PROGRAM OR MEETING DIRECTOR
Run the call and the agenda from one chat
Ask how many sessions are pending review, draft and edit the agenda, and manage sessions, rooms and tracks. Decision emails are previewed before they send.
Works in Claude and ChatGPT
- Claude
ChatGPT- MCP
Run Sessionboard from Claude
Sessionboard is in Claude’s connectors directory. Sign in, pick your organization, and ask about your program, awards, learning, marketing and CRM in plain language. Publishing, opening a call, inviting reviewers and announcing winners wait for a person to approve.
Also published for ChatGPT.
How many sessions are still pending review for the Northwind Health Summit 2027?
find_eventsearch: Northwind Health Summitok{ "matches": [ { "id": 6808, "name": "Northwind Health Summit 2027", "timezone": "America/Denver", "starts_at": "2027-04-12T00:00:00.000Z", "ends_at": "2027-04-15T00:00:00.000Z", "features": { "primary_speakers": false, "speaker_acceptance": false, "translated_fields": false } }, …query_dataevent_id: 6808 · prompt: Count of sessions by statusok{ "query": "FIND Session\nINCLUDE display_status AS status\nGROUP BY display_status\nCOMPUTE COUNT(*) AS session_count\nORDER BY session_count DESC", "explanation": "This query groups all sessions by their display status (which shows custom status names when assigned, falling back to the core status) and counts the number of sessions in each status bucket. Results are ordered from highest to lowest count so the most common statuses appear first. No status filter is applied so every session — regardless of status — is included in the breakdown.", "rows": [ { "status": "accepted", "session_count": "15" }, { "status": "pending", "session_count": "4" }, { "status": "accept_queue", …For Northwind Health Summit 2027, 4 sessions are still pending review. They've been submitted, but nobody has made a decision on them yet.
Another 6 sessions have been reviewed but don't have a final decision yet:
- 4 are leaning accept.
- 2 are leaning decline.
Counting those, 10 of the 25 sessions still need a final call. The other 15 are accepted.
Ask your program a question in plain English.
Program · find events and sessions- Connectors directory: Find Sessionboard and connect it in Claude
- Your permissions: Your role, your scopes, your organization
- Approvals: Publishing and announcing wait for a person
- ChatGPT too: The same connector, sign-in and approvals
QUICK ANSWER
Sessionboard's Claude connector lets Claude, and ChatGPT, find and read your events, sessions, people and reports, and draft agendas, sessions, courses and award programs, using the signed-in person's role and scopes. Publishing, opening calls, inviting reviewers and announcing winners wait for a person to approve. Every call is in the audit log.
WORKS IN
- Claude
- ChatGPT
WHAT YOU GET DONE
Your whole program, from one chat
Each job is what someone on your team is trying to get done, with the connector's tools.
AWARDS MANAGER
Run the awards cycle without the busywork
Draft a program, open nominations, invite reviewers, assign reviews and announce winners. Opening, inviting and announcing wait for your approval.
EDUCATION DIRECTOR
Keep learners moving
Draft a course from media, assign courses, see which learners to nudge, report to CE Broker and set course pricing.
MARKETING
Turn the program into campaigns
Campaigns, content kits, galleries, sites and event pages, webinars and podcasts.
SPONSORSHIP
Report sponsored reach without building a report
Ask for sponsored reach and Advocacy results.
MEMBERSHIP AND CRM
Find the right people fast
Find people, companies and contacts; check Sessionboard engagement and suggestions; pipeline, contracts and tags. Registration summaries and funnels are read-only.
HOW IT WORKS
What the assistant can do, and what waits for you
Everything runs on the person who connected it: their role, the scopes they granted, their organization.
YOU ASK · IN CLAUDE OR CHATGPT
- A question about your program
- A change you want made
- A report you need
SESSIONBOARD CONNECTOR
Your role, your scopes, your organization. The same permissions, rate limits and audit log as the app.
