BoondManager MCP server

Prebuilt SnapLogic agentic-tool pipelines that let an LLM read from and act on BoondManager, callable as MCP tools via Pipeline Execute. Published in the SnapLogic pattern catalog.

Overview

This tool pack connects BoondManager to a natural-language interface, covering the full recruitment-to-cash workflow for IT staffing agencies. You can search candidates, create opportunities and positionings, log follow-up actions, use BoondManager's built-in AI for profile summaries and matching, and manage timesheet validations and project financials.

For setup instructions, see SnapLogic MCP Server quickstart.

Example Prompts

  • Log an intro call with candidate 123 on 10 June at 9am
  • Add a follow-up action on opportunity 456 titled 'Send proposal'
  • Record that I spoke to this candidate today
  • Book a 30-minute qualification call against this opportunity next Tuesday
  • Add Marie Dupont as a candidate, senior data engineer
  • Create a candidate record for this CV with email [email protected]
  • Register a new candidate: Paul Martin, +33612345678
  • Add this person to BoondManager and then find opportunities that match them
  • Create an opportunity 'Kafka platform build - Societe Generale' for company 789
  • Log a new lead titled 'Data migration Q4' with reference SG-2026-Q4

Tools

Tool Name Functions
BoondCreateAction Log a follow-up action against a candidate, opportunity or other record.
BoondCreateCandidate Create a new candidate record from name, title and contact details.
BoondCreateOpportunity Create a new opportunity, optionally linked to a company and contact.
BoondCreatePositioning Position a candidate on an opportunity.
BoondGetCandidateSummary Return BoondManager's AI-generated summary for one candidate.
BoondGetInvoiceStatus Search invoices by keyword, state and period to check billing status.
BoondGetProjectFinancials Retrieve project financial reporting rows and totals for a period.
BoondListUnvalidatedActivity List activity documents still awaiting validation for a month range.
BoondMatchCandidateToOpportunities Ask BoondManager's AI which opportunities fit a given candidate.
BoondSearchCandidates Search the candidate pool by keyword, availability window and location radius.
BoondSearchOpportunities Search the opportunity pipeline by keyword and time period.
BoondValidateActivity Validate a specific timesheet on behalf of an expected validator.

Set up the MCP Server tools

  1. Download boond_tools.zip.
  2. In SnapLogic Designer, open the target project space (or create one), then choose Import Project / Import Pipelines and select the downloaded boond_tools.zip. Designer unpacks each pipeline into the project.
  3. Attach the required account to the connectivity snaps (see Connection Setup).
  4. Expose the project as an MCP server — each pipeline becomes a tool named after its label. New to this? Start with the MCP quickstart, then use the MCP Server Pipeline Builder to generate the server from the imported pipelines.

Configure account

Attach an API Suite account (OAuth 2.0 or Bearer token) to the HTTP Client snap in Designer after import.

These pipelines ship without credentials by design — attach a valid account in Designer before the tools will execute.

See the SnapLogic account documentation for this connector: API Suite Account Configuration.

Important: These pipelines ship without credentials by design — attach a valid account in Designer before the tools will execute. Credentials live in the SnapLogic account store, never in the pipeline JSON.

BoondCreateAction

Logs a follow-up action against an existing BoondManager record and returns the new action id. Use it to record a call, meeting, or scheduled item after completing a task in the conversation.

Parameter Type Default Description
typeOf* string

Numeric action type as defined in the BoondManager configuration.

title string

Title of the action, e.g. 'Intro call with candidate'.

startDate string

Action start timestamp, ISO 8601 with offset.

endDate string

Action end timestamp, ISO 8601 with offset.

dependsOn_id* string

Id of the record the action is attached to.

dependsOn_type* string

Type of the record the action is attached to, e.g. candidate or opportunity.

* Required parameter.

Try asking:

  • Log an intro call with candidate 123 on 10 June at 9am
  • Add a follow-up action on opportunity 456 titled 'Send proposal'
  • Record that I spoke to this candidate today
  • Book a 30-minute qualification call against this opportunity next Tuesday

BoondCreateCandidate

Creates a new candidate record in BoondManager and returns the candidate id. Use it when a CV or introduction arrives and the person is not yet in the system.

