Boardroom AI Connector
Ask Claude or ChatGPT about your pipeline, leads, AI-agent conversations, calls and ads. Read-only.
What it does
Boardroom Revenue Control is a revenue-operations workspace for service businesses: CRM pipeline, an AI sales agent on WhatsApp, Instagram, Telegram and the website, voice calls, and ad tracking. The connector is a remote Model Context Protocol server that lets your AI assistant read your own workspace, so you can ask, for example:
- “Which open leads have no follow-up task, and how long have they been idle?”
- “Summarise what customers asked the AI agent this week and which conversations became deals.”
- “Which ad campaign brought the cheapest qualified leads last month?”
- “Show the pipeline by stage with total value.”
The connector cannot send messages, delete anything, change billing or move money. Phone numbers and e-mails are masked unless the workspace owner grants full contacts separately.
Connect
Server URL:
https://control.boardroom-ai.ae/mcp/connectClaude (claude.ai, Desktop, mobile): Settings → Connectors → find Boardroom in the directory and click Connect. Or add a custom connector with the URL above.
ChatGPT: Settings → Apps → find Boardroom and click Connect. Or, with developer mode on, create an app with the URL above and choose OAuth.
Claude Code: claude mcp add --transport http boardroom https://control.boardroom-ai.ae/mcp/connect, then run /mcp to sign in.
You then sign in to Boardroom and the workspace owner approves access on a consent screen. No password or API key is pasted into the assistant.
You need a Boardroom workspace — create one. Only the workspace owner can approve a connection.
Tools
All tools are read-only and only ever see the workspace the token was issued for.
| Tool | What it returns |
|---|---|
whoami | The connected workspace and the permissions granted. |
crm_list_leads | Leads, newest activity first, with paging; contacts masked. |
crm_get_lead | One lead with notes, events, stage history and open tasks. |
crm_pipeline_overview | Every pipeline and stage with lead count and total value. |
crm_leads_without_task | Open leads with no follow-up task, longest idle first. |
dashboard_snapshot | The workspace's KPI dashboard as built. |
agent_conversations | Conversations the AI agent handled: intent, language, linked deal. |
agent_get_conversation | One conversation transcript. |
agent_config | How the AI agent is set up (persona, hours, hand-over rules). |
voice_calls | Calls with direction, outcome and talk time; numbers masked. |
marketing_snapshot | Ad spend, reach, clicks and cost per lead by campaign. |
ad_attribution | Which ad produced which conversation and lead. |
partner_overview | For partner accounts: referrals, commission and granted clients. |
Security and data
- Sign-in: OAuth 2.1 with PKCE (S256), dynamic client registration, protected-resource metadata at
/.well-known/oauth-protected-resource. - Permissions:
crm:read,agent:read,marketing:readby default. Full contact details (crm:read_pii) are a separate, unticked box the owner must choose. - Tokens: valid 30 days, stored only as a hash, listed and revocable at any time in Boardroom → Integrations → API and MCP.
- Isolation: the workspace comes from the token, never from a tool argument; one customer cannot read another's data.
- What we keep: each successful tool call is recorded in the workspace's audit log (which tool, when, how many rows — never the response body or contact details). We receive only the tool arguments the assistant sends, never your conversation with Claude or ChatGPT.
- Limits: 120 calls per minute per token; list tools page their results.
Full policy: Privacy Policy · Terms of Service.
Disconnect
Remove the connector in Claude or ChatGPT settings, and revoke the token in Boardroom → Integrations → API and MCP. A revoked token stops working immediately.