RIGHT AWAY
- Finds and reads events, sessions, people and reports
- Drafts agendas, sessions, courses and programs
- Registration: read-only summaries and funnels
WAITS FOR A PERSON TO APPROVE
- Publishing
- Opening calls
- Inviting reviewers
- Announcing winners
ALWAYS
- Scoped to your organization from the sign-in token, never the prompt
- Same permissions as the app
- Every call in the audit log
GUARDRAILS
Ask, draft, approve, published
A recorded conversation on our demo event: the assistant drafts, and each change waits for a person.
From a question to a published change
- Ask: in Claude or ChatGPT
- The assistant drafts: in Sessionboard, with your permissions
- A person approves: publishing, opening a call, inviting reviewers or announcing winners
- Published: and in the audit log
Draft the Day 2 agenda for the Northwind Health Summit 2027 from accepted sessions. Keep it as a draft for me to review in Sessionboard.
I'll start by finding the event.
Used 6 tools
find_eventget_event_overviewlist_metadataread_agenda_draftsread_event_ruleslist_metadatafind_eventsearch: Northwind Health Summit 2027ok{ "matches": [ { "id": 6808, "name": "Northwind Health Summit 2027", "timezone": "America/Denver", "starts_at": "2027-04-12T00:00:00.000Z", "ends_at": "2027-04-15T00:00:00.000Z", "features": { "primary_speakers": false, …get_event_overviewevent_id: 6808ok{ "event_id": "6808", "total_sessions": [ { "total": "26" } ], "accepted_sessions": [ { "accepted": "15" …list_metadataevent_id: 6808 · entity_type: roomok{ "rooms": [ { "id": "839e5681-d341-4997-862f-0752da972389", "type": "room", "created_at": "2026-09-29T03:00:41.415Z", "updated_at": "2026-09-29T03:00:41.415Z", "name": "Workshop Room", "capacity": 40, "order": 5 …read_agenda_draftsaction: list · event_id: 6808ok{ "drafts": [ { "id": "5c4ed0e1-a6e7-4c43-9b1e-42a9f0c0d0e1", "event_id": 6808, "title": "Program draft: rooms and time slots", "description": "Scheduler proposal for the accepted sessions — review every placement before committing.", "day_start_time": "09:00:00", "day_end_time": "17:00:00", "statuses": [ …read_event_rulesaction: list · event_id: 6808ok{ "rules": [ { "id": "98d61496-2bd3-4941-9f42-7a0ca5e73d7d", "name": "Auto-accept sessions flagged by reviewers", "order": 1, "event_id": 6808, "created_by_user_id": 348998, "updated_by_user_id": 348998, "created_at": "2026-09-29T03:00:41.834Z", …list_metadataevent_id: 6808 · entity_type: statusok{ "statuses": [ { "id": "9e189259-24bb-4b10-8670-bb402c908c62", "type": "status", "created_at": "2026-09-29T03:00:41.419Z", "updated_at": "2026-09-29T03:00:41.419Z", "name": "Needs Revisions", "color": "#E63946", "status": "pending" …
There's already a scheduler draft covering accepted sessions. Let me look at it and at the accepted sessions before building Day 2.
