LeanData’s BookIt MCP

But we’re actually gonna jump over to the scheduling side of the house , and we’ll have a chance to talk about how AI interfaces with LeanData scheduling products . And for that , I’d like to invite Daniel , our scheduling product manager , onto the stage here to tell us a little bit more about BookItMCP , which are two words I’m familiar with , but not together . So , Daniel , can you tell us about BookItMCP ? Yeah . Absolutely . Happy to . Thanks for having me , Kevin . So the BookItMCP is one of the features we’re most excited about in a dot x . And what the BookItMCP allows you to do is connect , any AI client like Claude or ChatGPT or maybe your own AI agent , allows you to connect those to BookIt and either read information from BookIt or write information to BookIt . It essentially just gives you , like , a a window into BookIt functionality . So I think we can kinda go through a use case here that’ll really cement this for the people , listening . And so on the right , you see a quad , window open there , and there’s a question around availability for a particular pool and a particular meeting type . So an admin admin might be asking at the start of the week , like , what does availability look like for a particular meeting type for this pool ? And what is gonna happen is Claude is going to be able to use the BookIt MCP to pull availability for those reps , and then Claude is gonna present that information , however it will . In this case , it happened , to present it in a report . So , previously , to do something like this , you would have to , write custom code or you would have to do a Salesforce report . But instead , you can just use something like quad and the book MCP to pull this information . But that’s really just , like , one small thing you could do with the BookIt MCP . We’re pretty much exposing all of BookIt , to be accessible through , like , AI agents or any of your AI clients . And so that’s that’s extremely powerful because , an admin could begin administering BookIt through their AI clients , and reps could even begin using , the MCP for some of their functionality . For example , a rep might want to pull all of their booking links and be able to just grab one and drop it in an email . Or maybe they wanna be able to cancel a meeting . Right ? So they could say , tell me all my upcoming meetings . Okay . This one I already know should be canceled because I received an email , that told me this prospect can’t make it anymore . So they could just type right into Claude , cancel my meeting with prospect x . And then the BookM CP takes care of that . So it’s a really amazing , interface into BookM functionality , that that we’re , bringing to you all . Yeah . That that sounds amazing . And , again , continuing on that theme of using a different interaction method that folks may be a lot more comfortable with . Daniel , I know that we won’t have time to talk about , you know , the different configuration and setup for this , but something that does come up , quite a bit when it comes to AI tools is just the level of access and visibility . So , you know , when we’re dealing with an admin working with the BookITMCP versus a rep who is , opening up their cloud and then chatting with it , Is there a difference as far as the level of access and permission ? What are some of the guardrails that we have around that ? Yeah . Absolutely . So , with the BookMCP , there are actually two methods of authentication . So one method is , like , a one time code login , where you would just specify an email address and then the permission set , that should be associated to that email address . Yeah . Either admin or user today . Admin would have , like , full permission . User has just permission scoped down to , you know , like , that that kinda , like , user level , which is just what we call a dashboard access . So you’re able to determine , with a one time code login , admin versus user . And then whoever uses that one time code and authenticates will just inherit the permission that , you know , was was assigned to that email address . So that’s , like , the one time code flow . That may be , most useful if you’re hooking up , like , an AI agent , to the book at NCT , and there really isn’t , like , a Salesforce login . But most cases will actually use a Salesforce Salesforce Eloff login where the permission doesn’t have to be set ahead of time . We’ll just be able to detect that user’s permission set , once they’ve gone through that Salesforce login . So we have one admin , a book admin , they would go into cloud , they would set up the connector , and then we would prompt them to log in through Salesforce , a little window . And then once they’ve logged in , we know who they are . Right ? And we know their permission set . So everything is properly set . Same with , like , a rep . Rep who sets up quad , connector to the BookMCP . One day , you do the Salesforce OAuth login . We’ll know who they are , we’ll know their permission set . So So they won’t be able to do things that an admin can do . Right ? So and that they could do in the in the end of the application will be consistent with what they could do through the MCP , same way with an admin . So we’re being very careful , making sure that , permissions are still properly scoped . Okay . Got it . So it’s just following the Salesforce permission set in the cases that we’re using that OAuth login . But , otherwise , you get to preset the level before you send the one time code if you’re choosing to use that method of authentication