Meetings tools

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

#Availability

Opt into this group by adding ?tools=meetings.read or ?tools=meetings.write to the MCP server URL.

#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 trackers (keywords or concepts) were detected. Returns only meeting sessions the current user has permission to access, grouped by session with tracker match details including count and context. Useful for finding meetings where specific topics, objections, or concepts were discussed.

  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 through your own meeting transcripts and summaries. This includes all meetings you have recorded or been the host of. Use this for questions about your past conversations, customer interactions, or meeting content.

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

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

  Search through meeting transcripts and summaries for the meeting owners included in your 'My team's meetings' scope. This follows your meetings permission policy, including selected teams and all-company access when granted.

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