Connect Businessmap to Your AI Assistant
You can now give your favorite AI assistant—Claude, ChatGPT, Cursor, VS Code, Gemini, and others—direct access to your Businessmap cards and documents.
Ask questions in plain English and let the AI do the work for you: fetch card details, create new tasks, update statuses, read documents, and post comments.
Instead of opening Businessmap and clicking through multiple screens, you can simply tell Claude, “Check what's going on with the migration card,” or “Create five subtasks under card 12345 for the following items.” No copy-pasting. No switching between tabs.
1. What This Is and Why You'd Want It
Businessmap now supports Remote MCP (Model Context Protocol), an industry standard that allows AI assistants to work directly with your data.
This means:
- Simple connection process — Click Connect, sign in to Businessmap, click Allow, and you're done. It takes about 30 seconds.
- Runs with your permissions — The AI can access exactly what you can access in Businessmap. Nothing more.
- One-click revocation — Disconnect at any time.
What Is the URL I Need to Enter?
It's the address of your Businessmap account with /baiApi/v1/mcp appended to it.
For example, if you log in at:
https://acme.businessmap.io
your MCP URL is:
https://acme.businessmap.io/baiApi/v1/mcp
You'll enter this URL once during setup. After that, everything works automatically.
2. Before You Start
You need:
- An active Businessmap account in your company.
- AI access enabled by your company administrator in Account Settings → AI Features. If AI access is not enabled, you'll receive an error during connection. Contact your administrator.
- A supported AI plan where required:
Claude
- Pro
- Max
- Team
- Enterprise
ChatGPT
- Plus
- Pro
- Business
- Team
- Enterprise
- Edu
(Developer Mode must be allowed by your workspace administrator.)
Cursor, GitHub Copilot, Claude Code, Codex, Gemini CLI
- Free accounts are supported.
- No additional subscription is required for MCP connectivity.
You'll also need your Businessmap MCP URL in one of the following formats:
https://<your-subdomain>.kanbanize.com/baiApi/v1/mcp
or
https://<your-subdomain>.businessmap.io/baiApi/v1/mcp
3. How to Connect
Choose the section that matches the AI assistant you're using.
Although the interface differs between applications, the overall process is the same:
- Add your Businessmap MCP URL.
- Sign in to Businessmap.
- Grant access.
- Start using Businessmap through your AI assistant.
3.1 Claude.ai (Web)
Required plan: Pro, Max, Team, or Enterprise
- Open Claude and click your profile picture in the lower-left corner.
- Go to Settings → Connectors (sometimes called Integrations).
- Click Add Custom Connector.
- Enter:
- Name: Businessmap
- URL: Your MCP URL
- Click Connect.
- A Businessmap login window opens.
- Sign in and complete 2FA if enabled.
- Review the consent screen.
- Click Allow.
The connector will appear with a Connected status.
Usage
Start a new chat, enable the Businessmap connector, and ask:
Get details for card 12345.
3.2 Claude Desktop (Windows / macOS)
Required plan: Pro, Max, Team, or Enterprise
- Install Claude Desktop.
- Open Settings → Connectors → Add Custom Connector.
- Enter:
- Name: Businessmap
- Remote MCP Server URL: Your MCP URL
- Click Connect.
- Complete the Businessmap login and consent flow.
- Click Allow.
Claude Desktop will display Connected.
Tip
Connectors sync automatically between Claude Desktop and Claude.ai when using the same account.
3.3 Claude Mobile (iOS / Android)
Required plan: Pro, Max, Team, or Enterprise
We recommend adding the connector from Claude Web or Claude Desktop first. Connectors automatically sync across devices.
Then:
- Open Settings → Connectors.
- Turn Businessmap on.
If your app version supports direct setup:
- Open Settings → Connectors → Add Custom Connector.
- Paste your MCP URL.
- Complete the OAuth flow.
Known iOS Issue
If the callback page hangs after clicking Allow, force-close and reopen the app. The token is typically already synchronized and the connector will appear as connected.
3.4 Claude Code (CLI or IDE Extension)
Works with both free and paid Claude accounts.
Terminal (CLI)
Run:
claude mcp add --transport http businessmap https://<your-subdomain>.kanbanize.com/baiApi/v1/mcp
or:
claude mcp add --transport http businessmap https://<your-subdomain>.businessmap.io/baiApi/v1/mcp
Then:
- Start Claude.
- Trigger any Businessmap-related action.
- Complete the OAuth flow in your browser.
