BoardEffect MCP. Get board governance data in plain conversation.
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BoardEffect. Connect your board governance into your AI agent. This server lets your agent list meetings, access member profiles, and pull specific documents from your BoardEffect workspace.
It gives your AI client a direct, conversational way to manage board records and compliance tasks without logging into the full Diligent portal.
What your AI agents can do
Get account info
Retrieves the current user's account details within the BoardEffect system.
Get meeting
Fetches detailed information about a specific board meeting by ID.
Get member
Retrieves the complete profile and contact information for a specific board member.
Your agent retrieves a list of upcoming and past board meetings, including key dates and agendas.
Your agent fetches detailed profiles and contact information for any board member by name or ID.
Your agent lists all available workrooms and pulls specific documents and archives from those committee areas.
Your agent lists board polls and surveys, allowing you to monitor organizational feedback and decision-making status.
Your agent lists and retrieves historical board records and archived projects.
Your agent reads your current user account and organization settings within the BoardEffect workspace.
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BoardEffect MCP Server: 10 Tools for Board Governance
These tools let your AI client interact with core board functions: listing meetings, pulling member profiles, managing documents, and tracking governance records.
019d7560get account info
Retrieves the current user's account details within the BoardEffect system.
019d7560get meeting
Fetches detailed information about a specific board meeting by ID.
019d7560get member
Retrieves the complete profile and contact information for a specific board member.
019d7560list archives
Lists all historical, archived board records available in the system.
019d7560list documents
Lists all documents contained within a specific workroom or committee.
019d7560list meetings
Retrieves a comprehensive list of all scheduled and past board meetings.
019d7560list members
Gets a complete list of every board member registered in the system.
019d7560list polls
Lists all board polls that have been created for decision-making tracking.
019d7560list surveys
Lists all board surveys used for gathering organizational feedback.
019d7560list workrooms
Lists all distinct committee workrooms and working groups within the organization.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
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Make Your AI Do More
Start with BoardEffect, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
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- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Need to manage board governance data? Connect your BoardEffect account to your AI agent. This server lets your agent talk to your board records directly, so you don't have to log into the full Diligent portal. Your AI client can handle compliance tasks and data retrieval conversationally.
Meeting Oversight
Your agent can pull a list of all scheduled and past board meetings, giving you key dates and agendas. You can also get detailed info about a specific board meeting using get_meeting.
Member Directory
Your agent pulls the full profile and contact info for any board member. You can get a complete list of everyone registered using list_members, or pull a specific person's details with get_member.
Committee & Documents
Your agent lists all committee workrooms using list_workrooms, and it can pull specific documents or archives from those areas using list_documents. You can also see all historical records by running list_archives.
Tracking Feedback
Your agent lists all board polls and surveys. This lets you monitor organizational feedback and decision-making status by calling list_polls and list_surveys.
System Status
Your agent reads your current user account and organization settings within the BoardEffect workspace. You can check your account status using get_account_info.
How BoardEffect MCP Works
- 1 Subscribe to the server and provide your BoardEffect API Token and Subdomain.
- 2 Your AI client uses natural language to tell the server what data you need (e.g., 'What was the agenda for the last audit committee meeting?').
- 3 The server executes the necessary tool calls and returns the requested board data directly to your client.
The bottom line is, you talk to your AI agent like you talk to a human administrator, and it fetches the board data for you.
Who Is BoardEffect MCP For?
This is for corporate secretaries and board administrators who spend too much time clicking through complex governance portals. If you need to pull member data, check meeting agendas, or track survey results without logging into the full Diligent platform, this saves you hours of manual clicking.
Uses this to monitor document archives, pull meeting summaries, and check survey statuses straight from their workflow tools.
Uses this to quickly check meeting schedules, pull member details, and list committee workrooms without navigating the full portal.
Uses this to gather meeting summaries or member contact info quickly for an executive, bypassing the need to open multiple tabs.
What Changes When You Connect
- Board Member Directory: Instead of hunting through member records, use
list_membersorget_memberto pull a board member's full profile and contact info instantly. - Meeting Schedules: Stop manually checking dates.
list_meetingslets your agent give you a list of all upcoming sessions and their agendas in a single chat response. - Document Retrieval: Need a file from a specific committee? Use
list_workroomsfirst, thenlist_documentsto pull exactly what you need from the right archive. - Compliance Tracking: Don't guess if feedback was collected. Use
list_pollsorlist_surveysto get status updates on board governance and decision-making polls. - Archived Records: Accessing history is tough.
list_archivesgives you a clean list of all historical board records, so you never lose context. - Account Check: Use
get_account_infoto quickly verify user roles or organization settings without navigating to the settings tab.
