Let your AI agent help you get started
Paste this into the AI app where you want to use Echo. The agent can discover Echo’s tools once the app is connected. Your app may need you to add the server in its settings first.Connect an app
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In the AI app, add a remote MCP server or custom connector with this address. Choose Streamable HTTP if the app asks for a transport:
- The app opens Echo’s sign-in page. Sign in the way you sign in to Echo: Google, Microsoft or an email code. If your account uses an authenticator app, Echo asks for its code too.
- Check the app’s name and where it sends you back to, then select Approve.
Copy a request
Paste these requests into your connected AI app. Replace the names and details with your own. Northstar, Maya, Priya and the Novaks are fictional examples.General: catch up on a meeting
General: draft a follow-up
Recruiting: prepare for an interview
Recruiting: check a candidate against a role
Travel advisor: recover a client’s trip brief
Travel advisor: prepare a proposal draft
Tools your agent can discover
A read-only general-purpose connection exposes four Meeting tools. The agent should use the names, descriptions and input schemas returned by tool discovery.
The optional
records:write permission also exposes read_echo_record, preview_echo_record_change, and apply_echo_record_change for your own Meeting notes, Contacts, and My Tasks. It permits edits and completing or reopening existing Tasks, with revision checks and retry identity. It does not permit creation, deletion, sharing, Contact merges, privacy changes, or account settings. See the edit workflow. Existing connections need fresh consent to gain this permission.
Candidate search, CV Out, calendar actions, document Sources, and general Memory retrieval remain outside the general MCP connection. Other capabilities your AI app offers have their own permissions.
What a connected app can do
- Read and search your meetings: titles, AI Notes and transcripts.
- Read meetings teammates shared with you, at the access they gave you. A share without the transcript stays without it.
- It never reads meetings marked Exclude from automatic sharing (Private — never auto-share in earlier versions).
- Without
records:write, it cannot change anything in Echo. With that optional permission, it can make the narrow edits above on your behalf without another Echo approval for each edit. - Private Meetings and Tasks derived from them are excluded from record editing. Shared Meeting read access never grants editing.
If the connection or a request fails
See Troubleshooting for problems with Echo itself.
Disconnect an app
Open Settings › Integrations and find AI agents. Select Disconnect next to the app. It stops working with Echo at its next request. A connection also ends on its own after 30 days. The app then asks you to approve it again.The AI agents list needs the latest Echo desktop version.