- Click Allow.
You may see a browser connection error afterward. This is expected.
Copy the callback URL from the browser and paste it into the active Claude session.
Verify the connection:
claude mcp list
The status should show as connected.
VS Code / JetBrains Extension
- Install the Claude Code extension.
- Run the same
claude mcp addcommand. - Open a new Claude Code chat.
- Run:
/mcp
- Select Authenticate.
- Complete the Businessmap authorization flow.
- Return to
/mcp.
The server should appear as connected.
SSH / Remote IDE Sessions
Because a browser cannot open automatically on the remote machine, Claude will provide a URL.
- Open the URL locally.
- Authorize Businessmap.
- Copy the callback URL.
- Paste it back into the Claude session.
3.5 ChatGPT (Web)
Required plan: Plus, Pro, Business, Team, Enterprise, or Edu
- Open ChatGPT.
- Go to Settings → Apps → Advanced Settings.
- Enable Developer Mode.
- Return to Settings → Apps.
- Click Create App.
Enter:
- Name: Businessmap
- MCP Server URL: Your MCP URL
- Authentication: OAuth
- Complete the OAuth flow.
- Click Allow.
The app will appear under Enabled Apps.
Usage
Start a new chat, click the + button, choose More, and enable Businessmap.
3.6 ChatGPT Desktop (Windows / macOS)
Note: ChatGPT Desktop may occasionally have issues during the initial MCP connection setup. If you are unable to complete the connection from the desktop application, create and connect the Businessmap app from ChatGPT Web instead. Once connected through ChatGPT Web, the app should sync automatically and become available in ChatGPT Desktop when using the same ChatGPT account.
The process is identical to ChatGPT Web.
Install the desktop application and follow the same setup flow.
Apps sync automatically between web and desktop on the same account.
3.7 ChatGPT Mobile (iOS / Android)
Required plan: Plus, Pro, Business, Team, Enterprise, or Edu
Custom apps must currently be created from the web version first.
After setup:
- Open Settings → Connectors.
- Enable Businessmap.
If the token expires:
- Open the connector.
- Select Reconnect.
- Complete the OAuth flow.
Known Issues
- iOS content blockers may interfere with OAuth popups.
- On Android, your default browser must support deep links back into ChatGPT.
3.8 Cursor
Supported on both free and paid Cursor plans.
- Open Settings → Features → MCP Servers.
- Click Add New MCP Server.
Enter:
- Name: Businessmap
- Type: HTTP / Streamable
- URL: Your MCP URL
- Save.
- Complete the OAuth flow.
- Click Allow.
The server status indicator turns green when connected.
Configuration File Alternative
Global:
~/.cursor/mcp.json
Project-specific:
<project>/.cursor/mcp.json
{
"mcpServers": {
"businessmap": {
"url": "https://<your-subdomain>.kanbanize.com/baiApi/v1/mcp"
}
}
}
Usage
Ask:
Use Businessmap to fetch card 12345.
Or simply ask naturally and let Cursor decide when to use Businessmap tools.
3.9 VS Code (GitHub Copilot Chat)
Requirements:
- VS Code 1.99+
- Copilot Chat extension
- MCP support enabled
Steps:
- Open Settings.
- Search for mcp.
- Enable
chat.mcp.enabled. - Open the Command Palette.
- Run MCP: Add Server.
- Choose HTTP.
- Enter your MCP URL.
- Select whether to store the configuration globally or per workspace.
Complete the OAuth flow.
After authorization, the token is stored securely in your operating system's credential store.
Usage
Open Copilot Chat in Agent Mode and type # to view available Businessmap tools.
3.10 Codex CLI
Supported in Codex CLI 0.20+.
Add the following to:
~/.codex/config.toml
[mcp_servers.businessmap] url = "https://<your-subdomain>.kanbanize.com/baiApi/v1/mcp"
Then run:
codex mcp login businessmap
Complete authorization in your browser.
Verify:
codex mcp list
Remote SSH Sessions
Configure mcp_oauth_callback_port and forward the port through SSH:
ssh -L <port>:localhost:<port> user@server
3.11 Gemini CLI
Requires:
@google/gemini-cli v0.5+
Install:
npm install -g @google/gemini-cli@latest
Authenticate:
gemini
Sign in with your Google account.
Create:
~/.gemini/settings.json
{
"mcpServers": {
"businessmap": {
"httpUrl": "https://<your-subdomain>.kanbanize.com/baiApi/v1/mcp"
}
}
}
Start Gemini again and run:
/mcp auth businessmap
Complete authorization in Businessmap.