Parameter Type Default Description
firstName* string

Candidate's first name.

lastName* string

Candidate's last name.

email string

Primary email address (written to email1).

phone string

Primary phone number (written to phone1).

title string

Job title, e.g. Senior Data Engineer.

* Required parameter.

Try asking:

  • Add Marie Dupont as a candidate, senior data engineer
  • Create a candidate record for this CV with email [email protected]
  • Register a new candidate: Paul Martin, +33612345678
  • Add this person to BoondManager and then find opportunities that match them

BoondCreateOpportunity

Creates a new opportunity in BoondManager and returns the opportunity id. Use it when a sales conversation produces a lead to record, optionally linking it to an existing company or contact.

Parameter Type Default Description
title* string

Title of the opportunity.

reference string

Internal reference code for the opportunity, e.g. SG-2026-Q3.

state string

Numeric opportunity state as defined in the BoondManager configuration.

company_id string

Id of an existing company to attach the opportunity to.

contact_id string

Id of an existing contact to attach the opportunity to.

* Required parameter.

Try asking:

  • Create an opportunity 'Kafka platform build - Societe Generale' for company 789
  • Log a new lead titled 'Data migration Q4' with reference SG-2026-Q4
  • Open an opportunity for this client and link contact 321 to it
  • Record a new opportunity in state 0 called 'Cloud landing zone'

BoondCreatePositioning

Links a candidate to an opportunity in BoondManager and returns the new positioning id. Use it to close the resourcing loop after a candidate search or AI match.

Parameter Type Default Description
opportunity_id* string

Id of the opportunity the candidate is positioned on.

candidate_id* string

Id of the candidate (or other resource) being positioned.

candidate_type string candidate

BoondManager resource type of the positioned record (default 'candidate').

state string

Numeric positioning state as defined in the BoondManager configuration.

* Required parameter.

Try asking:

  • Position candidate 123 on opportunity 456
  • Put Marie Dupont forward for the Kafka platform role
  • Create a positioning for this candidate on the Societe Generale opportunity in state 0
  • Shortlist the top AI match against that opportunity

BoondGetCandidateSummary

Fetches BoondManager's AI-generated profile summary for a single candidate by id. Use it to get a readable digest of a consultant after a search or before a client call.

Parameter Type Default Description
candidate_id* string

BoondManager id of the candidate to summarise.

* Required parameter.

Try asking:

  • Give me a summary of candidate 123
  • What's the profile of the first candidate from that search?
  • Brief me on this consultant before the client call
  • Summarise Marie Dupont's background

BoondGetInvoiceStatus

Searches BoondManager invoices and returns matching records with a total count. Use it to check outstanding invoices, billing status, or what a client has been charged over a chosen period.

Parameter Type Default Description
keywords string

Free-text term matched against invoices, e.g. a client or project name.

states string

Invoice state filter, as defined in the BoondManager configuration.

periodDynamic string

BoondManager dynamic period token, e.g. thisTrimester.

startDate string

Start of an explicit creation-date window (YYYY-MM-DD). Sets the search period to 'created'.

endDate string

End of the creation-date window (YYYY-MM-DD).

maxResults string 30

Maximum number of invoices to return (default 30).

Try asking:

  • What invoices are outstanding this quarter?
  • Show me the invoices for Societe Generale
  • List invoices created between 2026-01-01 and 2026-03-31
  • How many invoices are in state 1 right now?
  • Give me the 50 most recent invoices

BoondGetProjectFinancials

Retrieves BoondManager project financial data for a period, including per-project rows and aggregate totals. Use it to assess how a project or client is performing, or to review the portfolio for a quarter.

Parameter Type Default Description
keywords string

Free-text term to narrow the projects reported on, e.g. a client or project name.

periodDynamic string

BoondManager dynamic period token, e.g. thisTrimester.

startDate string

Start of an explicit reporting window (YYYY-MM-DD).

endDate string

End of the reporting window (YYYY-MM-DD).

maxResults string 30

Maximum number of project rows to return (default 30).

