How to give Claude access to your calls
Claude can’t sit in on your calls. SwitchDesk records them on your Mac, with no bot joining, and writes the notes when the call ends. Add SwitchDesk as a custom connector, and Claude can search those calls and work from what was said, on the web, in Claude Desktop or on your phone.
- No bot in your call
- Recorded on your Mac
- About 5 minutes to set up
Compare what Lumora and Fernhill asked for on their calls this month.
Read 2 calls · Oct 1 to Oct 14
Both want a pilot first. Lumora needs 12 seats for its support team; Fernhill asked about the API before anything else…
Why give Claude your calls
Claude is good at reading a lot and writing it up carefully. Give it three calls and it writes the brief. Give it two customers and it tells you where they differ. Paste a draft and it checks it against what you promised.
What to ask Claude
“Read my last three calls with Lumora and write a one-page brief.”
ReadsFinds the calls, reads their notes and writes the brief.
“Compare what Lumora and Fernhill asked for on their calls this month.”
ReadsSearches both customers’ calls and lays the asks side by side.
“Check this proposal against what I promised Joe on Tuesday.”
ReadsReads that call and points out anything the draft misses.
“What did I commit to on calls this week?”
ReadsCollects your action items from this week’s calls.
“Add those to SwitchDesk, due Friday.”
ChangesAdds each one to your to-do list with the date, or sends them as one card to approve.
Set it up
SwitchDesk on your Mac
Record a call
Install SwitchDesk and record your next call: click Record Meeting in the menu bar, or Record on the countdown pill when the call starts. When it ends, the notes are ready: a summary, action items and the transcript.
SwitchDesk and Claude
Connect Claude
On your Mac, open Settings → AI Access → Connect an AI → Claude and pick how much it may do. In Claude, open Customize → Connectors → + Add → Add custom connector, paste
https://mcp.switchdesk.org/mcpand click Continue. Sign in with your SwitchDesk email. Full Claude setup.SwitchDesk on your Mac
Switch on “Share meetings & notes with your AIs”
It’s in Settings → AI Access. Enter the code we email you on “Confirm it’s you”. When SwitchDesk offers to include the past calls on this Mac, say yes to give Claude your history.
Claude
Ask about a call
Start with something you can check, like “Read my last three calls with Lumora and write a one-page brief.”
Want exact words? Tick “Include full transcripts” in the same place. SwitchDesk warns: “Other people’s exact words.” Then give Claude Full control, or switch Transcripts on in Fine-tune. Summaries, action items and your own notes don’t need it.
What Claude can and can’t see
| From your calls | Claude |
|---|---|
| Summaries and action items | Yes, once you share your calls |
| Your own notes from the call | Yes |
| Search across every shared call | Yes |
| Full transcripts | Only with “Include full transcripts” and Full control |
| The audio | Never |
| Calls marked “Never share this call” | Never |
| Editing or deleting your notes | Never |
Every call Claude makes shows up in Activity on your Mac. Revoke ends the connection at once.
Which calls work
Any call whose audio plays through your Mac: Google Meet, Zoom, Microsoft Teams, in the browser or the app. SwitchDesk records your voice and theirs on separate tracks, so there’s no bot in the participant list. On Google Meet in Chrome, it also names who said what. How SwitchDesk records calls.
Published . Connect Claude to your to-do list →