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Pick the one that matches yours —\nyou only set it up once per assistant.",[547,548,549,569],"table",{},[550,551,552],"thead",{},[553,554,555,558,564],"tr",{},[556,557],"th",{},[556,559,560,563],{},[517,561,562],{},"Path 1 — Authorize in your browser"," ✅ recommended",[556,565,566],{},[517,567,568],{},"Path 2 — Connect with a token",[570,571,572,603,620,633],"tbody",{},[553,573,574,580,586],{},[575,576,577],"td",{},[517,578,579],{},"Best for",[575,581,582,583],{},"Hosted assistants with a \"connectors\" screen: ",[517,584,585],{},"claude.ai, ChatGPT, Gemini",[575,587,588,591,592,595,596,595,599],{},[517,589,590],{},"Console / config-based"," clients: Claude Desktop config, ",[517,593,594],{},"Cursor",", ",[517,597,598],{},"Claude Code",[600,601,602],"code",{},"npx mcp-remote",[553,604,605,610,617],{},[575,606,607],{},[517,608,609],{},"How you set it up",[575,611,612,613,616],{},"Paste the server URL, click ",[517,614,615],{},"Authorize"," in the browser",[575,618,619],{},"Copy a token from the app, paste it into the client's config file",[553,621,622,627,630],{},[575,623,624],{},[517,625,626],{},"Tokens to manage",[575,628,629],{},"None",[575,631,632],{},"One token (30 days, revocable)",[553,634,635,640,643],{},[575,636,637],{},[517,638,639],{},"Best when",[575,641,642],{},"You just want it to work with no config",[575,644,645],{},"Your client needs a config file / custom headers",[647,648,650],"h3",{"id":649},"path-1-authorize-in-your-browser-recommended","Path 1 — Authorize in your browser (recommended)",[513,652,653,654,657],{},"Best for ",[517,655,656],{},"claude.ai, ChatGPT, and Gemini",", and any client with an \"Add custom connector\"\nscreen. Nothing to copy.",[659,660,661,673,683,693],"ol",{},[662,663,664,665,668,669,672],"li",{},"In your assistant, open ",[517,666,667],{},"Settings → Connectors"," (Claude) or the equivalent\n",[517,670,671],{},"custom connector / MCP server"," screen (ChatGPT, Gemini).",[662,674,675,676,679,680],{},"Choose ",[517,677,678],{},"Add custom connector"," and paste the EffiClose server URL:\n",[600,681,682],{},"https://api2.efficlose.com/mcp",[662,684,685,686,689,690,692],{},"Your browser opens the ",[517,687,688],{},"EffiClose authorization screen",". Sign in if needed, review\nwhat the assistant will be able to do, and click ",[517,691,615],{},".",[662,694,695],{},"Done — the EffiClose tools appear in your assistant.",[697,698,701],"callout",{"color":699,"icon":700},"primary","i-heroicons-shield-check",[513,702,703,706],{},[517,704,705],{},"Nothing to paste:"," signing in on the authorization screen tells EffiClose exactly who\nyou are and which organization to use — no tokens and no tenant IDs to copy.",[647,708,710],{"id":709},"path-2-connect-with-a-token-console-custom-config","Path 2 — Connect with a token (console & custom config)",[513,712,653,713,716,717,720],{},[517,714,715],{},"console/config-based"," clients — Claude Desktop's config file, Cursor, Claude\nCode, or the ",[600,718,719],{},"mcp-remote"," bridge. You paste a personal token instead of clicking Authorize.",[659,722,723,742,997],{},[662,724,725,726,729,730,733,734,737,738,741],{},"In the EffiClose app, go to ",[517,727,728],{},"Settings → API",", create a client, and click\n",[517,731,732],{},"🔌 Get MCP token",". You'll get a ",[517,735,736],{},"30-day token",", your ",[517,739,740],{},"tenant ID",", and a\nready-to-paste configuration — shown once.",[662,743,744,745,747,748],{},"Add it to your client's MCP configuration. For example, a Claude Desktop /\n",[600,746,719],{}," config looks like this:",[749,750,755],"pre",{"className":751,"code":752,"language":753,"meta":754,"style":754},"language-json shiki shiki-themes material-theme-lighter material-theme material-theme-palenight","{\n  \"mcpServers\": {\n    \"efficlose\": {\n      \"command\": \"npx\",\n      \"args\": [\n        \"-y\", \"mcp-remote\", \"https://api2.efficlose.com/mcp\",\n        \"--header\", \"Authorization:${AUTH_HEADER}\",\n        \"--header\", \"X-Tenant-ID:${TENANT_ID}\"\n      ],\n      \"env\": {\n        \"AUTH_HEADER\": \"Bearer \u003Cyour-token>\",\n        \"TENANT_ID\": \"\u003Cyour-tenant-id>\"\n      }\n    }\n  }\n}\n","json","",[600,756,757,766,785,801,827,842,872,893,912,918,932,954,973,979,985,991],{"__ignoreMap":754},[758,759,762],"span",{"class":760,"line":761},"line",1,[758,763,765],{"class":764},"sMK4o","{\n",[758,767,769,772,776,779,782],{"class":760,"line":768},2,[758,770,771],{"class":764},"  \"",[758,773,775],{"class":774},"spNyl","mcpServers",[758,777,778],{"class":764},"\"",[758,780,781],{"class":764},":",[758,783,784],{"class":764}," {\n",[758,786,788,791,795,797,799],{"class":760,"line":787},3,[758,789,790],{"class":764},"    \"",[758,792,794],{"class":793},"sBMFI","efficlose",[758,796,778],{"class":764},[758,798,781],{"class":764},[758,800,784],{"class":764},[758,802,804,807,811,813,815,818,822,824],{"class":760,"line":803},4,[758,805,806],{"class":764},"      \"",[758,808,810],{"class":809},"sbssI","command",[758,812,778],{"class":764},[758,814,781],{"class":764},[758,816,817],{"class":764}," \"",[758,819,821],{"class":820},"sfazB","npx",[758,823,778],{"class":764},[758,825,826],{"class":764},",\n",[758,828,830,832,835,837,839],{"class":760,"line":829},5,[758,831,806],{"class":764},[758,833,834],{"class":809},"args",[758,836,778],{"class":764},[758,838,781],{"class":764},[758,840,841],{"class":764}," [\n",[758,843,845,848,851,853,856,858,860,862,864,866,868,870],{"class":760,"line":844},6,[758,846,847],{"class":764},"        \"",[758,849,850],{"class":820},"-y",[758,852,778],{"class":764},[758,854,855],{"class":764},",",[758,857,817],{"class":764},[758,859,719],{"class":820},[758,861,778],{"class":764},[758,863,855],{"class":764},[758,865,817],{"class":764},[758,867,682],{"class":820},[758,869,778],{"class":764},[758,871,826],{"class":764},[758,873,875,877,880,882,884,886,889,891],{"class":760,"line":874},7,[758,876,847],{"class":764},[758,878,879],{"class":820},"--header",[758,881,778],{"class":764},[758,883,855],{"class":764},[758,885,817],{"class":764},[758,887,888],{"class":820},"Authorization:${AUTH_HEADER}",[758,890,778],{"class":764},[758,892,826],{"class":764},[758,894,896,898,900,902,904,906,909],{"class":760,"line":895},8,[758,897,847],{"class":764},[758,899,879],{"class":820},[758,901,778],{"class":764},[758,903,855],{"class":764},[758,905,817],{"class":764},[758,907,908],{"class":820},"X-Tenant-ID:${TENANT_ID}",[758,910,911],{"class":764},"\"\n",[758,913,915],{"class":760,"line":914},9,[758,916,917],{"class":764},"      ],\n",[758,919,921,923,926,928,930],{"class":760,"line":920},10,[758,922,806],{"class":764},[758,924,925],{"class":809},"env",[758,927,778],{"class":764},[758,929,781],{"class":764},[758,931,784],{"class":764},[758,933,935,937,941,943,945,947,950,952],{"class":760,"line":934},11,[758,936,847],{"class":764},[758,938,940],{"class":939},"swJcz","AUTH_HEADER",[758,942,778],{"class":764},[758,944,781],{"class":764},[758,946,817],{"class":764},[758,948,949],{"class":820},"Bearer \u003Cyour-token>",[758,951,778],{"class":764},[758,953,826],{"class":764},[758,955,957,959,962,964,966,968,971],{"class":760,"line":956},12,[758,958,847],{"class":764},[758,960,961],{"class":939},"TENANT_ID",[758,963,778],{"class":764},[758,965,781],{"class":764},[758,967,817],{"class":764},[758,969,970],{"class":820},"\u003Cyour-tenant-id>",[758,972,911],{"class":764},[758,974,976],{"class":760,"line":975},13,[758,977,978],{"class":764},"      }\n",[758,980,982],{"class":760,"line":981},14,[758,983,984],{"class":764},"    }\n",[758,986,988],{"class":760,"line":987},15,[758,989,990],{"class":764},"  }\n",[758,992,994],{"class":760,"line":993},16,[758,995,996],{"class":764},"}\n",[662,998,999,1000,1002,1003,1005],{},"Restart the client. Clients that accept a URL + headers directly (like ",[517,1001,594],{},") can\nskip ",[600,1004,719],{}," and just use the two headers.",[697,1007,1010],{"color":1008,"icon":1009},"neutral","i-heroicons-key",[513,1011,1012,1015,1016,1018],{},[517,1013,1014],{},"Treat the token like a password."," It grants access to your data. You can revoke it any\ntime in ",[517,1017,728],{},", and issue a new one.",[509,1020,1022],{"id":1021},"what-you-can-ask-for","What you can ask for",[513,1024,1025],{},"Below is every tool, grouped by area, with an example prompt. You don't call tools by name —\nyou just ask naturally and your assistant picks the right one.",[647,1027,1029],{"id":1028},"meetings","Meetings",[547,1031,1032,1045],{},[550,1033,1034],{},[553,1035,1036,1039,1042],{},[556,1037,1038],{},"Capability",[556,1040,1041],{},"What it does",[556,1043,1044],{},"Try asking",[570,1046,1047,1063,1078,1093],{},[553,1048,1049,1054,1057],{},[575,1050,1051],{},[517,1052,1053],{},"Search meetings",[575,1055,1056],{},"Find meetings by title, status, platform or date range",[575,1058,1059],{},[1060,1061,1062],"em",{},"\"Find my completed Zoom meetings from last week.\"",[553,1064,1065,1070,1073],{},[575,1066,1067],{},[517,1068,1069],{},"Get a meeting",[575,1071,1072],{},"Full details of one meeting",[575,1074,1075],{},[1060,1076,1077],{},"\"Show me the details of the Acme kickoff meeting.\"",[553,1079,1080,1085,1088],{},[575,1081,1082],{},[517,1083,1084],{},"Upcoming meetings",[575,1086,1087],{},"Meetings starting soon",[575,1089,1090],{},[1060,1091,1092],{},"\"What meetings do I have starting in the next 30 minutes?\"",[553,1094,1095,1100,1103],{},[575,1096,1097],{},[517,1098,1099],{},"Meeting summary",[575,1101,1102],{},"The human-readable summary of a recording",[575,1104,1105],{},[1060,1106,1107],{},"\"Give me the summary of yesterday's product sync.\"",[647,1109,1111],{"id":1110},"recordings-ai-insights","Recordings & AI insights",[547,1113,1114,1124],{},[550,1115,1116],{},[553,1117,1118,1120,1122],{},[556,1119,1038],{},[556,1121,1041],{},[556,1123,1044],{},[570,1125,1126,1141,1156,1171],{},[553,1127,1128,1133,1136],{},[575,1129,1130],{},[517,1131,1132],{},"List recordings",[575,1134,1135],{},"Browse your recorded videos with filters",[575,1137,1138],{},[1060,1139,1140],{},"\"List my recordings from March that are done processing.\"",[553,1142,1143,1148,1151],{},[575,1144,1145],{},[517,1146,1147],{},"Get a recording",[575,1149,1150],{},"One recording's details (with playback link)",[575,1152,1153],{},[1060,1154,1155],{},"\"Open the recording of the QBR call.\"",[553,1157,1158,1163,1166],{},[575,1159,1160],{},[517,1161,1162],{},"AI insight",[575,1164,1165],{},"Summary, key points, action items, decisions, questions and topics",[575,1167,1168],{},[1060,1169,1170],{},"\"What were the action items and decisions from the client demo?\"",[553,1172,1173,1178,1181],{},[575,1174,1175],{},[517,1176,1177],{},"Transcript",[575,1179,1180],{},"The full text transcript of a recording",[575,1182,1183],{},[1060,1184,1185],{},"\"Pull quotes from the transcript where pricing was discussed.\"",[647,1187,1189],{"id":1188},"analytics","Analytics",[547,1191,1192,1202],{},[550,1193,1194],{},[553,1195,1196,1198,1200],{},[556,1197,1038],{},[556,1199,1041],{},[556,1201,1044],{},[570,1203,1204,1219],{},[553,1205,1206,1211,1214],{},[575,1207,1208],{},[517,1209,1210],{},"Usage summary",[575,1212,1213],{},"Your latest activity snapshot (meetings, minutes, etc.)",[575,1215,1216],{},[1060,1217,1218],{},"\"How much have I used EffiClose this period?