Grain's MCP Newest Features:
Clip Creation & Tagging
Grain's MCP integration now supports two new actions:
Create clips from any meeting directly through MCP. For example: "Please clip my client's biggest concerns about product scope."
Add tags to meetings to organize and categorize your recordings. For example: "Please tag the meetings you found with #sales-training."
Additional Meeting Tools
Retrieve action items from any meeting.
Access your private notes on a recording, giving the MCP full context on your personal annotations.
Playlist Management
Get details of a specific playlist.
View all playlists in your workspace.
Add one or more recordings to an existing playlist.
Create a new playlist.
Change the sharing settings of a playlist.
Story Support
Retrieve the details of a specific story.
Add clips to an existing story.
Create a new story from scratch.
How to Setup the Grain MCP
Claude (Paid Plans — Pro, Team, Enterprise)
Grain MCP is available as a native Claude integration. Setup takes about 30 seconds.
Step 1: Add Grain to your connectors
Make sure you are signed into Grain before you continue!
In Claude, click the plus (+) in the message box.
Hover over “Connectors” → Click “Add connector”.
Click the box labeled “Search connectors” and type in “Grain”.
Click the plus (+) in the box labeled “Grain”.
Claude will redirect you to our connector page; click “Approve”
Step 2: Verify
Open a new Claude chat.
Click "Search and Tools" and confirm "Grain" appears in the list.
Test with a prompt like: "Tell me about my most recent Grain meeting."
ChatGPT (Pro Accounts Only)
Known limitation: Custom connectors currently only work for the admin who sets them up. You must also enable the Grain connector before starting a new conversation.
Go to chat.openai.com and sign in.
Navigate to Settings → Connectors.
Add Grain using the URL:
https://api.grain.com/_/mcpAuthorize ChatGPT to access your Grain account.
In a new chat, enable Grain as a source before submitting your first prompt.
Available Capabilities
Free & Starter Plans
Capability | Description |
Account Info | Get your Grain account information. |
Meeting Lists | Get a filtered list of meetings. Supports filters for companies, persons, date range, participant scope, and title search. |
Meeting Details | Get detailed information about a specific meeting. |
Transcripts | Retrieve the full transcript of a meeting (with optional timestamps). |
Meeting Notes | Get AI-generated meeting notes. |
Action Items | Retrieve action items from a meeting. |
Recording Notes | Access your private notes on a recording. |
Meeting Search | Semantic search across all meeting transcripts. Supports speaker scope filtering (all, internal, external). |
Company Search | Find companies that participated in meetings. |
Person Search | Search for meeting participants by name or email. |
Workspace Users | Get all users in your Grain workspace. |
Clip Creation | Create a clip from a meeting. |
Tagging | Add tags to meetings. |
Playlist Details | Get details of a specific playlist. |
Playlist List | View all playlists in your workspace. |
Add to Playlist | Add recordings to a playlist. |
Create Playlist | Create a new playlist. |
Playlist Sharing | Change the sharing settings of a playlist. |
Story Details | Retrieve a specific story. |
Add to Story | Add clips to an existing story. |
Create Story | Create a new story. |
Business & Enterprise Plans
All capabilities above, plus:
Capability | Description |
Coaching Insights | Get AI-generated sales coaching insights, with filtering for flagged calls only. |
Coaching Scorecard | Get a detailed coaching scorecard for a specific meeting. |
Deal Intelligence | Access HubSpot deal intelligence. Filter by company, risk status, deal owner, pipeline, or title. |
Deal Details | Get detailed deal information. |
Usage Examples
Quick-Start Prompts
"Show me all action items I'm responsible for from the past 7 days."
"Help me draft follow-up emails for my external meetings today."
"Summarize customer mentions of pricing concerns in the last 30 days."
"Who from Acme Corp have we met with and what topics did we cover?"
"What objections came up in external sales calls this week?"
"Search for discussions about our new product features."
Clips & Tagging
"Clip the section where the client talks about their timeline for the migration."
"Create a clip of the product demo feedback from my last three calls."
"Tag all meetings from last week with external participants as #client-calls."
Playlists & Stories
"Create a playlist called 'Onboarding Best Practices' and add my last five training calls."
"Create a story from the best clips about competitive objections this quarter."
"Add the clip about pricing pushback to my 'Sales Objections' story."
Structured Reports
Grain provides a library of pre-built prompts accessible in Claude by clicking the + button in the chat window and selecting "Add from Grain." These chain multiple steps into comprehensive reports:
Report | Use Case | Required Plan |
Voice of Customer Insights | Product roadmap priorities, market trends, satisfaction | All plans |
Deal Pipeline Intelligence | Portfolio overview, resource allocation, trend analysis | Business+ |
Health Report by Deal | Deal strategy, stakeholder mapping, next steps | Business+ |
SPICED Opportunity Matrix (Deal) | Deal qualification, forecasting accuracy | Business+ |
MEDDICC Diagnosis (Deal) | Enterprise deal qualification, complex sales cycles | Business+ |
Recently Active Accounts Health | Portfolio triage, expansion opportunities, churn risk | All plans |
Customer Health by Account | Account strategy, renewal planning, expansion | All plans |
SPICED Opportunity Matrix (Account) | Retention strategy, QBR insights | All plans |
Sales Team Performance & Coaching | Team training priorities, performance trends | Business+ |
Tips for Best Results
Be specific with filters. Include date ranges, company names, or participant names in your prompts to narrow results.
Disable unrelated tools. If you have other integrations connected, toggle off non-Grain tools in the chat to avoid confused responses.
Iterate on reports. Start with a pre-built prompt, then customize the instructions to match your team's frameworks and terminology.
FAQ
What Claude plan do I need? MCP integrations require a paid Claude plan (Pro, Team, or Enterprise). Free accounts do not support MCP.
Are all capabilities available on every Grain plan? Most capabilities work on all Grain plans. Deal intelligence and coaching features require a Business or Enterprise plan.
Is my data safe? Grain's MCP server uses industry-standard OAuth authentication and HTTPS. Your data stays in your Grain account and is only processed temporarily by Claude to answer your questions. Data accessed through MCP integrations is not used to train AI models.
What data can the MCP server access? Only data you already have permission to view in your Grain workspace — meetings you attended, contacts, deal info (with HubSpot), and AI-generated notes and transcripts. It cannot access private meetings you weren't part of.
Can I control which capabilities Claude uses? Yes. In Claude's "Search and Tools" menu, you can toggle individual Grain capabilities on or off for any chat session.
For more information, visit our documentation at https://developers.grain.com/mcp.