What is HappyScribe MCP | HappyScribe Help Center

HappyScribe MCP lets AI assistants like Claude and ChatGPT securely access your HappyScribe account.

MCP (Model Context Protocol) is an open standard that allows AI tools to connect with external services in a consistent way. Once connected, your AI assistant can search transcripts, summarize meetings, extract action items, transcribe new files, export and share transcripts, and manage glossaries and summary templates, all directly from your conversation.

Claude (claude.ai)

Step 1: Set up the HappyScribe Connector on Claude

Sign in to Claude at claude.ai, the connector page only opens for a signed-in account. Then, follow this link to open the connector page and click "Connect".

Step 2: Authorize your HappyScribe account

This allows your AI assistant to access your transcription data only when requested in prompts.

Step 3: Start asking questions about your transcripts

Once connected, try prompts like:

"Show me my recent transcriptions"
"Summarize my last 3 meetings"
"Search all my transcriptions for mentions of quarterly revenue"

ChatGPT

Step 1: Install the HappyScribe plugin in ChatGPT

Follow this link and click "Install plugin".

Step 2: Authorize your HappyScribe account

Click "Sign in with HappyScribe" and use your existing HappyScribe account to approve access.

This allows ChatGPT to access your transcription data only when requested in prompts.

Step 3: Start asking questions about your transcripts

Once connected, try prompts like:

"Show me my recent transcriptions"
"Summarize my last 3 meetings"
"Search all my transcriptions for mentions of quarterly revenue"

Claude Desktop

Step 1: Open Developer settings

In the Claude Desktop app, open Settings and navigate to the Developer tab.

Step 2: Click "Edit Config" to open the configuration file and add the HappyScribe MCP server:

{
  "mcpServers": {
    "happyscribe": {
      "type": "http",
      "url": "https://www.happyscribe.com/mcp" 
    }
  }
}

Step 3: Save the file and restart Claude Desktop. The OAuth authorization will trigger on first use.

Claude Code (Terminal)

Run this command in your terminal:

claude mcp add happyscribe --transport http https://www.happyscribe.com/mcp

Claude Code will handle the OAuth authorization flow automatically on first use.

Cursor

Step 1: Open MCP Settings

Go to Settings, then Tools & MCPs. And then Click on "Add Custom MCP"

Step 2: Paste the following config in the configuration file

{
  "mcpServers": {
    "happyscribe": {
      "transport": "http",
      "url": "https://www.happyscribe.com/mcp" 
    }
  }
}

And make sure you save it with Command+S.

Step 3: Wait for the connector to appear and hit connect

Step 4: Authorize your Happyscribe Account

Step 5: Verify it's connected and start asking questions about your transcripts

What you can do with HappyScribe and AI assistants

After connecting, you can manage and explore transcripts using simple prompts.

Search across all transcripts

Find mentions of topics, people, or keywords across your recordings.

Example prompts:

"Search all my transcriptions for mentions of quarterly revenue"
"Find every time pricing was mentioned in customer calls"
"Show transcripts where John Smith spoke"

Summarize meetings

Ask your AI assistant to generate quick summaries from your transcripts.

Example prompts:

"Summarize my last 3 meetings"
"What were the main decisions in yesterday's meeting?"
"Give me action items from the last sales call"

Extract quotes with timestamps

You can retrieve exact quotes along with timestamps and editor links.

Example prompts:

"Find quotes where the customer mentioned pricing concerns"
"Show the most important quotes from my latest interview"

Analyze insights across multiple transcripts

AI assistants can analyze patterns across many recordings.

Example prompt:

"What did customers say about pricing across all sales calls this month?"

Upload and transcribe new recordings

You can create new transcripts directly through your AI assistant. There are three ways to send a file:

Attach a file to your message
Paste a public link, like a YouTube, Vimeo, Dropbox or Google Drive link
Use the upload box: ask "Show me the HappyScribe upload box" and drop your files in

Your assistant can also tell you when the transcript is ready and show it in the chat with an audio player.

Example prompt:

"Transcribe this interview in Spanish and save it in my Research folder."

For the full walkthrough, see Transcribe files from Claude or ChatGPT.

Export and share transcripts

Export transcripts as Word, PDF, subtitle (SRT, VTT), spreadsheet and other formats, and get a download link in the chat. Share them with teammates by email with view or edit rights, or turn on a public link.

Example prompts:

"Export my last interview as a Word document with speaker names"
"Share yesterday's planning meeting with sarah@company.com, view only"

For details, see Export, share and edit transcripts from Claude or ChatGPT

Fix several words or names in one go

Correct a misspelled name or term everywhere in a transcript with a single request.

Example prompt:

"In my last interview, replace 'Jon' with 'John' and 'Happy Scribe' with 'HappyScribe'."

For details, see Fix several words or names in one go

Create and edit glossaries

Create glossaries so names, brands and jargon are spelled right in every transcript, and apply them when you transcribe.

Example prompt:

"Look through my last 10 customer calls and create a glossary with the product and company names that come up."

For prompts and plan limits, see Create and edit glossaries

Set up meeting summary templates

Create summary templates, choose which one a meeting or series uses, and regenerate a summary with a different template.

Example prompts:

"Make a BANT template (Budget, Authority, Need, Timeline) for my discovery calls"
"Use my 1:1 template for all my future meetings"

For details, see Set up meeting summary templates

Explore people and companies mentioned

HappyScribe automatically builds a knowledge graph from your transcripts.

