Boardroom Revenue Control

Official13 tools

by boardroomgen-ai-ae · JavaScript

Read-only sales CRM for AI clients: leads, pipeline, AI-agent chats, calls, ad attribution.

MCP Server: io.github.boardroomgen-ai-ae/boro-ai

The MCP server provides read-only access to a sales CRM for AI clients. It covers data for leads and pipeline, AI-agent chat interactions, call records, and ad attribution, enabling downstream tools to retrieve CRM information without modifying it.

🛠️ Key Features

Read-only sales CRM access for AI clients
Leads and pipeline data retrieval
AI-agent chat history access
Calls data access
Ad attribution data access

🚀 Use Cases

Pull CRM lead and pipeline status into other systems
Integrate AI-agent chat logs with analytics or support tooling
Review call activity alongside customer journey data
Correlate outcomes with ad attribution for reporting

⚡ Developer Benefits

Explicit separation of read-only CRM data access
Focused scope around leads, pipeline, chats, calls, and attribution

⚠️ Limitations

No write or modification capabilities implied (read-only)

Topics

ai-agentai-sales-agentclaudecrmmcpmcp-servermodel-context-protocolrevenue-operationssales-automationtelegramwhatsapp

Captured live from the server via tools/list.

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.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

crm_list_leads

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]

Parameters5

stage	string	optional	Stage name, exact (case-insensitive). Omit for all stages.
pipeline_id	string	optional	UUID of one pipeline. Omit for all.
since	string	optional	today \| yesterday \| week \| month \| 7d \| 30d \| ISO timestamp. Days are Asia/Dubai.
limit	integer	optional	Maximum number of rows to return.
offset	integer	optional	Rows to skip before the first returned row (for paging).

Raw schema

{
  "type": "object",
  "properties": {
    "stage": {
      "type": "string",
      "description": "Stage name, exact (case-insensitive). Omit for all stages."
    },
    "pipeline_id": {
      "type": "string",
      "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,
      "default": 0,
      "description": "Rows to skip before the first returned row (for paging)."
    }
  },
  "additionalProperties": false
}

crm_get_lead

One lead in full — unmasked contact details, notes, events, stage history and open tasks. Scoped to this workspace: a lead id from elsewhere reads as not_found. [scope: crm:read]

Parameters1

lead_id

string

required

UUID of the lead.

Raw schema

{
  "type": "object",
  "properties": {
    "lead_id": {
      "type": "string",
      "description": "UUID of the lead."
    }
  },
  "required": [
    "lead_id"
  ],
  "additionalProperties": false
}

crm_pipeline_overview

Every pipeline and stage with its lead count and total value. The shape of the funnel. [scope: crm:read]

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

crm_leads_without_task

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]

Parameters1

limit

integer

optional

Maximum number of rows to return.

Raw schema

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 200,
      "default": 50,
      "description": "Maximum number of rows to return."
    }
  },
  "additionalProperties": false
}

ad_attribution

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]

Parameters2

since	string	optional	today \| week \| month \| 30d \| ISO timestamp (Asia/Dubai days).
limit	integer	optional	Maximum number of rows to return.

Raw schema

{
  "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
}

agent_conversations

Conversations the AI agent handled, with intent, language, message count and the deal they bound to. Contacts masked. [scope: agent:read]

Parameters2

since	string	optional	today \| week \| month \| 7d \| ISO timestamp (Asia/Dubai days).
limit	integer	optional	Maximum number of rows to return.

Raw schema

{
  "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
}

agent_get_conversation

One conversation with its transcript — what the customer wrote and what the agent answered. [scope: agent:read]

Parameters2

conversation_id	string	required	UUID from agent_conversations.
limit	integer	optional	Maximum number of rows to return.

