Collaboration & Communication · Read AI MCP + Claude
Read AI MCP with Claude: Turn Meeting Notes into Action Items and Shared Reports
The short answer
Claude works with Read AI through the Model Context Protocol (MCP). Once connected with secure sign-in, Claude can retrieve meeting transcripts, summaries, action items and topics, and help share authorised meeting reports. Your organisation controls which meetings and actions Claude can access, and people approve anything consequential.
What is Read AI MCP?
Read AI is a meeting intelligence platform. It records and organises meeting information, including transcripts, summaries, action items, topics, metrics and recordings. Teams use it to keep track of what was discussed and decided without taking manual notes. Sales, operations, project and leadership teams are common users, as are any groups that hold regular calls and need a reliable record of outcomes.
How Claude connects to Read AI MCP through MCP
The Model Context Protocol is an open standard that lets Claude securely use other software, reading information and taking actions with permissions your organisation controls. Think of it as a universal adapter between Claude and the tool. For Read AI, the connection uses dynamic client registration OAuth sign-in, so access is granted through a standard, familiar login process rather than shared passwords.
Once connected, Claude can typically retrieve meeting transcripts, summarise discussions, extract action items and identify key topics. It can also help prepare and share meeting reports. Users can make these requests in plain language, for example asking for the open actions from last week's client review.
Permissions stay with your organisation. Access is limited to the scope you approve, and consequential steps such as sharing a report outside the team can require a person to confirm first. Audit logs record what Claude accessed and did, so leaders keep visibility and control.
What you can automate
Action item follow-up
After each meeting, Claude pulls the extracted action items and lists owners and due dates. Managers receive a single digest rather than chasing notes across several calls. This helps reduce dropped tasks and keeps projects moving between meetings.
Weekly team summaries
Claude gathers summaries from the past week's meetings and turns them into a short update for leadership. Department heads can see decisions, risks and open questions in one place, saving the time usually spent compiling status reports by hand.
Sales call review
Sales managers can ask Claude to review transcripts from discovery calls and highlight customer objections, requested features and next steps. Coaching becomes more specific, and account teams keep consistent records of what prospects said.
Client meeting reports
After client meetings, Claude drafts a concise report from the summary and metrics, ready for a person to review. Once approved, the report can be shared with the client or internal stakeholders, keeping communication prompt and accurate.
Onboarding and knowledge capture
New staff can ask Claude to find past meetings on a topic and summarise the decisions made. This makes institutional knowledge easier to reach, so people spend less time searching through old recordings.
An end-to-end workflow: Client review to project tracker
TriggerA client review meeting ends and Read AI finishes processing the transcript.
Claude retrieves the transcript, summary and action items from Read AI.
Claude matches each action item to the right project owner using the team directory in Microsoft 365.
Claude creates tasks with due dates in the project management or ticketing system.
Claude drafts a meeting report summarising decisions and open risks.
The account manager reviews the draft and approves it.
The approved report is shared with the internal team and client, and the activity is logged.
OutcomeTasks are created within minutes of the meeting, reports reach stakeholders on time, and fewer commitments are lost between calls.
How we set it up
Free automation audit
We review how your teams meet, record and follow up today, and identify the meeting workflows worth automating. You receive a clear plan at no cost.
Secure connection
We connect Claude to Read AI through its MCP server using dynamic client registration OAuth sign-in. Access is set to least privilege, so Claude sees only the meetings and actions you approve.
Workflow design
We map the end-to-end process across Read AI and your other systems such as Microsoft 365, CRM, ticketing or ERP, and define where people must approve actions.
Testing with real meetings
We test the workflow against past meetings to check accuracy of action items, summaries and report drafts, and refine it until the output meets your standards.
Launch and training
We go live with monitoring and audit logs in place, then train your team on how to use Claude with Read AI confidently and safely.
Who benefits
- Operations director
- Gets consistent meeting outcomes across teams without manual note compilation.
- Sales manager
- Reviews call insights quickly and coaches reps using accurate transcript evidence.
- Project manager
- Sees action items turned into tracked tasks automatically after every meeting.
- IT and compliance lead
- Keeps least-privilege access, approval steps and audit logs in place for meeting data.
Security and control
- Access is limited to the meetings and permissions you explicitly approve.
- Sign-in uses dynamic client registration OAuth, avoiding shared passwords.
- People approve any consequential step, such as sharing a report externally.
- Audit logs record what Claude accessed and what actions it took.
- Hosting region can be chosen to match your data requirements.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can set up the connection to match their internal security and data handling policies. Indian organisations are supported in line with the Digital Personal Data Protection Act, 2023, and Middle East organisations in the UAE and Saudi Arabia can meet local data protection requirements. Claude applications we build can be hosted in India, the United States, the United Kingdom or the European Union, so you can choose the region that meets your legal and contractual needs.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the Read AI MCP server do?
The Read AI MCP server acts as a secure bridge between Read AI and AI tools like Claude. It lets approved AI agents retrieve meeting transcripts, summaries, action items and topics, and help share meeting reports, using natural language requests. The server exposes only the capabilities your organisation authorises.
Is connecting Read AI to Claude secure?
Security depends on how the connection is set up. Read AI uses dynamic client registration OAuth sign-in, which avoids shared passwords. We apply least-privilege access, require approval for consequential actions and keep audit logs, so you can see exactly what is accessed and done.
What can Claude do with Read AI once connected?
Typically, Claude can retrieve transcripts, summarise meetings, extract action items, identify topics and metrics, and help prepare and share meeting reports. Requests are made in plain language, and the exact actions available depend on the permissions you grant during setup.
How long does setup take?
Many projects move from the free audit to a tested, live workflow in a few weeks, though timing depends on how many systems are involved and how complex your approval process is. We confirm a realistic timeline during the audit, before any build work starts.
What access or plan do I need to use it?
You need an active Read AI account with permission to use its API or MCP connection, and an administrator who can approve OAuth access for your organisation. Requirements can vary, so we check your current permissions during the free audit.