Boardroom Revenue Control
Read-only sales CRM for AI clients: leads, pipeline, AI-agent chats, calls, ad attribution.
¿Debería usar esto?
Calidad y seguridad
Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.
Costo de contexto
Este es el número aproximado de tokens que se consumen cada vez que las herramientas del servidor se cargan en el contexto de un modelo. Los recuentos más altos reducen la atención disponible para otras tareas.
Instalar
Instalación con un clic
Agrega esto a tu archivo `claude_desktop_config.json`:
{
"mcpServers": {
"boro-ai": {
"url": "https://control.boardroom-ai.ae/mcp"
}
}
}Puntos de conexión remotos
https://control.boardroom-ai.ae/mcpstreamable-httpQué puede hacer
Inventario de herramientas
Herramientas (13)
🟢whoami
Who this token is, which workspace it can read, and which scopes it carries. Call this first: it tells you which of the other tools will work.
Esquema de entrada
{
"type": "object",
"properties": {},
"additionalProperties": false
}Esquema de salida
{
"type": "object",
"properties": {
"ok": {
"type": "boolean",
"description": "False when the call was refused or failed; see error."
},
"error": {
"description": "Machine-readable refusal code (a string), present only when ok is false."
},
"message": {
"description": "Human-readable explanation of a refusal (a string)."
}
},
"additionalProperties": true
}🟢crm_list_leads(stage, pipeline_id, since, limit, offset)
Leads in this workspace, newest activity first. Phone and email are MASKED here — use crm_get_lead for one record when the full contact is genuinely needed. `total` is the count before paging, so it answers 'how many leads exist'. [scope: crm:read]
Esquema de entrada
{
"type": "object",
"properties": {
"stage": {
"type": "string",
"description": "Stage name, exact (case-insensitive). Omit for all stages."
},
"pipeline_id": {
"type": "string",
"format": "uuid",
"description": "UUID of one pipeline. Omit for all."
},
"since": {
"type": "string",
"description": "today | yesterday | week | month | 7d | 30d | ISO timestamp. Days are Asia/Dubai."
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 200,
"default": 50,
"description": "Maximum number of rows to return."
},
"offset": {
"type": "integer",
"minimum": 0,
"maximum": 5000,
"default": 0,
"description": "Rows to skip before the first returned row (for paging)."
}
},
"additionalProperties": false
}Esquema de salida
{
"type": "object",
"properties": {
"ok": {
"type": "boolean",
"description": "False when the call was refused or failed; see error."
},
"error": {
"description": "Machine-readable refusal code (a string), present only when ok is false."
},
"message": {
"description": "Human-readable explanation of a refusal (a string)."
}
},
"additionalProperties": true
}🟢crm_get_lead(lead_id)
One lead — notes, events, stage history and open tasks. Phone, e-mail and messenger ids are MASKED unless this key also holds crm:read_pii, which the workspace owner grants separately. Scoped to this workspace: a lead id from elsewhere reads as not_found. [scope: crm:read]
Esquema de entrada
{
"type": "object",
"properties": {
"lead_id": {
"type": "string",
"format": "uuid",
"description": "UUID of the lead."
}
},
"required": [
"lead_id"
],
"additionalProperties": false
}Esquema de salida
{
"type": "object",
"properties": {
"ok": {
"type": "boolean",
"description": "False when the call was refused or failed; see error."
},
"error": {
"description": "Machine-readable refusal code (a string), present only when ok is false."
},
"message": {
"description": "Human-readable explanation of a refusal (a string)."
}
},
"additionalProperties": true
}🟢crm_pipeline_overview
Every pipeline and stage with its lead count and total value. The shape of the funnel. [scope: crm:read]
Esquema de entrada
{
"type": "object",
"properties": {},
"additionalProperties": false
}Esquema de salida
{
"type": "object",
"properties": {
"ok": {
"type": "boolean",
"description": "False when the call was refused or failed; see error."
},
"error": {
"description": "Machine-readable refusal code (a string), present only when ok is false."
},
"message": {
"description": "Human-readable explanation of a refusal (a string)."
}
},
"additionalProperties": true
}🟢crm_leads_without_task(limit)
Open leads with no unfinished task against them — the follow-up leak. Sorted by idle time, longest first. Idle days are counted in Asia/Dubai. [scope: crm:read]
Esquema de entrada
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 200,
"default": 50,
"description": "Maximum number of rows to return."
}
},
"additionalProperties": false
}Esquema de salida
{
"type": "object",
"properties": {
"ok": {
"type": "boolean",
"description": "False when the call was refused or failed; see error."
},
"error": {
"description": "Machine-readable refusal code (a string), present only when ok is false."
},
"message": {
"description": "Human-readable explanation of a refusal (a string)."
}
},
"additionalProperties": true
}🟢ad_attribution(since, limit)
Which advertisement produced which conversation: ad id, creative, first-touch flag, and the lead it bound to. The per-click id is NOT returned — only whether one exists. An empty result means no ad-driven conversation has been recorded in the window, not that the tool failed. [scope: marketing:read]
Esquema de entrada
{
"type": "object",
"properties": {
"since": {
"type": "string",
"description": "today | week | month | 30d | ISO timestamp (Asia/Dubai days)."
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 500,
"default": 100,
"description": "Maximum number of rows to return."
