Documentation

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Connect an AI assistant

Your AI assistant can read this documentation directly, so it answers from the current content instead of guessing. Add one of the servers below to your client — they use the Model Context Protocol (MCP). Each one covers a different body of content, so add the one you need.

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Application Roles

Role Type Privilege Level Description
Autotask Designer Security User Allow the creation of autotask for automation
Board BPM Access Security Guest Allows users to call the Board BPM Operations but does not give access to Boards
Board BPM Elevated Role Elevation User This is an internal role for the BPM operations to elevate too
Board Super User Security User Full unrestricted access to all boards
Board System Privileges Elevation User This is an internal role not for assignment to users
Board User Security User This user has access to the Board Manager Application
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