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How to Connect BoothIQ to Claude Code and Claude Desktop

John

Prerequisites

You need a Claude Pro or Max plan to use custom connectors. You also need a BoothIQ account.

Connect with Claude Desktop or Claude.ai

Both use the Connectors feature.

Step 1: Click your profile icon

Open Claude Desktop or Claude.ai. Click your profile icon in the bottom left corner.

Claude Desktop sidebar showing the profile icon in the bottom left corner with a green arrow pointing to it

Step 2: Click Settings

Menu showing Settings, Language, Get help, and other options with a green arrow pointing to Settings

Step 3: Click Connectors

Settings sidebar with Account, Privacy, Billing, Usage, Capabilities, Connectors, and Claude Code tabs. Green arrow pointing to Connectors.

Step 4: Click Add Custom Connector

Scroll to the bottom of the connectors list and click “Add custom connector.”

Connectors list showing Gmail, GitHub, Ahrefs, HubSpot, and others. Green arrow pointing to the Add custom connector button at the bottom.

Step 5: Add BoothIQ

Enter the connector name and URL:

  • Name: BoothIQ
  • URL:  https://getboothiq.com/mcp (click to copy)

Ignore Advanced Settings. Click “Add.”

Add custom connector dialog with BoothIQ entered as the name and https://getboothiq.com/mcp as the URL. Cancel and Add buttons at the bottom.

Step 6: Click Connect

BoothIQ will appear in your list of connectors. Click “Connect.”

BoothIQ connector row showing a Connect button on the right side

Step 7: Allow access

You’ll be redirected to sign in with your BoothIQ account. Click “Allow” to approve the connection.

BoothIQ authorization page showing Claude wants to access your BoothIQ account, with Deny and Allow buttons

Step 8: Done

If you see “Configure” next to BoothIQ, it worked.

BoothIQ connector row now showing a Configure button instead of Connect, confirming the connection succeeded

Try asking a question about your events.

Claude responding to the question "Who did I meet at SaaStr this year and what did we talk about?" with a summary of 8 meetings organized by hot prospects, partnerships, and technical conversations

New to BoothIQ? See how to capture your first leads so Claude has something to work with.

Connect with Claude Code

Claude Code is a command line tool. Setup is one command.

Step 1: Add the MCP Server

Run this in your terminal:

claude mcp add --transport http boothiq https://getboothiq.com/mcp

Claude Code will open your browser to sign in with your BoothIQ account. Approve the connection, and you’re set.

Use --scope user if you want BoothIQ available across all your projects, not just the current one.

Step 2: Verify the Connection

Start Claude Code and ask it something about your events:

> What meetings do I have in BoothIQ?

If the connection is working, Claude will call the BoothIQ tools and show your meeting data.

What You Can Do With It

Before this, event data lived in spreadsheets and scattered notes. You could look things up, but you couldn’t ask questions. Now you can.

Know who talked about what

  • “What did I talk about with Sarah Chen at CES?”
  • “Show me the transcript from my meeting with the Stripe team.”
  • “Pull up the meeting where we discussed enterprise pricing.”

Know who was really interested (and who wasn’t)

  • “Which contacts asked about pricing or next steps?”
  • “Who did we talk to for more than 10 minutes?”
  • “Were there any meetings with no follow-up actions?”

Know what to do next

  • “What are the next steps from yesterday’s booth conversations?”
  • “Draft a follow-up email to the contacts I met today. Reference what we talked about.”
  • “Write a summary email for my manager with the top 5 leads from this event.”

For more follow-up strategies, see our guide to trade show follow-up.

Know how the event went

  • “How many people did I talk to at this event?”
  • “Which team member had the most meetings?”
  • “Which events had the most meetings this quarter?”
  • “Find all meetings where the next step was scheduling a demo.”

BoothIQ is a universal lead capture app that integrates with your calendar and CRM, making follow-up and sales a breeze.

How It Works

Claude reads your BoothIQ data through MCP, an open standard by Anthropic that lets AI tools talk to external apps. Each time you ask a question, Claude calls BoothIQ, gets the answer, and shows you the result. Your data stays in BoothIQ. Claude just reads it when you ask.

Your data stays safe. You sign in once with your BoothIQ account and Claude handles the rest. No API keys to manage.

FAQ

Is my data safe?

Yes. Claude reads your data through an encrypted OAuth connection when you ask a question. It doesn’t store your event data. Only your account’s data is accessible, and you can revoke access at any time from your BoothIQ settings.

Does this work on Claude’s free plan?

No. Custom connectors require a Claude Pro or Max plan. Check Anthropic’s pricing for the latest details.

What if I have a lot of meetings?

The list_meetings tool supports pagination. Claude can page through your meetings 20 at a time (up to 100 per page). You can also filter by event to narrow down the results.

Do I need to be technical to set this up?

No. For Claude Desktop or Claude.ai, you paste a URL into the Connectors settings and sign in. For Claude Code, you run one terminal command and sign in. No config files to edit, no API keys to find.

Can my whole team use this?

Yes. Each team member connects their own BoothIQ account. They add the connector, sign in with their credentials, and Claude reads their data.

How do I disconnect?

In Claude Desktop or Claude.ai, go to Settings, find BoothIQ under Connectors, and click “Disconnect.” In Claude Code, run claude mcp remove boothiq.

References

Ready to Talk to Your Event Data?

Stop scrolling through spreadsheets after every event. Connect BoothIQ to Claude and ask questions about your leads, conversations, and next steps in plain English. Try BoothIQ free to get started.

Want to learn more?

See how BoothIQ can transform your event lead capture and follow-up process.