This listing does not publish a public endpoint or install command yet. Open the vendor documentation above for access details, then follow the general steps in our connection guide.
Step 2
Authenticate with OAuth
Your client opens a browser sign-in with the vendor. Approve only the scopes you need, and use a read-only account first when the platform offers one.
Step 3
Verify, then widen access
Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.
Using read-only CRM notes and prior meeting transcripts for <client name>, draft an agenda for the upcoming review: follow-ups from last time, portfolio review, planning updates, and questions they have raised before. Keep it to one page. Do not send the agenda, create calendar items or update any record — show it to me first.
Guardrail · Draft only. Nothing goes to the client without your review.
Post-meeting follow-up draft
A draft recap and task list from the meeting notes.
Read the meeting transcript or notes for <client name> read-only and draft: (1) a short recap email, (2) a list of action items with owners and dates, (3) suggested CRM notes. Present all three for my approval — do not send the email, create tasks or write to CRM. Flag anything in the transcript that may need supervisory or compliance review.
Guardrail · Draft only. Approve before anything is written back or sent.
Meeting notes to action items
Structured follow-ups from this week's meetings.
Practice ManagementAI Notetakers & Meeting IntelligenceCRM
Read-only: process this week's meeting notes and transcripts and produce action items with owner, due date and the client they relate to, then check each item and each meeting against CRM to show what is already logged and what is missing. Flag anything that looks like a client instruction, a complaint, or a suitability issue for supervisory review, and list meetings captured by the notetaker with no corresponding CRM record. Do not write to CRM, create tasks or send messages.
Guardrail · Draft only. Client instructions must be confirmed through your normal process.
