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Tiro MCP tools are designed around a Progressive Disclosure pattern — load metadata first, details only when needed. The workflows below show how to chain tools for common tasks while keeping token usage minimal.
New to Tiro MCP? Start with the Overview to understand the architecture, then set up Authentication before trying these workflows.

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How to Search and Summarize Meeting Notes

To find a specific meeting and review what was discussed, use search_notes to locate it by keyword, then retrieve the AI-generated summary with get_note_summary. Most queries end at the summary stage — full transcripts are only needed for exact quotes.

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Step-by-step

1

Search for the meeting

Call search_notes with a keyword, date, or participant name.
{
  "content": "product roadmap",
  "createdAt": "2026-04-01T00:00:00Z"
}
Returns a list of matching notes with metadata only (~50 tokens per note).
2

Get the note metadata

Call get_note with the noteGuid from search results.
{
  "noteGuid": "f8a2c1e4-9b3d-4e7f-a6c8-1d2e3f4a5b6c"
}
Returns participants, recording duration, creation date, and a direct link to the Tiro web app.
3

Retrieve the AI summary

Call get_note_summary to get a condensed overview.
{
  "noteGuid": "f8a2c1e4-9b3d-4e7f-a6c8-1d2e3f4a5b6c",
  "format": "MARKDOWN"
}
Returns key decisions, action items, and discussion highlights (200–800 tokens). Most queries end here.
4

Load the full transcript (optional)

Only if you need exact quotes or specific statements, call get_note_transcript.
{
  "noteGuid": "f8a2c1e4-9b3d-4e7f-a6c8-1d2e3f4a5b6c"
}
Returns the complete conversation (3,000–5,000 tokens).

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Token Usage

ApproachTokensSpeed
This workflow (search → summary)~1,000Fast
Direct transcript load~5,000Slower
Savings80%—

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Frequently Asked Questions

Try broader search criteria:
  • Use a single general keyword instead of a long phrase
  • Widen the createdAt date range or remove it entirely
  • Check spelling of personName
  • Verify the note is “Completed” in your Tiro Dashboard
Use get_note_summary when you need an overview, key decisions, or action items. Use get_note_transcript only when you need exact quotes or word-for-word statements. Summaries use 80–90% fewer tokens.
ISO 8601 datetime with timezone: 2026-04-01T00:00:00Z. Date-only formats like 2026-04-01 are not accepted. See the search_notes reference for details.

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How to Generate Structured Documents from Meeting Notes

AI agents can extract action items, decisions, and key takeaways from any meeting using Tiro’s template-based document system. Each document is structured into sections defined by a template.

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Step-by-step

1

Browse available templates

Call list_document_templates to see what document types are available.
{}
Returns templates like “Meeting Minutes”, “Action Items”, “Decision Log” — each with an id, title, and description.
2

Find the target meeting

Call search_notes to locate the meeting.
{
  "content": "sprint planning"
}
3

Check for existing documents

Call list_note_documents to see if a document has already been generated — this avoids duplicate work.
{
  "noteGuid": "f8a2c1e4-9b3d-4e7f-a6c8-1d2e3f4a5b6c",
  "templateId": 3
}
Returns a list of existing documents with their documentId, template name, and locale.
4

Retrieve the document

Call get_note_document with the documentId from the previous step.
{
  "noteGuid": "f8a2c1e4-9b3d-4e7f-a6c8-1d2e3f4a5b6c",
  "documentId": 42,
  "format": "MARKDOWN"
}
Returns structured sections (e.g., “Decisions”, “Action Items”, “Next Steps”) generated from the meeting content.

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Frequently Asked Questions

Call list_document_templates first. Each template includes a description field explaining its purpose. Use get_document_template with a specific templateId to see the full section structure before requesting documents.
list_note_documents returns an empty list. Documents must be generated from the Tiro app first — the MCP server provides read access to existing documents. Ask the note owner to generate the document in Tiro.
Yes. Set format: "PLAIN_TEXT" in get_note_document. Markdown is the default and generally preferred for AI agents as it provides better structure.
Share meeting notes externally with a single link. Optionally protect with a password for sensitive content.

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Step-by-step

1

Find the note to share

Call search_notes to locate the meeting.
{
  "content": "Q2 planning"
}
2

Check for an existing share link

Call get_share_link to see if the note is already shared.
{
  "noteGuid": "f8a2c1e4-9b3d-4e7f-a6c8-1d2e3f4a5b6c"
}
Returns the share URL and password status if a link exists, or a 404 if no link has been created yet.
3

Create a share link

Call create_share_link to generate a public URL.
{
  "noteGuid": "f8a2c1e4-9b3d-4e7f-a6c8-1d2e3f4a5b6c",
  "usePassword": true
}
Returns shareUrl and password. Set usePassword: false if password protection is not needed.
4

Revoke access (optional)

Call delete_share_link to immediately revoke public access.
{
  "noteGuid": "f8a2c1e4-9b3d-4e7f-a6c8-1d2e3f4a5b6c"
}
This action is irreversible. Anyone with the previous URL will no longer be able to access the note.

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Required Scopes

ActionScope
get_share_linkmcp:notes:read
create_share_linkmcp:notes:write
delete_share_linkmcp:notes:write
See Authentication for scope configuration details.

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Frequently Asked Questions

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Tips for AI Agent Developers

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Token Optimization

  • Always start with search_notes → get_note_summary before loading full transcripts
  • Use the size parameter to limit search results (default: 100, max: 200)
  • Prefer MARKDOWN format — more structured and easier for LLMs to parse

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Error Handling

  • 401 and 403 responses include action_url and docs_url fields — surface these to users for self-service resolution
  • 429 responses include a Retry-After header — respect it before retrying
  • See Troubleshooting for a full error reference

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Choosing the Right Tool

User IntentStart WithThen
”What was discussed in the meeting?”search_notesget_note_summary
”Give me the action items”search_noteslist_note_documents → get_note_document
”Share this meeting externally”search_notescreate_share_link
”What document templates are available?”list_document_templatesget_document_template
”Am I authenticated?”auth_status—

Full Tool Reference

Browse all 29 MCP tools across 8 categories