Real-World Use Cases
Auditing a Board Member's History
The compliance team needs to know everything Sarah Miller has been involved with. They ask their agent: 'Find Sarah Miller's profile and list all meetings she attended.' The agent runs get_member and then filters the results using list_meetings to build a single, comprehensive timeline for the audit.
Preparing for a Quarterly Board Meeting
The Corporate Secretary needs to gather all current committee documents before the Q3 meeting. They ask the agent to 'Show me all documents for the Finance Committee.' The agent uses list_workrooms to find the committee, then runs list_documents to retrieve the necessary files.
Following Up on Governance Feedback
The board chair wants to know if the Annual General Meeting poll was finalized. They prompt the agent: 'What is the status of the AGM poll?' The agent runs list_polls and summarizes the current voting status, allowing the chair to follow up immediately.
Onboarding a New Board Member
A new board member, John Doe, needs context. The assistant asks the agent to 'Get John Doe's contact info and list the top 3 archived projects.' The agent uses get_member and list_archives to provide a quick, digestible overview for the new member.
The Tradeoffs
Calling tools individually
Trying to find a member's meeting history by calling list_members, then finding the member's ID, then calling get_meeting with that ID. This is slow and requires you to know the IDs upfront.
→
Just ask your agent: 'Show me all meetings for John Doe.' The agent handles the sequence: it finds the member ID (using get_member) and then pulls all relevant meetings (using get_meeting and list_meetings) in one go.
Mixing up workrooms and meetings
Assuming that listing all meetings (list_meetings) will automatically show committee-specific documents. It won't. Meetings are separate from the documents stored in workrooms.
→
Use list_workrooms first to narrow down the committee, and then use list_documents to pull the files from that specific committee space.
Asking for general data without context
Asking 'What are the current governance issues?' The system doesn't know which board or year you mean, leading to ambiguous or incomplete results.
→ Always provide enough context, like 'What are the board polls for Q3?' or 'Check the status of the Audit Committee workroom.' This helps the agent target the right data source.
When It Fits, When It Doesn't
Use this server if your primary need is structured data retrieval from BoardEffect. Specifically, if you need to list all members, check meeting agendas, or access documents from defined workrooms. Don't use it if you are trying to edit data (e.g., updating a member's phone number or creating a new poll); for that, you need the native BoardEffect UI. If you just need general knowledge or a summary of corporate policy not stored in the board records, your agent should use a general knowledge base tool instead. This server is a data layer, not a write layer.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by BoardEffect. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
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Sandboxed per request
Zero-Trust Proxy
No stored credentials
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Policy on every call
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Token Compression
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Checking board records used to mean jumping between multiple dashboards.
Today, checking a member's history is a nightmare. You have to log into the portal, click the member directory, find the person, then click on their profile to see contact info. If you want their meeting history, you have to go to a different tab, find the meeting list, and search for their name. It's clicking, clicking, and copy-pasting IDs.
With this MCP server, you just ask your agent: 'What was Sarah Miller's role in the Q2 strategy review?' You get the member details and the relevant meeting summary in a single, direct chat response. You skip the entire manual navigation process.
BoardEffect MCP Server: Get board governance data in plain conversation.
No more manually listing workrooms and then running a separate query to find documents. You tell the agent the committee, and it knows how to combine the calls to list the workroom first, and then pull the relevant documents. It's automatic.
You get the full context of a committee's work—the documents, the members, and the meeting context—without ever leaving your chat interface. It just works.
Common Questions About BoardEffect MCP
How do I use the list_meetings tool with the BoardEffect MCP Server? +
You don't use the tool name directly. You ask your agent, 'List all upcoming board meetings.' The agent handles the list_meetings call and summarizes the results for you.
Can I use get_member to find a member's contact details? +
Yes. Just ask your agent for the member's name and say you need their contact details. The agent runs get_member and returns the profile information.
Is list_documents the same as list_workrooms? +
No. list_workrooms gives you a list of committee names. You must then tell the agent you want documents from a specific workroom, and it uses list_documents to pull the files.
Does the list_archives tool get everything? +
It lists all historical board records. It's the primary way to access archived projects and historical data that aren't in the main meeting schedule.
How do I check the status of board polls with list_polls? +
Ask your agent: 'What's the status of the Q3 poll?' The agent uses list_polls to check the current status and provide the necessary details.
What should I use to list all board surveys with the list_surveys tool? +
You use the list_surveys tool to get a comprehensive list of all board surveys. This helps you see the survey names and IDs, letting you know which ones need attention or review.
How do I get account info or check my user profile using the get_account_info tool? +
The get_account_info tool pulls your current user account details. It shows basic info like your name, email, and user role within BoardEffect for quick verification.
Can I list all workrooms using the list_workrooms tool? +
Yes, the list_workrooms tool retrieves a list of every workroom available in your BoardEffect account. You can then use the names or IDs from this list to find specific documents.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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