Raw schema

{
  "type": "object",
  "properties": {
    "conversation_id": {
      "type": "string",
      "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
}

dashboard_snapshot

The workspace's own KPI contract as the dashboard renders it, with the time it was built. [scope: crm:read]

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

marketing_snapshot

Advertising performance: spend, reach, clicks, cost per lead, per campaign, plus the CRM join. [scope: marketing:read]

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

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]

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

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]

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

voice_calls

Calls with direction, disposition and talk time. Customer numbers masked. [scope: crm:read]

Parameters2

since	string	optional	today \| week \| month \| 7d \| ISO timestamp (Asia/Dubai days).
limit	integer	optional	Maximum number of rows to return.

Raw schema

{
  "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
}

README.md9 KBView on GitHub

Boro: your AI Business Operator

Revenue Control + Boro: an AI sales agent, CRM, booking and revenue dashboard for small and mid-sized businesses in the UAE and CIS.

Boro does more than answer questions. It gets work done.

Languages: EN · RU · AR Built in Dubai

Start a free workspace · Website · Connect via MCP · REST examples · Русский

What it is

Revenue Control is a hosted, multi-tenant platform for businesses that sell through conversations: salons and clinics, real-estate agencies, education centres, service companies.

AI sales agent. It replies to customers on WhatsApp, Instagram, Telegram, website chat and voice, qualifies them, books appointments and hands over to a person when it should.
CRM. Pipelines, stages, tasks, notes and a full conversation history on every deal, filled in by the agent as it talks.
Booking. Slots, staff and reminders, plus connectors to the booking systems salons and clinics already use.
Revenue dashboard. Leads, conversion, follow-up gaps, ad spend against real deals, and revenue by source.
Boro. An operator inside the cabinet that reads all of the above and tells you what needs your attention today.

This repository is the public developer layer: documentation, connection guides and examples. The product itself runs as a cloud service at control.boardroom-ai.ae. The platform source code is not in this repository.

Connect Claude, ChatGPT or Cursor to your workspace in 3 minutes

Your workspace is also an MCP server. Any MCP client can read your leads, pipeline, AI-agent conversations, calls and marketing figures with a token you issue.

Sign in to your workspace and open Integrations → API and MCP → Boardroom MCP → Get an MCP token. The token is shown once. Copy it.
Add the server to your client:

bash

claude mcp add --transport http boardroom https://control.boardroom-ai.ae/mcp \
  --header "Authorization: Bearer YOUR_MCP_TOKEN"

Ask: "Which open leads have no follow-up task? Longest idle first."

Setup guides: Claude Code · Claude Desktop · Cursor · ChatGPT / OpenAI

Safe by design:

Read-only. The public MCP server has no write tools.
One workspace per token. The workspace comes from the token. A tool argument can never point at another tenant.
Masked by default. Lists mask phone numbers and e-mails. Full contact details come back only when you ask for one specific record.
Audited. Every read is logged with the tool, the row counts and the record id. Response bodies and personal data are not stored in the log.
Owner-issued and revocable. Only the workspace owner can mint a token. Tokens expire, and you can revoke one at any time from the same card.

What you can ask

Ask your AI client or Boro	Status
"Find all leads that didn't receive a follow-up"	Available now
"Show the funnel: how many deals and how much value per stage?"	Available now
"Who wrote to us this week, in which language, and what did they want?"	Available now
"Which ads produced conversations this month?"	Available now
"How did calls go today: answered, missed, talk time?"	Available now
"Tell me what requires my attention today" (Boro, in the cabinet)	Available now
"Book a meeting tomorrow and move the deal" (Boro, in the cabinet)	Beta: Boro prepares the action, you confirm it
"Summarise my inbox and draft replies" (Boro, in the cabinet)	Beta: drafts only, never sends
The same write actions through MCP (note, task, stage, tags)	Coming soon: preview-then-confirm
"Prepare quotations for customers waiting for prices"	Coming soon

The 13 MCP tools are documented one by one in docs/mcp/tools.

REST API

A plain HTTPS API for your own systems, forms and automations:

bash

curl -s https://control.boardroom-ai.ae/api/v1/leads?limit=5 \
  -H "Authorization: Bearer YOUR_API_KEY"

GET /api/v1/leads · GET /api/v1/deals · GET /api/v1/tasks · POST /api/v1/leads

Reference: docs/api/rest-v1.md. Examples in curl, JavaScript and Python, plus n8n and Make templates, are in examples/.

