# BoardEffect MCP for AI Agents AI Agent Connect > BoardEffect MCP lets you manage your board governance activities directly through your AI agent. Instead of digging through the Diligent portal, you can list meetings, find member contact info, and access committee documents using natural language. It turns your board management into a conversation. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_nrv9qq5DSgu5CZSuLo8gucJawZmeh5samGlr7IMl/ai-agent-connect - **Tags:** board-governance, meeting-management, corporate-compliance, executive-tools, document-sharing ## Description Managing a corporate board usually involves a mess of tabs, logins, and searching through nested folders for that one specific committee archive. This Connector changes that by giving your AI agent a direct line into your BoardEffect account. You can stop hunting for meeting dates or member emails and just ask for them. If you need to know what's in a specific workroom or what the latest poll results look like, your agent handles the retrieval. It works by connecting your organization's governance data to your daily workflow, making it much easier to keep everyone on the same page. You can find this in the Vinkius catalog to get your board governance running through Claude or Cursor without the usual friction of manual navigation. ## Tools ### get_account_info Get the current user's account details to confirm your workspace identity. Use this to ensure your agent is connected to the right organization. ### get_meeting Pull specific details for a single board meeting, like the agenda or date. This is useful for checking the specifics of a single upcoming session. ### get_member Retrieve a specific member's profile, including their contact information and role. Use this to find a specific person's details quickly. ### list_documents See all files stored within a specific workroom or committee folder. It makes it easy to see what's available in a specific workspace. ### list_members Pull a directory of every board member associated with your organization. This is great for getting a complete list of your board roster. ### list_polls View all active and past board polls to track member voting. Use this to see what feedback has been collected so far. ### list_surveys See all board surveys currently available for member feedback. This lets you monitor the status of all active surveys. ### list_archives View a list of all archived board records available in your account. This helps you find historical data without digging through old folders. ### list_meetings Get a full list of all board meetings scheduled in your governance portal. Use this to see your entire upcoming schedule at a glance. ### list_workrooms List all workrooms and committee spaces within your BoardEffect account. Use this to see how your governance workspace is organized. ## Prompt Examples **Prompt:** ``` What's on the agenda for the next board meeting? ``` **Response:** ``` I've checked your schedule. The next meeting is the **Quarterly Strategy Review** on October 15th. The agenda includes: * Budget Review * Q4 Goals * New Member Introductions Would you like me to pull the specific documents for this meeting? ``` **Prompt:** ``` Who are the members in the Finance Committee? ``` **Response:** ``` I found the following members in the Finance Committee workroom: | Name | Role | | :--- | :--- | | Jane Doe | Chair | | John Smith | Member | | Alice Wong | Member | ``` **Prompt:** ``` Show me the results of the recent board survey. ``` **Response:** ``` There is one active survey: **Annual Governance Feedback**. **Results Summary:** * **Positive:** 85% * **Neutral:** 10% * **Negative:** 5% I can list the specific poll questions if you'd like to see more detail. ``` ## Capabilities ### Pull meeting schedules Get dates, agendas, and details for upcoming board sessions. ### Search member profiles Find contact info and roles for any board member instantly. ### Browse workrooms See what documents and archives are stored in specific committee spaces. ### Track governance feedback View current polls and surveys to see what members are saying. ### Access historical records Retrieve old board records and archived projects from previous years. ### Check account settings Verify your organization's profile and workspace configurations. ## Use Cases ### Quick Member Lookup A secretary needs a member's email for a last-minute invite. They ask the agent to find Sarah Miller's contact info using get_member. ### Meeting Prep An admin wants to see the agenda for next week's audit committee. They ask the agent to list all meetings and find the right one using list_meetings. ### Archive Research An executive needs to see what happened in a 2022 project. They ask the agent to list archives and find the relevant records using list_archives. ### Survey Tracking A board chair wants to see the results of a recent poll. They ask the agent to list polls to see the feedback using list_polls. ## Benefits - Stop manual searching by using list_meetings to see your entire schedule in one glance instead of clicking through multiple tabs. - Find member contact info instantly with get_member instead of digging through a static directory for every individual request. - Keep track of governance feedback by pulling list_polls and list_surveys directly into your chat to stay on top of member sentiment. - Access committee files faster by using list_documents to see what is in a specific workroom without navigating deep folder structures. - Simplify archive management by using list_archives to find historical records from previous years without manually searching old projects. - Verify your workspace setup quickly using get_account_info to ensure your agent is always looking at the correct organization data. ## How It Works The bottom line is you get a conversational interface for your entire board governance workspace. 1. Subscribe to the BoardEffect MCP on Vinkius. 2. Provide your API token and subdomain in the configuration. 3. Start asking your AI agent to pull meetings or member details. ## Frequently Asked Questions **Can I use BoardEffect MCP to find member contact details?** Yes, you can. Your agent can pull specific member profiles, including emails and roles, so you don't have to search the directory manually. **How does BoardEffect MCP help with board meeting oversight?** It allows you to list all upcoming meetings and retrieve specific details like agendas and dates directly through your AI client. **Can I see the documents in a specific committee workroom?** Yes, the Connector can list all documents within a specific workroom, making it easy to find committee archives or specific files. **Does BoardEffect MCP support tracking board polls and surveys?** It does. You can ask your agent to list all active polls and surveys to see real-time feedback from your board members. **Can I access old board records with BoardEffect MCP?** Yes, you can use it to list and retrieve historical board records and archived projects from previous years. **Is BoardEffect MCP good for corporate secretaries?** It's built for them. It automates the tedious parts of governance, like checking survey statuses and retrieving member information. **Can I see the agenda for my next board meeting?** Yes! Use the `get_meeting` tool with the Meeting ID. Your agent will fetch the latest details, including the agenda and scheduled time, directly from BoardEffect. **How do I list all the members of a specific committee?** Simply ask the agent to `list_members`. You can then inspect individual member profiles or use the `list_workrooms` tool to see which members are assigned to specific committee spaces. **Does the integration allow me to archive a project?** Currently, the toolset focuses on querying and monitoring (Read-Only). You can list and inspect meetings, members, and archives, but archiving active projects or deleting data must be done through the BoardEffect platform for security and compliance.