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class="text-body-secondary-color">MCP server</li></ol></nav></div></div><div class=""><div class="article intercom-force-break"><div class="mb-10 max-lg:mb-6"><div class="flex flex-col gap-4"><div class="flex flex-col"><h1 class="mb-1 font-primary text-2xl font-bold leading-10 text-body-primary-color">MCP server</h1><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Connect to your favorite Al to power your strategy execution program.</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> <time dateTime="2026-09-15T12:49:59Z" title="September 15, 2026">Updated over a week ago</time></span></div></div></div></div><div class="flex-col"><div class="mb-7 ml-0 text-md max-messenger:mb-6 lg:hidden"><div class="jsx-27f84a20f81f6ce9 table-of-contents max-h-[calc(100vh-96px)] overflow-y-auto rounded-2xl text-body-primary-color hover:text-primary max-lg:border max-lg:border-solid max-lg:border-body-border max-lg:shadow-solid-1"><div data-testid="toc-dropdown" class="jsx-27f84a20f81f6ce9 hidden cursor-pointer justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border border-b-0"><div class="jsx-27f84a20f81f6ce9 my-2 max-lg:pl-4">Table of contents</div><div class="jsx-27f84a20f81f6ce9 "><svg class="ml-2 mr-4 mt-3 transition-transform" transform="" width="16" height="16" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.93353 5.93451C4.24595 5.62209 4.75248 5.62209 5.0649 5.93451L7.99922 8.86882L10.9335 5.93451C11.246 5.62209 11.7525 5.62209 12.0649 5.93451C12.3773 6.24693 12.3773 6.75346 12.0649 7.06588L8.5649 10.5659C8.25249 10.8783 7.74595 10.8783 7.43353 10.5659L3.93353 7.06588C3.62111 6.75346 3.62111 6.24693 3.93353 5.93451Z" fill="currentColor"></path></svg></div></div><div data-testid="toc-body" class="jsx-27f84a20f81f6ce9 hidden my-2"><section data-testid="toc-section-0" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none border-body-toc-active-border px-4"><a id="#h_624970c93a" href="#h_624970c93a" data-testid="toc-link-0" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base font-toc-active text-body-primary-color"></a></section><section data-testid="toc-section-1" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_a1a1331f90" href="#h_a1a1331f90" data-testid="toc-link-1" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-2" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_50b1543928" href="#h_50b1543928" data-testid="toc-link-2" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-3" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_3fc327bdf2" href="#h_3fc327bdf2" data-testid="toc-link-3" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-4" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_b341a5b949" href="#h_b341a5b949" data-testid="toc-link-4" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-5" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_687ba1c506" href="#h_687ba1c506" data-testid="toc-link-5" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-6" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_83d4478902" href="#h_83d4478902" data-testid="toc-link-6" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-7" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_3a190d9bdd" href="#h_3a190d9bdd" data-testid="toc-link-7" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-8" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_71cdd0b136" href="#h_71cdd0b136" data-testid="toc-link-8" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="jsx-7b3ac4f8d5337043 article_body"><article class="jsx-7b3ac4f8d5337043 "><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Use Perdoo's MCP (Model Context Protocol) server to connect your Perdoo account to ChatGPT, Claude, Copilot, Gemini, Perplexity â or any other MCP-compatible tool. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-horizontal-rule"><hr/></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left">
55<h1 id="h_624970c93a">How to configure the MCP server </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You'll find specific instructions for ChatGPT, Claude, Copilot, Gemini, and Perplexity below. The generic instructions are as follows:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Server URL: <a href="https://mcp.perdoo.com/" rel="nofollow noopener noreferrer" target="_blank">https://mcp.perdoo.com</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Authentication: OAuth or API key</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>OAuth > Client ID: 7QSbCViY5hsv1Br6ZNVmWq30U0ps56gLpWYRVRjZ </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>API key: Go to <a href="https://web.perdoo.com/settings/user/api-tokens" rel="nofollow noopener noreferrer" target="_blank">Personal settings > API tokens</a> to create an API key.</p></div></li></ul></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You can use the below image as the icon for the app/connection:</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/i2krhanp/2325483074/a4fa8af2bb286dc45148a6e30340/Perdoo%2BMark.png?expires=1790274600&signature=c37b30bdff62d121b442d27d331ad1ddecfa0842443b319593c5f480b0e35ad6&req=diMlE812noFYXfMW1HO4zZocqisqmMPDSUwyabNXyxD1Qh7bDcj25AZ2AI9Y%0AGLSYjmQuM8K6u1x9Dmo%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/i2krhanp/2325483074/a4fa8af2bb286dc45148a6e30340/Perdoo%2BMark.png?expires=1790274600&signature=c37b30bdff62d121b442d27d331ad1ddecfa0842443b319593c5f480b0e35ad6&req=diMlE812noFYXfMW1HO4zZocqisqmMPDSUwyabNXyxD1Qh7bDcj25AZ2AI9Y%0AGLSYjmQuM8K6u1x9Dmo%3D%0A" alt="" width="148" height="136" style="width:75px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-horizontal-rule"><hr/></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_a1a1331f90">ChatGPT</h2></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Click on <a href="https://chatgpt.com/plugins/plugin_asdk_app_69ea45f692e88191ab134d2d74d86dd7" rel="nofollow noopener noreferrer" target="_blank">our ChatGPT connector</a> or <a href="https://web.perdoo.com/settings/user/integrations" rel="nofollow noopener noreferrer" target="_blank">Personal settings > Integrations > ChatGPT</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Click Connect</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Sign into your Perdoo account</p></div></li></ul></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/i2krhanp/2483074342/2eb1a55b15161f83546b5d13ad59/CleanShot+2026-06-17+at+13_58_32%402x.png?expires=1790274600&signature=3da0d101805135ec1f92fc996c09b87d9ec7b17cf760b8634e855557a5471191&req=diQvFcl5mYJbW%2FMW1HO4zV8Pl%2Ft6vi6Pef3QDfdnuLgJKGV1lyZ%2BMt7a44pC%0Ahb3h5gde7%2BnmnHlqvo8%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/i2krhanp/2483074342/2eb1a55b15161f83546b5d13ad59/CleanShot+2026-06-17+at+13_58_32%402x.png?expires=1790274600&signature=3da0d101805135ec1f92fc996c09b87d9ec7b17cf760b8634e855557a5471191&req=diQvFcl5mYJbW%2FMW1HO4zV8Pl%2Ft6vi6Pef3QDfdnuLgJKGV1lyZ%2BMt7a44pC%0Ahb3h5gde7%2BnmnHlqvo8%3D%0A" alt="" width="1048" height="1116" style="width:400px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-horizontal-rule"><hr/></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_50b1543928">Claude</h2></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Click on our <a href="https://claude.ai/directory/connectors/perdoo" rel="nofollow noopener noreferrer" target="_blank">Claude connector</a> or <a href="https://web.perdoo.com/settings/user/integrations" rel="nofollow noopener noreferrer" target="_blank">Personal settings > Integrations > Claude</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Click Connect to Claude</p></div></li></ul></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/i2krhanp/2648094285/6a7f1a713ccf79efaa0510cb6e14/8cfebe45-3e02-4ebc-a11a-0def1b00f18e?expires=1790274600&signature=3187ab811625d68e5cc9c49f8d609060ff4594977b661efdc418d818da0580af&req=diYjHsl3mYNXXPMW1HO4zYIAUN0pZcfc9e4co42fJi%2BdG4yFQNo2e1qCTr