\"",[553,1220,1221,1226,1229],{},[575,1222,1223],{},[517,1224,1225],{},"Activity feed",[575,1227,1228],{},"Your recent events, filterable by type and date",[575,1230,1231],{},[1060,1232,1233],{},"\"Show my EffiClose activity from the last 7 days.\"",[647,1235,1237],{"id":1236},"signals","Signals",[513,1239,1240],{},"Signals are rules that flag important moments — buying intent, risks, competitor mentions —\nacross your meetings.",[547,1242,1243,1253],{},[550,1244,1245],{},[553,1246,1247,1249,1251],{},[556,1248,1038],{},[556,1250,1041],{},[556,1252,1044],{},[570,1254,1255,1270,1285,1300,1315],{},[553,1256,1257,1262,1265],{},[575,1258,1259],{},[517,1260,1261],{},"List signals",[575,1263,1264],{},"Your signal-detection rules",[575,1266,1267],{},[1060,1268,1269],{},"\"What signals do I have set up?\"",[553,1271,1272,1277,1280],{},[575,1273,1274],{},[517,1275,1276],{},"Get a signal",[575,1278,1279],{},"Details of one signal rule",[575,1281,1282],{},[1060,1283,1284],{},"\"Show me the 'Budget Discussion' signal.\"",[553,1286,1287,1292,1295],{},[575,1288,1289],{},[517,1290,1291],{},"Detections",[575,1293,1294],{},"Where signals were detected across recordings",[575,1296,1297],{},[1060,1298,1299],{},"\"Show high-priority signal detections from this month.\"",[553,1301,1302,1307,1310],{},[575,1303,1304],{},[517,1305,1306],{},"Create a signal",[575,1308,1309],{},"Add a new detection rule",[575,1311,1312],{},[1060,1313,1314],{},"\"Create a signal that flags whenever a competitor is mentioned.\"",[553,1316,1317,1322,1325],{},[575,1318,1319],{},[517,1320,1321],{},"Update a signal",[575,1323,1324],{},"Change an existing rule",[575,1326,1327],{},[1060,1328,1329],{},"\"Raise the priority of my 'Pricing Objection' signal.\"",[647,1331,1333],{"id":1332},"prompts-templates","Prompts & templates",[513,1335,1336],{},"Prompts and templates are reusable instructions you can run against any recording.",[547,1338,1339,1349],{},[550,1340,1341],{},[553,1342,1343,1345,1347],{},[556,1344,1038],{},[556,1346,1041],{},[556,1348,1044],{},[570,1350,1351,1366,1381,1396,1411],{},[553,1352,1353,1358,1361],{},[575,1354,1355],{},[517,1356,1357],{},"List prompts",[575,1359,1360],{},"Your saved prompts and templates",[575,1362,1363],{},[1060,1364,1365],{},"\"List my saved prompts.\"",[553,1367,1368,1373,1376],{},[575,1369,1370],{},[517,1371,1372],{},"Get a prompt",[575,1374,1375],{},"The full text of one prompt",[575,1377,1378],{},[1060,1379,1380],{},"\"Show me my 'Follow-up email' template.\"",[553,1382,1383,1388,1391],{},[575,1384,1385],{},[517,1386,1387],{},"Create a prompt",[575,1389,1390],{},"Save a new prompt or template",[575,1392,1393],{},[1060,1394,1395],{},"\"Save a template that drafts a recap email with next steps.\"",[553,1397,1398,1403,1406],{},[575,1399,1400],{},[517,1401,1402],{},"Update a prompt",[575,1404,1405],{},"Edit an existing one",[575,1407,1408],{},[1060,1409,1410],{},"\"Update my summary prompt to also list risks.\"",[553,1412,1413,1418,1421],{},[575,1414,1415],{},[517,1416,1417],{},"Apply to a recording",[575,1419,1420],{},"Run a prompt against a recording",[575,1422,1423],{},[1060,1424,1425],{},"\"Run my 'Follow-up email' template on the Acme demo.\"",[647,1427,1429],{"id":1428},"interactive-dashboard","Interactive dashboard",[513,1431,1432],{},"Some assistants can render a live view of your recent meetings inside the chat.",[1434,1435,1436],"ul",{},[662,1437,1438],{},[1060,1439,1440],{},"\"Open my EffiClose meeting dashboard.