# BoardMark — guide for AI agents

> Send this link to any AI assistant (ChatGPT, Claude, Gemini, Copilot, …) and it knows what BoardMark is and how to use it — no connection needed. If the assistant can also connect over MCP, it can work on the board itself.

> This file is the index — read it first, then open the parts you need below (each is a short Markdown file). Prefer one file? Everything is in https://www.boardmark.ai/agents-full.md.

## For you, the AI agent

- You are most likely helping a person use BoardMark in the web app. This guide — this file and the parts it links to — is the source of truth: it covers the whole product as it works today. Do not invent features — if something is not in the guide, say so and point to https://www.boardmark.ai/docs or support@boardmark.ai.
- If the user is still deciding (for example they copied this link from the BoardMark website), start with a short, friendly explanation — what BoardMark is, who it is for, the three board types, Jira-style priority, editable comments and the audit log, AI agents over MCP and the price with its free tier — then answer every question from this file. When they are ready, give them the free sign-up link: https://www.boardmark.ai/signup.
- Answer in the user's language. The site and the web app are in English and Thai; this file uses the English names of buttons and menus — the Thai version is https://www.boardmark.ai/th/agents.md.
- Give concrete steps: where to click (menu and button names), what to fill in, and the link to open.
- Never ask the user for a password, a card number, a token or a one-time code in the chat. Sign-in and payments happen in the web app.
- Work on the board yourself only if your client supports MCP: set yourself up from https://mcp.boardmark.ai/connect.md (it has the exact steps for every MCP client). Without MCP, guide the user through the web app.

## Quick facts

- **What it is:** an md-first issue board (SaaS) for software companies, by I C Develop Co., Ltd., Bangkok. Three board types — Scrum (sprints), Kanban and Delivery pipeline (columns per delivery environment). Every project, issue, comment and sprint is a Markdown file. AI agents work through MCP with exactly the rights of the user who connected them.
- **Issues and audit:** Jira-style priority — Highest, High, Medium (the default), Low, Lowest; filter and sort by it, and Jira imports map it ([issue fields](https://www.boardmark.ai/docs/issues#fields)). Authors edit their own comments ("(edited)" opens the history) and the author or a project admin deletes one ("This comment was deleted" stays, replies remain) ([comments](https://www.boardmark.ai/docs/issues#replies)). The ⓘ button shows who created and last changed each item, and when; company admins get an Audit log — sign-ins, tokens and agent connections, members, roles and teams, projects, billing, imports and deletions; filter by person, category or date, CSV export, kept 1 year ([audit log](https://www.boardmark.ai/docs/access#audit-log)).
- **Web app (sign in):** https://app.boardmark.ai
- **Sign up (free):** https://www.boardmark.ai/signup
- **Website:** https://www.boardmark.ai/ · **How to use:** https://www.boardmark.ai/how-to-use · **Docs:** https://www.boardmark.ai/docs · **Pricing:** https://www.boardmark.ai/pricing
- **Price:** ฿249 per seat per month (excl. 7% VAT), post-paid monthly, the first 2 seats of every company always free. Free tier: up to 2 users, 2 projects and 10 GB — no invoice, no card. Coupon codes from the BoardMark team add free seats for a while.
- **Languages:** English and Thai everywhere; the choice is remembered.
- **Data:** hosted on AWS in the Asia Pacific (Thailand) region, Bangkok.
- **Support:** support@boardmark.ai