55So%0A8Y4ONH9L%2BVJKj8IXnfk%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/i2krhanp/2648094285/6a7f1a713ccf79efaa0510cb6e14/8cfebe45-3e02-4ebc-a11a-0def1b00f18e?expires=1790274600&signature=3187ab811625d68e5cc9c49f8d609060ff4594977b661efdc418d818da0580af&req=diYjHsl3mYNXXPMW1HO4zYIAUN0pZcfc9e4co42fJi%2BdG4yFQNo2e1qCTrSo%0A8Y4ONH9L%2BVJKj8IXnfk%3D%0A" alt="" width="1416" height="1102" style="width:400px"/></a></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Sign into Perdoo account </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Authorize the MCP</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You'll see 'Connected' once successful.<br/>â </p></div></li></ul></div><div class="intercom-interblocks-horizontal-rule"><hr/></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_3fc327bdf2">Copilot</h2></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Go to <a href="https://web.perdoo.com/settings/user/api-tokens" rel="nofollow noopener noreferrer" target="_blank">Personal settings > API tokens</a> to create an API key. Copy the token immediately and store it securely since it will not be displayed again</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Go to <a href="https://copilotstudio.microsoft.com/" rel="nofollow noopener noreferrer" target="_blank">https://copilotstudio.microsoft.com/ </a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Select the environment that contains the agent</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Open the agent, select Tools, then click + New tool</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In the New tool dialog, click Model Context Protocol</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Fill in the connector details:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Server name: Perdoo MCP</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Server description: Connect Copilot Studio to Perdoo data and actions.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Server URL: <a href="https://mcp.perdoo.com/" rel="nofollow noopener noreferrer" target="_blank">https://mcp.perdoo.com/</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Authentication: API key</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Type: Header</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Header name: Authorization</p></div></li></ul></div></li></ul></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/i2krhanp/2648082725/69c788b68a90035a786f16ad998a/607246e3-a33c-4d2d-b777-c9db9ae58f76?expires=1790274600&signature=d9cc70cdac19993ab75ae45f42093dbbdf8bf6fce026ec4c7d23fdbd2e5a3d76&req=diYjHsl2n4ZdXPMW1HO4zWdL8i85zlI7vjBU0RyHoraH2VIKSX0yrRRr4WyD%0AkZcQs8JjajPdR9959EY%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/i2krhanp/2648082725/69c788b68a90035a786f16ad998a/607246e3-a33c-4d2d-b777-c9db9ae58f76?expires=1790274600&signature=d9cc70cdac19993ab75ae45f42093dbbdf8bf6fce026ec4c7d23fdbd2e5a3d76&req=diYjHsl2n4ZdXPMW1HO4zWdL8i85zlI7vjBU0RyHoraH2VIKSX0yrRRr4WyD%0AkZcQs8JjajPdR9959EY%3D%0A" alt="" width="1142" height="1496" style="width:400px"/></a></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Click Create</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Select the Perdoo MCP server</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In Power Automate, 5. Test: + New connection > Paste <code>Bearer api_key</code> > InvokeMCP > Raw Body On > Test operation</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Return to the Copilot Studio and select the new connection if it was not selected automatically</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Click + Add to agent from the 3 dot menu, then Add.</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>If creating the connector from Power Automate: New custom connector > Create from blank > Swagger editor > Create connector > 5. Test: + New connection > Paste <code>Bearer api_key</code> > InvokeMCP > Raw Body On > Test operation</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-horizontal-rule"><hr/></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_b341a5b949">Gemini </h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Connecting Perdoo to Gemini requires adding Perdooâs MCP server configuration to an MCP-compatible Gemini client, such as Gemini CLI.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Go to <a href="https://web.perdoo.com/settings/user/api-tokens" rel="nofollow noopener noreferrer" target="_blank">Personal settings > API tokens</a> to create an API key.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Copy the token immediately and store it securely since it will not be displayed again</p></div></li></ul></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Connector details:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Name: Perdoo</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>MCP Server URL: <a href="https://mcp.perdoo.com" rel="nofollow noopener noreferrer" target="_blank">https://mcp.perdoo.com</a></p></div></li></ul></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Configure Gemini CLI</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Add the server to your Gemini CLI configuration file (located at <code>~/.gemini/settings.json</code> globally or <code>.gemini/settings.json</code> in your project directory):</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>JSONâ</p></div></li></ul></div></li></ul></div><div class="intercom-interblocks-code"><pre>{ "mcpServers": { "perdoo": { "url": " https://mcp.perdoo.com/", "headers": { "Authorization": "Bearer YOUR_PERDOO_API_KEY" } } } }</pre></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Alternatively, register it directly via the terminal:<br/>â<code>gemini mcp add perdoo --url </code><a href="https://mcp.perdoo.com/" rel="nofollow noopener noreferrer" target="_blank">https://mcp.perdoo.com/</a></p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Verify the Connection</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Launch your CLI session by running <code>gemini</code> in your terminal.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Run <code>/mcp list</code> or <code>gemini mcp list</code> to confirm Gemini has discovered Perdooâs active tools (such as <code>find_key_result</code>, <code>update_key_result</code>, or <code>find_initiative</code>).</p></div></li></ul></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Gemini handles function calling behind the scenes, triggering the Perdoo MCP server and returning structured status updates.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-horizontal-rule"><hr/></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_687ba1c506">Perplexity </h2></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Go to <a href="https://www.perplexity.ai/account/connectors" rel="nofollow noopener noreferrer" target="_blank">https://www.perplexity.ai/account/connectors</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Click on + Custom connector</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Fill in the connector details:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Name: Perdoo</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>MCP Server URL: <a href="https://mcp.perdoo.com" rel="nofollow noopener noreferrer" target="_blank">https://mcp.perdoo.com</a></p></div></li></ul></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Advanced > OAuth > Client ID: 7QSbCViY5hsv1Br6ZNVmWq30U0ps56gLpWYRVRjZ </p></div></li></ul></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/i2krhanp/2269866871/98694aaa1a1136d6c4adc2a1cd44/CleanShot+2026-04-13+at+17_15_24.png?expires=1790274600&signature=7e18a6b5df2f7466899b62ccceb471473c59a0fd68ed5ace2d47239d0dd5b22a&req=diIhH8F4m4lYWPMW1HO4zQ70lvgq7snTOloXjanovpz4GDi6x%2F0%2BZrz0VQTH%0A4DUh9kRE%2B4pOKuuexRY%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/i2krhanp/2269866871/98694aaa1a1136d6c4adc2a1cd44/CleanShot+2026-04-13+at+17_15_24.png?expires=1790274600&signature=7e18a6b5df2f7466899b62ccceb471473c59a0fd68ed5ace2d47239d0dd5b22a&req=diIhH8F4m4lYWPMW1HO4zQ70lvgq7snTOloXjanovpz4GDi6x%2F0%2BZrz0VQTH%0A4DUh9kRE%2B4pOKuuexRY%3D%0A" alt="" width="485" height="362"/></a></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Click Add</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Click on the connector to authorize your Perdoo account</p></div></li></ul></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/i2krhanp/2269870271/fa8df734c653cfb4d2537bd2db9a/CleanShot+2026-04-13+at+17_16_07.png?expires=1790274600&
