Bring PerformYard into your AI assistant

Connect Claude, ChatGPT, Microsoft 365 Copilot and other AI assistants to PerformYard. Ask about goals, meetings, feedback, reviews and reports, and make updates without leaving the conversation. Your PerformYard permissions apply to every request.

Server URL
https://mcp.talent.performyard.com/mcpCopy URL
Goals, meetings, feedback, reviews & reportsSign in with PerformYard
Your assistant, with PerformYard connected
Which of my team's goals are falling behind?
Looked up your team's goals · 18 goals
Three of your team's 18 active goals are behind pace for their due dates:
Jordan · Cut onboarding time32%
Priya · Launch partner portal20%
Sam · Close 12 enterprise deals41%

Before you start

MCP is turned on company by company. Check these four things before you connect.

MCP is on for your company

Your Customer Success Manager turns on MCP for your company. After that, an administrator can switch it on or off with Enable MCP Server under Administration → AI Assistants → MCP.

You can sign in to PerformYard

You connect with your usual sign-in, including SSO and multi-factor authentication. The assistant never sees your password.

Your assistant supports remote MCP

You need a client that can add a remote MCP server with OAuth sign-in, such as Claude, ChatGPT, Claude Code or Microsoft 365 Copilot.

Your company allows sign-in from any network

MCP isn't available if your company limits PerformYard to specific IP addresses, because assistants connect from their own networks.

Connect your assistant

It takes about a minute. There's no API key to set up. Paste the server URL and your assistant sends you to PerformYard to sign in.

  1. Step 1

    Add the server

    In your assistant, add a custom connector or remote MCP server and paste the server URL.

  2. Step 2

    Sign in and approve

    PerformYard opens in your browser. Sign in, review the request, and choose whether to allow changes.

  3. Step 3

    Start asking

    Ask about your goals, meetings, feedback and reviews in your own words.

Claude
ChatGPT
Other clients
  1. In Claude on the web or desktop, open Settings → Connectors.
  2. Choose Add custom connector, name it PerformYard, and paste the server URL.
  3. Select Connect, then sign in to PerformYard and approve access.
  4. In a chat, turn on PerformYard from the tools menu.

On Team and Enterprise plans, an organization owner may need to add the connector first.

  1. In ChatGPT, open Settings → Apps & Connectors.
  2. Create a connector named PerformYard, paste the server URL, and choose OAuth for authentication.
  3. Sign in to PerformYard and approve access.
  4. Choose PerformYard from the tools menu in a conversation.

Depending on your plan, custom connectors may need developer mode or a workspace admin.

Any client that supports remote MCP servers with OAuth can connect. Use the server URL with the Streamable HTTP transport, and leave the client ID, secret and custom headers empty.

Claude Code: run claude mcp add --transport http performyard https://mcp.talent.performyard.com/mcp, then run /mcp and choose Authenticate.

GitHub Copilot in VS Code: add the server URL as an http server in .vscode/mcp.json, then sign in when VS Code prompts you.

The sign-in redirect must go to an https:// or localhost address.

What you can ask

Ask in your own words. The assistant chooses the tools, and it can only see and change what you can in PerformYard. Open an example in Claude or ChatGPT to try it; connect PerformYard there first.

What goals do I have due this quarter, and which are behind?
Try inClaudeChatGPT
Update my customer retention goal to 92% and note that the new onboarding flow launched.
Try inClaudeChatGPT
Give each of my direct reports a goal to finish security training by the end of the quarter.
Try inClaudeChatGPT
Help me prepare for my 1:1 with Jordan.
Try inClaudeChatGPT
Add "Roadmap review" to my next team meeting's agenda.
Try inClaudeChatGPT
Summarize the feedback I've received in the last six months.
Try inClaudeChatGPT
Recognize Priya for leading the launch.
Try inClaudeChatGPT
What themes came up in my last completed review?
Try inClaudeChatGPT
Run my "Goal completion by department" report and point out the outliers.
Try inClaudeChatGPT

What it can do

Reads only look things up. Makes changes updates PerformYard, and only if you allowed changes when you connected.

