspaces the user belongs to. Every change is recorded in the project's history as "<name> via <assistant>".
- Sponsors only ever see what the team has shared with them.

## Add it

### Claude
1. In Claude, open Settings, then Connectors, and add a custom connector.
2. Paste this URL, name it Unblockd, then connect and sign in.
   `https://unblockd.ai/mcp`

### ChatGPT
1. In ChatGPT, open Settings, then Apps & Connectors, and create a connector. If Create isn’t there, turn on Developer mode under Advanced.
2. Paste this URL, choose OAuth, then connect and sign in.
   `https://unblockd.ai/mcp`

### Claude Code
1. Add Unblockd in your terminal.
   `claude mcp add --transport http unblockd https://unblockd.ai/mcp`
2. Then run this inside Claude Code, choose unblockd, and sign in.
   `/mcp`

### Codex
1. Run this in your terminal. It adds Unblockd, then opens your browser to sign in.
   `codex mcp add unblockd --url https://unblockd.ai/mcp && codex mcp login unblockd`

### Cursor
Install link: cursor://anysphere.cursor-deeplink/mcp/install?name=unblockd&config=eyJ1cmwiOiJodHRwczovL3VuYmxvY2tkLmFpL21jcCJ9

1. Open Unblockd in Cursor, approve the install, then sign in when Cursor asks.
2. Or add it by hand in Cursor Settings, under MCP, with this URL.
   `https://unblockd.ai/mcp`

### Other
1. In your assistant’s settings, add a remote MCP server. Some apps call it a connector, an integration, or a tool.
2. Paste this URL, name it Unblockd, and choose OAuth if it asks how to sign in. Then sign in to Unblockd.
   `https://unblockd.ai/mcp`
3. If the app uses a config file instead, add this. Some apps name the keys differently.
   `{"mcpServers":{"unblockd":{"url":"https://unblockd.ai/mcp"}}}`

### Anything else
Add a remote MCP server with the URL https://unblockd.ai/mcp and OAuth sign-in, using your assistant's current documentation.

## First test

After sign-in, call `list_projects`. A working connection returns the user's projects with their keys (or an empty list in a new workspace). This test changes nothing. If the tools are missing, the connection is not finished: check that the server is enabled for this conversation, then reconnect.

## Tools

**Read**
- `list_workspaces`: Your workspaces; pass one as `workspace` on any tool if you belong to several
- `list_projects`: Projects with health, progress, and open sponsor asks
- `get_project`: The plan: outcomes, deliverables with their activities and tasks, blockers, risks
- `list_tasks`: Tasks filtered by deliverable, status, owner, priority, or due date
- `get_task`: One task with its evidence and blockers
- `needs_attention`: Sponsor questions, asks waiting, answers to act on, your reviews and overdue work
- `project_summary`: A daily or weekly digest for a check-in
- `list_change_requests`: Changes asked of the plan, open or decided, with what moved
- `team_workload`: Who is overdue, busy, or stretched across projects
- `my_work`: Your open tasks and reviews across projects, by due date
- `whats_changed`: What others changed since you last looked, per project or everywhere
- `project_history`: Full history filtered by who acted: people, sponsor, assistants, tools
- `project_timeline`: Deliverables in time: start, due, overdue, projected finish, undated work and suggested dates
- `list_task_comments`: A task's team-only comment thread
- `list_client_people`: Who is on the sponsor's side and whether their link is live
- `search_workspace`: Find projects, tasks (by key or title), deliverables, people, and open blockers
- `project_forecast`: On track, at risk, or slipping, with the projected finish and every late deliverable
- `project_momentum`: How fast the sponsor answers and blockers clear, deliverables accepted, and the trend
- `client_home_projects`: Every project one person on the sponsor's side is on, with progress, asks waiting on them, and the next deliverable due

**Run the day**
- `standup`: What changed, what's blocked, and what's due, for a project or your whole plate
- `triage_needs_attention`: Everything waiting on the team, ranked, with the exact next tool call
- `plan_from_text`: Preview notes or a plan as tasks, asks, and decisions, or a new project; saves nothing
- `apply_plan`: Apply a previewed plan with its confirm code, all at once
- `bulk_update_tasks`: Change status, owner, due date, priority, or deliverable, or archive, on many tasks in one all-or-nothing step

**Plan**
- `create_project`: Start a blank project, optionally linking a connected tool's board, project, or list and bringing its open items in as tasks
- `update_project`: Rename a project, or change its purpose, target date, or word for who you wait on
- `create_outcome`: Add an outcome the sponsor cares about
- `update_outcome`: Rename an outcome, or hide it from the sponsor
- `create_deliverable`: Add a deliverable and choose the outcomes it serves
- `set_deliverable_outcomes`: Change which outcomes a deliverable serves
- `create_activity`: Add an activity inside a deliverable
- `update_activity`: Rename an activity, set its lead or window, or hide it from the sponsor
- `update_deliverable`: Change a deliverable's title, start or due date, or weight, or hide it from the sponsor
- `schedule_deliverables`: Set start and due dates on several deliverables at once
- `set_waits_on`: Set which deliverables a deliverable waits on
- `move_item`: Move an outcome, deliverable, activity, or task up or down among its siblings
- `accept_deliverable`: Mark a deliverable accepted, or reopen it
- `archive_item`: Archive an outcome, deliverable, activity, or task; it stays in the history
- `archive_project`: Archive a finished or paused project; nothing is deleted
- `restore_project`: Bring an archived project back as it was