55signature=fe8df7748437bfb79d38fcd7091bcb3396294bd93a06dcb9167b926cf68f41e9&req=diIhH8F5nYNYWPMW1HO4zSw21xV5Dag1wkoNdk%2BXmfUbukL5NvJ2WrvZ4sTe%0A9N0cgva7JSSdHCjkiqw%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/i2krhanp/2269870271/fa8df734c653cfb4d2537bd2db9a/CleanShot+2026-04-13+at+17_16_07.png?expires=1790274600&signature=fe8df7748437bfb79d38fcd7091bcb3396294bd93a06dcb9167b926cf68f41e9&req=diIhH8F5nYNYWPMW1HO4zSw21xV5Dag1wkoNdk%2BXmfUbukL5NvJ2WrvZ4sTe%0A9N0cgva7JSSdHCjkiqw%3D%0A" alt="" width="430" height="173"/></a></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>After a successful authorization, you should see a success message.<br/>â</p></div></li></ul></div><div class="intercom-interblocks-horizontal-rule"><hr/></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_83d4478902">Available tools</h1></div><div class="intercom-interblocks-table"><table><tbody><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Tool</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Description</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>get_me</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Get the currently authenticated user's profile </p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>get_company</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Get company settings and configuration</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>list_okrs</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>List OKRs (Objectives together with their Key results)</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>list_objectives</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>List OKR objectives with optional filters, progress, and status </p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>get_objective</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Get a single objective by ID, including Key results, lead, timeframe, tags, custom field values, and update frequency</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>list_results</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>List Key results and Initiatives</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>get_result</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Get a single Key result or Initiative by ID, including custom field values and target frequency</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>list_kpis</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>List KPIs (Key Performance Indicators) with optional filters, including custom field values, target frequency, and update frequency</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>get_kpi</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Get a single KPI by ID, including lead, teams, tags, current and target value, custom field values, target frequency, and update frequency</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>list_strategic_pillars</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>List Strategic pillars with optional filters </p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>get_strategic_pillar</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Get a single strategic pillar by ID, including children and progress details</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>create_strategic_pillar</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Creates a pillar owned by one or more teams, or by the whole company</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>update_strategic_pillar</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Changes a pillar's name, description, teams, or the pillar it sits under</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>list_tags</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>List company tags with ID, name, description, and color for use in goal filtering and tagging.</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>list_teams</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>List teams with optional filters </p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>get_team</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Get a single team by ID, including members, sub-teams, and parent </p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>upsert_team</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Create or update a team</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>list_users</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>List users/team members with optional filters </p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>list_timeframes</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> List timeframes (planning periods) with optional filters </p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>list_reviews</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>List reviews</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>get_latest_review</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Shows your last review, whether one is due, and which periods you can file for</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>submit_review</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Files your own review, including your Pulse rating (if enabled), for the peri
55od you pick</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>get_latest_team_review</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Shows a team's last review, who filed it, and which periods are open.</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>submit_team_review</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Files a review on behalf of a team </p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>list_updates</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>List progress updates (value changes on goals)</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>search_all</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Search across all Perdoo entities (objectives, key results, KPIs, users, teams, etc.)</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>draft_okrs</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Creates a DRAFT Objective and its Key results in one call, so a full OKR can be drafted in conversation and reviewed in Perdoo before going live</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>create_objective</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Creates an Objective in a timeframe (DRAFT by default; pass stage ACTIVE to publish immediately)</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>create_result</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Creates a Key result or Initiative under an Objective</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>create_kpi</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Creates a KPI with metric unit, target type/frequency, update cadence, lead and teams</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>update_goal_progress</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Logs a progress update (new value + status + note) on a KPI or key result</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>update_goals</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Edit an existing Objective, Key result, Initiative, or KPI: rename, change lead, adjust targets, move stage, change parent/alignment, or add and remove tags.</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>includeNotes</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Notes/comments on get_kpi, get_objective, get_result via includeNotes + the 25 most recent activity-feed comments</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>includeProgressHistory</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Progress history on get_kpi and get_result via includeProgressHistory, with optional date range</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>includeTargets</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Targets via includeTargets â raw target rows, plus a per-period target grid for KPIs that flags whether each point was explicitly set or carried forward</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>list_explore_views</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> List accessible saved Explore views, including their type, folder, sharing status, and filters</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>list_explore_folders</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>List Explore folders available in the company</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>upsert_explore_folder</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Create or rename an Explore folder.