Using Klaro Cards with AI Agents

What Can AI Agents Do with Klaro Cards?

AI agents like Claude, Copilot, or Cursor can interact with your Klaro Cards projects to search, create, update, and organize cards using natural language. Instead of clicking through the UI, you describe what you want and the agent does it for you.

Common use cases:

• Create cards from meeting notes — turn action items into structured cards with dimensions
• Search and summarize — ask what the team is working on, find overdue tasks, spot blockers
• Bulk updates — reassign cards, change statuses, or update priorities across many cards at once
• Link and organize — create parent/child relationships, move cards between boards

Two Ways to Connect

There are two ways for an AI agent to work with Klaro Cards:

The MCP Server (for AI assistants)

The Model Context Protocol lets agents like Claude Desktop, VS Code Copilot, or Cursor interact with Klaro Cards directly through a standardized API. The agent discovers available tools automatically and can search, create, and update cards in real time.

→ See Connect to the MCP Server for setup instructions.

The CLI (for coding agents)

AI coding agents like Claude Code can use the Klaro CLI (klaro) to manage cards from the terminal. This is ideal for agents that work inside a code repository and need to read/write cards as part of their workflow.

→ See Getting Started with the Klaro Cards CLI for setup instructions.

Best Practices

Create a Dedicated User for the Agent

Don't use your personal account for the agent. Instead, create a dedicated project member for it (e.g., "AI Assistant" or "Claude Agent"). This gives you:

• Audit trail — you can see exactly what the agent changed vs. what a human changed
• Independent permissions — you can restrict or expand the agent's access without affecting your own
• Token management — if a token leaks, you revoke the agent's access, not yours

Put the Agent in Its Own Workspace

Create a dedicated workspace for the agent with only the boards and dimensions it needs. This limits what the agent can see and do:

• If the agent only processes incoming support requests, give it access to the "Support Inbox" board only
• If the agent manages a backlog, give it Contributor access to the sprint boards but keep HR or finance boards hidden
• Use workspace-level card filters to restrict which cards the agent can see (see Limit the cards and dimensions that members see)

This follows the principle of least privilege — the agent can only touch what it needs.

Create Purpose-Built Boards

Rather than giving the agent access to your team's main boards, create dedicated boards for specific agent tasks:

• "AI Inbox" — a board where the agent receives new requests (from email, webhooks, or other integrations) and triages them
• "AI Triage" — a staging board where the agent categorizes and enriches cards before a human reviews them
• "AI Reports" — a board where the agent creates summary cards or status updates

This keeps agent-generated content separate from human work until it's reviewed.

Set Appropriate Permissions

Review What the Agent Creates

Even with good prompts, AI agents can make mistakes — wrong dimension values, duplicate cards, or misunderstood instructions. Build a review step into your workflow:

• Use Casino mode to triage agent-created cards one by one
• Add a "Needs Review" status to cards created by the agent
• Set up a board filtered to Created by = AI Assistant so you can monitor agent activity

Example Workflows

Support Ticket Processing

1. Incoming emails create cards on the "AI Inbox" board (via email-to-card)
2. The agent reads new cards, extracts severity and category, and updates dimensions
3. The agent moves processed cards to the team's support board
4. A human reviews the triage

Meeting Notes to Action Items

"Here are the action items from today's meeting:

• Fix the login bug (Alice, high priority)
• Design the new dashboard (Bob, medium)
• Write API docs (Charlie, low)

Create cards for each in the Sprint project."

Weekly Status Summary

"Search for all cards completed this week in the Development project and create a summary card on the Reports board."