Connect once. Claude records the meeting, remembers what was said, drafts the follow-up in your voice, and hands it to you to approve. Then it sends from your own inbox. Two minutes to set up, and you mostly stop thinking about it.
Say "record my external meetings and draft the follow-ups." The notetaker joins your calls by itself, and finished drafts appear in your review queue. You talk to Claude about meetings again only when something is unusual.
"What did I promise Dana on pricing?" Claude reads the dated meeting notes on Dana's record and answers. Your CRM becomes searchable from the place you already think.
Claude drafts and revises. You approve, in the app or on your phone, and the message leaves from your own Gmail or Outlook. Approval is deliberately impossible for an agent.
Uses Claude's built-in connectors and an OAuth sign-in. No token to copy.
https://www.capstoneoutreach.com/mcp/, then click Add.To change what Claude is allowed to do later, remove and re-add the connector. To cut it off entirely, revoke its token under Settings → API tokens in Capstone Outreach.
For the terminal and the desktop app. Mint a token first in Capstone Outreach under Settings → API tokens, with at least meetings:read, meetings:record, contacts:read and drafts:write.
claude mcp add --transport http capstone https://www.capstoneoutreach.com/mcp/ \
--header "Authorization: Bearer cor_live_YOUR_TOKEN"Then, inside a session: "who did I meet with last quarter that never went anywhere?"
Written the way people actually phrase them. Claude picks the right tool.
Each capability is gated by a scope you grant on the consent screen. Grant fewer and Claude simply cannot do those things.
| Claude can… | Scope | Notes |
|---|---|---|
| Search and read your contacts | contacts:read | Private notes marked rep-only are never exposed. |
| Add and update contacts, import a list | contacts:write | Deduped by email, so re-running an import never creates duplicates. |
| See your campaigns and pending drafts | campaigns:read | |
| Propose a follow-up sequence | drafts:write | Lands in your review queue. Nothing sends until you approve. |
| Queue a one-off text or WhatsApp message | drafts:write | Lands in "Texts to send" on your phone. You tap Open WhatsApp or Send text and send it yourself. |
| List meetings, read meeting notes, find cold leads, check recording status | meetings:read | Works with a connected Google or Outlook calendar. |
| Send the notetaker to a meeting, turn auto-record on or off | meetings:record | Counts against your monthly recordings. Consent is accepted by you once, in the app; Claude cannot accept it. |
| Approve a draft so it sends | Not available | By design. Only a signed-in person can approve. |
20 a month on Starter, 200 on Pro. Claude is told how many are left after each recording and will not spend past the allowance.
Auto-record ignores meetings where everyone is on your own domain. Your standup never costs a recording.
You accept the recording notice once in Settings. Claude can toggle auto-record afterwards but can never establish consent itself.
Each action is recorded against the connector's token. Revoke it in one click and Claude is out immediately.
No. Claude proposes drafts and can record meetings. Approving a draft, which is what makes it send, is only possible for a signed-in person, and approved messages go out from your own Gmail or Outlook.
No. Auto-record skips meetings where every attendee shares your company domain. You can still ask Claude to record a specific meeting by its link.
No. It is included on both plans. Only meeting recordings are metered.
Same server, any MCP client. See the endpoint, scopes and tool reference.
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