Everything Capstone Outreach
integrates with

Calendars and scheduling

• Google Calendar. Reads upcoming and past meetings. Attendees are matched to your contacts by email and new people become contacts.
• Outlook Calendar. Same as Google, through Microsoft 365. Both can be connected at once; meetings are merged.
• Calendly. Booked events flow in, and a follow-up is drafted for each invitee, optionally waiting for the meeting transcript first.
• Your booking link. Built in. Reads your real calendar so you are never double-booked, and creates the event with a video link attached.

Meetings and recording

• AI notetaker for Zoom, Google Meet, Microsoft Teams and Webex. A bot joins, records, and transcribes. When the call ends, a follow-up draft is waiting for each external attendee.
• Auto-record. Turn it on once and the notetaker joins your external meetings by itself. Internal meetings, where everyone is on your own domain, are skipped so a standup never uses a recording.
• Zoom. Connect your Zoom account to pull transcripts for meetings you recorded there.
• Fathom, Fireflies, Grain, tl;dv. Point their webhook at your personal Capstone URL and their transcripts drive the same draft pipeline. Otter and Calendly Notetaker connect through Zapier or Make.

Sending

• Gmail. Follow-ups send from your own Google account, signature included, so replies land in your inbox and deliverability is yours.
• Outlook. Same through Microsoft 365. A sequence stops the moment someone replies.
• Text messages. Drafted texts queue on your phone and send from your own number when you tap. Nothing texts without you.
• WhatsApp. Same as texts: the drafted message queues on your phone, opens in WhatsApp already typed to the right number, and sends from your own account when you tap. No business account, no message templates.

Capture

• Business cards. Scan a card with your phone; it becomes a contact with where you met and what you talked about.
• QR and digital cards. LinkedIn QR codes and cards from Popl, HiHello and similar tools are read the same way.
• Voice notes. Speak the context after a conversation instead of typing it; the draft is grounded in it.
• Lead discovery. Find new contacts by title, industry, seniority and location, and add them with a work email.

AI agents

• Claude. Add Capstone Outreach as a connector in claude.ai, or with one command in Claude Code. Claude can record a meeting, read what was discussed, find contacts that went cold, and propose follow-ups for your approval. Setup guide →
• ChatGPT, Cursor, OpenClaw and any MCP client. The same server works with anything that speaks the Model Context Protocol. OAuth or a scoped API token, your choice. Endpoint, scopes and tool reference →
• API tokens. Mint tokens with only the scopes you want an agent to have. Every action an agent takes is logged against its token, and you can revoke it in one click.

Does it integrate with my website chat or forms?

Not today. Capstone Outreach starts from meetings, cards and calendars. If you capture leads on a website, an agent connected over MCP can add them as contacts and propose the first follow-up.

Is the AI-agent connection extra?

No. It is included on both plans. What is metered is meeting recordings: 20 a month on Starter, 200 on Pro.

Can an agent send email through my account?

No. Agents can propose drafts and record meetings. Approving a draft, which is what makes it send, is only possible for a signed-in person.

Which video platforms can the notetaker join?

Zoom, Google Meet, Microsoft Teams and Webex, from a normal join link. No plugin on the other side.