Remote MCP integration

Connect your preferred AI assistant to BoothIQ.

Work with leads, bookings, contracts, email templates, packages, and financial data through natural conversation.

BoothIQ provides the MCP connection. Bring your own compatible AI account.

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Show every client with an outstanding balance.

Convert the Ramirez lead into a booking.

Create a contract template with travel and idle-time clauses.

Draft payment reminders for next month's events.

Preview a follow-up email for Saturday's wedding.

Summarize revenue collected by event type this quarter.

How it works

Secure connection in three steps.

Setup lives inside BoothIQ, and access can be revoked when you no longer want a client or token connected.
01

Open the integration

Go to Settings → Integrations → AI Assistant.

02

Choose a credential

Connect through OAuth or create a personal access token.

03

Approve and work

Approve access, then start working with BoothIQ through your assistant.

Current capabilities

Useful tools for real business workflows.

The assistant works through BoothIQ’s normal data model and workflow rules.

Bookings

  • List and retrieve bookings
  • Create bookings
  • Update bookings
  • Import through canonical booking tools

Leads

  • List and retrieve leads
  • Update lead status
  • Convert leads into bookings
  • Preserve normal client and venue workflows

Financials

  • Revenue collected
  • Deposits
  • Outstanding balances
  • Grouped financial reports

Contracts

  • List templates
  • Create templates
  • Update templates
  • Set the active template

Email

  • Create templates
  • Preview email
  • Send after confirmation
  • Read supported merge variables

Packages

  • Read active packages
  • Read package pricing
  • Use package context while creating bookings

Safety

Useful access without reckless access.

The MCP surface is designed for productive work while keeping destructive actions and sensitive credential control out of casual prompts.

OAuth 2.1

Standards-based authorization for compatible clients.

Revocable credentials

Revoke OAuth access or personal tokens whenever needed.

No deletion tools

The current MCP toolset does not expose delete actions.

Email preview first

Preview email and confirm before a send action.

Last-used tracking

Credential activity includes last-used visibility.

Normal BoothIQ workflows

AI-sent email is logged and business rules still apply.

Compatibility

Bring the MCP client that fits the way you work.

Works with MCP-compatible assistants and tools such as ChatGPT, Claude, Cursor, Grok, Claude Code, and custom MCP clients.

Exact setup varies by client and depends on the MCP features supported by that tool. BoothIQ does not control third-party compatibility.

Connect your workflow—not just another app.

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