Protokol / Help

Connect your AI to Protokol

Protokol runs a read-only MCP server scoped to your own account. Once connected, Claude or ChatGPT can answer questions about your meetings — it can never send, edit, delete or schedule anything on your behalf. Every query is logged to an audit trail you can review any time.

What your AI can ask for

  • search_meetingsSearch across your meetings and get a citable snippet + meeting id back.
  • get_meetingGet one meeting: summary, action items, and compliance score/detail.
  • get_client_memoryWhat Protokol remembers about a client across meetings, with sources.
  • get_compliance_gapsThe missing or partial required questions for a meeting or client.
  • list_action_itemsOpen or all action items across your meetings, filterable by client and date.

Get connected

Generate a real token from Settings → AI access first — the steps below use a placeholder token to show the shape of the connection.

Connect your AI assistant using the guides below (generate a new token to get the prefilled URL):

Tokens can be revoked at any time from Settings, which immediately disconnects the AI.