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How to set up and use Avoma's MCP server to analyze meetings (Claude Desktop only)

Use your conversations and Avoma insights to do more in your AI tools. Generate better documents, build stronger strategies, and create custom reports tailored to your team. Currently, Avoma's MCP server is supported only with Claude Desktop.

Avoma gives teams a powerful way to capture and act on meeting insights with transcripts, summaries, action items, CRM sync, and analytics available out of the box. But for teams that want to go beyond prebuilt workflows and extract insights based on their own logic, goals, and models, the MCP server offers the next level of flexibility.

Why connect to Avoma's MCP Server?

With Avoma's MCP (Model Context Protocol) server, you can securely connect your meeting data to Claude Desktop and put it to work in ways that go beyond Avoma's built-in workflows. Support for additional MCP-compatible tools may be added in the future.

What you can do with

  1. Create an internal champion brief for the Acme deal based on all conversations with their team.

  2. Generate a weekly voice of the customer report from support and success conversations.

  3. Summarize the top sales lessons from this quarter's win/loss calls and turn them into a coaching playbook.

  4. Summarize recurring product feedback from customer calls this quarter and create a prioritized list of feature requests and bugs.

Before you begin

  • You need Claude Desktop installed on your computer. Download it from claude.ai/download if you haven't already. That's the only prerequisite for the script installer method.

  • If you choose the manual method, you'll also need Node.js, instructions are included below.

 

Note: Avoma’s MCP server currently works only with Claude Desktop. Other MCP-compatible tools are not yet supported.

Step-by-step: Connect Claude Desktop to Avoma's MCP server

Two ways to set up

Script installer (recommended)

Manual setup

Best for

Most users

Users who prefer full control

Prerequisites

Claude Desktop only

Claude Desktop + Node.js

Time

~2 minutes

~5 minutes

Method 1: Script installer (recommended)

The installer script handles everything automatically. It installs Node.js if needed, installs the required packages, and updates your Claude Desktop configuration without touching any of your other settings.

Step 1: Get your Avoma API key
  1. In Avoma, go to Settings → Organization → Developer
  2. Copy your API key — it looks like CLIENT_KEY:CLIENT_SECRET

Keep this handy; you'll need it in a moment.

Step 2: Download the script for your operating system
Step 3: Open a terminal and navigate to your Downloads folder

On macOS:

  1. Press Command (⌘) + Space to open Spotlight
  2. Type Terminal and press Enter
  3. In the Terminal window, type the following and press Enter:

cd ~/Downloads

On Linux:

  1. Press Ctrl + Alt + T, or search for "Terminal" in your applications menu
  2. In the Terminal window, type the following and press Enter:

cd ~/Downloads

On Windows:

  1. Press the Windows key, type PowerShell, then click Windows PowerShell
  2. In the PowerShell window, type the following and press Enter:

cd "$HOME\Downloads"

Step 4: Run the script

macOS:

Run the following commands one at a time, pressing Enter after each:

chmod +x install-claude-mcp-prereqs-macos.sh

AVOMA_API_KEY=your-api-key-here ./install-claude-mcp-prereqs-macos.sh

Linux:

chmod +x install-claude-mcp-prereqs-linux.sh

AVOMA_API_KEY=your-api-key-here ./install-claude-mcp-prereqs-linux.sh

Windows (PowerShell):

Set-ExecutionPolicy -Scope Process Bypass

$env:AVOMA_API_KEY="your-api-key-here"

.\install-claude-mcp-prereqs-windows.ps1

Replace your-api-key-here with the API key you copied in Step 1.

Note: On Windows, the script may ask for administrator permission to install Node.js. This is expected. Click Yes if prompted.

Step 5: Restart Claude Desktop

Fully quit Claude Desktop and reopen it. The Avoma MCP tools will be available on the next launch.

Step 6: Confirm your setup is working

In Claude Desktop, try a test prompt:

  • "List all meetings held last week"
  • "Share the transcript from my last onboarding call with [company name]"

If Claude returns results using your Avoma data, you're all set.

Tip: Keep queries focused for faster, more accurate results. Narrow by timeframe (e.g. "last month"), meeting type (e.g. "demo calls"), or company name. Very broad queries that span thousands of meetings may be slower or time out.

Method 2: Manual setup

Use this method if you prefer to configure things yourself, or if the script installer doesn't work on your system.