You can ask your AI assistant to explore:

People mentioned
Companies mentioned
Related conversations across files

Example prompt:

"What did John Smith talk about across all our calls?"

Manage meetings

Your AI assistant can retrieve meeting details such as:

Calendar events
Recording status
Troubleshooting information

Search HappyScribe help articles

Available tools

These are the tools your AI assistant can use once HappyScribe is connected. You don't need to name them: describe what you want, and your assistant picks the right tool. Some apps, like Claude, let you choose which tools need your approval before they run.

Find and read transcripts

list_transcriptions: List your transcripts, filtered by folder, date, person or company
search_transcriptions: Search for exact words or names across your transcripts
get_transcription: Read one transcript, its summary or its details
get_transcriptions: Read up to 5 transcripts at once
get_folder_hierarchy: Show your folder structure
verify_quotes: Check quotes against the transcript and return timestamps and links to the editor
list_read_files: Show which files you've read this month and how many reads you have left on your plan

Transcribe files

create_transcription: Transcribe an attached file or a public link, or make subtitles
show_upload_box: Show an upload box in the chat to send files from your device
get_upload_url: Used by Claude to send an attached file to HappyScribe
finalize_upload: Used by Claude to confirm an attached file was sent
get_transcription_status: Check whether a transcript is ready
unlock_transcription: Continue a file on hold by spending credits, with your agreement
retranscribe: Transcribe an existing file again, for example in another language
show_transcript: Show a transcript in the chat with an audio player

Edit transcripts

replace_text_in_transcript: Replace a word or phrase everywhere in a transcript
replace_text_batch: Make up to 50 replacements at once, saved as one version
rename_speakers: Rename speakers, for example Speaker 1 to Alice
reassign_speakers: Assign a part of the transcript to a different speaker
rename_transcription: Rename a transcript

Export and share

export_transcription: Export up to 20 transcripts as Word, PDF, subtitles, spreadsheets and more
get_export_status: Get the download link for an export that's still processing
share_transcription: Invite people by email or turn the public link on or off

Organize files

create_folder: Create a folder
rename_folder: Rename a folder
delete_folder: Delete an empty folder
move_transcriptions: Move up to 50 transcripts to another folder
delete_transcriptions: Move up to 50 transcripts to the trash, where you can restore them

Glossaries

list_glossaries: List your workspace's glossaries
get_glossary: Show a glossary and its terms
create_glossary: Create a glossary
update_glossary: Rename a glossary or add, edit and remove terms

Meetings and summary templates

list_calendar_events: List your upcoming and past meetings and whether they'll be recorded

get_meeting_diagnostics: Find out why a meeting was or wasn't recorded
list_summary_templates: List the summary templates you can use
get_summary_template: Show a summary template
create_summary_template: Create a summary template
update_summary_template: Edit a summary template you created
delete_summary_template: Delete a summary template
set_meeting_template: Choose the template for a meeting, a series or all your future meetings
regenerate_summary: Create the meeting summary again, optionally with a different template

Workspace and help

get_workspace: Show details of the connected workspace
search_helpdesk: Search the HappyScribe Help Center
get_helpdesk_article: Read a Help Center article
request_missing_capability: Send the HappyScribe team a short, general note about something you asked for that isn't possible yet

Example prompts you can try

Once connected, you can interact with your transcripts using prompts like:

"Show me my recent transcriptions"
"Search all my transcriptions for mentions of quarterly revenue"
"Summarize my last 3 meetings"
"Find all quotes where the customer mentioned pricing concerns"
"Transcribe this video: https://www.youtube.com/watch?v=vthirS86ovA"
"What did John Smith talk about across all our calls?"
"Show me all transcriptions from last week in the Sales folder"
"Find every meeting where we talked about customer experience and share them with sarah@company.com, view only"
"Make a template for my 1:1s: wins, blockers, feedback given, next steps"

Authentication and permissions

HappyScribe protects your data using secure authentication.

HappyScribe uses OAuth 2.0 to connect with AI assistants
You authorize access using your existing HappyScribe account
Transcripts are accessed only when you ask your AI assistant to retrieve them

Privacy and data

Your data remains protected when using AI assistants.

HappyScribe's Privacy Policy applies to all data accessed through AI assistants
Transcript data is only sent to the AI assistant when you request it
HappyScribe doesn’t store your conversations with your AI assistant. We only receive the requests your assistant sends to HappyScribe, like a search or an export, and keep usage data about them to run and improve the service.

For more details, see our Security documentation.

Troubleshooting

My AI assistant cannot access my transcripts

Make sure:

You completed the OAuth authorization flow
You are logged into the correct HappyScribe account
The MCP server URL is correct

https://www.happyscribe.com/mcp

The AI assistant says it cannot find any transcripts

Possible reasons:

Your account has no transcripts yet
The assistant does not have permission to access your data
The MCP connection needs to be reauthorized

Try reconnecting the MCP server and signing in again.

My AI assistant cannot transcribe a video URL

Make sure:

The URL is publicly accessible
The link is correctly formatted

Example:

https://www.youtube.com/watch?v=vthirS86ovA

My attached file or transcript isn't going through

In Claude, attachments need code execution turned on. If your file is on hold, your workspace may be out of minutes. See Transcribe files from Claude or ChatGPT for both fixes.

Pro tip

Try asking your AI assistant:

"Summarize the last 3 meetings in this series and highlight recurring action items."

This is a great way to quickly spot patterns, decisions, and repeated topics across meetings.