Tag: meeting-notes

Atlassian's official plugin: connects the cloud Atlassian MCP to search and create Jira issues, read and write Confluence pages and manage sprints, with skills that turn meeting notes into tasks and generate status reports. Needs an Atlassian Cloud account with OAuth or an API token.

Open-source meeting connector that lets agents join Zoom, Teams or Google Meet as a participant, read the live transcript, chat and attendee list, and speak, e.g. to take meeting notes. Runs locally in Docker (image about 2.3 GB); transcription is local by default.

OpenAI's official sales plugin for Codex: meeting prep, call notes into follow-up emails and CRM updates, weekly account priorities, forecast reviews, deal strategy and competitor briefs. Works on pasted material; a template, so swap in connector IDs before using Salesforce or HubSpot.

Notion's official Claude Code plugin: bundles Notion's hosted MCP with four Cookbook skills (knowledge capture, meeting prep, research write-ups, spec to implementation) and slash commands for searching, creating pages, querying databases and creating tasks. OAuth sign-in.

monday.com's official CRM plugin: build a sales pipeline from scratch in plain language, get a daily prioritized deal brief, create forecast dashboards, turn meeting notes into deal updates, and bulk-clean duplicate and bad data. Free plan supported; browser authorization on first use.

Official Spark mail skills: agents read mail, calendar, contacts and teams, with flows for morning briefs, inbox zero, meeting prep, follow-ups and weekly reports. Needs Spark desktop on macOS or Windows with the CLI enabled; set read-only, organize or send access per account.

Salesforce's official sales plugin (beta): daily briefs, meeting prep and follow-up email drafts, team pipeline reviews, forecast and slipped-deal scenarios, and lead triage, confirming before editing records. Needs Salesforce hosted MCP (admin-enabled) and Slack; email and calendar optional.

Zoom's official plugin: helps plan, build and debug Zoom integrations (REST API, Meeting/Video SDK, webhooks, meeting bots) and includes the Zoom MCP to search meetings and fetch recordings and transcripts. In Claude Code you complete OAuth yourself.

Circleback's official plugin: agents search meeting notes, timestamped transcripts, action items, calendar events and connected email via its remote MCP, for post-meeting notes and follow-ups. Needs a Circleback account recording your meetings (free tier works); authorize via /mcp.

Official plugin for Windmill performance management: write feedback and kudos for colleagues, manage 1:1 agendas and private notes about teammates, create and schedule pulse surveys, and summarize team updates. Needs a Windmill account (free up to 10 users); browser sign-in.

Zocks' official advisor plugin: 7 skills on Zocks-recorded client meetings: behavior profiles, attrition risk rankings, held-away asset leads, household profiles and annual review packs, plus next actions and tax opportunity lists. Needs a Zocks account; licensed pros must review advice.