Verify:
/mcp list
The status should show CONNECTED.
Reload MCP servers after configuration changes:
/mcp reload
4. What the AI Assistant Can Do
The AI gains access to 36 Businessmap actions, grouped into the following categories.
Cards
- Search cards by title, board, status, assignees, or tags
- View card details, custom fields, history, and change logs
- Create cards and subcards
- Update card properties
- Add comments and attachments
- Link cards
- Move cards between columns and lanes
- Manage logged time, blocked time, and subtasks
Documents
- Search workspace and personal documents
- Read document content
- Create and edit documents
- Archive and restore documents
- Navigate document hierarchies
Workspaces and Boards
- Update workspaces
- Update boards
- Configure columns and lanes
Quick Setup Tools
Businessmap includes dedicated setup tools for creating structures in bulk:
Create Workspaces and Boards
Create one or more workspaces, boards, workflows, columns, and lanes in a single operation.
Create Boards in Workspace
Create multiple boards and their structures within an existing workspace.
Configure Board Structure
Configure workflows, columns, and lanes for an existing board in one operation.
More to Come
Additional tools and capabilities will continue to be added over time.
Example Prompts
- Find all my cards that have been blocked for more than three days.
- Create five subcards under card 12345 for setup, design, implementation, testing, and documentation.
- Add the following comment to every card assigned to me in board Sprint 42.
- Summarize the Q1 Planning document and extract action items.
5. Security and Access Control
The AI Uses Your Permissions
The AI can only perform actions you are already allowed to perform.
If you cannot see a board, the AI cannot see it.
If you cannot edit a card, the AI cannot edit it.
Passwords and API Keys Are Never Shared
You authenticate directly with Businessmap.
The AI receives a secure authorization token—not your password.
Tokens Expire and Rotate
- Access tokens: 1 hour
- Refresh tokens: 30 days
Each refresh invalidates the previous token.
Sensitive Account Changes Automatically End Sessions
All AI connections are revoked automatically when:
- Your password changes
- Your email changes
- Your account is disabled
- Your account is deleted
Transparent Consent
Before granting access, you'll see:
- The application name
- The application owner
- Registered redirect URLs
You can always choose Deny.
6. How to Disconnect
You can revoke access at any time.
I No Longer Want to Use a Particular AI Assistant
Open the AI assistant's settings:
Settings → Connectors
Find Businessmap and select:
- Disconnect
- Remove
(depending on the application)
After revocation, future requests receive a 401 response and the assistant will prompt you to reconnect.
7. Frequently Asked Questions
How often will I need to log in again?
Access tokens refresh automatically every hour. Refresh tokens remain valid for 30 days.
After 30 days of inactivity, you'll be prompted to sign in again.
Can I use this without a paid company plan?
From the Businessmap side, the feature is available whenever AI access is enabled.
From the AI provider side, requirements vary:
- Claude and ChatGPT require paid plans for custom connectors.
- Most CLI tools work with free plans.
I receive an "AI is disabled" error or a 403 error.
Ask your workspace administrator to enable:
Account Settings → Features → AI Access
The AI cannot see my cards or documents.
This is usually a permissions issue.
Verify that you can access the content directly in Businessmap. If not, request access from your administrator.
Why can't the AI create a card on a specific board?
The AI uses your permissions.
If you lack permission to create cards on that board, the AI will encounter the same restriction.
Can I grant read-only access?
Not currently.
The AI receives the same capabilities you have in Businessmap.
Most AI assistants ask for confirmation before performing write actions.
What happens if I change my password?
All active AI connections are revoked automatically.
You'll need to reconnect each assistant.
Can I connect multiple apps and devices?
Yes.
For example, you can simultaneously connect:
- Claude Desktop
- Claude Mobile
- Cursor
- VS Code
Each application receives its own authorization and can be revoked independently.
Is the connection specific to a Businessmap company?
Yes.
Connections are tied to a specific Businessmap subdomain.
A token issued for:
acme.kanbanize.com
cannot be used for:
contoso.kanbanize.com
What Is MCP?
MCP (Model Context Protocol) is an open standard created by Anthropic that allows AI assistants to communicate with external applications through a common protocol.
The protocol is supported by Claude, ChatGPT, Cursor, VS Code, Gemini, and many other AI clients.
Businessmap acts as an MCP server, allowing compatible AI assistants to interact with Businessmap without requiring custom integrations.