Onboarding Plan Builder

Name: Onboarding Plan Builder
Availability: InStock
Author: Kata Team

Turns a start date into a real 30-60-90: a plan page, dated tasks with owners, and one announcement.

Requires external credentials

After connecting, this agent asks for your own API keys for third-party services to work. Only provide keys you trust this agent with — review its setup before connecting any account.

Works with

Claude (web & desktop)ChatGPT (Plus / Pro)CursorVS Code (Copilot)Claude CodeGemini CLIWindsurfClineContinueZedLM StudioGooseJetBrains AI AssistantWarpPostmanand more

Before you connect: what this agent would do

A preview derived from this agent’s definition — not a live run. Nothing runs and no key is sent until you connect. FindAgent runs it on the hosted connection.

Tools it can use (5)

get_role_templateRead-only
Fetch an existing onboarding template or a previous plan to build on rather than replace.
Reaches: {confluence_site}.atlassian.net
Uses your Atlassian Cloud token.
get_team_docsRead-only
Search the team's space for the runbooks and docs a new joiner will actually need.
Reaches: {confluence_site}.atlassian.net
Uses your Atlassian Cloud token.
create_plan_pageCan change data
Create the 30-60-90 plan as a Confluence page written for the joiner.
Reaches: {confluence_site}.atlassian.net
Uses your Atlassian Cloud token.
create_onboarding_taskCan change data
Create one dated onboarding task with a named owner. Never grants access itself.
Reaches: {jira_site}.atlassian.net
Uses your Atlassian Cloud token.
announce_joinerCan change data
Post the arrival announcement to the team channel.
Reaches: slack.com
Uses your Slack bot token.

Credentials it will ask for (2)

Atlassian Cloud token
Only ever sent to: atlassian.net
Format: Paste the Base64 encoding of “id:token” (e.g. your email and API token joined by a colon), not the raw token. Many tools show this ready-made as your “Basic auth” value.
Slack bot token
Only ever sent to: slack.com

Safety rails that guard it

Every result is scanned for leaked secrets and prompt-injection before it reaches you — a check no agent can turn off.
These personal details are removed from your input before the agent sees them: Credit card, IBAN, National ID, Phone.
A request larger than 60,000 characters is rejected before it runs.
get_team_docsRate limited to 200/hour.Safe to retry automatically if a run is interrupted.
announce_joinerSensitive — it is flagged and needs an explicit confirmation before it runs.Rate limited to 20/hour.
create_plan_pageSensitive — it is flagged and needs an explicit confirmation before it runs.Rate limited to 20/hour.
get_role_templateRate limited to 120/hour.Safe to retry automatically if a run is interrupted.
create_onboarding_taskSensitive — it is flagged and needs an explicit confirmation before it runs.Rate limited to 60/hour.

How FindAgent keeps agents safe

Run locally

This MCP server runs on your own machine — FindAgent only points you at it. Run the command below, then add it to your MCP client. Nothing is hosted or proxied on our side.

terminal

npx -y @findagent/mcp run

Add it to your MCP client

Paste this into your client config (e.g. claude_desktop_config.json or a Cursor mcp.json), then restart the client.

mcp client config

{
  "mcpServers": {
    "onboarding-plan-builder": {
      "command": "npx",
      "args": [
        "-y",
        "@findagent/mcp",
        "run"
      ]
    }
  }
}

What you'll need — and where to get it

This agent will ask you for the following. You enter them when you connect — they're encrypted and never shared with the creator.

Atlassian Cloud token
Base64 of 'your-email:your-api-token' — encode it yourself before pasting; the runtime only adds the Basic prefix. Create the token at id.atlassian.com/manage-profile/security/api-tokens. One credential covers Confluence and Jira on the same site. Needs page create and issue create.
Get this from atlassian.net's account or API settings.
Paste the value as a single line.
Only sent to: atlassian.net
Slack bot token
A bot token starting with xoxb-. Needs chat:write, and the bot must be invited to the team channel.
Create a Slack app (api.slack.com/apps), add the scopes the agent needs, install it to your workspace, and copy the bot/user token.
Paste the value as a single line.
Only sent to: slack.com

Requirements

This server requires authentication — see the description for how to get a key.

Kata Team

Free

Onboarding Plan Builder

Before you connect: what this agent would do

Tools it can use (5)

Credentials it will ask for (2)

Safety rails that guard it

Run locally

Add it to your MCP client

What you'll need — and where to get it

Requirements

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