Once connected, you can ask Claude to summarise your last call, find a decision someone made three weeks ago, draft a follow-up email from the action items, or prep for your next 1:1.

Note: Tactiq runs as a custom connector in Claude.

What you'll need

A Claude account (Free, Pro, Max, Team, or Enterprise)*
A Tactiq account

Everyone can connect to the MCP server. What it's allowed to read depends on your Tactiq plan:

Your plan	What the assistant can do
Free or Pro	Search and list your meetings
Team or higher	All of the above, plus read full summaries and AI artifacts

*Free Claude accounts can only add one custom connector.

Set it up in Claude

Go to Customize → Connectors in Claude
Click + → Add custom connector

Then enter,
Name: Tactiq MCP
Remote MCP server URL: https://mcp.tactiq.io
Click Add, and you will be prompted next to authorise the app.
Click "Allow", and your Tactiq MCP is now connected to your Claude.

Setting it up for your whole team (Team & Enterprise)

Workspace Owners can add Tactiq once, so members don't need to enter the URL themselves.

Go to Organization settings → Connectors in Claude
Click Add → Custom → Web
Enter https://mcp.tactiq.io and click Add

Once added, each member goes to Customize → Connectors and clicks Connect to link their own Tactiq account.

How to get started with Claude

Here's what you can ask Claude

Find a meeting

"Search Tactiq for my meetings about the Q1 roadmap."
"Find my calls with the design team from last month."

Get a summary

"Summarise my last Tactiq meeting."
"What were the key decisions from yesterday's call with David?"

Pull out action items

"What action items came out of this week's standup?"
"What did I commit to in the leadership meeting on Tuesday?"

Turn a meeting into something

"Take the action items from my last engineering call and draft a Slack update."
"Write a follow-up email based on the customer call where they mentioned billing problems."

Coaching and 1:1s

"Find my 1:1 with [name] from last week and pull out any commitments they made."
"Compare my last three 1:1s with [name] — what themes keep coming up?"
"Prep me for my 1:1 with [name] tomorrow — what did we cover last time and what's still open?"

Go further with skills

Connectors give Claude access to your data. Skills tell Claude what to do with it.

A skill is a saved set of instructions you'd otherwise type at the start of every conversation. Build one for Tactiq and you skip the setup every time. Claude already knows your workflow, which connector to use, and what format you want back.

Why they're worth building:

You stop repeating context ("use Tactiq", "give me bullet points", "focus on action items")
A multi-step workflow becomes a one-tap conversation starter
You can stack connectors - a skill can pull from Tactiq and your calendar and Notion in one prompt
On Team plans, skills can be shared so your whole team works the same way

How to create a Tactiq skill:

Go to Customize → Skills in Claude
Click + to create a new skill
Give it a name and write your instructions

Example skills to get started:

Skill name	Instructions to paste in
After-meeting	I just got out of a meeting. Find my most recent Tactiq meeting, summarise the key decisions and action items, then ask if I want to turn any of them into a follow-up email.
Weekly catch-up	Use Tactiq to find all my meetings from this week. Give me a brief summary of each and a combined list of open action items.
1:1 prep	Search Tactiq for past 1:1s with [name]. Summarise what we covered last time, list any open commitments, and suggest two or three things worth discussing next.

Good to know

Summaries require a Tactiq Team plan. On the free and Pro Tactiq plans, Claude can find your meetings but can't read the summary content. Upgrade to Tactiq Team to unlock the full experience.

Shared meetings are included. If a teammate ran a meeting and shared it with you (or it's in a shared space), Claude can find it. The same access rules as Tactiq itself apply.

New meetings need a moment. If you ask about a call that just ended, Tactiq may still be generating the summary. Claude will let you know and check back — give it a minute.

Don't include yourself in "meetings with…" searches. Every meeting in your Tactiq already includes you. Say "meetings with Sarah" — not "meetings with me and Sarah."

FAQ

Why do I see “The `mcp:meetings:details` permission is required to read meeting details”?

This message means Claude is connected to Tactiq, but the connection does not have permission to read meeting details and summaries.

This can happen when:

You connected Claude while using a Free or Pro plan and later upgraded to a Team plan. Existing connections keep the permissions approved when they were first created, so the new Team permission is not added automatically.
The Read meeting details and summaries permission was not selected under Customise permissions during setup.

To update the connection:

In Claude, go to Customize > Connectors.
Find Tactiq and disconnect it. This removes the existing connection with the outdated permissions.
Click Connect to link Tactiq again.
On the Tactiq approval screen, confirm that Read meeting details and summaries is selected.
Click Allow to create a new connection with the required permission.

After reconnecting, Claude should be able to access the meeting details and summaries available to your Tactiq account.

If Claude does not show the approval screen again:

In Tactiq, go to Settings > MCP.
Find the Claude connection under Active connections.
Revoke the connection.
Return to Claude and connect Tactiq again.

Revoking the connection forces a new authorization request, allowing you to review and approve the required permissions.

💡 The Read meeting details and summaries permission requires an active seat on a Team plan. If you see an Upgrade button instead of the permission, ask your Team admin to assign you a seat before reconnecting.

Need help? Contact Support.

How to use Tactiq MCPs with Claude