</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>upsert_explore_view</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Create or update a saved Explore view, including goal filters and KPI board configuration</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>list_meeting_series</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>List meeting series the user participates in</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>list_meetings</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>List dated meetings with filters</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>get_meeting</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Get a meeting, agenda, tasks, and notes</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>list_meeting_tasks</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>
55Lists your open meeting tasks, the way the "My tasks" tab shows them on Home.</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>upsert_meeting_item</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Add or edit a meeting agenda item or task</p></div></td></tr><tr><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>upsert_meeting_note</p></div></td><td><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Add or edit a meeting note</p></div></td></tr></tbody></table></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-horizontal-rule"><hr/></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_3a190d9bdd">Example prompts</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>See this <a href="https://www.perdoo.com/resources/blog/9-fascinating-things-you-can-do-with-perdoos-mcp-server" rel="nofollow noopener noreferrer" target="_blank">blog post</a>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-horizontal-rule"><hr/></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_71cdd0b136"><b>Have a question?</b></h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email <a href="mailto:[email protected]" rel="nofollow noopener noreferrer" target="_blank">[email protected]</a>.</p></div><section class="jsx-62724fba150252e0 related_articles my-6"><hr class="jsx-62724fba150252e0 my-6 sm:my-8"/><div class="jsx-62724fba150252e0 mb-3 text-xl font-bold">Related Articles</div><section class="flex flex-col rounded-card border border-solid border-card-border bg-card-bg p-2 sm:p-3"><ul role="list" class="!m-0 list-none !p-0"><li class="!m-0 !list-none"><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rounded-card-inner sm:py-3 rounded-card-inner px-3" href="http://support.perdoo.com/en/articles/2298516-add-company-kpis" data-testid="article-link"><div class="flex flex-col p-0"><span class="m-0 text-md text-body-primary-color group-hover/article:text-primary">Add Company KPIs</span></div><div class="flex shrink-0 flex-col justify-center p-0"><svg class="block h-4 w-4 text-primary ltr:-rotate-90 rtl:rotate-90" fill="currentColor" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z" clip-rule="evenodd"></path></svg></div></a></li><li class="!m-0 !list-none"><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rounded-card-inner sm:py-3 rounded-card-inner px-3" href="http://support.perdoo.com/en/articles/3036744-engagement-dashboard" data-testid="article-link"><div class="flex flex-col p-0"><span class="m-0 text-md text-body-primary-color group-hover/article:text-primary">Engagement Dashboard</span></div><div class="flex shrink-0 flex-col justify-center p-0"><svg class="block h-4 w-4 text-primary ltr:-rotate-90 rtl:rotate-90" fill="currentColor" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z" clip-rule="evenodd"></path></svg></div></a></li><li class="!m-0 !list-none"><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rou
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55,"showDotTexture":null,"heroBrandView":false,"showCopyForLlm":null,"copyForLlmItems":null},"contentBlock":{"blockStyle":{"backgroundColor":"#ffffff","fontColor":"#1a1a1a","fadeToEdge":null,"backgroundGradient":null,"backgroundImageId":null,"backgroundImageUrl":null},"buttonOptions":{"backgroundColor":"#334BFA","fontColor":"#ffffff","borderRadius":6},"isFullWidth":false,"align":null}},"helpCenterName":"Perdoo Support Center","footerLogo":"https://downloads.intercomcdn.com/i/o/86793/7f137d8b4f30daa4bbcfcaae/379c733e874edaee1d29fa3825939f98.png","footerLogoHeight":"102","localisedInformation":{"contentBlock":{"locale":"en","title":"Content section title","withButton":false,"description":"","buttonTitle":"Button title","buttonUrl":""}}},"articleContent":{"articleId":"14470891","author":null,"blocks":[{"type":"paragraph","text":"Use Perdoo's MCP (Model Context Protocol) server to connect your Perdoo account to ChatGPT, Claude, Copilot, Gemini, Perplexity â or any other MCP-compatible tool. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"horizontalRule","text":"___________________________________________________________"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"How to configure the MCP server ","idAttribute":"h_624970c93a"},{"type":"paragraph","text":"You'll find specific instructions for ChatGPT, Claude, Copilot, Gemini, and Perplexity below. The generic instructions are as follows:","class":"no-margin"},{"type":"unorderedNestedList","text":"- Server URL: \u003ca href=\"https://mcp.perdoo.com/\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ehttps://mcp.perdoo.com\u003c/a\u003e\n- Authentication: OAuth or API key\n - OAuth \u0026gt; Client ID: 7QSbCViY5hsv1Br6ZNVmWq30U0ps56gLpWYRVRjZ \n - API key: Go to \u003ca href=\"https://web.perdoo.com/settings/user/api-tokens\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ePersonal settings \u0026gt; API tokens\u003c/a\u003e to create an API key.","items":[{"content":[{"type":"paragraph","text":"Server URL: \u003ca href=\"https://mcp.perdoo.com/\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ehttps://mcp.perdoo.com\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Authentication: OAuth or API key","class":"no-margin"},{"type":"unorderedNestedList","text":"- OAuth \u0026gt; Client ID: 7QSbCViY5hsv1Br6ZNVmWq30U0ps56gLpWYRVRjZ \n- API key: Go to \u003ca href=\"https://web.perdoo.com/settings/user/api-tokens\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ePersonal settings \u0026gt; API tokens\u003c/a\u003e to create an API key.","items":[{"content":[{"type":"paragraph","text":"OAuth \u0026gt; Client ID: 7QSbCViY5hsv1Br6ZNVmWq30U0ps56gLpWYRVRjZ ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"API key: Go to \u003ca href=\"https://web.perdoo.com/settings/user/api-tokens\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ePersonal settings \u0026gt; API tokens\u003c/a\u003e to create an API key.","class":"no-margin"}]}]}]}]},{"type":"paragraph","text":"You can use the below image as the icon for the app/connection:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/i2krhanp/2325483074/a4fa8af2bb286dc45148a6e30340/Perdoo%2BMark.png?expires=1790274600\u0026signature=c37b30bdff62d121b442d27d331ad1ddecfa0842443b319593c5f480b0e35ad6\u0026req=diMlE812noFYXfMW1HO4zZocqisqmMPDSUwyabNXyxD1Qh7bDcj25AZ2AI9Y%0AGLSYjmQuM8K6u1x9Dmo%3D%0A","width":148,"height":136,"displayWidth":75},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"horizontalRule","text":"___________________________________________________________"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"ChatGPT","idAttribute":"h_a1a1331f90"},{"type":"unorderedNestedList","text":"- Click on \u003ca href=\"https://chatgpt.com/plugins/plugin_asdk_app_69ea45f692e88191ab134d2d74d86dd7\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003eour ChatGPT connector\u003c/a\u003e or \u003ca href=\"https://web.perdoo.com/settings/user/integrations\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ePersonal settings \u0026gt; Integrations \u0026gt;
