Claude, ChatGPT and other assistants

What it does

Connect Note Metric to Claude, ChatGPT or another assistant and you can ask it about your meetings in plain words: what was agreed on a project last week, which actions are still open for a company, or what someone said about a gridline. The assistant reads your Note Metric records through Note Metric's MCP server, under your own Note Metric sign-in.

• What it can read: your projects, meetings, minutes, agenda minutes, actions and written notes, the day, week and month summaries you have written, and a meeting's transcript (with speaker names) when it asks for one.
• Read only. It cannot change or delete anything in Note Metric, and it never writes a summary: you write those in Note Metric.
• Never your recordings, photos, account details or devices, and never a meeting in Recently Deleted.
• What the assistant does with what it reads is under your own account and agreement with its provider (for Claude, Anthropic; for ChatGPT, OpenAI). Note Metric receives only what the assistant asks it for, such as the words to search for, never your chat.

Which plans include it

Connecting an assistant comes with the Pro and Elite plans, and with team plans. On any other plan the sign-in tells you so and sends you back to the assistant, and nothing is shared. If your account moves to a plan without it, a connected assistant stops reading at once and its connection closes within the hour.

Connect Claude

1. In Claude on the web or the desktop app, open Customize, then Connectors, then + Add and Add custom connector.
2. Name it Note Metric and use this address: https://www.note-metric.com/api/mcp
3. Choose Add, then Connect. Claude opens Note Metric: sign in with your email and password, or with Microsoft or Google.
4. Note Metric shows what Claude will read. Choose Allow and you go back to Claude.

On a Claude Team or Enterprise plan, an Owner adds the connector once under Organization settings, Connectors; then each person connects and signs in to their own Note Metric account. Once connected, it works in the Claude phone apps too.

Connect ChatGPT

1. In ChatGPT on the web, open Settings, Apps, Advanced settings, and switch on Developer mode.
2. Choose Create app. Give it the name Note Metric, the address https://www.note-metric.com/api/mcp and the authentication OAuth.
3. Sign in to Note Metric when asked and choose Allow.

Which ChatGPT plans offer Developer mode is set by OpenAI.

Other assistants and tools

Any assistant or tool that connects to remote MCP servers can use the same address, https://www.note-metric.com/api/mcp, with the Note Metric sign-in. For a tool that cannot sign in and asks for a bearer token instead, make an access token in the browser app under Settings, Access tokens. Treat a token like a password and revoke it there when it is no longer used.

What to ask

Switch Note Metric on in the chat's connectors or tools, then ask as you would ask a colleague. For example:

• "What did we agree at last Thursday's progress meeting?"
• "List the open actions for the groundworks contractor across all my projects."
• "Search my meetings for the drainage outlets and quote what was said in the transcript."
• "Give me the full transcript of my most recent design team meeting."
• "What does my summary of last week say, and has a meeting changed since I wrote it?"

The assistant reads the minutes first. Say transcript when you want the words as spoken: transcripts are long, so it fetches one only when asked or when the minutes do not answer the question.

What the assistant can call

Every one of these only reads.

• list_projects: your projects, with number, client, location and companies.
• list_meetings: your meetings, newest first, filtered by project or date.
• get_minutes: one meeting's minutes, agenda minutes, actions and notes, and its transcript when asked.
• search_meetings: meetings that contain every word searched for, with a snippet from each match.
• open_actions: actions still open across your meetings, filtered by project or owner.
• list_summaries: the day, week and month summaries you have written, newest first, for all your meetings or one project, each with its headline and whether a meeting has changed since it was written.
• get_summary: one of those summaries in full, with its key points, actions and meetings. A period you have not written a summary for yet is said plainly; it is never written for you.
• search and fetch: the same reading, for assistants built around those two tools, with a link back to the meeting in Note Metric.

Disconnecting

In the Note Metric browser app, open Settings, Connected apps, and choose Disconnect: the assistant stops reading at once. You can also remove the connector in the assistant itself. A connection not used for 90 days closes by itself, and deleting your Note Metric account removes every connection.

Privacy and help

The privacy policy sets out what Note Metric keeps when you connect an assistant. For help, email chris@ai-metric.com and say which assistant you were using and what happened.