}
},
"additionalProperties": false
}Esquema de salida
{
"type": "object",
"properties": {
"ok": {
"type": "boolean",
"description": "False when the call was refused or failed; see error."
},
"error": {
"description": "Machine-readable refusal code (a string), present only when ok is false."
},
"message": {
"description": "Human-readable explanation of a refusal (a string)."
}
},
"additionalProperties": true
}🟢agent_conversations(since, limit)
Conversations the AI agent handled, with intent, language, message count and the deal they bound to. Contacts masked. [scope: agent:read]
Esquema de entrada
{
"type": "object",
"properties": {
"since": {
"type": "string",
"description": "today | week | month | 7d | ISO timestamp (Asia/Dubai days)."
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 200,
"default": 50,
"description": "Maximum number of rows to return."
}
},
"additionalProperties": false
}Esquema de salida
{
"type": "object",
"properties": {
"ok": {
"type": "boolean",
"description": "False when the call was refused or failed; see error."
},
"error": {
"description": "Machine-readable refusal code (a string), present only when ok is false."
},
"message": {
"description": "Human-readable explanation of a refusal (a string)."
}
},
"additionalProperties": true
}🟢agent_get_conversation(conversation_id, limit)
One conversation with its transcript — what the customer wrote and what the agent answered. [scope: agent:read]
Esquema de entrada
{
"type": "object",
"properties": {
"conversation_id": {
"type": "string",
"format": "uuid",
"description": "UUID from agent_conversations."
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 500,
"default": 100,
"description": "Maximum number of rows to return."
}
},
"required": [
"conversation_id"
],
"additionalProperties": false
}Esquema de salida
{
"type": "object",
"properties": {
"ok": {
"type": "boolean",
"description": "False when the call was refused or failed; see error."
},
"error": {
"description": "Machine-readable refusal code (a string), present only when ok is false."
},
"message": {
"description": "Human-readable explanation of a refusal (a string)."
}
},
"additionalProperties": true
}🟢dashboard_snapshot
The workspace's own KPI contract as the dashboard renders it, with the time it was built. [scope: crm:read]
Esquema de entrada
{
"type": "object",
"properties": {},
"additionalProperties": false
}Esquema de salida
{
"type": "object",
"properties": {
"ok": {
"type": "boolean",
"description": "False when the call was refused or failed; see error."
},
"error": {
"description": "Machine-readable refusal code (a string), present only when ok is false."
},
"message": {
"description": "Human-readable explanation of a refusal (a string)."
}
},
"additionalProperties": true
}🟢marketing_snapshot
Advertising performance: spend, reach, clicks, cost per lead, per campaign, plus the CRM join. [scope: marketing:read]
Esquema de entrada
{
"type": "object",
"properties": {},
"additionalProperties": false
}Esquema de salida
{
"type": "object",
"properties": {
"ok": {
"type": "boolean",
"description": "False when the call was refused or failed; see error."
},
"error": {
"description": "Machine-readable refusal code (a string), present only when ok is false."
},
"message": {
"description": "Human-readable explanation of a refusal (a string)."
}
},
"additionalProperties": true
}🟢agent_config
How the AI agent is set up for this workspace: mode and persona, working hours, hand-over rules, follow-up cadence, trigger list, actions, voice scenarios, and the TITLES of its knowledge documents. Document text is not returned — the list answers what the agent knows about; reading one whole is a separate, narrower ask. No credential of any kind is reachable from here: an agent's instructions are not its keys. [scope: agent:read]
Esquema de entrada
{
"type": "object",
"properties": {},
"additionalProperties": false
}Esquema de salida
{
"type": "object",
"properties": {
"ok": {
"type": "boolean",
"description": "False when the call was refused or failed; see error."
},
"error": {
"description": "Machine-readable refusal code (a string), present only when ok is false."
},
"message": {
"description": "Human-readable explanation of a refusal (a string)."
}
},
"additionalProperties": true
}🟢partner_overview
This partner's own cabinet: referral code and link, the clients who registered through it, the agreed commission rate, what has accrued so far, and which client workspaces this partner currently holds a grant for. Only answers for a token bound to a partner. [scope: partner:read]
Esquema de entrada
{
"type": "object",
"properties": {},
"additionalProperties": false
}Esquema de salida
{
"type": "object",
"properties": {
"ok": {
"type": "boolean",
"description": "False when the call was refused or failed; see error."
},
"error": {
"description": "Machine-readable refusal code (a string), present only when ok is false."
},
"message": {
"description": "Human-readable explanation of a refusal (a string)."
}
},
"additionalProperties": true
}🟢voice_calls(since, limit)
Calls with direction, disposition and talk time. Customer numbers masked. [scope: crm:read]
Esquema de entrada
{
"type": "object",
"properties": {
"since": {
"type": "string",
"description": "today | week | month | 7d | ISO timestamp (Asia/Dubai days)."
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 200,
"default": 50,
"description": "Maximum number of rows to return."
}
},
"additionalProperties": false
}Esquema de salida
{
"type": "object",
"properties": {
"ok": {
"type": "boolean",
"description": "False when the call was refused or failed; see error."
},
"error": {
"description": "Machine-readable refusal code (a string), present only when ok is false."
},
"message": {
"description": "Human-readable explanation of a refusal (a string)."
}
},
"additionalProperties": true
}Comunidad
Evidencia