55 ChatGPT\u003c/a\u003e\n- Click Connect\n- Sign into your Perdoo account","items":[{"content":[{"type":"paragraph","text":"Click on \u003ca href=\"https://chatgpt.com/plugins/plugin_asdk_app_69ea45f692e88191ab134d2d74d86dd7\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003eour ChatGPT connector\u003c/a\u003e or \u003ca href=\"https://web.perdoo.com/settings/user/integrations\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ePersonal settings \u0026gt; Integrations \u0026gt; ChatGPT\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Click Connect","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Sign into your Perdoo account","class":"no-margin"}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/i2krhanp/2483074342/2eb1a55b15161f83546b5d13ad59/CleanShot+2026-06-17+at+13_58_32%402x.png?expires=1790274600\u0026signature=3da0d101805135ec1f92fc996c09b87d9ec7b17cf760b8634e855557a5471191\u0026req=diQvFcl5mYJbW%2FMW1HO4zV8Pl%2Ft6vi6Pef3QDfdnuLgJKGV1lyZ%2BMt7a44pC%0Ahb3h5gde7%2BnmnHlqvo8%3D%0A","width":1048,"height":1116,"displayWidth":400},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"horizontalRule","text":"___________________________________________________________"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Claude","idAttribute":"h_50b1543928"},{"type":"unorderedNestedList","text":"- Click on our \u003ca href=\"https://claude.ai/directory/connectors/perdoo\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003eClaude connector\u003c/a\u003e or \u003ca href=\"https://web.perdoo.com/settings/user/integrations\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ePersonal settings \u0026gt; Integrations \u0026gt; Claude\u003c/a\u003e\n- Click Connect to Claude","items":[{"content":[{"type":"paragraph","text":"Click on our \u003ca href=\"https://claude.ai/directory/connectors/perdoo\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003eClaude connector\u003c/a\u003e or \u003ca href=\"https://web.perdoo.com/settings/user/integrations\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ePersonal settings \u0026gt; Integrations \u0026gt; Claude\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Click Connect to Claude","class":"no-margin"}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/i2krhanp/2648094285/6a7f1a713ccf79efaa0510cb6e14/8cfebe45-3e02-4ebc-a11a-0def1b00f18e?expires=1790274600\u0026signature=3187ab811625d68e5cc9c49f8d609060ff4594977b661efdc418d818da0580af\u0026req=diYjHsl3mYNXXPMW1HO4zYIAUN0pZcfc9e4co42fJi%2BdG4yFQNo2e1qCTrSo%0A8Y4ONH9L%2BVJKj8IXnf
55k%3D%0A","width":1416,"height":1102,"displayWidth":400},{"type":"unorderedNestedList","text":"- Sign into Perdoo account \n- Authorize the MCP\n- You'll see 'Connected' once successful.\u003cbr\u003eâ ","items":[{"content":[{"type":"paragraph","text":"Sign into Perdoo account ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Authorize the MCP","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"You'll see 'Connected' once successful.\u003cbr\u003eâ ","class":"no-margin"}]}]},{"type":"horizontalRule","text":"___________________________________________________________"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Copilot","idAttribute":"h_3fc327bdf2"},{"type":"unorderedNestedList","text":"- Go to \u003ca href=\"https://web.perdoo.com/settings/user/api-tokens\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ePersonal settings \u0026gt; API tokens\u003c/a\u003e to create an API key. Copy the token immediately and store it securely since it will not be displayed again\n- Go to \u003ca href=\"https://copilotstudio.microsoft.com/\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ehttps://copilotstudio.microsoft.com/ \u003c/a\u003e\n- Select the environment that contains the agent\n- Open the agent, select Tools, then click + New tool\n- In the New tool dialog, click Model Context Protocol\n- Fill in the connector details:\n - Server name: Perdoo MCP\n - Server description: Connect Copilot Studio to Perdoo data and actions.\n - Server URL: \u003ca href=\"https://mcp.perdoo.com/\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ehttps://mcp.perdoo.com/\u003c/a\u003e\n - Authentication: API key\n - Type: Header\n - Header name: Authorization","items":[{"content":[{"type":"paragraph","text":"Go to \u003ca href=\"https://web.perdoo.com/settings/user/api-tokens\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ePersonal settings \u0026gt; API tokens\u003c/a\u003e to create an API key. Copy the token immediately and store it securely since it will not be displayed again","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Go to \u003ca href=\"https://copilotstudio.microsoft.com/\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ehttps://copilotstudio.microsoft.com/ \u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Select the environment that contains the agent","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Open the agent, select Tools, then click + New tool","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"In the New tool dialog, click Model Context Protocol","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Fill in the connector details:","class":"no-margin"},{"type":"unorderedNestedList","text":"- Server name: Perdoo MCP\n- Server description: Connect Copilot Studio to Perdoo data and actions.\n- Server URL: \u003ca href=\"https://mcp.perdoo.com/\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ehttps://mcp.perdoo.com/\u003c/a\u003e\n- Authentication: API key\n- Type: Header\n- Header name: Authorization","items":[{"content":[{"type":"paragraph","text":"Server name: Perdoo MCP","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Server description: Connect Copilot Studio to Perdoo data and actions.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Server URL: \u003ca href=\"https://mcp.perdoo.com/\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ehttps://mcp.perdoo.com/\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Authentication: API key","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Type: Header","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Header name: Authorization","class":"no-margin"}]}]}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/i2krhanp/2648082725/69c788b68a90035a786f16ad998a/607246e3-a33c-4d2d-b777-c9db9ae58f76?expires=1790274600\u0026signature=d9cc70cdac19993ab75ae45f42093dbbdf8bf6fce026ec4c7d23fdbd2e5a3d76\u0026req=diYjHsl2n4ZdXPMW1HO4zWdL8i85zlI7vjBU0RyHoraH2VIKSX0yrRRr4WyD%0AkZcQs8JjajPdR9959EY%3D%0A","width":1142,"height":1496,"displayWidth":400},{"type":"unorderedNestedList","text":"- Click Create\n- Select the Perdoo MCP server\n- In Power Automate, 5. Test: + New connection \u0026gt; Paste \u003ccode\u003eBearer api_key\u003c/code\u003e \u0026gt; InvokeMCP \u0026gt; Raw Body On \u0026gt; Test operation\n- Return to the Copilot Studio and select the new connection if it was not selected automatically\n- Click + Add to agent from the 3 dot menu, then Add.","items":[{"content":[{"type":"paragraph","text":"Click Create","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Select the Perdoo MCP server","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"In Power Automate, 5. Test: + New connection \u0026gt; Paste \u003ccode\u003eBearer api_key\u003c/code\u003e \u0026gt; InvokeMCP \u0026gt; Raw Body On \u0026gt; Test operation","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Return to the Copilot Studio and select the new connection if it was not selected automatically","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Click + Add to agent from the 3 dot menu, then Add.","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"If creating the connector from Power Automate: New custom connector \u0026gt;
