Otter.ai · Productivity & Collaboration · AI Notetakers & Meeting Intelligence
Bidirectional meeting capture: acts as an MCP server for transcripts and history, and as an MCP client pulling from Gmail, Drive, Notion, and Salesforce.
Provides one system's data and actions. Reads and writes inside a single product of record; it can act, but only within its own walls. More on System servers → All seven roles →
Step 1
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
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
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.
Starter prompts from the Practice Stacks that rely on Productivity & Collaboration.
A single view of the week across CRM, calendar and tasks.
Read-only: summarise my week from calendar, tasks and CRM: meetings with prep needed, overdue client service items, and commitments I made that are still open. Rank by client impact. Do not create, reschedule, complete or send anything, output the brief for me to act on.
Guardrail · Read-only. Keep write scopes off for calendar and task tools.
A prepared e-signature packet you review before it goes out.
Prepare, do not send. The account-opening packet for <client name>. Pull the client details from CRM read-only, list which documents are needed, and produce a draft envelope summary: recipients, documents, and the fields you would pre-fill with their source. Stop and show me the summary for approval before creating, sending or modifying anything in the e-signature system. Keep approval prompts on for every write action.
Guardrail · Draft only. Keep tool approvals on; nothing should be sent without your explicit confirmation.
A scheduled plan and internal notes. Nothing client-facing sent.
Using read-only CRM and calendar data, draft a 90-day onboarding plan for <client name>: welcome touchpoint, funding confirmation check, planning data-gathering session, and first review meeting. Propose dates that fit my existing calendar but do not create, edit or send invites or emails, output the plan for my approval first. Note which items require a compliance or supervisory review before they go to the client.
Guardrail · Draft only. Ask me before creating calendar entries or sending anything.
Zocks, Otter.ai, Fellow, Fireflies and MeetGeek, and what connecting an agent to client meetings actually means.