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MCP server

Connect to your favorite Al to power your strategy execution program.

Use Perdoo's MCP (Model Context Protocol) server to connect your Perdoo account to ChatGPT, Claude, Copilot, Gemini, Perplexity — or any other MCP-compatible tool.


How to configure the MCP server

You'll find specific instructions for ChatGPT, Claude, Copilot, Gemini, and Perplexity below. The generic instructions are as follows:

You can use the below image as the icon for the app/connection:


ChatGPT


Claude

  • Sign into Perdoo account

  • Authorize the MCP

  • You'll see 'Connected' once successful.


Copilot

  • Go to Personal settings > API tokens to create an API key. Copy the token immediately and store it securely since it will not be displayed again

  • Select the environment that contains the agent

  • Open the agent, select Tools, then click + New tool

  • In the New tool dialog, click Model Context Protocol

  • Fill in the connector details:

    • Server name: Perdoo MCP

    • Server description: Connect Copilot Studio to Perdoo data and actions.

    • Authentication: API key

    • Type: Header

    • Header name: Authorization

  • Click Create

  • Select the Perdoo MCP server

  • In Power Automate, 5. Test: + New connection > Paste Bearer api_key > InvokeMCP > Raw Body On > Test operation

  • Return to the Copilot Studio and select the new connection if it was not selected automatically

  • Click + Add to agent from the 3 dot menu, then Add.

If creating the connector from Power Automate: New custom connector > Create from blank > Swagger editor > Create connector > 5. Test: + New connection > Paste Bearer api_key > InvokeMCP > Raw Body On > Test operation


Gemini

Connecting Perdoo to Gemini requires adding Perdoo’s MCP server configuration to an MCP-compatible Gemini client, such as Gemini CLI.

  • Go to Personal settings > API tokens to create an API key.

    • Copy the token immediately and store it securely since it will not be displayed again

  • Connector details:

  • Configure Gemini CLI

    • Add the server to your Gemini CLI configuration file (located at ~/.gemini/settings.json globally or .gemini/settings.json in your project directory):

      JSON​

{   "mcpServers": {     "perdoo": {       "url": " https://mcp.perdoo.com/",       "headers": {         "Authorization": "Bearer YOUR_PERDOO_API_KEY"       }     }   } }

Alternatively, register it directly via the terminal:
gemini mcp add perdoo --url https://mcp.perdoo.com/

  • Verify the Connection

    • Launch your CLI session by running gemini in your terminal.

    • Run /mcp list or gemini mcp list to confirm Gemini has discovered Perdoo’s active tools (such as find_key_result, update_key_result, or find_initiative).

Gemini handles function calling behind the scenes, triggering the Perdoo MCP server and returning structured status updates.


Perplexity

  • Click Add

  • Click on the connector to authorize your Perdoo account

  • After a successful authorization, you should see a success message.


Available tools

Tool

Description

get_me

Get the currently authenticated user's profile

get_company

Get the company profile

list_okrs

List OKRs (Objectives together with their Key results)

list_objectives

List OKR objectives with optional filters, progress, and status

get_objective

Get a single objective by ID, including Key results, lead, timeframe, tags, custom field values, and update frequency

list_results

List Key results and Initiatives

get_result

Get a single Key result or Initiative by ID, including custom field values and target frequency

list_kpis

List KPIs (Key Performance Indicators) with optional filters, including custom field values, target frequency, and update frequency

get_kpi

Get a single KPI by ID, including lead, teams, tags, current and target value, custom field values, target frequency, and update frequency

list_strategic_pillars

List Strategic pillars with optional filters

get_strategic_pillar

Get a single strategic pillar by ID, including children and progress details

create_strategic_pillar

Creates a pillar owned by one or more teams, or by the whole company

update_strategic_pillar

Changes a pillar's name, description, teams, or the pillar it sits under

list_teams

List teams with optional filters

get_team

Get a single team by ID, including members, sub-teams, and parent

list_users

List users/team members with optional filters

list_timeframes

List timeframes (planning periods) with optional filters

list_reviews

List reviews

get_latest_review

Shows your last review, whether one is due, and which periods you can file for

submit_review

Files your own review, including your Pulse rating (if enabled), for the period you pick

get_latest_team_review

Shows a team's last review, who filed it, and which periods are open.

submit_team_review

Files a review on behalf of a team

list_updates

List progress updates (value changes on goals)

search_all

Search across all Perdoo entities (objectives, key results, KPIs, users, teams, etc.)

draft_okrs

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

create_objective

Creates an Objective in a timeframe (DRAFT by default; pass stage ACTIVE to publish immediately)

create_result

Creates a Key result or Initiative under an Objective

create_kpi

Creates a KPI with metric unit, target type/frequency, update cadence, lead and teams

update_goal_progress

Logs a progress update (new value + status + note) on a KPI or key result

update_goals

Edits an existing Objective, Key result, Initiative or KPI: rename, change lead, adjust targets, move stage DRAFT to ACTIVE to CLOSED, change parent/alignment

includeNotes

Notes/comments on get_kpi, get_objective, get_result via includeNotes + the 25 most recent activity-feed comments

includeProgressHistory

Progress history on get_kpi and get_result via includeProgressHistory, with optional date range

includeTargets

Targets via includeTargets — raw target rows, plus a per-period target grid for KPIs that flags whether each point was explicitly set or carried forwar

list_meeting_tasks

Lists your open meeting tasks, the way the "My tasks" tab shows them on Home.


Example prompts

See this blog post.


Have a question?

Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.

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