Step 1: Get your Avoma API key
  1. In Avoma, go to Settings → Organization → Developer
  2. Copy your API key — it looks like CLIENT_KEY:CLIENT_SECRET
Step 2: Install Node.js

Node.js is a runtime that Claude Desktop uses to connect to Avoma's MCP server.

  1. Go to nodejs.org/en/download
  2. Download the LTS version for your operating system (LTS = Long Term Support, the most stable release)
  3. Run the installer and follow the on-screen steps
  4. Once installed, close and reopen your terminal

Verify the installation by opening a terminal (see Step 3 of Method 1 for how to open one) and running each of these commands:

node -v

npm -v

npx -v

Each should print a version number (e.g. v22.14.0). If you see an error, try restarting your computer and running the commands again.

Step 3: Open the Claude Desktop configuration file

On macOS:

  1. Open Terminal
  2. Run: open "$HOME/Library/Application Support/Claude/"
  3. This opens the Claude folder in Finder — double-click claude_desktop_config.json to open it in a text editor

On Linux:

  1. Open Terminal
  2. Run: xdg-open "$HOME/.config/Claude/"
  3. Open claude_desktop_config.json in a text editor

On Windows:

  1. Press Windows key + R, type %APPDATA%\Claude and press Enter
  2. Open claude_desktop_config.json in Notepad or any text editor

If the file doesn't exist yet: Create a new file called claude_desktop_config.json in that folder, and start with an empty pair of curly braces: {}

Step 4: Add the Avoma MCP server entry

In the config file, add or update the mcpServers section as shown below. Replace YOUR_AVOMA_API_KEY with the key you copied in Step 1.

{

  "mcpServers": {

    "avoma": {

      "command": "npx",

      "args": [

        "mcp-remote",

        "https://mcp.avoma.com/mcp",

        "--header",

        "Authorization: Bearer YOUR_AVOMA_API_KEY"

      ]

    }

  }

}

Caution: If the file already has other entries inside mcpServers, add the "avoma": { ... } block alongside them; don't replace the whole file.

Save the file when done.

Step 5: Restart Claude Desktop and verify

Fully quit and reopen Claude Desktop. Then test with a prompt like:

  • "List all meetings held last week"
  • "What were the key takeaways from my last demo call with [company]?"

When prompted by Claude to approve access to Avoma MCP tools, click Allow.

Available MCP tools

Once connected, you can use these tools through natural language prompts in Claude:

Tool

What it does

Example prompt

list_meetings

List meetings in a date range with optional attendee filters and pagination

"Show me all meetings with Acme last month"

get_meeting

Get full details for one meeting — title, times, attendees, and metadata

"What happened in my meeting on Tuesday with the Globex team?"

get_meeting_transcript

Get the full transcript for a meeting, with speakers and timestamps

"Show the transcript from my last onboarding call with Initech"

get_meeting_notes

Get structured notes for a meeting — key points, decisions, and action items

"What were the takeaways from Friday's demo?"

list_scorecard_evaluations

List scorecard evaluation results, with optional filters by date, scorecard, meeting, or user

"Show scorecard results for the sales team this quarter"

list_team_usage_metrics

Get org-wide engagement and usage metrics over a time window

"How many calls did the success team log last month?"

Troubleshooting

Claude isn't recognizing my API key

Go to Settings → Organization → Developer in Avoma and verify you copied the full key string. If the issue continues, regenerate your key from the same page and update your config file with the new one.

 

The Avoma tools aren't showing up in Claude
  • Fully quit and restart Claude Desktop after making any config changes
  • Open claude_desktop_config.json and check that the JSON is valid — missing commas or brackets are the most common issue. You can paste the file contents into jsonlint.com to check for errors
  • Check Claude Desktop's logs for any errors related to MCP setup

 

The script failed on Windows saying it needs admin rights

Right-click on PowerShell in the Start menu and choose Run as administrator, then run the script again.

 

My query is timing out

Narrow your query by adding a specific timeframe ("last 30 days"), meeting type ("demo calls"), or company name. Very broad queries across thousands of meetings may exceed timeout limits.

 

X-code installation errors
Open terminal and install x-code by typing this command -

xcode-select --install
Then resume with the install script again

References

  1. Set up your API key in your Avoma account
  2. For more information, see Claude's official MCP documentation.