Goals

Reads

  • Your goals and your team's, with progress
  • Your company's goal categories

Makes changes

  • Create goals for yourself or people you manage
  • Update details and record progress
  • Mark goals complete and add comments

Meetings

Reads

  • Your meeting workspaces and meetings
  • Agendas and action items

Makes changes

  • Create workspaces and schedule meetings, including on connected calendars
  • Edit, reschedule, cancel or complete meetings
  • Rename or archive workspaces and change who's in them
  • Add agenda and action items, and mark action items done

Meeting tools need your company's Meetings module. Meeting notes and transcripts aren't available.

Feedback

Reads

  • Feedback you're allowed to read
  • Feedback requests you've sent or received

Makes changes

  • Give feedback or recognition, and choose who can see it
  • Ask colleagues for feedback about you

Private notes stay visible only to their author.

Reviews

Read only

Reads

  • Completed reviews you can view, with their questions and answers

In-progress reviews aren't available, and anonymous reviewers stay anonymous.

Reports

Requires report accessRead only

Reads

  • Run your saved reports
  • Look up review cycles, surveys, groups, review forms and questions to answer reporting questions

Report data can lag recent changes.

People

Read only

Reads

  • Who you're signed in as
  • Coworkers by name or email
  • Your direct reports

Permissions & privacy

The assistant can never do more than you can in PerformYard, and you decide whether it can make changes at all.

Your permissions, on every call

Every request is checked against your current PerformYard role. If you can't see a goal, review or report in PerformYard, neither can the assistant.

Reading and changing are separate

You choose on the approval screen. Without permission to make changes, the assistant never sees those tools. Reconnect to change your choice.

Confidential content stays protected

Private feedback notes stay with their author, anonymous reviewers stay anonymous, and in-progress reviews, meeting notes and transcripts are never returned.

What your assistant reads goes to its provider

Goals, feedback and review answers the assistant reads are processed by that provider, such as Anthropic or OpenAI, under your company's agreement with them.

Your password stays with PerformYard

You sign in on PerformYard's own page. The assistant gets a token that works only with the MCP server and can't be used to sign in to PerformYard.

Access you can end

Connections last up to 90 days, or 30 days if unused. When an administrator turns off MCP, every connection in the company ends immediately.

Every call is logged

Each tool call that runs is recorded with who made it, the assistant, the tool and the outcome. What you asked and what came back are not stored in the log.

Check before you confirm. AI assistants can make mistakes. Review what the assistant plans to change, especially for anything that notifies other people, like giving or requesting feedback.

Troubleshooting

Most connection problems come down to company settings or an expired sign-in.

Opening the server URL in a browser shows an error

That's expected. The server only answers MCP requests from an assistant. Paste the URL into your assistant's connector settings instead.

Tool calls fail with "mcp_not_enabled"

MCP isn't on for your company, an administrator turned off Enable MCP Server, your account is inactive, or your company uses an IP allow-list. Ask your PerformYard administrator. If MCP was turned off and back on, reconnect, since turning it off ends existing connections.

I don't see any tools that make changes

You connected without allowing changes. Disconnect, reconnect, and allow changes on the approval screen.

The assistant says I don't have permission

The assistant uses your PerformYard permissions. If you can't do the same thing in PerformYard, it can't either. Ask your administrator if your access looks wrong.

Clicking Allow doesn't finish connecting

Allow pop-ups and redirects for your assistant, then start the connection again from the assistant. Each sign-in link works once and expires after 15 minutes, so an old browser tab won't work.

My connection stopped working

Connections last up to 90 days, or 30 days if unused, and end when an administrator turns off MCP or your account is deactivated. Reconnect from your assistant to sign in again.

I'm getting "too many requests" errors

You or your company reached the request limit. Wait a moment and try again. Asking for smaller, more specific results helps.

Still stuck? Email support@performyard.com with your assistant's name, when it happened and any error message.