## Parts — open what you need

- [How to use BoardMark, step by step — from signing up to daily work](https://www.boardmark.ai/agents/how-to-use.md)
- [Frequently asked questions — product, pricing, AI agents and the company](https://www.boardmark.ai/agents/faq.md)
- [Guide: Getting started](https://www.boardmark.ai/agents/getting-started.md) — Sign up, pick an account type, create your first project, invite your team, switch or add companies, choose a language and connect an AI agent.
- [Guide: Import from Jira](https://www.boardmark.ai/agents/jira-import.md) — Move from Jira to BoardMark: import issues, comments, sprints and attachments over the Jira Cloud API or from CSV, and map statuses, people and issue types.
- [Guide: Dashboard & My work](https://www.boardmark.ai/agents/dashboard.md) — The projects dashboard you land on after signing in: sprint progress, starred and recent projects, My work across projects, and Assign to me.
- [Guide: Boards: Scrum, Kanban & Delivery pipeline](https://www.boardmark.ai/agents/boards.md) — The three board types in BoardMark — Scrum, Kanban and Delivery pipeline: statuses, workflow, WIP limits, environments, dragging cards and concurrent edits.
- [Guide: Backlog planning & sprints](https://www.boardmark.ai/agents/sprints.md) — Drag-and-drop backlog planning, creating, starting and closing sprints, parallel sprints, story points and the burndown in BoardMark.
- [Guide: Issues, rich text, attachments & replies](https://www.boardmark.ai/agents/issues.md) — Write issues in a rich-text editor that saves Markdown, add inline images, manage attachments, reply to comments in threads, and get email notifications.
- [Guide: Project docs](https://www.boardmark.ai/agents/project-docs.md) — Each project's brief, working notes and handoffs, plus the company brief — the context people and any AI agent read before work, with version history and restore.
- [Guide: Teams & access](https://www.boardmark.ai/agents/access.md) — Company and project roles, seats, invitations, teams, and giving people or whole teams access to each project with Members & access in BoardMark.
- [Guide: Billing, invoices & payments](https://www.boardmark.ai/agents/billing.md) — Free tier, coupons, seat-days, storage, tax profile, 3% withholding and the WHT certificate (50 ทวิ), invoices and tax invoices, card, PromptPay or transfer, late payment.
- [Guide: md files](https://www.boardmark.ai/agents/md-files.md) — How BoardMark stores work as Markdown: project.md, issues, comments, sprints and project docs, with frontmatter, versions and history.
- [Everything in one file](https://www.boardmark.ai/agents-full.md)

## How work flows on a board

### What does each status mean?

These are BoardMark's default meanings — loose starting rules. A company or a project can write its own instead; see “How do we set our own rules?” below.

Status | Boards | Means | Who moves an issue here
Backlog | Kanban, Delivery pipeline | Not planned yet; ideas and requests being written and refined | Anyone — a BA writes and refines issues here
On Hold | Kanban, Delivery pipeline (when on) | Paused — waiting for the customer, a decision or another team | Anyone, with a comment saying what it waits for
To Do | All | Ready to be worked on; waiting for someone to pick it up | Whoever plans the work (BA, lead)
In Progress | Scrum, Kanban | A developer is working on it | The developer, when starting
Developing | Delivery pipeline | A developer is working on it | The developer, when starting
In Review | Scrum, Kanban | Development is finished and handed to QA; QA is testing it | The developer, when done
Dev Done | Delivery pipeline | Development is finished; waiting to be deployed to the first environment (e.g. develop) for QA | The developer, when done
Testing (env) | Delivery pipeline | Deployed to that environment; QA is testing it there | Whoever deploys it there, or QA when they start
Passed (env) | Delivery pipeline | Passed QA on that environment; waiting for the next one (the last one → Done) | QA
Test Rejected | All | QA tested it and it failed; back to the developer, who moves it to In Progress / Developing when resuming | QA, with a comment: steps, expected, actual
Done | All | Finished — passed QA | QA

### How do people and AI agents in each role pick work and move cards?

- Work in your role only — the user tells an agent its role (developer, QA, BA, …); if it is not clear, the agent asks once. BoardMark connects agents in every role.
- Developer: take issues assigned to you first, then unassigned To Do issues (assign yourself before you start); never someone else's unless the user asks. To Do → In Progress (Developing on a Delivery pipeline) when you start, → In Review (Dev Done) with a short summary comment when you finish. A Test Rejected issue goes back to In Progress / Developing when you resume it.
- QA: test issues in In Review (Scrum, Kanban) or Testing (env) (Delivery pipeline). Passed → Done, or Passed (env); failed → Test Rejected with a comment: steps, expected, actual.
- BA: write and refine issues — description, acceptance criteria, type, points, links, parent — in Backlog / To Do; do not move them past To Do.
- Deploying: Dev Done → Testing (env), or Passed (env) → Testing (next env), means the build is on that environment.
- Scrum boards: statuses change only for issues in a sprint a person has started; AI agents never start sprints.