55 Create from blank \u0026gt; Swagger editor \u0026gt; Create connector \u0026gt; 5. Test: + New connection \u0026gt; Paste \u003ccode\u003eBearer api_key\u003c/code\u003e \u0026gt; InvokeMCP \u0026gt; Raw Body On \u0026gt; Test operation","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"horizontalRule","text":"___________________________________________________________"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Gemini ","idAttribute":"h_b341a5b949"},{"type":"paragraph","text":"Connecting Perdoo to Gemini requires adding Perdooâs MCP server configuration to an MCP-compatible Gemini client, such as Gemini CLI.","class":"no-margin"},{"type":"unorderedNestedList","text":"- Go to \u003ca href=\"https://web.perdoo.com/settings/user/api-tokens\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ePersonal settings \u0026gt; API tokens\u003c/a\u003e to create an API key.\n - Copy the token immediately and store it securely since it will not be displayed again\n- Connector details:\n - Name: Perdoo\n - MCP Server URL: \u003ca href=\"https://mcp.perdoo.com\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ehttps://mcp.perdoo.com\u003c/a\u003e\n- Configure Gemini CLI\n - Add the server to your Gemini CLI configuration file (located at \u003ccode\u003e~/.gemini/settings.json\u003c/code\u003e globally or \u003ccode\u003e.gemini/settings.json\u003c/code\u003e in your project directory):\n \n JSONâ","items":[{"content":[{"type":"paragraph","text":"Go to \u003ca href=\"https://web.perdoo.com/settings/user/api-tokens\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ePersonal settings \u0026gt; API tokens\u003c/a\u003e to create an API key.","class":"no-margin"},{"type":"unorderedNestedList","text":"- Copy the token immediately and store it securely since it will not be displayed again","items":[{"content":[{"type":"paragraph","text":"Copy the token immediately and store it securely since it will not be displayed again","class":"no-margin"}]}]}]},{"content":[{"type":"paragraph","text":"Connector details:","class":"no-margin"},{"type":"unorderedNestedList","text":"- Name: Perdoo\n- MCP Server URL: \u003ca href=\"https://mcp.perdoo.com\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ehttps://mcp.perdoo.com\u003c/a\u003e","items":[{"content":[{"type":"paragraph","text":"Name: Perdoo","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"MCP Server URL: \u003ca href=\"https://mcp.perdoo.com\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ehttps://mcp.perdoo.com\u003c/a\u003e","class":"no-margin"}]}]}]},{"content":[{"type":"paragraph","text":"Configure Gemini CLI","class":"no-margin"},{"type":"unorderedNestedList","text":"- Add the server to your Gemini CLI configuration file (located at \u003ccode\u003e~/.gemini/settings.json\u003c/code\u003e globally or \u003ccode\u003e.gemini/settings.json\u003c/code\u003e in your project directory):\n \n JSONâ","items":[{"content":[{"type":"paragraph","text":"Add the server to your Gemini CLI configuration file (located at \u003ccode\u003e~/.gemini/settings.json\u003c/code\u003e globally or \u003ccode\u003e.gemini/settings.json\u003c/code\u003e in your project directory):","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"JSONâ","class":"no-margin"}]}]}]}]},{"type":"code","text":"{ \"mcpServers\": { \"perdoo\": { \"url\": \" https://mcp.perdoo.com/\", \"headers\": { \"Authorization\": \"Bearer YOUR_PERDOO_API_KEY\" } } } }"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Alternatively, register it directly via the terminal:\u003cbr\u003eâ\u003ccode\u003egemini mcp add perdoo --url \u003c/code\u003e\u003ca href=\"https://mcp.perdoo.com/\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ehttps://mcp.perdoo.com/\u003c/a\u003e","class":"no-margin"},{"type":"unorderedNestedList","text":"- Verify the Connection\n - Launch your CLI session by running \u003ccode\u003egemini\u003c/code\u003e in your terminal.\n - Run \u003ccode\u003e/mcp list\u003c/code\u003e or \u003ccode\u003egemini mcp list\u003c/code\u003e to confirm Gemini has discovered Perdooâs active tools (such as \u003ccode\u003efind_key_result\u003c/code\u003e, \u003ccode\u003eupdate_key_result\u003c/code\u003e, or \u003ccode\u003efind_initiative\u003c/code\u003e).","items":[{"content":[{"type":"paragraph","text":"Verify the Connection","class":"no-margin"},{"type":"unorderedNestedList","text":"- Launch your CLI session by running \u003ccode\u003egemini\u003c/code\u003e in your terminal.\n- Run \u003ccode\u003e/mcp list\u003c/code\u003e or \u003ccode\u003egemini mcp list\u003c/code\u003e to confirm Gemini has discovered Perdooâs active tools (such as \u003ccode\u003efind_key_result\u003c/code\u003e, \u003ccode\u003eupdate_key_result\u003c/code\u003e, or \u003ccode\u003efind_initiative\u003c/code\u003e).","items":[{"content":[{"type":"paragraph","text":"Launch your CLI session by running \u003ccode\u003egemini\u003c/code\u003e in your terminal.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Run \u003ccode\u003e/mcp list\u003c/code\u003e or \u003ccode\u003egemini mcp list\u003c/code\u003e to confirm Gemini has discovered Perdooâs active tools (such as \u003ccode\u003efind_key_result\u003c/code\u003e, \u003ccode\u003eupdate_key_result\u003c/code\u003e, or \u003ccode\u003efind_initiative\u003c/code\u003e).","class":"no-margin"}]}]}]}]},{"type":"paragraph","text":"Gemini handles function calling behind the scenes, triggering the Perdoo MCP server and returning structured status updates.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"horizontalRule","text":"___________________________________________________________"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Perplexity ","idAttribute":"h_687ba1c506"},{"type":"unorderedNestedList","text":"- Go to \u003ca href=\"https://www.perplexity.ai/account/connectors\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ehttps://www.perplexity.ai/account/connectors\u003c/a\u003e\n- Click on + Custom connector\n- Fill in the connector details:\n - Name: Perdoo\n - MCP Server URL: \u003ca href=\"https://mcp.perdoo.com\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ehttps://mcp.perdoo.com\u003c/a\u003e\n- Advanced \u0026gt; OAuth \u0026gt;
55 Client ID: 7QSbCViY5hsv1Br6ZNVmWq30U0ps56gLpWYRVRjZ ","items":[{"content":[{"type":"paragraph","text":"Go to \u003ca href=\"https://www.perplexity.ai/account/connectors\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ehttps://www.perplexity.ai/account/connectors\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Click on + Custom connector","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Fill in the connector details:","class":"no-margin"},{"type":"unorderedNestedList","text":"- Name: Perdoo\n- MCP Server URL: \u003ca href=\"https://mcp.perdoo.com\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ehttps://mcp.perdoo.com\u003c/a\u003e","items":[{"content":[{"type":"paragraph","text":"Name: Perdoo","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"MCP Server URL: \u003ca href=\"https://mcp.perdoo.com\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003ehttps://mcp.perdoo.com\u003c/a\u003e","class":"no-margin"}]}]}]},{"content":[{"type":"paragraph","text":"Advanced \u0026gt; OAuth \u0026gt; Client ID: 7QSbCViY5hsv1Br6ZNVmWq30U0ps56gLpWYRVRjZ ","class":"no-margin"}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/i2krhanp/2269866871/98694aaa1a1136d6c4adc2a1cd44/CleanShot+2026-04-13+at+17_15_24.png?expires=1790274600\u0026signature=7e18a6b5df2f7466899b62ccceb471473c59a0fd68ed5ace2d47239d0dd5b22a\u0026req=diIhH8F4m4lYWPMW1HO4zQ70lvgq7snTOloXjanovpz4GDi6x%2F0%2BZrz0VQTH%0A4DUh9kRE%2B4pOKuuexRY%3D%0A","width":485,"height":362},{"type":"unorderedNestedList","text":"- Click Add\n- Click on the connector to authorize your Perdoo account","items":[{"content":[{"type":"paragraph","text":"Click Add","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Click on the connector to authorize your Perdoo account","class":"no-margin"}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/i2krhanp/2269870271/fa8df734c653cfb4d2537bd2db9a/CleanShot+2026-04-13+at+17_16_07.png?expires=1790274600\u0026signature=fe8df7748437bfb79d38fcd7091bcb3396294bd93a06dcb9167b926cf68f41e9\u0026req=diIhH8F5nYNYWPMW1HO4zSw21xV5Dag1wkoNdk%2BXmfUbukL5NvJ2WrvZ4sTe%0A9N0cgva7JSSdHCjkiqw%3D%0A","width":430,"height":173},{"type":"unorderedNestedList","text":"- After a successful authorization, you should see a success message.\u003cbr\u003eâ","items":[{"content":[{"type":"paragraph","text":"After a successful authorization, you should see a success message.