BoardEffect MCP Server for LlamaIndex 10 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add BoardEffect as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
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Vinkius supports streamable HTTP and SSE.
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to BoardEffect. "
"You have 10 tools available."
),
)
response = await agent.run(
"What tools are available in BoardEffect?"
)
print(response)
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About BoardEffect MCP Server
Connect your BoardEffect (Diligent) account to any AI agent and orchestrate your board management and governance workflows through natural conversation.
LlamaIndex agents combine BoardEffect tool responses with indexed documents for comprehensive, grounded answers. Connect 10 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
What you can do
- Meeting Oversight — List and retrieve detailed information for board meetings, including agendas and dates.
- Member Directory — Access your directory of board members and retrieve detailed profiles and contact info.
- Workroom Coordination — List all workrooms and access specific committee documents and archives.
- Governance Monitoring — Retrieve board surveys and polls to track feedback and decision-making.
- Archive Access — List and retrieve historical board records and archived projects.
- Account Integration — Verify user profiles and organization settings directly from your workspace.
The BoardEffect MCP Server exposes 10 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect BoardEffect to LlamaIndex via MCP
Follow these steps to integrate the BoardEffect MCP Server with LlamaIndex.
Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.py and run: python agent.py
Explore tools
The agent discovers 10 tools from BoardEffect
Why Use LlamaIndex with the BoardEffect MCP Server
LlamaIndex provides unique advantages when paired with BoardEffect through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine BoardEffect tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain BoardEffect tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query BoardEffect, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what BoardEffect tools were called, what data was returned, and how it influenced the final answer
BoardEffect + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the BoardEffect MCP Server delivers measurable value.
Hybrid search: combine BoardEffect real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query BoardEffect to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying BoardEffect for fresh data
Analytical workflows: chain BoardEffect queries with LlamaIndex's data connectors to build multi-source analytical reports
BoardEffect MCP Tools for LlamaIndex (10)
These 10 tools become available when you connect BoardEffect to LlamaIndex via MCP:
get_account_info
Get current user account information
get_meeting
Get specific meeting details
get_member
Get specific member details
list_archives
List archived board records
list_documents
List documents in a specific workroom
list_meetings
List all board meetings
list_members
List all board members
list_polls
List board polls
list_surveys
List board surveys
list_workrooms
List all workrooms
Example Prompts for BoardEffect in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with BoardEffect immediately.
"List all upcoming board meetings."
"Show the documents in the 'Finance Committee' workroom."
"Find contact details for board member Sarah Miller."
Troubleshooting BoardEffect MCP Server with LlamaIndex
Common issues when connecting BoardEffect to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpBoardEffect + LlamaIndex FAQ
Common questions about integrating BoardEffect MCP Server with LlamaIndex.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
Connect BoardEffect with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
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GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect BoardEffect to LlamaIndex
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.