Using PerformYard's MCP Server

Introduction

With PerformYard's MCP server connected to an AI tool such as Claude, ChatGPT, or Microsoft Copilot, managers and employees can work with PerformYard in plain English, without switching tabs. Ask a question and the assistant pulls the answer from PerformYard. Ask it to make an update and it can create goals, add agenda items, give feedback and more on your behalf.

The assistant only sees and changes what you can already see and change in PerformYard. To get started, see Connecting PerformYard to Claude, ChatGPT, and Microsoft Copilot.

Disclaimer: This feature uses artificial intelligence to generate its content. While it aims to provide accurate answers, it may not always capture the full nuance or context behind your data. Please review responses and any changes the assistant makes before relying on them. AI-generated outputs are intended to support, not replace, human judgment and should not be the sole basis for any employment decision, such as hiring, promotion, compensation, or termination.

Meetings

Before a meeting, have the assistant pull the agenda, open action items, and recent feedback for a direct report or for yourself. If other tools are connected, such as a project tracker, it can add project statuses and updates to the picture. You can also create meeting workspaces, meetings, and add agenda items and action items right from the conversation.

  • "Help me prepare for my 1:1 with Jordan."
  • "Add 'Q3 roadmap review' to my next team meeting's agenda."
  • "Create a meeting for Ted and I and add an action item assigned to Ted to update his presentation."

Goal Setting and Progress Updates

Create goals for yourself, or for several direct reports at once. The assistant can use other connected tools to fill in targets and progress. This is especially helpful for customers coming from a platform where their goals used to live. Once a goal exists, you can log progress against it, update its details, add a comment to its history, or mark it complete.

  • "Give each of my direct reports a goal to finish security training by June 30."
  • "Set my churn goal to 62% and note that the new onboarding flow launched."
  • "What goals do I have due this quarter, and which are behind?"

You can only create goals for yourself and the people you manage. The assistant chooses a goal category for you if you don't name one, since PerformYard requires one. Tell it which category you prefer.

Feedback and Recognition

Write feedback or recognition for one or more employees and choose who can see it. Visibility follows your company's feedback settings. You can also request feedback about yourself or someone else, and have the assistant summarize the feedback you've received.

  • "Recognize Priya for leading the launch."
  • "Give Marcus public recognition for how he handled the Riley escalation."
  • "Summarize the feedback I've received in the last six months."

Private feedback notes stay with their author. The assistant never returns notes you aren't allowed to read.

Review Reading and Weekly Meeting Rundown

Review reading. Find and read completed reviews for the people you manage, then summarize themes across your team. Only completed reviews you have permission to view are returned. In-progress reviews are never returned, and anonymous reviewers stay anonymous.

  • "Summarize the most common strengths across my team's completed reviews."
  • "Generate an IDP from Jessica's latest performance review."

Weekly meeting rundown. See what's on your PerformYard calendar this week and what's still open from past meetings, including agenda items and action items. You can mark action items done as you go.

  • "What themes came up in my last completed review?"
  • "What meetings do I have in PerformYard this week, and what action items are still open?"

Combining PerformYard with Other Tools and Scheduled Tasks

Most AI tools let you connect several apps at once, such as docs, project trackers, or a CRM. That lets the assistant combine PerformYard data with data from those apps in the same conversation.

Example. With Jira and PerformYard both connected to Claude, a manager asked for the number of tickets and total story points their team had in the next sprint, then asked Claude to create a PerformYard goal with the story-point total as the target. Claude pulled the numbers from Jira, chose a name, dates, category and description, and created the goal in PerformYard.

Scheduled tasks. Some AI tools, including Claude and ChatGPT, can run a task on a schedule. For example, if Salesforce is connected in your AI tool, you could have the assistant pull metrics from Salesforce on a regular basis and update a goal's progress in PerformYard. Scheduling is a feature of your AI tool, so check its documentation for how to set it up.