Try asking:

  • How are our projects performing this quarter?
  • Show me the financials for the Societe Generale projects
  • What are the project totals between 2026-01-01 and 2026-03-31?
  • Give me the top 50 projects by reporting for this trimester

BoondListUnvalidatedActivity

Lists activity documents awaiting validation for a given month range and returns the pending records with a total count. Use it at month-end to identify outstanding timesheets before following up or validating them.

Parameter Type Default Description
startMonth string

First month of the range, YYYY-MM.

endMonth string

Last month of the range, YYYY-MM.

documentTypes string

Activity document types to include, e.g. timesReport.

maxResults string 50

Maximum number of pending documents to return (default 50).

Try asking:

  • Whose timesheets are still unvalidated for May 2026?
  • Show me everything waiting for validation between 2026-04 and 2026-06
  • List pending timesReport documents this month
  • How many activity documents are still outstanding?

BoondMatchCandidateToOpportunities

Asks BoondManager's AI which open opportunities best suit a given candidate and returns the proposed matches. Use it when a consultant is rolling off a mission or a new CV has arrived and you need to find placement options.

Parameter Type Default Description
candidate_id* string

BoondManager id of the candidate to match.

* Required parameter.

Try asking:

  • What opportunities would suit candidate 123?
  • This consultant rolls off next month — where could we place them?
  • Match Marie Dupont to our open roles
  • Find the best-fit opportunities for this candidate and position them on the top one

BoondSearchCandidates

Searches the BoondManager candidate pool by keyword, availability window, and location radius, returning matching candidates and a total count. Use it as the first step in any resourcing question, such as finding available engineers near a city.

Parameter Type Default Description
keywords string

Free-text search term matched across candidate profiles, e.g. Kafka, Snowflake, Scrum Master.

skills string

Skills filter captured by the tool. Note it is captured but not currently appended to the search URL — use keywords for skill matching.

availabilityStart string

Start of the availability window (YYYY-MM-DD). Sets the search period to 'available'.

availabilityEnd string

End of the availability window (YYYY-MM-DD).

location string

Location to search around, e.g. Paris.

geoDistance string

Search radius around the location, in kilometres.

maxResults string 30

Maximum number of candidates to return (default 30).

Try asking:

  • Find Kafka engineers available in July
  • Who do we have within 50km of Paris that we could staff next month?
  • Search for data engineers free between 2026-07-01 and 2026-07-31
  • Show me the top 10 candidates matching 'Snowflake'
  • List candidates around Lyon with a 30km radius

BoondSearchOpportunities

Searches the BoondManager opportunity pipeline by keyword and time period, returning matching records and a total count. Use it for pipeline questions such as what is open at a given account or what came in this quarter.

Parameter Type Default Description
keywords string

Free-text search term matched across opportunities, e.g. a client name or technology.

periodDynamic string

BoondManager dynamic period token, e.g. thisTrimester.

startDate string

Start of an explicit creation-date window (YYYY-MM-DD). Sets the search period to 'created'.

endDate string

End of the creation-date window (YYYY-MM-DD).

maxResults string 30

Maximum number of opportunities to return (default 30).

Try asking:

  • What opportunities came in this quarter?
  • Show me open opportunities mentioning Kafka
  • List opportunities created between 2026-04-01 and 2026-06-30
  • What's in the pipeline for Societe Generale?
  • Give me the 50 most recent opportunities

BoondValidateActivity

Validates a single BoondManager timesheet by report id and expected validator, and confirms with a success status. Use it to approve specific timesheets after listing pending ones with BoondListUnvalidatedActivity.

Parameter Type Default Description
timesreport_id* string

Id of the times-report (timesheet) to validate.

expectedValidator* string

Id of the validator the validation is expected from.

* Required parameter.

Try asking:

  • Validate timesheet 555 for validator 42
  • Approve this consultant's May timesheet
  • Go through the pending timesheets and validate the one for report 555
  • Validate that timesheet as manager 42