Getting started with Avoma MCP Connector

What is Avoma MCP?

Avoma MCP lets you access your meeting data, transcripts, and insights directly inside Claude or ChatGPT without leaving the AI tool you’re already working in.

It supports both read and write operations. You can query meetings, pull transcripts, and review scorecards, but also update meeting records directly from chat, setting outcomes, purposes, and privacy without going back into Avoma.

A workspace admin sets up the Avoma connector once and publishes it to the organization.

After that, each team member connects their own Avoma account and starts querying meeting data directly from chat.

Which guide do you need?

Answer two questions: which AI tool are you using, and what is your role?

My role

I use Claude

I use ChatGPT

Admin

I need to publish the connector for my whole team (one-time setup)

How admins can add the Avoma MCP Connector in Claude

How admins can add the Avoma MCP Connector in ChatGPT

Team member

My admin has already done the setup. I just need to connect my own account

How team members can connect and use the Avoma MCP Connector in Claude

How team members can connect and use the Avoma MCP Connector in ChatGPT

What you can do with Avoma MCP

Avoma gives teams transcripts, summaries, action items, CRM sync, and analytics out of the box. Avoma MCP goes further. It lets you extract insights based on your own logic, goals, and workflows directly inside your AI tool.

Read from Avoma:
- Create an internal champion brief for a deal based on all conversations with their team.
- Generate a weekly voice of the customer report from support and success conversations.
- Summarize the top sales lessons from a quarter’s win/loss calls and turn them into a coaching playbook.
- Summarize recurring product feedback from customer calls and create a prioritized list of feature requests.
Write back to Avoma:
- Set the outcome of a meeting without leaving your AI tool.
- Update the purpose or type of a meeting after reviewing its transcript.
- Set meeting privacy based on attendees or topic, directly from chat.

What you can ask and access

Once connected, your AI tool can access the following Avoma data through natural language prompts:

Read tools

Tool	What it does	Example prompt
list_meetings	List meetings in a date range with optional attendee filters	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?
list_meeting_outcomes	List available meeting outcome options for your organization	What outcome options are available for my meetings?
list_meeting_types	List available meeting type and purpose options	What meeting types does my org use?
list_deal_stages	List CRM deal stages connected to your organization	What deal stages are set up in our CRM?
list_teams	List teams in your organization with their identifiers	Show me all teams in our Avoma org
get_current_datetime	Get the current date and time in UTC	What is the current date and time?

Write tools

These tools update records in Avoma directly from chat. Use them to keep meeting data up to date without switching back to Avoma.

Tool	What it does	Example prompt
set_meeting_outcome	Set or update the outcome of a meeting	Mark my last call with Acme as ‘Closed Won’
set_meeting_purpose	Set or update the purpose or type of a meeting	Set the purpose of Friday’s call with ACME to ‘Demo’
set_meeting_privacy	Set the privacy level of a meeting	Make my meeting with Initech private

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.

If you have any questions, contact our team at help@avoma.com