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Integrate Read AI MCP with your AI CRM

Read AI MCP lets agents retrieve meeting transcripts, summaries, action items, topics, metrics, and recordings, deploy meeting agents, and share authorized meeting reports.

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Create meeting agent

Send a Read AI meeting agent (bot) to a video conferencing meeting on behalf of the authenticated user. This creates a new Read AI meeting ID and the agent will attempt to join the meeting to record & transcribe it for the user. When to call this tool ---------------------- Call this tool when: - The user explicitly asks for an agent to "join", "record", "capture," "send a bot to", or "take notes on" a specific meeting they identify on their calendar, by providing a meeting link, or specifying a video conferencing platform with a meeting ID and optional password. - The meeting is on a supported platform (Zoom, Google Meet, Microsoft Teams) Do NOT call this tool: - For meetings the user has not explicitly authorized an agent to join. - To join arbitrary or guessed meeting IDs. - If a user wants to record using a desktop or mobile client. Those are available from Read AI's website (https://read.ai) and can be used separately. Parameters ---------- meeting_url : str Meeting URL that can be used to join the meeting. If provided, the meeting_platform and meeting_id will be extracted from the URL and those additional parameters are not required. meeting_platform : str The video conferencing platform for the meeting. Must be one of: - "zoom" (Zoom) - "meet" (Google Meet) - "teams" (Microsoft Teams) If a meeting_url is provided, this parameter is not required. meeting_id : str The platform-specific meeting identifier (e.g. a Zoom meeting number, a Google Meet meeting code like "abc-defg-hij", a Teams meeting ID, etc.). Provide the raw ID as it would appear in the meeting URL. If a meeting_url is provided, this parameter is not required. meeting_password : Optional[str] Optional passcode/password for the meeting, if one is required. Omit if the meeting does not require a password or if a meeting_url is provided. start_time : Optional[datetime] Optional start time to stamp on the created meeting, in ISO 8601 format (e.g. "2026-05-21T15:00:00" or "2026-05-21T15:00:00Z"). If omitted, the meeting is stamped with the current time at creation and an agent is dispatched immediately to join the meeting. If a time in the future is specified, the agent will join the meeting at the specified time. title : Optional[str] Optional human-readable title to stamp on the created meeting (e.g. "Q3 Planning Sync"). If omitted, the meeting is given a generic platform-derived default such as "Zoom Meeting" or "Meet Meeting". Only set this when the user has provided or clearly implied a title; do not invent one. Returns ------- str The ULID for the newly created (or matched existing) Read AI meeting that the the meeting recording agent has been dispatched for. This meeting ID can be passed to other tools such as `get_meeting_by_id` once the meeting has progressed far enough to have data available. Behavior and edge cases ----------------------- - Authentication: - Access token is handled internally; do not supply user IDs or tokens. - If missing or invalid, the tool fails with errors such as: - "Unauthorized: No access token provided" - "Invalid token: No subject in access token claims". - Validation: - `meeting_id` is required and must be non-empty if a meeting_url is not provided. - If the platform / meeting combination is unsupported or the agent cannot be deployed (e.g. mobile/desktop platforms, or missing required platform integrations), the tool will fail with an error. - Idempotency: - This tool is idempotent. If an entry for the same meeting already exists in an active state, the system may return the existing meeting ID instead of creating a new one. - Side effects: - An agent may join the live meeting and a new meeting ID is created in Read AI. Usage examples for agents ------------------------- 1) User: "Have Read AI record my Zoom meeting 1234567890." -> Call: { "meeting_platform": "zoom", "meeting_id": "1234567890" } 2) User: "Send the Read AI bot to my Google Meet abc-defg-hij." -> Call: { "meeting_platform": "meet", "meeting_id": "abc-defg-hij" } 3) User: "Join my Zoom 9876543210 with passcode hunter2." -> Call: { "meeting_platform": "zoom", "meeting_id": "9876543210", "meeting_password": "hunter2" } 4) User: "Join my meeting now: https://meet.google.com/abc-defg-hij" -> Call: { "meeting_url": "https://meet.google.com/abc-defg-hij" } 5) User: "Join my meeting at 2026-05-21T15:00:00Z: https://meet.google.com/abc-defg-hij" -> Call: { "meeting_url": "https://meet.google.com/abc-defg-hij", "start_time": "2026-05-21T15:00:00Z" } 6) User: "Join my Zoom 1234567890 and call it 'Q3 Planning Sync'." -> Call: { "meeting_platform": "zoom", "meeting_id": "1234567890", "title": "Q3 Planning Sync" }