Works with

WhatsApp · Instagram · Telegram · Website chat · Voice · Kommo / amoCRM · Altegio · Zoho Books · Bayut / Property Finder · Meta, Google and TikTok Ads · any MCP client · n8n · Make

Some channels depend on approval by the channel provider for your business. The cabinet shows the honest status of each connection: Live, Needs setup, Draft or Unavailable.

How it works

code

 Customers                    Revenue Control (cloud)                      You
 ─────────                    ───────────────────────                      ───
 WhatsApp  ┐                 ┌──────────────────────────┐
 Instagram ├──► AI agent ───►│ CRM · booking · dashboard │◄── Boro (in the cabinet)
 Telegram  │   (replies,     │ one workspace per business│
 Web chat  │    qualifies,   └─────────────┬─────────────┘
 Voice     ┘    books)                     │
                                           ├──► MCP server ──► Claude / ChatGPT / Cursor (read-only)
                                           └──► REST /api/v1 ──► your forms, n8n, Make, scripts

Security

Every token and API key belongs to exactly one workspace. Requests never choose their tenant.
Credentials are stored as hashes. The plaintext is shown once, at creation.
MCP is read-only. Actions in the cabinet go through an explicit confirmation step.
Every MCP read is written to the workspace audit log.
Rate limits apply to every token and every key.

Found a vulnerability? See SECURITY.md. Please don't open a public issue for it.

Roadmap

	Item	Status
✅	MCP server, 13 read tools, owner-issued tokens	Available now
✅	REST API v1: leads, deals, tasks, create lead	Available now
✅	Website chat widget	Available now
🧪	Boro actions in the cabinet (book, move stage, create task) with confirmation	Beta
🧪	Boro inbox digest and reply drafts	Beta
🔜	MCP write tools with preview-then-confirm	Coming soon
🔜	MCP demo sandbox with a fictional CRM, no sign-up needed	Coming soon
🔜	Listings in the official MCP Registry and client catalogs	Coming soon
💭	Boro Skills: vertical packs for clinics, salons, real estate	Exploring

Want something on this list sooner? Open a feature request or ask for an integration.

Like it? Give it a star ⭐

A star helps other business owners and developers find a working MCP-to-CRM setup. If this repository saved you time, please star it.

Contributing

Doc fixes, new client guides and new examples are welcome. See CONTRIBUTING.md and the Code of Conduct.

License

Documentation and examples in this repository are licensed under Apache 2.0. "Boro", "Boardroom" and "Revenue Control" are names of Boardroom AI. The license covers this repository only, not the hosted service or its brand.

Built in Dubai 🇦🇪 by Boardroom AI · control.boardroom-ai.ae

Install

Tools (13)

whoamicrm_list_leadscrm_get_leadcrm_pipeline_overviewcrm_leads_without_taskad_attributionagent_conversationsagent_get_conversation

Remote endpoint

Streamable HTTP

Hosted server - connect over the network, no local install.

url

https://control.boardroom-ai.ae/mcp

Add to VS Code Add to Cursor

claude_desktop_config.json

json

{
  "mcpServers": {
    "boro-ai": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://control.boardroom-ai.ae/mcp"
      ]
    }
  }
}

Desktop config is stdio-only; this bridges via mcp-remote. Native remote: Settings > Connectors.

MCP Server: io.github.boardroomgen-ai-ae/boro-ai

🛠️ Key Features

🚀 Use Cases

⚡ Developer Benefits

⚠️ Limitations

Topics

whoami

crm_list_leads

crm_get_lead

crm_pipeline_overview

crm_leads_without_task

ad_attribution

agent_conversations

agent_get_conversation

dashboard_snapshot

marketing_snapshot

agent_config

partner_overview

voice_calls

Boro: your AI Business Operator

What it is

Connect Claude, ChatGPT or Cursor to your workspace in 3 minutes

What you can ask

REST API

Works with

How it works

Security

Roadmap

Like it? Give it a star ⭐

Contributing

License

Install

Remote endpoint

Related servers