\u003cbr\u003eâ","class":"no-margin"}]}]},{"type":"horizontalRule","text":"___________________________________________________________"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Available tools","idAttribute":"h_83d4478902"},{"type":"table","responsive":false,"container":false,"stacked":true,"rows":[{"cells":[{"content":[{"type":"paragraph","text":"Tool","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Description","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"get_me","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Get the currently authenticated user's profile ","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"get_company","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Get company settings and configuration","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"list_okrs","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"List OKRs (Objectives together with their Key results)","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"list_objectives","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"List OKR objectives with optional filters, progress, and status ","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"get_objective","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Get a single objective by ID, including Key results, lead, timeframe, tags, custom field values, and update frequency","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"list_results","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"List Key results and Initiatives","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"get_result","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Get a single Key result or Initiative by ID, including custom field values and target frequency","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"list_kpis","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"List KPIs (Key Performance Indicators) with optional filters, including custom field values, target frequency, and update frequency","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"get_kpi","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Get a single KPI by ID, including lead, teams, tags, current and target value, custom field values, target frequency, and update frequency","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"list_strategic_pillars","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"List Strategic pillars with optional filters ","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"get_strategic_pillar","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Get a single strategic pillar by ID, including children and progress details","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"create_strategic_pillar","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Creates a pillar owned by one or more teams, or by the whole company","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"update_strategic_pillar","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Changes a pillar's name, description, teams, or the pillar it sits under","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"list_tags","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"List company tags with ID, name, description, and color for use in goal filtering and tagging.","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"list_teams","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"List teams with optional filters ","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"get_team","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Get a single team by ID, including members, sub-teams, and parent ","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"upsert_team","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Create or update a team","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"list_users","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"List users/team members with optional filters ","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"list_timeframes","class":"no-margin"}]},{"content":[{"type":"paragraph","text":" List timeframes (planning periods) with optional filters ","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"list_reviews","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"List reviews","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"get_latest_review","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Shows your last review, whether one is due, and which periods you can file for","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"submit_review","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Files your own review, including your Pulse rating (if enabled), for the peri
55od you pick","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"get_latest_team_review","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Shows a team's last review, who filed it, and which periods are open.","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"submit_team_review","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Files a review on behalf of a team ","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"list_updates","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"List progress updates (value changes on goals)","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"search_all","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Search across all Perdoo entities (objectives, key results, KPIs, users, teams, etc.)","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"draft_okrs","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Creates a DRAFT Objective and its Key results in one call, so a full OKR can be drafted in conversation and reviewed in Perdoo before going live","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"create_objective","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Creates an Objective in a timeframe (DRAFT by default; pass stage ACTIVE to publish immediately)","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"create_result","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Creates a Key result or Initiative under an Objective","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"create_kpi","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Creates a KPI with metric unit, target type/frequency, update cadence, lead and teams","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"update_goal_progress","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Logs a progress update (new value + status + note) on a KPI or key result","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"update_goals","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Edit an existing Objective, Key result, Initiative, or KPI: rename, change lead, adjust targets, move stage, change parent/alignment, or add and remove tags.","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"includeNotes","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Notes/comments on get_kpi, get_objective, get_result via includeNotes + the 25 most recent activity-feed comments","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"includeProgressHistory","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Progress history on get_kpi and get_result via includeProgressHistory, with optional date range","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"includeTargets","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Targets via includeTargets â raw target rows, plus a per-period target grid for KPIs that flags whether each point was explicitly set or carried forward","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"list_explore_views","class":"no-margin"}]},{"content":[{"type":"paragraph","text":" List accessible saved Explore views, including their type, folder, sharing status, and filters","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"list_explore_folders","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"List Explore folders available in the company","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"upsert_explore_folder","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Create or rename an Explore