Assistant Guide

Full access to 35 tools (31 domain + 4 system) for managing Swoogo event data. Works with Claude Desktop, Cursor, Windsurf, or any MCP client.

Endpoint: {{BASE_URL}}/mcp/assistant

Connection Setup

Claude Desktop

Option A: Marketplace (recommended)

In Claude Desktop, go to Settings → Connectors, search for "Swoogo", and click Connect. Authentication is handled automatically.

Option B: Manual config

Add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "swoogo": {
      "url": "{{BASE_URL}}/mcp/assistant"
    }
  }
}

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

Cursor

Go to Settings → MCP Servers and add:

{
  "mcpServers": {
    "swoogo": {
      "url": "{{BASE_URL}}/mcp/assistant"
    }
  }
}

Optional: add the Swoogo knowledge file as .cursor/rules/swoogo.md for enhanced context.

Windsurf / Other Clients

Use Streamable HTTP transport with {{BASE_URL}}/mcp/assistant. OAuth 2.1 with PKCE is handled automatically.

Authentication

Automatic on first connection. See API Reference for details.

Available Tools

35 tools: 31 domain + 4 system.

Events

Tool	Description	Type
`swoogo-events`	Look up events by ID, fuzzy name search, or list with filters.	Read

Registrants

Tool	Description	Type
`swoogo-registrants`	Look up registrants by ID, fuzzy name/email search, or list with filters.	Read
`swoogo-create-registrant`	Register someone for an event. Requires event_id and email. Use `validate_only=true` to pre-check.	Tier 2
`swoogo-update-registrant`	Update a registrant. Sparse update — only sends provided fields.	Tier 2
`swoogo-checkin-registrant`	Check in a registrant. Statuses: attended, confirmed, noshow.	Tier 2

Sessions

Tool	Description	Type
`swoogo-sessions`	Look up sessions with fuzzy search, track/date filters, and optional expand for speakers and fees.	Read
`swoogo-assign-session`	Add a registrant to a session.	Tier 2
`swoogo-remove-session`	Remove a registrant from a session.	Tier 2
`swoogo-detect-session-conflicts`	Detect time overlaps between sessions. Optional same-location filter.	Read

Attendance

Tool	Description	Type
`swoogo-session-attendance`	Look up attendance records. Filter by session, registrant, or status.	Read
`swoogo-attendance-stats`	Per-session counts (registered, checked-in, no-show) and overall attendance rate.	Read
`swoogo-create-session-attendance`	Create an attendance record.	Tier 2
`swoogo-update-session-attendance`	Update an attendance record status.	Tier 2

Speakers

Tool	Description	Type
`swoogo-speakers`	Look up speakers with fuzzy search. Expand for linked sessions.	Read

Tool	Description	Type
`swoogo-sponsors`	Look up sponsors. Filter by name, level, or status.	Read

Contacts

Tool	Description	Type
`swoogo-contacts`	Look up org-wide contacts. Search by email, name, or company.	Read

Financial

Tool	Description	Type
`swoogo-transactions`	Look up transactions. Filter by registrant or status.	Read
`swoogo-create-transaction`	Record a transaction after external payment. Immutable after creation.	Tier 3
`swoogo-discounts`	Look up discount codes. Admin use only.	Read
`swoogo-packages`	Look up packages with fees and early bird pricing.	Read

Registration Config

Tool	Description	Type
`swoogo-reg-types`	Look up registration types with fees and early bird pricing.	Read
`swoogo-event-questions`	Look up questions, websites, pages, or folders. Expand for choices and translations.	Read
`swoogo-tracks`	Look up session tracks.	Read
`swoogo-locations`	Look up locations and venues.	Read

Access

Tool	Description	Type
`swoogo-magic-link`	Generate a magic link for a registrant to access their registration without logging in.	Read

Building

Workflow: briefing → recipe → bundle → schema → build → validate.

Tool	Description	Step
`swoogo-session-briefing`	Rules and workflow for building pages. Call first.	1
`swoogo-get-recipe`	Step-by-step recipe for a page type.	2
`swoogo-event-bundle`	All event data in one call: sessions, speakers, sponsors, reg types, questions, packages.	3
`swoogo-get-schema`	Structure schema for a page type or field value types.	4
`swoogo-validate-page`	Validate the generated page against real event data. Must pass before delivering.	5

Reference

Tool	Description	Type
`swoogo-integration-guide`	Technical reference: auth, error shapes, CORS, caching, endpoints.	Read

System & Auth

Tool	Description	Type
`swoogo-auth-whoami`	Current tenant, session ID, and token expiry.	Read
`swoogo-auth-logout`	Close session and revoke tokens.	System
`swoogo-auth-reset`	Invalidate all cached tokens and fully reset credentials.	System
`swoogo-confirm-action`	Approve or reject a pending Tier 2/3 action.	System

Approval Tiers

Tier	Behavior	Examples
Read	No approval needed.	`swoogo-events`, `swoogo-registrants`, `swoogo-sessions`
Tier 2	Requires user confirmation via `swoogo-confirm-action`.	`swoogo-create-registrant`, `swoogo-assign-session`
Tier 3	Always requires approval.	`swoogo-create-transaction`

Building Pages

Use the Building tools above. Workflow: briefing → recipe → bundle → schema → build → validate.

Multi-Account Setup

One MCP connection per account. Each connection is isolated.

{
  "mcpServers": {
    "swoogo-production": {
      "url": "{{BASE_URL}}/mcp/assistant"
    },
    "swoogo-staging": {
      "url": "https://mcp-stage.swoogo.io/mcp/assistant"
    }
  }
}

Use the connection name to tell Claude which account to use.