Field notes  /  AI

Before you connect your assistant to your meetings

The setup is a few minutes. The permission lasts as long as you forget it exists. A connected assistant can read your transcripts, your action items and the people in them, and the people in them did not agree to that.

By McKinley Malbrough III, J.D., MS-HRM. Published October 31, 2026.

Short answer

The Model Context Protocol is an open standard that lets an AI assistant connect to other tools. Circleback's MCP lets assistants including Claude, ChatGPT and Cursor search meetings, read transcripts and manage action items. Connect read-only first, decide who else in your organisation may do the same, and only then ask whether the people in those meetings were told that an assistant would be reading them.

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What is MCP, in a sentence?

MCP, the Model Context Protocol, is an open standard for connecting AI assistants to the tools and data they need. Anthropic introduced it and on December 9, 2025 announced it was donating the protocol to the Agentic AI Foundation, a directed fund under the Linux Foundation, so that it would be governed neutrally. For a facilitator the practical meaning is simple: a meeting tool can publish one connection, and many assistants can use it.

A microphone and laptop on a desk
Photo by NappyStock on Nappy. About the photos

What can a connected assistant do with my meetings?

In Circleback's case, its support documentation lists finding meetings by keyword, date, tag, attendee or domain, retrieving transcripts with speaker labels and timestamps, searching and creating action items, looking up people and companies, and editing or sharing meetings. It names Claude, ChatGPT, Raycast, Claude Code, Cursor and Codex as supported clients. That is a lot of reach for a connection you can set up in minutes, and the write tools mean an assistant can change records, not only read them.

What do I do before I connect it?

Ask for the narrowest permission that does the job. The documentation says you can request a read-only scope, in which case the tools that make changes return an error. For research and preparation, read-only is enough. Then decide what the connection may reach. A transcript of a workshop about a product launch is one thing. A transcript of a disciplinary conversation is another. If your tool lets you exclude meetings by tag or team, use it.

Who else is affected?

Everyone who spoke in those meetings, and they were told one thing: that a notetaker would capture the session. They were not told that an assistant might later be asked to find every time they raised a concern. The question to answer first is whether your original notice covers that use, which is the problem behind the bots nobody asked for. If it does not, update the notice. If you cannot say what the notice covers, you have found the real project.

A desk set up for recording
Photo by NappyStock on Nappy. About the photos

What is the rule I would write first?

Three sentences. The assistant may read meeting records for preparation and summary. It may not be asked to profile or evaluate any named person. Write access is switched on only for a specific task and switched off afterwards. Put those where your team can see them. The best policy for a new tool is short enough that people remember it, and writing the AI rule first is how I get there.

Is it worth it?

For a facilitator who runs many sessions, yes. Asking an assistant to find the three objections that keep returning across a quarter of sessions saves an afternoon, and the answer tends to improve the next design. The cost is a standing permission, so treat the connection like a key: know who holds a copy and revisit it on a schedule.

What I would do this week

Pick one meeting tool, connect it read-only, and ask a question you could answer by hand so you can check the result. Write the three-sentence rule. Then tell your regular participants what you now do. The setup is the easy part, and the conversation with participants is the part that keeps the trust.

For the consent side, recording consent, in plain language is the place to start.

On the sources

The date and governance of the MCP donation come from Anthropic's announcement of December 9, 2025. The capabilities and supported clients are taken from Circleback's support documentation for its MCP connection as I read it on October 31, 2026. I describe documented behavior and have not configured every client named. Documentation changes, so check it before you connect.


Keep going

Write the AI rule for training before you use it

The policy comes before the tool.

Recording consent, in plain language

What to say before the recorder starts.

Three bots are in your meeting and nobody asked

What a silent recorder does to the decision to speak.

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