Post Meeting Actions MCP server ​

The Post Meeting Actions MCP server enables LLMs to interact with Salesforce, Gong, Zoom, Gmail, and Outlook for processing a completed sales call end-to-end through natural conversation. It provides tools to retrieve the Salesforce record and call transcript, generate a summary in your configured sales methodology, and write it to Salesforce, with resource lookup and a follow-up email available on request. Each deployment implements only the tools for its configured transcript source(s) and email platform(s).

Uses ​

Use the Post Meeting Actions MCP server to perform the following actions:

• Process a completed sales call end-to-end: Find the Salesforce record, retrieve the call transcript, generate a summary, and write it to Salesforce
• Find the Salesforce Opportunity related to a call or meeting
• Retrieve a call transcript from Gong or Zoom
• Search within a call's transcript for a specific mention or topic without regenerating the whole summary
• Generate a call summary structured to your org's configured sales methodology
• Check which sales methodology and Salesforce fields this deployment is configured to write to
• Write a summary to Salesforce as Opportunity fields and a Task
• Retrieve relevant customer stories or product resources to support a follow-up
• Draft and send a follow-up email to a prospect through Gmail or Outlook
• Check which of your calls have outstanding summarization, writing, or follow-up steps

Example prompts ​

Use the following example prompts to invoke Post Meeting Actions MCP server tools:

• Process my call with Acme.
• Update Salesforce based on my latest call with Acme.
• Find my last call with Acme.
• Search my call with Acme for any mention of budget.
• Format my call notes using our sales methodology.
• What competitors were mentioned in my call with Acme?
• Draft a follow-up email for my call with Acme, including relevant case studies.
• Send the follow-up email once I approve it.
• Pull my calls with pending follow-up actions.
• What have I not finished processing yet?

Post Meeting Actions MCP server tools ​

The Post Meeting Actions MCP server provides the following tools:

Install the Post Meeting Actions MCP server ​

Complete the following steps to install a prebuilt MCP server to your project:

Post Meeting Actions connection setup ​

Configure the following connections to set up the Post Meeting Actions MCP server:

• Salesforce: Required.
• Gong: Optional. Connect to Gong to retrieve Gong-sourced call transcripts.
• Zoom: Optional. Connect to Zoom to retrieve Zoom-sourced call transcripts.
• Gmail: Optional. Connect to Gmail to draft and send follow-up emails through Gmail.
• Outlook: Optional. Connect to Outlook to draft and send follow-up emails through Outlook.

Post Meeting Actions role requirements ​

Each tool's availability depends on the permissions granted to its connected account:

• Salesforce: Requires write access to the Task object, and create access to ContentNote and ContentDocumentLink when the system_of_record.write_content_note project property is enabled. A missing permission returns a permission_denied outcome rather than a partial result.
• Gong: Requires access to basic call metadata and the transcript body. A connection missing the transcript scope still returns call metadata and Gong's own summary.
• Zoom: Requires access to transcripts and AI-generated meeting summaries. A connection missing the summary scope still returns the transcript.
• Gmail and Outlook: Requires access to draft and send email on behalf of the connected mailbox.

Salesforce connection setup steps ​

openssl req -x509 -sha256 -nodes -newkey rsa:2048 \
  -keyout server.key \
  -out server.crt \
  -days 365 \
  -subj "/CN=Your App Name/O=Your Organization/C=US"

Gong connection setup steps (optional) ​

Zoom connection setup steps (optional) ​

Gmail connection setup steps (optional) ​

Outlook connection setup steps (optional) ​

https://www.workato.com/oauth/callback

https://www.workato.com/oauth/callback

Project property configuration ​

The Post Meeting Actions MCP server supports the following project-level properties to control behavior and defaults:

How to use Post Meeting Actions MCP server tools ​

Refer to the following sections for detailed information on available tools.

find_target_record tool ​

The find_target_record tool finds the Salesforce Opportunity related to a meeting. Your LLM uses this tool to match a company or account name to a specific Opportunity. The tool uses search_call_activities or a transcript tool to find the company if you don't name it directly.

Try asking:

• What's the Opportunity for my call with Acme?
• Which account does this call belong to?
• Find the record for my call with Acme.

search_call_activities tool ​

The search_call_activities tool finds Salesforce activity history for logged calls or meetings tied to an account within a date range. Your LLM uses this tool to find calls you reference.

Try asking:

• Find my last call with Acme.
• Show me my calls with Acme last month.
• What calls do I have logged with Acme in the past 30 days?
• Find the most recent call logged against this Opportunity.

retrieve_call_transcript_gong tool ​

The retrieve_call_transcript_gong tool retrieves transcript and metadata for a Gong-sourced call by its ID. Your LLM uses this tool to retrieve a transcript after search_call_activities identifies a specific call. The tool resumes any prior progress on the call instead of starting over.

