Meetings tools

Access meeting records, transcripts, notes, summaries, scorecards, and meeting-linked CRM context.

#Availability

This group can be enabled from the Configure section on the Bigmind MCP integration page.

#Scopes

• tools.meetings.read for read tools.
• tools.meetings.write for write tools. Write access also grants read access for this group.

#Tools

• getCrmRecordsBySession — Get associated CRM records by session ID (read)

  Get all CRM records (contacts, leads, deals, accounts) associated with a meeting session. This returns the contacts and leads who attended the meeting, plus any linked accounts and deals.

  Scopes: tools.default.read, tools.crm.read, tools.meetings.read

• getMeetingById — Get meeting by ID (read)

  Get a meeting by its ID

  Scopes: tools.default.read, tools.meetings.read

• getMeetingNotesBySessionId — Get meeting notes by session ID (read)

  Get meeting notes by meeting session ID

  Scopes: tools.default.read, tools.meetings.read

• getMeetingSessionById — Get meeting session by ID (read)

  Get information about the attendees, participants, and other details for a meeting session by its ID. Use this tool to determine the email address for the attendee (if we have it) to follow up emails, for example.

  Scopes: tools.default.read, tools.meetings.read

• getMeetingSummaryBySessionId — Get meeting summary by session ID (read)

  Get meeting summary by meeting session ID. Use this tool to get the summary of the meeting to determine the topics discussed, the next steps, and other details.

  Scopes: tools.default.read, tools.meetings.read

• getMeetingTranscriptBySessionId — Get meeting transcript by session ID (read)

  Get a meeting transcript with speaker names

  Scopes: tools.default.read, tools.meetings.read

• getSessionsByMeetingId — Get sessions by meeting ID (read)

  Get all meeting sessions for a specific meeting ID

  Scopes: tools.default.read, tools.meetings.read

• getSessionScorecards — Get session scorecards (read)

  Retrieve all scorecards (with their questions and recorded answers) for a meeting session. If sessionId is not provided, falls back to the current meeting session context. Use this to inspect how a session was scored, which questions are answered or unanswered, and the reasoning behind each answer.

  Scopes: tools.default.read, tools.meetings.read

• listMeetings — List meetings (read)

  List meetings within a date range with pagination and direction. Includes both meeting sessions and calendar events, along with attendees, participants, and associated CRM records (contacts, accounts, leads, opportunities).

  Scopes: tools.default.read, tools.meetings.read

• listMeetingsByTrackerIds — List meetings by tracker IDs (read)

  Find meeting sessions where specific keyword, concept, competition, or product feedback trackers were captured. Returns only accessible meeting sessions, grouped by session with tracker match counts and context.

  Scopes: tools.default.read, tools.meetings.read, tools.analysis.read

• listTodosBySession — List todos by session ID (read)

  List all action items (todos) associated with a meeting session. Returns todo descriptions, statuses, priorities, and assignee information.

  Scopes: tools.default.read, tools.meetings.read

• searchMyMeetings — Search my meetings (read)

  Search your own meeting transcripts and summaries. Returns an answer and ordered source records from meetings you recorded or hosted.

  Scopes: tools.default.read, tools.meetings.read

• searchMyTeamsMeetings — Search my team's meetings (read)

  Search meeting transcripts and summaries for meeting owners in your 'My team's meetings' scope. Returns an answer and ordered source records allowed by your meetings permission policy, including selected teams and all-company access when granted.

  Scopes: tools.default.read, tools.meetings.read