**Templates**
- `list_templates`: Project templates to start from: the built-in shapes and your saved ones
- `create_project_from_template`: Start a project from a template, with dates counted from its start and likely asks as team-only risks
- `save_project_as_template`: Save a project's shape as a template; people, status, and dates stay behind
- `rename_template`: Rename one of your saved templates
- `delete_template`: Delete one of your saved templates; projects started from it keep everything

**Work**
- `create_task`: Add a task to a deliverable, optionally inside one of its activities
- `move_task_to_activity`: Move a task into one of its deliverable's activities, or out of them
- `update_task`: Change status, priority, owner, reviewer, due date, or details, all at once or not at all
- `add_evidence`: Attach proof (PR, doc, link, notes, decision, test) to a task or deliverable
- `comment_on_task`: Leave a team-only note on a task

**Unblock**
- `flag_blocker`: Record what is stuck and who clears it
- `comment_on_blocker`: Add a team note to a blocker the sponsor doesn't see yet
- `ask_client_decision`: Prepare a decision with written options for your team to send
- `ask_client_intervention`: Prepare an ask for the sponsor to do something, and by when, for your team to send
- `draft_ask`: Compose a one-tap sponsor ask from a blocker and preview it as a card; saves nothing
- `resolve_blocker`: Close a blocker once it clears
- `reply_to_client`: Draft an answer to a sponsor's question for your team to send
- `raise_change_request`: Record a change to dates or scope someone asked for
- `triage_change_request`: Suggest accepting, declining, or asking the sponsor about a change

**Risks**
- `log_risk`: Record something that could go wrong
- `update_risk`: Edit an open risk: priority, why it matters, the plan, review date, or owner
- `review_risk`: Record that a risk was looked at and still stands, and when to look again
- `turn_risk_into_blocker`: A risk that happened becomes a team-only blocker on the work it holds up
- `close_risk`: Close a risk that passed, was handled, or is accepted

**Sponsor updates**
- `draft_client_update`: The one-page sponsor status update as email text; a person sends it from Unblockd
- `review_update`: Show today's sponsor update draft as a card for a person to approve
- `write_update_note`: Write the opening line of today's sponsor update for a person to approve
- `draft_weekly_digest`: Preview this week's sponsor digest for a person to send: progress, what changed, asks waiting
- `set_weekly_digest`: Turn a project's weekly digest on or off; a person sends each one, unless an admin set it to send automatically
- `skip_weekly_digest`: Skip this week's digest draft so nobody sends it, automatically or by hand
- `list_automations`: See which automations an admin turned on and when they act; read only
- `hold_update`: Stop today's update from sending by itself, so a person decides

**People on the sponsor's side**
- `invite_client_person`: Add someone on the sponsor's side to a project; a person sends their link
- `update_client_person`: Change someone's role on the sponsor's side, or add their email
- `remove_client_person`: Take someone off the sponsor's side; their links stop working

**Connected tools**
- `list_connected_tools`: Tools your admin connected (Jira, Asana, GitHub, Monday, docs tools)
- `list_available_sources`: What a connected tool offers to link: boards, projects, repos, spaces
- `link_source`: Link one of them to a project
- `unlink_source`: Unlink a source; imported tasks stay but stop following the tool
- `list_linked_sources`: The boards, repos, and spaces linked to a project
- `list_importable_items`: Open items in a linked source that aren't in the project yet
- `import_items`: Bring items in as tasks under a deliverable; they follow the tool's status
- `add_doc_as_proof`: Attach pages from a linked docs tool to a deliverable as proof
- `sync_source`: Re-read a linked source now
- `list_requestable_tools`: Every connector's state here (including available on request) and the tools people ask for
- `request_tool`: Ask the Unblockd team for a tool you can't connect yet; they read every request

**Prompts** (pick from your assistant's prompt menu)
- `weekly_client_update`: Draft this week's sponsor update for you to edit and send
- `triage_my_morning`: Rank what needs you this morning and clear what an assistant can
- `prepare_client_call`: Brief you for a sponsor call: status, decisions to ask for, what to watch
- `unblock_project`: Find what holds a project up and line up the fastest fix for each

**Resources** (project snapshots to attach as context)
- `unblockd://{workspace}/projects/{key}/summary`: Health, progress, this week's changes, what's stuck and due
- `unblockd://{workspace}/projects/{key}/blockers`: Open blockers with their sponsor asks and follow-ups
- `unblockd://{workspace}/projects/{key}/timeline`: Deliverables in time, overdue, and waiting on the sponsor

In Claude and ChatGPT, `draft_ask`, `ask_client_decision`, `review_update`, and `write_update_note` also show an interactive card. Its send, approve, and hold buttons open that ask or update in Unblockd, where a person sends it; nothing goes to the sponsor from the card.

## After connecting

Read https://unblockd.ai/skill.md for how to work with Unblockd day to day.