Skip to main content
Back to blog

How to Connect BoothIQ to Claude Code and Claude Desktop

• Updated • John

Connect in one click

BoothIQ is in Claude’s connector directory. You need a BoothIQ account and a Claude account. Every Claude plan works, free included.

Step 1: Click Connect to Claude

Open BoothIQ in Claude’s connector directory and click “Connect to Claude.” This works the same in Claude.ai and Claude Desktop.

On a Claude Team or Enterprise plan, an owner clicks “Connect for your team” once. Then each person clicks “Connect to Claude” and signs in with their own BoothIQ account. If you see “Request” instead, ask an owner to add BoothIQ.

Step 2: Sign in and click Allow

Claude opens BoothIQ. Sign in with your BoothIQ account.

BoothIQ shows what Claude can see and where you go after you approve. Check that it says claude.ai. Then click “Allow.”

BoothIQ authorization page. Claude wants to access your BoothIQ account. It can see your events and leads, and each lead's contact details, notes, and summaries. A warning says to only allow apps you trust and shows claude.ai as the site you go to after you allow.

Step 3: Ask a question

BoothIQ now shows “Connected” on your Connectors page. Start a new chat and ask about your events.

Claude answering the question "Who did I meet at SaaStr this year and what did we talk about?" with a summary of leads grouped 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

Already connected BoothIQ in Claude.ai? It works in Claude Code too when you sign in with your Claude account. Nothing else to set up.

Otherwise, 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 --scope user

--scope user makes BoothIQ available in every project. Leave it off to add BoothIQ to the current project only.

Step 2: Sign in

Start Claude Code and run:

/mcp

Pick BoothIQ. Your browser opens to sign in. Click “Allow.”

Step 3: Ask a question

> Who did I meet at my last event?

Claude calls BoothIQ and answers with your leads.

What You Can Do With It

Your event data used to live in spreadsheets and scattered notes. You could look things up. Now you can ask.

Know who talked about what

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

Know who was really interested

  • “Which leads asked about pricing or next steps?”
  • “Which leads have notes from a long conversation?”
  • “Which leads have no follow-up yet?”

Know what to do next

  • “What are the next steps from yesterday’s booth conversations?”
  • “Draft a follow-up email to the leads 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 leads did we capture at this event?”
  • “Which rep captured the most leads?”
  • “Which events brought in the most leads this quarter?”
  • “Find every lead where the next step is 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 from Anthropic that lets AI apps talk to other software. When you ask a question, Claude asks BoothIQ, gets the answer, and shows it to you. Your data stays in BoothIQ.

You sign in once with your BoothIQ account. There are no API keys to copy.

FAQ

Is my data safe?

Yes. Claude reads your data over an encrypted OAuth connection, only when you ask a question. It sees only your organization’s data. The connection is read only: Claude cannot change or delete anything in BoothIQ.

Can Claude change my leads?

No. Every BoothIQ tool in Claude reads data. None of them write.

Does this work on Claude’s free plan?

Yes. Connecting from the directory works on every Claude plan. Check Anthropic’s pricing for the latest details.

What if I have a lot of leads?

Claude pages through your leads 20 at a time, up to 100 per page. It can also search by name, company, or notes to narrow things down.

Do I need to be technical to set this up?

No. In Claude Desktop or Claude.ai, you click Connect and sign in. In Claude Code, you run one command and sign in. No config files, no API keys.

Can my whole team use this?

Yes. Each person connects their own BoothIQ account. On a Claude Team or Enterprise plan, an owner clicks “Connect for your team” once, then everyone clicks “Connect to Claude.”

How do I disconnect?

In BoothIQ, go to Settings and find Connected Apps. Click disconnect next to Claude. You can also remove BoothIQ from Customize > Connectors in Claude. 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 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.