Claude

Overview

Connect Trale to Claude over MCP and ask about your meetings in plain language, without leaving the chat. Claude can search your transcripts and summaries, pull up who attended, find action items, and look across your projects, all scoped to what you already have access to in Trale. It can also create and update tasks for you.

What you can do with Claude

• Search your meetings by topic. Ask Claude to find calls, summaries, and quotes by keyword, date, or tag.

• Look up people and projects. Pull participant profiles, project content, and upcoming meetings without switching tools.

• Create and update tasks. Claude can add follow-ups and change their status, owner, or due date in Trale.

• Stay within your access. Every answer is limited to the meetings and data your Trale account can already see.

How to set it up

1. 1

   Open Claude settings

   Click the settings icon in the Claude sidebar (web or desktop) to open your account settings.

2. 2

   Go to Connectors

   In the settings menu, find the Connectors section and click "Add custom connector".

3. 3

   Add Trale

   Enter "Trale AI" as the name and paste the URL below. Click Add.

   https://app.trale.ai/api/mcp
4. 4

   Sign in

   Claude walks you through the Trale OAuth login the first time you use it. Then try "Summarize my meetings from last week" and Claude pulls the answer straight from Trale.