MeshBoard - Cross Board Pivot

MCP Manual Setup and Recovery

This path is always available, including when lifecycle automation is unavailable. MCP is eligible on Pro and Ultimate only.

Path A: monday-integrated Accounts

  1. Confirm your subscription tier is Pro or Ultimate in the app plan badge.
  2. Request MCP token provisioning from support with your monday account ID.
  3. Support provisions service identity and account allowlist mapping.
  4. Call MCP endpoint with headers `Authorization: Bearer <service token>` and `X-Monday-Account-Id: <account_id>`.
  5. Verify discovery by calling `GET /mcp` and run `tools/list` then `pivot_prefetch_v1`.

Path B: External (non-monday) MCP Usage

  1. Use the same service token and account allowlist flow as Path A.
  2. Configure your external MCP client/server to call `POST /mcp` JSON-RPC 2.0.
  3. Pass `X-Monday-Account-Id` for every request to enforce tenant isolation.
  4. Use `pivot_preview_download_v1` for capped previews before mutating tools.

Troubleshooting and Verification