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Get meeting by

Retrieve a single Read AI meeting (owned by or shared with the authenticated user) by its ULID identifier, with optional expansion of rich meeting content. When to call this tool ---------------------- Call this tool only when: - You already have a specific meeting ID (a ULID), and - The user wants information about that *one* meeting, such as: - Metadata (title, times, participants, platform, report URL) - Summary / chapter summaries - Action items / key questions - Topics discussed - Full transcript - Metrics/analytics - A link to download the recording Do NOT call this tool: - To search or browse meetings by title, date, participant, or keywords (use a dedicated list/search tool instead). - When working with multiple meetings at once. - With guessed or fabricated IDs. Only use IDs explicitly provided by the user or returned from another tool. Parameters ---------- id : str The Read AI meeting identifier in ULID format. - 26-character, case-insensitive, base32 ULID string (e.g. "01KA3883FYZSFZXE391Q0FMV39"). - Must come from: - A previous tool (e.g., a meeting list/search tool), or - Explicit user input. - Do not invent, modify, or "fix" IDs. expand : Optional[List[ExpandableEnum]] Optional list specifying which additional sections of the meeting record should be fully populated. Only sections listed here are fetched; all others remain `None`. Request the smallest set that satisfies the user’s need. Each additional expand value can increase latency and resource usage, especially "transcript". Allowed values (strings): - "summary": concise natural-language overview of the meeting. - "chapter_summaries": breakdown into labeled sections/chapters. - "action_items": follow-up tasks and next steps. - "key_questions": important or open questions discussed. - "topics": main themes/subjects covered. - "transcript": detailed spoken content of the meeting, including who spoke and what they said, suitable for verbatim quotes and fine‑grained analysis. - "metrics": high-level analytics (e.g., read_score, sentiment, engagement). - "recording_download": url to download the meeting recording. Output ------ MeetingEvent A single meeting object with: - Base metadata (id, title, start/end times, scheduled times, platform, platform_id, report_url, folders). - `access_level`: the authenticated caller's access level on this meeting, one of "owner", "editor", "viewer_full", or "viewer_recap_only" (or null if it could not be resolved). "editor" or "owner" is required to share the report via the `share_meeting_report` tool. - Owner and participants (with name/email and attendance status). - Expandable fields populated only if requested in `expand`: - `summary`: Optional[str] - `chapter_summaries`: Optional[List[Chapter]] - `action_items`: Optional[List[str]] - `key_questions`: Optional[List[str]] - `topics`: Optional[List[str]] - `transcript`: Optional[Transcript] - `metrics`: Optional[Metrics] - `recording_download`: Optional[RecordingDownload] Behavior and edge cases ----------------------- - Authentication: - Access token is handled internally; do not supply it as a parameter. - If missing or invalid, the tool fails with errors such as: - "Unauthorized: No access token provided" - "Invalid token: No subject in access token claims". - Not found / access issues: - If the ID is invalid or the meeting is not accessible to the user, the tool fails with "Not Found". - If the user's Read AI account does not have sufficient quota to view the meeting, the tool fails with an "Out of quota" error. This is a billing issue and the user can resolve it by upgrading their plan. They can resolve this by visiting "https://app.read.ai/analytics/meetings/{meeting_id}" in their browser, where {meeting_id} is the provided meeting ID. - Idempotency: - Read-only and idempotent. Calling with the same arguments returns the same logical result. Usage examples for agents ------------------------- 1) User: "Give me the summary and action items from meeting 01H9T5X9G5K3M7Y8R0D8AYZ5WQ." -> Call: { "id": "01H9T5X9G5K3M7Y8R0D8AYZ5WQ", "expand": ["summary", "action_items"] } 2) User: "Who said 'We should move this to next quarter' in meeting <meeting_ulid>?" -> You need detailed speech text: { "id": "<meeting_ulid>", "expand": ["transcript"] }

