• DIRECT
  • CONTEXT
  • SEARCH
  • HUMAN

How to retrieve board meeting documents with your AI

Connect BoardEffect to your AI client once. After that, you can pull files and agendas directly through chat.

Ask AI about this page

Short answer

How can I find board meeting files without logging in?

Your AI uses the BoardEffect connector to browse workrooms and pull specific documents or meeting details. You get the exact files you need by asking your agent, skipping the portal login entirely. You'll see the specific agendas and files you requested right in your chat interface.

Where your data lands.

What you can do with your AI

The connector gives your agent access to your BoardEffect data.

DIRECT

Instant file access

The AI finds specific documents within your workrooms. You get the content you need without clicking through menus.

CONTEXT

Meeting details

Your agent pulls meeting information and agendas. This helps you prep for calls without opening the portal.

SEARCH

Workroom browsing

The AI lists available workrooms so you can narrow down where to look for specific committee files.

HUMAN

Manual review

You still handle the actual decision making. The AI only fetches the data; you decide what to do with it.

The workflow

What your AI does when the request arrives.

The AI follows a specific path to locate your data.

  1. Locate workrooms

    The AI identifies which committee workrooms are available to search.

    list_workrooms

  2. Find documents

    Once it knows the workroom, the AI looks for the specific files or agendas you asked for.

    list_documents

  3. Get meeting data

    If you need details about a specific session, the AI pulls the meeting specifics.

    get_meeting

  4. Deliver results

    The AI presents the document info or meeting details directly in your chat window.

    list_documents

Try it

Copy these to start.

Use these prompts to get moving.

Starting points

Swap the bracketed text for your actual workroom names or meeting dates.

BoardEffect Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_nrv9qq5DSgu5CZSuLo8gucJawZmeh5samGlr7IMl/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — BoardEffect capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "boardeffect-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_nrv9qq5DSgu5CZSuLo8gucJawZmeh5samGlr7IMl/mcp"
    }
  }
}
Copy into chat04

  • List all the workrooms in my BoardEffect account.

  • Find the agenda for the Audit Committee meeting in the Finance workroom.

  • Show me the documents available in the Governance workroom.

  • Get the details for the board meeting held on October 12th.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect BoardEffect once, then ask.

Click the link to connect. Your credentials stay encrypted and secure, and you can immediately start asking questions about your board files.

Connect BoardEffect to your AI

FAQ

Common questions

  • 01

    Can the AI delete files in BoardEffect?

    No. The AI can only read and retrieve information. It cannot delete or modify any documents.

  • 02

    Can I edit meeting agendas through the AI?

    No. The tools only allow for retrieving existing data. You must log into the portal to make changes.

  • 03

    Does the AI see all my workrooms?

    Yes, the AI can see any workroom that your account has permission to access.

  • 04

    Do I need to stay logged into BoardEffect?

    No. Once you connect the MCP, your AI client handles the requests without you needing the portal open.

  • 05

    Can the AI create new workrooms?

    No. The current tools are limited to listing and getting existing data.

  • More questions about BoardEffect? The Connector page answers them. See everything the BoardEffect Connector can do

Connect BoardEffect to Claude, Cursor, ChatGPT & more