Bring Board Governance
to LlamaIndex
Create your Vinkius account to connect BoardEffect to LlamaIndex and start using all 10 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the BoardEffect MCP Server?
Connect your BoardEffect (Diligent) account to any AI agent and orchestrate your board management and governance workflows through natural conversation.
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.
How it works
- Subscribe to this server
- Enter your BoardEffect API Token and Subdomain
- Start managing your board governance from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Board Administrators — quickly check meeting schedules and member details without navigating the full portal.
- Corporate Secretaries — monitor document archives and survey statuses straight from their workflow tools.
- Executives — retrieve board member information and meeting summaries using natural language.
Built-in capabilities (10)
Get current user account information
Get specific meeting details
Get specific member details
List archived board records
List documents in a specific workroom
List all board meetings
List all board members
List board polls
List board surveys
List all workrooms
Why LlamaIndex?
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.
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Data-first architecture: LlamaIndex agents combine BoardEffect tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain BoardEffect tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query BoardEffect, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what BoardEffect tools were called, what data was returned, and how it influenced the final answer
BoardEffect in LlamaIndex
Why run BoardEffect with Vinkius?
The BoardEffect connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 10 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect BoardEffect using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
BoardEffect and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect BoardEffect to LlamaIndex through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
BoardEffect for LlamaIndex
Every request between LlamaIndex and BoardEffect is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
How does LlamaIndex connect to MCP servers?
Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
Can I combine MCP tools with vector stores?
Yes. LlamaIndex agents can query BoardEffect tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp
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