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List meetings

List Read AI meetings for the authenticated user with optional start-time filters and cursor-based pagination. When to call this tool ---------------------- Call this tool when: - You need to browse or filter a user's meetings by time range. - You need meeting IDs (ULIDs) that can later be used with a "get_meeting_by_id" tool for detailed inspection. - You want a page of recent meetings (optionally with summaries or metrics). Do NOT call this tool: - When you already know the specific meeting ID and only need that single meeting (use the "get_meeting_by_id" tool instead). - To search by title, participant, or arbitrary keywords (use a search tool if available). - To guess or fabricate meeting IDs. Parameters ---------- limit : int, default 10 (max 10) Maximum number of meetings to return in this page. - Must be ≤ 10. - If omitted, defaults to 10. start_datetime_gt : Optional[datetime] Only include meetings whose start time is strictly greater than this value (exclusive lower bound). ISO 8601 string, e.g. "2025-11-01T00:00:00Z". start_datetime_gte : Optional[datetime] Only include meetings whose start time is greater than or equal to this value (inclusive lower bound). ISO 8601 string. - Typically use either `start_datetime_gt` or `start_datetime_gte`, not both. start_datetime_lt : Optional[datetime] Only include meetings whose start time is strictly less than this value (exclusive upper bound). ISO 8601 string. start_datetime_lte : Optional[datetime] Only include meetings whose start time is less than or equal to this value (inclusive upper bound). ISO 8601 string. - Typically use either `start_datetime_lt` or `start_datetime_lte`, not both. - For a closed interval [A, B], use: - `start_datetime_gte = A` - `start_datetime_lte = B` cursor : Optional[str] Cursor for pagination. - First page: omit or pass `null`. - Next page: pass the ID of the last meeting returned in the previous page (`previous_response.data[-1].id`), which acts as a "start after this" pointer. expand : Optional[List[ExpandableEnum]] Optional list specifying which extra sections of *each* meeting should be fully populated. Only sections listed here are fetched; all others remain `None`. Because this is a list endpoint, expansions apply to every meeting in the page and can be expensive. Request only what the user needs. Allowed values (strings), with the same meanings as in `get_meeting_by_id`: - "summary": concise overview of each meeting. - "chapter_summaries": section/chapter breakdown. - "action_items": follow-up tasks per meeting. - "key_questions": important or open questions per meeting. - "topics": main themes/subjects per meeting. - "transcript": full spoken content per meeting. - "metrics": analytics such as read_score, sentiment, engagement. - "recording_download": url to download the meeting recording. Returns ------- ListMeetingResponse A paginated list of meetings with: - `object`: str – always "list". - `url`: str – API-style URL for this collection. - `has_more`: bool – True if there are more meetings beyond this page. - `data`: List[MeetingEvent] – meetings matching the filters, each with: - Core metadata (id, title, start/end times, platform, etc.). - `access_level`: the caller's access level on the meeting ("owner", "editor", "viewer_full", "viewer_recap_only", or null). "editor"/"owner" is required to share the report via `share_meeting_report`. - Owner and participants. - Any expandable fields populated according to `expand`. Behavior and edge cases ----------------------- - Authentication: - Access token is handled internally; do not pass it as a parameter. - If missing or invalid, the tool raises errors such as: - "Unauthorized: No access token provided" - "Invalid token: No subject in access token claims". - Filtering: - All provided filters are combined with logical AND. - Conflicting ranges (e.g., lower bound after upper bound) will typically return an empty result. - Prefer at most one lower-bound parameter (`gt` or `gte`) and one upper- bound parameter (`lt` or `lte`). - Pagination: - `limit` controls the number of meetings per page (max 10). - Use `has_more` plus `cursor` (last meeting's id from `data`) to fetch subsequent pages. - Idempotency: - Read-only and idempotent. Repeating the same call yields the same logical results, except for new meetings created in the underlying system. Usage examples for agents ------------------------- 1) Get the 10 most recent meetings (no filters, first page): -> Call: { "limit": 10 } 2) Get meetings in November 2025, including brief summaries: -> Call: { "limit": 10, "start_datetime_gte": "2025-11-01T00:00:00", "start_datetime_lte": "2025-11-30T23:59:59", "expand": ["summary"] } 3) Page through all recent meetings since 2025-11-01: First page: -> Call: { "limit": 10, "start_datetime_gte": "2025-11-01T00:00:00" } Next page (if has_more is true): -> Call: { "limit": 10, "start_datetime_gte": "2025-11-01T00:00:00", "cursor": "<id_of_last_meeting_from_previous_page>" } 4) Find candidate meetings to inspect in detail later: - First, list meetings with summaries and metrics: { "limit": 5, "expand": ["summary", "metrics"] } - Then, pick a specific meeting ID and call `readai_get_meeting_by_id` with `expand=["transcript"]` if you need the full conversation.

