Connect Claude, ChatGPT & Gemini to Your Meetings (MCP)

Overview

EffiClose exposes your meetings and recordings to AI assistants through the Model Context Protocol (MCP) — an open standard supported by Claude, ChatGPT, Gemini, Cursor and others. Once connected, you simply ask your assistant in plain language and it uses EffiClose's tools on your behalf: finding meetings, reading summaries and transcripts, surfacing signals, and running your saved prompts against a recording.

Everything is scoped to you — an assistant can only see the meetings, videos, signals and prompts your own account can access, inside your organization. You can revoke access at any time.

This guide explains how to connect an assistant and walks through every tool available, with example prompts you can copy.

Two ways to connect

There are two ways to connect, for two kinds of client. Pick the one that matches yours — you only set it up once per assistant.

Path 1 — Authorize in your browser (recommended)

Best for claude.ai, ChatGPT, and Gemini, and any client with an "Add custom connector" screen. Nothing to copy.

1. In your assistant, open Settings → Connectors (Claude) or the equivalent custom connector / MCP server screen (ChatGPT, Gemini).
2. Choose Add custom connector and paste the EffiClose server URL: https://api2.efficlose.com/mcp
3. Your browser opens the EffiClose authorization screen. Sign in if needed, review what the assistant will be able to do, and click Authorize.
4. Done — the EffiClose tools appear in your assistant.

Path 2 — Connect with a token (console & custom config)

Best for console/config-based clients — Claude Desktop's config file, Cursor, Claude Code, or the mcp-remote bridge. You paste a personal token instead of clicking Authorize.

1. In the EffiClose app, go to Settings → API, create a client, and click 🔌 Get MCP token. You'll get a 30-day token, your tenant ID, and a ready-to-paste configuration — shown once.
2. Add it to your client's MCP configuration. For example, a Claude Desktop / mcp-remote config looks like this:

   {
     "mcpServers": {
       "efficlose": {
         "command": "npx",
         "args": [
           "-y", "mcp-remote", "https://api2.efficlose.com/mcp",
           "--header", "Authorization:${AUTH_HEADER}",
           "--header", "X-Tenant-ID:${TENANT_ID}"
         ],
         "env": {
           "AUTH_HEADER": "Bearer <your-token>",
           "TENANT_ID": "<your-tenant-id>"
         }
       }
     }
   }
   

3. Restart the client. Clients that accept a URL + headers directly (like Cursor) can skip mcp-remote and just use the two headers.

What you can ask for

Below is every tool, grouped by area, with an example prompt. You don't call tools by name — you just ask naturally and your assistant picks the right one.

Meetings

Recordings & AI insights

Analytics

Signals

Signals are rules that flag important moments — buying intent, risks, competitor mentions — across your meetings.

Prompts & templates

Prompts and templates are reusable instructions you can run against any recording.

Interactive dashboard

Some assistants can render a live view of your recent meetings inside the chat.

• "Open my EffiClose meeting dashboard."

Ready-made prompts

EffiClose also ships a few one-click prompts your assistant can offer directly:

• Summarize meeting — a concise, structured summary in the tone you choose.
• Extract action items — a clean, de-duplicated list with owners and due dates.
• Draft follow-up email — a ready-to-send recap for a recipient and tone.

Putting it together

The real power is chaining these in one natural request. For example:

"Find my last call with Acme, pull the action items and any risk signals, then draft a follow-up email to their champion summarizing next steps."

Your assistant will search the meeting, read its insight, check signal detections, and use your follow-up template — all in one turn.

Privacy & access

• You control the scope. An assistant sees only what your own account can see, inside your organization. It never has access to other users' or other organizations' data.
• Revoke any time. Remove the connector in your assistant, or revoke access from Settings → API in EffiClose.
• Read vs. write. Reading meetings, recordings and insights is always available. Creating or updating signals and prompts, and applying a prompt to a recording, are actions your assistant takes on your behalf — it will typically confirm before doing so.

Tips

• Be specific about the meeting. "the Acme demo from Tuesday" beats "that call" — your assistant searches on what you give it.
• Ask for the format you want. "as a bulleted list", "as a table", "in a friendly tone".
• Save what you repeat. If you keep asking for the same kind of summary or email, ask your assistant to save it as a template, then reuse it with "apply my … template to …".
• Start read-only. Explore with searches and summaries first; add signals and prompts once you know what you want.

Related guides

• Working with Meeting Notes and Insights — get the most from your insights
• Zoom Integration — capture Zoom meetings
• Teams Integration — capture Microsoft Teams meetings
• Google Meet Integration — capture Google Meet sessions

Key takeaways

• Connect once with a single URL — sign in and authorize, no tokens to copy.
• Ask in plain language; your assistant picks the right EffiClose tool.
• Read meetings, recordings, transcripts, insights and analytics.
• Manage signals and prompts, and run prompts against any recording.
• Everything is scoped to you and revocable at any time.

Bring your meetings into the assistant you already use — connect EffiClose and just ask.