## Work on the board directly (MCP)

- MCP endpoint: `https://mcp.boardmark.ai/mcp` (Streamable HTTP). Sign in through the browser (OAuth, recommended) or send a personal access token (`board_pat_…`, created on the web app's Agent & MCP access page) as `Authorization: Bearer <token>`.
- Exact setup for Claude Code, Claude Desktop, claude.ai, OpenAI Codex CLI, ChatGPT, Google Antigravity, Gemini CLI, xAI Grok, Goose, OpenCode, Cursor, VS Code (GitHub Copilot), Windsurf, Kiro, Zed, Cline, Continue, LM Studio, Mistral Le Chat, Microsoft Copilot Studio and any other MCP client: https://mcp.boardmark.ai/connect.md. Setup prompt: "Connect yourself to BoardMark: read https://mcp.boardmark.ai/connect.md and follow the steps for the client you are running in."
- Rules: read before you write (every write sends the `version` you read; 409 version_conflict means re-read and re-apply); read the project docs first (get_project → docs.read_first, or get_docs_context); take status ids from get_project; on a Scrum board change statuses only in a sprint a person has started, and never start a sprint yourself.
- An agent has exactly the rights of its user and never gets: users, teams, seats, permissions, billing, creating projects, project settings & environments, starting sprints, importing from Jira — those stay in the web app.
- 42 tools: `list_projects`, `list_my_issues`, `get_project`, `search_issues`, `get_issue`, `create_issue`, `update_issue`, `delete_issue`, `transition_issue`, `rank_issue`, `assign_issue`, `link_issues`, `unlink_issues`, `list_comments`, `add_comment`, `update_comment`, `delete_comment`, `request_upload`, `attach_file`, `list_attachments`, `get_download_url`, `list_sprints`, `create_sprint`, `update_sprint`, `move_to_sprint`, `start_sprint`, `close_sprint`, `get_burndown`, `read_file`, `write_file`, `list_dir`, `get_history`, `diff`, `list_docs`, `get_docs_context`, `get_doc`, `create_doc`, `update_doc`, `delete_doc`, `get_doc_history`, `restore_doc_version`, `acknowledge_handoff`

## Company

- I C Develop Company Limited (Head Office) — บริษัท ไอ ซี ดีเวลลอป จำกัด (สำนักงานใหญ่)
- Tax ID: 0105560011770
- Head Office (registered address): 524 Niamklamsamakkhi, Soi Prasertmanukit 29 sub 8, Prasertmanukit Rd., Chorakhebua, Ladprao, Bangkok 10230
- สำนักงานใหญ่ (ที่อยู่จดทะเบียน): 524 หมู่บ้านเนียมกล่ำสามัคคี ซอยประเสริฐมนูกิจ 29 แยก 8 ถนนประเสริฐมนูกิจ แขวงจรเข้บัว เขตลาดพร้าว กรุงเทพมหานคร 10230
- Office (visit or contact us): The Rice Tower, 1467/8, Room 1208, 12th Floor, Phaya Thai, Phaya Thai, Bangkok 10400 · Phone +66 2 165 0338 · Map: https://www.google.com/maps/search/?api=1&query=The%20Rice%20Tower%201467%2F8%20Phaya%20Thai%20Bangkok%2010400
- สำนักงาน (ติดต่อ): The Rice Tower 1467/8 ห้อง 1208 ชั้น 12 แขวงพญาไท เขตพญาไท กรุงเทพฯ 10400 · โทร 02-165-0338
- Documents sent by post (e.g. the withholding tax certificate, 50 ทวิ) go to the Head Office (registered address), not the office
- Phone: +66 2 162 0801, +66 2 165 0338, +66 88 027 1407
- Email: support@boardmark.ai
- Website: https://www.i-c-develop.com

Last updated: 2026-09-28