MCP For Claude Marketplace
BoardEffect

BoardEffect MCP Connector for Claude

A+

Manage board activities via BoardEffect — list meetings, members, and documents directly from any AI agent.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

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

  1. Subscribe to this server
  2. Enter your BoardEffect API Token and Subdomain
  3. 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.
board-governancemeeting-managementcorporate-complianceexecutive-toolsdocument-sharing

10 tools expose this connector's capabilities to your AI agent.

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

See how to talk to your AI agent using BoardEffect.

List all upcoming board meetings.

I've retrieved your meetings. You have 3 upcoming sessions: 'Quarterly Strategy Review' (ID: meet_1), 'Audit Committee' (ID: meet_2), and 'Annual General Meeting' (ID: meet_3).

Show the documents in the 'Finance Committee' workroom.

Retrieving documents... I found 5 files, including 'Budget Draft Q3.pdf', 'Expense Report - Feb.pdf', and 'Investment Strategy.docx'. Would you like the details for any of these?

Find contact details for board member Sarah Miller.

I found one matching member: 'Sarah Miller' (ID: mem_992). Her email is sarah.miller@example.com and she is the Chair of the Audit Committee.

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.

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