Help & Support

Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.



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Connecting AI Assistants via MCP

Connect Claude, ChatGPT, Cursor, Windsurf, Codex CLI, and Antigravity to AB Projects via the Model Context Protocol (https://mcp.actionbridge.io/mcp). Per-client OAuth setup, how access keys work, and troubleshooting.

Images or Files Won't Upload

Image won't upload in AB Projects? Images are embedded via the editor (comments, descriptions) and icon pickers, stored in AB Projects storage — not OneDrive/SharePoint. Check format, size, your signed-in session, and network.

Editing Your Profile and Icon

Edit your AB Projects profile from the Settings tab: display name, profile icon, language, timezone, and email signature. Your name and icon are seeded from Microsoft 365 and appear in tasks, comments, mentions, and Teams Adaptive Cards.

Commenting with Mentions in Channels

Learn how task comments in AB Projects work with Microsoft Teams. Mention members with the chip picker to @mention them in the channel post, every comment posts to the linked Teams thread, and replies in Teams sync back to the task.

Using Tabs for Task Management

Learn how to manage tasks inside Microsoft Teams with the AB Projects channel tab: List, Gantt, and Kanban views, creating tasks, the slide-in detail panel, comments and mentions, filtering, and how changes are logged and posted to the channel.

Managing Project Settings

Learn how to manage AB Projects project settings: name, description, icon, perma name, estimate unit, task workflow (statuses, types, environments), GitHub integration, the Microsoft Teams link, and ownership, leaving, and deletion.

AB Help Center

Find everything you need to get started and succeed with AB Projects — creating tasks, managing teams, the project Documents wiki, the AB Sales Management Service (CRM) with leads, customers and the automation Agent, Microsoft Teams integration, adaptive cards, notifications, and more.