folder.","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"upsert_explore_view","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Create or update a saved Explore view, including goal filters and KPI board configuration","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"list_meeting_series","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"List meeting series the user participates in","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"list_meetings","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"List dated meetings with filters","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"get_meeting","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Get a meeting, agenda, tasks, and notes","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"list_meeting_tasks","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Lists your open meeting tasks, the way the \"My tasks\" tab shows them on Home.","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"upsert_meeting_item","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Add or edit a meeting agenda item or task","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"paragraph","text":"upsert_meeting_note","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Add or edit a meeting note","class":"no-margin"}]}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"horizontalRule","text":"___________________________________________________________"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Example prompts","idAttribute":"h_3a190d9bdd"},{"type":"paragraph","text":"See this \u003ca href=\"https://www.perdoo.com/resources/blog/9-fascinating-things-you-can-do-with-perdoos-mcp-server\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003eblog post\u003c/a\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"horizontalRule","text":"___________________________________________________________"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"\u003cb\u003eHave a question?\u003c/b\u003e","idAttribute":"h_71cdd0b136"},{"type":"paragraph","text":"Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email \u003ca href=\"mailto:[email protected]\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\[email protected]\u003c/a\u003e.","class":"no-margin"}],"collectionId":"1431612","description":"Connect to your favorite Al to power your strategy execution program.","id":"16925925","lastUpdated":"Updated over a week ago","lastUpdatedDate":"2026-09-15T12:49:59Z","markdown":null,"relatedArticles":[{"title":"Add Company KPIs","url":"http://support.perdoo.com/en/articles/2298516-add-company-kpis"},{"title":"Engagement Dashboard","url":"http://support.perdoo.com/en/articles/3036744-engagement-dashboard"},{"title":"Strategic Pillars","url":"http://support.perdoo.com/en/articles/4725666-strategic-pillars"},{"title":"Trello integration","url":"http://support.perdoo.com/en/articles/5469196-trello-integration"},{"title":"Release notes \u0026 Coming soon","url":"http://support.perdoo.com/en/articles/10153623-release-notes-coming-soon"}],"targetUserType":"everyone","title":"MCP 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55se cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.","cookie_categories.performance.name":"Performance Cookies","cookie_categories.performance.description":"These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.","cookie_categories.advertisement.name":"Advertising and Social Media Cookies","cookie_categories.advertisement.description":"Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.","cookie_consent.site_access_blocked":"Site access blocked until cookie consent","v2.common.article_count":"{count, plural, one {# article} other {# articles}}","v2.common.article_navigation":"Article navigation","v2.common.breadcrumb":"Breadcrumb","v2.common.docs_navigation":"Docs navigation","v2.common.collapse":"Collapse {title}","v2.common.expand":"Expand {title}","v2.docs.article.related_articles":"Related articles","v2.docs.article.related_articles_aria_label":"Related articles","v2.docs.article.next":"Next","v2.docs.article.previous":"Previous","v2.docs.home.headline":"{appName} Help Center","v2.docs.home.subheadline":"Search for answers or browse popular topics.","v2.docs.home.view_collection":"View collection","v2.docs.search.results":"{count, plural, one {# result} other {# results}} for {term}","v2.docs.search.no_results":"No results for {term}","v2.docs.toc.label":"On this page","v2.docs.top_bar.brand_home":"{siteName} home","v2.docs.top_bar.default_site_name":"Help Center","v2.docs.top_bar.help_center_links":"Help center links","v2.docs.top_bar.open_navigation":"Open docs navigation","v2.docs.top_bar.close_navigation":"Close docs navigation","v2.docs.top_bar.mobile_navigation":"Mobile docs navigation","v2.docs.top_bar.search":"Search","v2.docs.top_bar.search_aria_label":"Search docs ({shortcut})","v2.presentation.selector_aria_label":"V2 prototype presentation selector","v2.presentation.selector_label":"V2 prototype","v2.presentation.selector_group_aria_label":"Visual presentation","v2.presentation.option.docs":"Docs","v2.presentation.option.minimal":"Minimal","v2.presentation.option.ai_resident":"AI resident","v2.presentation.option.editorial":"Editorial","v2.presentation.option.conversational":"Conversational","v2.action_bar.toolbar_aria_label":"Article actions","v2.action_bar.copy_for_llm":"Copy for LLM","v2.action_bar.copied":"Copied","v2.action_bar.copying":"Copyingâ¦","v2.action_bar.copy_failed":"Copy failed","v2.action_bar.loading":"Loadingâ¦","v2.action_bar.view_as_markdown":"View as markdown","v2.action_bar.view_raw":"View raw","v2.action_bar.send_to_ai":"Send to AI","v2.action_bar.send_to_ai_aria_label":"Send this article to an AI assistant","v2.action_bar.more_actions_aria_label":"More article actions","v2.action_bar.open_in_claude":"Open in Claude","v2.action_bar.open_in_claude_app":"Open in Claude app","v2.action_bar.open_in_chatgpt":"Open in ChatGPT","v2.action_bar.external_ai_prompt":"Read {markdownUrl} and help me with questions about it.","v2.code_block.copy":"Copy","v2.code_block.copied":"Copied","v2.code_block.copy_failed":"Copy failed","v2.code_block.copy_aria_label":"Copy code to clipboard","v2.markdown_modal.article_source":"Article source","v2.markdown_modal.close":"Close","v2.markdown_modal.copy":"Copy markdown","v2.fin.ask":"Ask","v2.fin.name":"Fin","v2.fin.ask_fin":"Ask Fin","v2.fin.ask_question":"Ask Fin a question","v2.fin.ask_about_page":"Ask Fin about this page","v2.fin.close":"Close","v2.fin.send_question":"Send question","v2.fin.thinking":"Fin is thinking","v2.fin.sources":"Sources","v2.fin.prototype.disclosure":"Prototype demo: answers are scripted and do not come from a production Fin API.","v2.fin.suggestion.get_started":"How do I get started?","v2.fin.suggestion.invite_team"
55:"How do I invite my team?","v2.fin.suggestion.configure_integrations":"How do I configure integrations?","v2.fin.suggestion.read_invoice":"How do I read my invoice?","v2.fin.resident.companion_aria_label":"Fin reading companion","v2.fin.resident.name_with_app":"{appName} · Fin","v2.fin.resident.status":"Online · Reading: {title}","v2.fin.resident.intro_title":"Reading along with you","v2.fin.resident.intro_body":"Iâve got this page open. Ask me anything about it and Iâll answer from the docs.","v2.fin.resident.try_asking":"Try asking","v2.fin.prototype.unavailable.body":"This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.","v2.fin.prototype.unavailable.title":"Prototype answer unavailable","v2.fin.prototype.follow_up.body":"Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.","v2.fin.prototype.follow_up.title":"Prototype role-limiting follow-up","v2.fin.prototype.invite.body":"In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.","v2.fin.prototype.invite.title":"Prototype invite-team answer","v2.fin.prototype.get_started.body":"This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.","v2.fin.prototype.get_started.title":"Prototype getting-started answer","v2.fin.prototype.integrations.body":"In this prototype demo, integrations are configured from workspace settings. 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Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.