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Share meeting report

Share a Read AI meeting report with an email address on behalf of the authenticated user. Grants the recipient access to the meeting at a specified access level and (optionally) emails them an invite. When to call this tool ---------------------- Call this tool when: - The user explicitly asks to "share", "send", "give access to", or "invite someone to" a specific meeting report, identified by its ULID. - You have already confirmed (via `get_meeting_by_id` or `list_meetings`) that the user has "editor" or "owner" access to that meeting — only editors and owners are allowed to share. Do NOT call this tool: - To share meetings the user does not have edit access to. If `access_level` from `get_meeting_by_id`/`list_meetings` is "viewer_full" or "viewer_recap_only", the user cannot share and the call will fail. - With guessed or fabricated meeting IDs or email addresses. Only use values explicitly provided by the user or returned from another tool. - To transfer ownership. Ownership cannot be granted through this tool. Parameters ---------- id : str The Read AI meeting identifier in ULID format (26-character, case-insensitive base32). Must come from a previous tool or explicit user input. email : str The email address to share the report with. Must be a valid email address. If the email belongs to an existing Read AI user, access is granted to that user directly; otherwise an email-based access invite is created. access_level : str The access level to grant. One of: - "viewer_recap_only": can view only the recap/summary of the meeting. - "viewer_full": full read access to the meeting report. - "editor": read access plus the ability to edit (and re-share) the report. Defaults to "viewer_full". "owner" is not allowed. message : Optional[str] Optional personal message to include in the invite email. Only relevant when `notify` is true. notify : bool, default true Whether to send the recipient an invite email. Set to false to grant access silently without notifying them. Returns ------- ShareMeetingResponse An object describing the grant: - `id`: the meeting ULID that was shared. - `shared_with_email`: the email the report was shared with. - `access_level`: the access level that was granted. - `notified`: whether an invite email was sent. - `report_url`: a link to the meeting report. Behavior and edge cases ----------------------- - Authentication: - Access token is handled internally; do not supply user IDs or tokens. - Permissions: - The caller must have "editor" or "owner" access to the meeting. If not, the tool fails with a "Forbidden" error. Confirm the caller's `access_level` using `get_meeting_by_id` before calling this tool. - Validation: - An invalid email address will cause the tool to fail. - Granting "owner" (or any non-shareable level) will fail. - Idempotency: - Re-sharing with the same email and access level is safe; the existing grant is updated rather than duplicated, and the invite email is not re-sent. The `notified` field in the response reflects whether an email was actually sent on this call. - Side effects: - The recipient gains access to the meeting, and (unless `notify` is false, or an equivalent grant already existed) an invite email is sent to them. Usage examples for agents ------------------------- 1) User: "Share meeting 01H9T5X9G5K3M7Y8R0D8AYZ5WQ with alex@example.com." -> First confirm the caller can share (get_meeting_by_id -> access_level is "editor" or "owner"), then call: { "id": "01H9T5X9G5K3M7Y8R0D8AYZ5WQ", "email": "alex@example.com" } 2) User: "Give jordan@example.com edit access to that meeting and add a note." -> Call: { "id": "<meeting_ulid>", "email": "jordan@example.com", "access_level": "editor", "message": "Please review and update the action items." } 3) User: "Quietly share the recap of <meeting_ulid> with sam@example.com without emailing them." -> Call: { "id": "<meeting_ulid>", "email": "sam@example.com", "access_level": "viewer_recap_only", "notify": false }

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How the Read AI MCP integration works

The Read AI MCP integration connects your Dench AI CRM directly to Read AI MCP, so agents can read and act on your Read AI MCP data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

4 actions are available for agents to invoke on your behalf. Every call runs through Read AI MCP's own authorization, scoped to the account you connect.

Set up Read AI MCP in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Read AI MCP and click Connect — you'll authorize access through Read AI MCP's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Read AI MCP in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Read AI MCP integration work with Dench?

The Dench Read AI MCP integration connects your AI CRM to Read AI MCP, so AI agents can work with your Read AI MCP data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Read AI MCP via Dench?

The Read AI MCP integration currently exposes 4 actions, including Create meeting agent, Get meeting by, List meetings, and Share meeting report. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Read AI MCP to Dench?

No. You connect Read AI MCP from your Dench workspace using Read AI MCP's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Read AI MCP integration secure?

Connections are authorized through Read AI MCP's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Read AI MCP connection from your workspace settings at any time.

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