Try asking:

• Pull the transcript from my Gong call with Acme.
• Get the Gong recording for this call.
• Summarize what was said on my last Gong call with Acme.

retrieve_call_transcript_zoom tool ​

The retrieve_call_transcript_zoom tool retrieves transcript and metadata for a Zoom-sourced call. Your LLM uses this tool to retrieve a transcript after search_call_activities identifies a specific call, or as a fallback when the Gong-sourced tool finds no matching call.

Try asking:

• Pull the transcript from my Zoom call with Acme.
• Get the Zoom recording summary for this meeting.
• What was discussed on my Zoom call with Acme?

generate_meeting_summary tool ​

The generate_meeting_summary tool produces a summary mapped to the configured sales methodology. Your LLM uses this tool to generate a summary after retrieving a transcript, and only passes a different methodology if you explicitly ask for one.

Try asking:

• Format my call notes using our sales methodology.
• Summarize this call using MEDDIC/MEDDPICC.
• What competitors were mentioned in my call with Acme?
• Regenerate the summary for this call.

get_salesforce_write_policy tool ​

The get_salesforce_write_policy tool returns the configured sales methodology and the Salesforce fields allowed for post-meeting writes. Your LLM uses this tool to confirm the configured methodology and fields before generating or writing a summary.

Try asking:

• What sales methodology is this deployment using?
• Which Salesforce fields can this write to?
• Show me the write policy for this deployment.

write_summary_to_system_of_record tool ​

The write_summary_to_system_of_record tool writes a summary to Salesforce as Opportunity fields and a Task, with an optional linked Note. Your LLM uses this tool to commit a summary after showing you a preview and receiving your confirmation.

Try asking:

• Update Salesforce based on my call with Acme.
• Change the next step to "Schedule an executive sponsor call" before you save it.
• Show me what will be written before you save it.
• Go ahead and save this summary to Salesforce.

retrieve_kb_resources tool ​

The retrieve_kb_resources tool retrieves supporting customer stories or product resources. Your LLM uses this tool to pull in supporting resources when you ask for a resourced follow-up. This doesn't retrieve a full call transcript.

Try asking:

• Find relevant case studies for this call.
• Pull product resources related to this summary.
• What customer stories match the objections raised in this call?

search_transcript_chunks tool ​

The search_transcript_chunks tool retrieves chunked transcript documents for a call, or runs a semantic search across transcript chunks. Your LLM uses this tool to find a specific mention or topic within a call without regenerating the whole summary.

Try asking:

• Search my call with Acme for any mention of budget.
• Find where the customer talked about renewal timing in this call.
• Pull the transcript chunks that mention our top competitor.

draft_followup_email_gmail tool ​

The draft_followup_email_gmail tool drafts a follow-up email to a prospect through Gmail, optionally with supporting resources. Your LLM uses this tool to draft an email and show you the draft for approval before calling the matching send tool.

Try asking:

• Draft a follow-up email for my call with Acme.
• Draft a follow-up in Gmail including relevant case studies.
• Write a follow-up email to [email protected] about this call.
• Redraft the follow-up email in a more formal tone.

draft_followup_email_outlook tool ​

The draft_followup_email_outlook tool drafts a follow-up email to a prospect through Outlook, optionally with supporting resources. Your LLM uses this tool to draft an email and show you the draft for approval before calling the matching send tool.

Try asking:

• Draft a follow-up email for my call with Acme in Outlook.
• Write an Outlook follow-up including the case studies you found.
• Draft a follow-up to [email protected] about this call.
• Redraft the Outlook follow-up in a more formal tone.

send_followup_email_gmail tool ​

The send_followup_email_gmail tool sends an approved follow-up email through Gmail. Your LLM uses this tool to send an email you approved. Sends are immediate. This tool doesn't support scheduling.

Try asking:

• Send the follow-up email.
• Go ahead and send the Gmail draft.
• Send this email now that I've approved it.

send_followup_email_outlook tool ​

The send_followup_email_outlook tool sends an approved follow-up email through Outlook. Your LLM uses this tool to send an email you approved. Sends are immediate. This tool doesn't support scheduling.

Try asking:

• Send the follow-up email.
• Go ahead and send the Outlook draft.
• Send this email now that I've approved it.

list_pending_meetings tool ​

The list_pending_meetings tool lists meetings being processed by this server. Your LLM uses this tool to surface what you still owe follow-up on, without requiring you to name a specific meeting.

Try asking:

• What calls do I still owe follow-up on?
• Show me my pending meetings from the last two weeks.
• What have I not finished processing yet?

Getting started ​

View and manage your MCP server tools in the Overview page Tools section. Tool management provides the following capabilities:

• Start tools
• Remove tools
• Edit tools
• Add tools
• Edit your LLM-facing MCP server description