Used 3 tools
list_draft_sessionsquery_dataexecute_sbqllist_draft_sessionsevent_id: 6808 · draft_id: 5c4ed0e1-a6e7-4c43-9b1e-42a9f0c0d0e1ok{ "draft_sessions": [ { "id": "1dee8dae-786f-46b8-9694-a87c552b9e2a", "draft_id": "5c4ed0e1-a6e7-4c43-9b1e-42a9f0c0d0e1", "session_id": "09b5e383-e432-439b-b568-a6d903efe20e", "starts_at": "2027-04-11T15:00:00.000Z", "ends_at": "2027-04-11T16:30:00.000Z", "room_id": "b9049986-5879-4cec-ad76-25791b0d4e5e", "format_id": null, …query_dataevent_id: 6808 · prompt: List all accepted sessions (approval status acc…ok{ "query": "FIND Session\n WHERE status_category = 'accepted'\n INCLUDE session_id AS \"Session ID\",\n title AS \"Title\",\n format.name AS \"Format\",\n track.name AS \"Track\",\n DATE(starts_at) AS \"Date\",\n TIME(starts_at) AS \"Start Time\",\n TIME(ends_at) AS \"End Time\",\n room.name AS \"Room\",\n PARTICIPANTS('speaker') AS \"Speakers\",\n capacity AS \"Capacity\",\n display_status AS \"Status\"\n ORDER BY starts_at ASC, title ASC", "explanation": "This query retrieves all accepted sessions — including any custom statuses that map to the \"accepted\" bucket (such as \"Confirmed\") — using `status_category = 'accepted'` as the filter. Here's what each column provides:\n\n- **Session ID** — the formatted display ID (e.g., \"SESS-42\")\n- **Title** — session title\n- **Format** — session format (e.g., Panel, Workshop, Keynote)\n- **Track** — assigned track\n- **Date / Start Time / End Time** — scheduled timing, split for readability\n- **Room** — assigned room\n- **Speakers** — all speakers listed in submission order in one cell, via `PARTICIPANTS('speaker')` (no row fan-out)\n- **Capacity** — room/session capacity\n- **Status** — shows the custom status label (e.g., \"Confirmed\") when one is assigned, falling back to the core status otherwise\n\nResults are ordered by start time, then alphabetically by title.", "rows": [ { "Session ID": "SESS-1", "Title": "Chapter Leader Exchange", "Format": "Lightning Talk", "Track": "Education & Certification", "Date": "2027-04-12", …execute_sbqlevent_id: 6808 · query: FIND Session WHERE starts_at IS NULL INCLUDE se…ok{ "rows": [ { "session_id": "SESS-27-1", "id": "54562506-e0b0-4e2a-9eee-2acd76b64608", "title": "Nurse-Led Discharge Calls and 30-Day Readmissions: A Three-Hospital Study", "format_name": null, "name": "Research & Best Practices", "display_status": "pending", "status_category": "pending", …
Run
manage_agenda_draft?This tool can change data in Sessionboard.
- action
- create
- event_id
- 6808
- title
- Day 2 Agenda — Tue, Apr 13 (for review)
- description
- Day 2 placements for the accepted sessions curr…
- day_start_time
- 09:00
- day_end_time
- 17:00
DenyAllowed
manage_agenda_draftaction: create · event_id: 6808 · title: Day 2 Agenda — Tue, Apr 13 (for review) · description: Day 2 placements for the accepted sessions curr… · day_start_time: 09:00 · day_end_time: 17:00ok{ "id": "6366fda8-e24c-48ca-8dda-3997545d02d0", "event_id": 6808, "title": "Day 2 Agenda — Tue, Apr 13 (for review)", "description": "Day 2 placements for the accepted sessions currently on Apr 13. Times kept; plenary-style sessions moved to Main Hall. Review before committing.", "day_start_time": "09:00:00", "day_end_time": "17:00:00", "statuses": [], "formats_durations": [], "room_visibility": "all", …Run
manage_draft_sessions?This tool can change data in Sessionboard.
- action
- bulk
- event_id
- 6808
- draft_id
- 6366fda8-e24c-48ca-8dda-3997545d02d0
- operations
- 4 items
DenyAllowed
manage_draft_sessionsaction: bulk · event_id: 6808 · draft_id: 6366fda8-e24c-48ca-8dda-3997545d02d0 · operations: 4 itemsok{ "batch_id": "b2441d4f-b25b-4cab-adbc-8f832e4ec4de", "results": [ { "index": 0, "action": "create", "status": "success", "id": "c9e40969-4b00-4946-a568-f2a327c9c1ab" }, { …read_agenda_draftsaction: get_changes · event_id: 6808 · draft_id: 6366fda8-e24c-48ca-8dda-3997545d02d0ok{ "draft_id": "6366fda8-e24c-48ca-8dda-3997545d02d0", "total_changes": 4, "changes": [ { "draft_session_id": "c9e40969-4b00-4946-a568-f2a327c9c1ab", "session_id": "1e89a680-9f09-43f2-9c12-0c2c3ad3a858", "session_title": "Presidential Address and Annual Business Meeting", "session_friendly_id": 5, "draft": { …I've created a new draft called "Day 2 Agenda — Tue, Apr 13 (for review)". Nothing is committed, so your live schedule is unchanged, and your two existing drafts are untouched.