\"",[647,1442,1444],{"id":1443},"ready-made-prompts","Ready-made prompts",[513,1446,1447],{},"EffiClose also ships a few one-click prompts your assistant can offer directly:",[1434,1449,1450,1456,1462],{},[662,1451,1452,1455],{},[517,1453,1454],{},"Summarize meeting"," — a concise, structured summary in the tone you choose.",[662,1457,1458,1461],{},[517,1459,1460],{},"Extract action items"," — a clean, de-duplicated list with owners and due dates.",[662,1463,1464,1467],{},[517,1465,1466],{},"Draft follow-up email"," — a ready-to-send recap for a recipient and tone.",[509,1469,1471],{"id":1470},"putting-it-together","Putting it together",[513,1473,1474],{},"The real power is chaining these in one natural request. For example:",[1476,1477,1478],"blockquote",{},[513,1479,1480],{},[1060,1481,1482],{},"\"Find my last call with Acme, pull the action items and any risk signals, then draft a\nfollow-up email to their champion summarizing next steps.\"",[513,1484,1485],{},"Your assistant will search the meeting, read its insight, check signal detections, and use\nyour follow-up template — all in one turn.",[509,1487,1489],{"id":1488},"privacy-access","Privacy & access",[1434,1491,1492,1498,1507],{},[662,1493,1494,1497],{},[517,1495,1496],{},"You control the scope."," An assistant sees only what your own account can see, inside\nyour organization. It never has access to other users' or other organizations' data.",[662,1499,1500,1503,1504,1506],{},[517,1501,1502],{},"Revoke any time."," Remove the connector in your assistant, or revoke access from\n",[517,1505,728],{}," in EffiClose.",[662,1508,1509,1512],{},[517,1510,1511],{},"Read vs. write."," Reading meetings, recordings and insights is always available.\nCreating or updating signals and prompts, and applying a prompt to a recording, are\nactions your assistant takes on your behalf — it will typically confirm before doing so.",[509,1514,1516],{"id":1515},"tips","Tips",[1434,1518,1519,1525,1531,1540],{},[662,1520,1521,1524],{},[517,1522,1523],{},"Be specific about the meeting."," \"the Acme demo from Tuesday\" beats \"that call\" — your\nassistant searches on what you give it.",[662,1526,1527,1530],{},[517,1528,1529],{},"Ask for the format you want."," \"as a bulleted list\", \"as a table\", \"in a friendly tone\".",[662,1532,1533,1536,1537,692],{},[517,1534,1535],{},"Save what you repeat."," If you keep asking for the same kind of summary or email, ask\nyour assistant to save it as a template, then reuse it with ",[1060,1538,1539],{},"\"apply my … template to …\"",[662,1541,1542,1545],{},[517,1543,1544],{},"Start read-only."," Explore with searches and summaries first; add signals and prompts\nonce you know what you want.",[509,1547,1549],{"id":1548},"related-guides","Related guides",[1434,1551,1552,1560,1567,1574],{},[662,1553,1554,1559],{},[1555,1556,1558],"a",{"href":1557},"/guides/working-with-meeting-insights/","Working with Meeting Notes and Insights"," — get the most from your insights",[662,1561,1562,1566],{},[1555,1563,1565],{"href":1564},"/guides/zoom-meeting-insights/","Zoom Integration"," — capture Zoom meetings",[662,1568,1569,1573],{},[1555,1570,1572],{"href":1571},"/guides/teams-meeting-insights/","Teams Integration"," — capture Microsoft Teams meetings",[662,1575,1576,1580],{},[1555,1577,1579],{"href":1578},"/guides/google-meet-insights/","Google Meet Integration"," — capture Google Meet sessions",[509,1582,1584],{"id":1583},"key-takeaways","Key takeaways",[1434,1586,1587,1590,1593,1596,1599],{},[662,1588,1589],{},"Connect once with a single URL — sign in and authorize, no tokens to copy.",[662,1591,1592],{},"Ask in plain language; your assistant picks the right EffiClose tool.",[662,1594,1595],{},"Read meetings, recordings, transcripts, insights and analytics.",[662,1597,1598],{},"Manage signals and prompts, and run prompts against any recording.",[662,1600,1601],{},"Everything is scoped to you and revocable at any time.",[513,1603,1604],{},"Bring your meetings into the assistant you already use — connect EffiClose and just ask.",[1606,1607,1608],"style",{},"html pre.shiki code .sMK4o, html code.shiki .sMK4o{--shiki-light:#39ADB5;--shiki-default:#89DDFF;--shiki-dark:#89DDFF}html pre.shiki code .spNyl, html code.shiki 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