I used the four accepted sessions currently scheduled on Day 2. They run one at a time, so there are no speaker or track clashes.
Time (MT) Session Room Change vs. live schedule 10:00–11:00 AM Presidential Address and Annual Business Meeting Main Hall (500 seats) Moved from Room C, which has no capacity set 11:30 AM–12:30 PM Ethics Case Studies: You Make the Call Ballroom B (300 seats) No change 1:00–2:00 PM Committee Showcase: Where to Volunteer Next Year Breakout 1 (80 seats) No change 2:30–3:30 PM Closing Plenary: The Profession in 2030 Main Hall (500 seats) Moved from Breakout 2, which only seats 80 Worth checking before you commit:
- Closing Plenary on Day 2: The event runs through Apr 14, so you may want it on Day 3. Its format is also set to "Fireside Chat," which doesn't match the title.
- Ethics Case Studies length: It's a Workshop, and the other draft gives workshops 90 minutes, but it's scheduled for 60. There's room to extend it to 1:00 PM if you move the Committee Showcase.
- Mixed-up session details: Some sessions seem to have the wrong format: "Presidential Address" is set to Roundtable, and "Committee Showcase" to Lightning Talk.
- Morning gap: Nothing is scheduled before 10:00 AM.
- Problem in your other draft: "Program draft: rooms and time slots" puts three sessions on Sun, Apr 11, which is before the event starts. Fix it before committing that one.
- Sessions not yet accepted: Four sessions (SESS-30 to 33, including the Rural Telehealth panel and the Recertification session) are leaning toward accept but aren't final yet, so I left them out. Once you accept them, I can add them to Day 2.
Open the draft in Sessionboard
Then, in Sessionboard
A real conversation, recorded 2026-11-02 on our demo event: claude-opus-5-5 with the Sessionboard MCP server. Answers and tool results are shown as they came back.
CONNECT
Sign in once, with your own permissions
- Find Sessionboard in Claude’s connectors directory and connect it.
- Sign in to Sessionboard (OAuth 2.1 with PKCE).
- Pick your organization. Your role needs the Connect AI assistants permission, and the organization needs AI features turned on.
- Ask. The US server is
https://mcp.sessionboard.com/mcp.
EU and Middle East organizations connect to their own region’s server. The Help Center has the steps. More on the Sessionboard MCP server.
TRY ASKING
Prompts to start with
- “How many sessions are still pending review for <event>?”
- “Show me all speakers who haven't completed their tasks”
- “Compare acceptance rates across my last 3 events”
- “Create a new track called ‘AI in Healthcare’”
- “Schedule these 5 sessions into the morning block on Day 2”
CONNECT IN A FEW MINUTES
Add Sessionboard to Claude.
Sign in, pick your organization and ask your first question.
Sessionboard + Claude, answered
Does Sessionboard work with Claude?
Yes. Sessionboard is a connector in Claude's connectors directory. Connect it, sign in to Sessionboard and pick your organization, then ask about your program, awards, learning, marketing and CRM in plain language.
How do I add Sessionboard to Claude?
Find Sessionboard in Claude's connectors directory, sign in to Sessionboard and pick your organization. The Help Center has the steps, including for EU and Middle East organizations.
Who can connect?
Only people whose role includes Connect AI assistants, in an organization with AI features turned on. The assistant sees only what that person's role and the scopes they granted allow.
Can Claude publish or send things on its own?
No. Publishing, opening calls, inviting reviewers and announcing winners ask a person to approve first.
Does it work in ChatGPT?
Yes. Sessionboard is also published for ChatGPT, with the same sign-in, permissions and approvals.
Can the assistant reach another organization's data?
No. Every query is scoped to the organization from the sign-in token, never from what the prompt says.
Is there a Sessionboard MCP server?
Yes. The connector is the Sessionboard MCP server, at https://mcp.sessionboard.com/mcp for US organizations; EU and Middle East organizations connect to their own region's server.
Updated
Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. Other names are trademarks of their respective owners.