Integration · Productivity

Connect Claude & ChatGPT to Sally

Ask your AI what was decided in a meeting, what was said about a topic, or which tasks came out of last week's calls. It can list and search meetings, recordings and summaries, read full transcripts and find tasks. It can also create, update and complete tasks, sort recordings into folders and tags, and send an audio or video file for transcription.

Connect Sally free

Free plan, no credit card. Takes about a minute.

Try asking

“What did we agree in yesterday's meeting with Acme?”
The AI searches your meetings, finds the recording and reads its AI summary.
“Where was the budget discussed in Monday's call?”
It reads the full transcript of the recording and points to the relevant part.
“Which open tasks do I have from meetings?”
It searches tasks by status and responsible user and lists them with due dates.

What your AI can do

Recordings and transcripts

List recordings, folders and tags, read full transcripts, and create a recording for transcription from a public file link.

Summaries and meetings

Read and search AI meeting summaries, list and search meetings, and see the meeting templates used for summaries.

Tasks

Search, create, update and complete tasks, assign them to users, and delete a task if you allow it.

“Create a task for Jonas: send the offer to Acme by Friday.”
It finds Jonas's user ID and creates the task with a subject, due date and responsible user.
“Transcribe the interview file at this public link.”
It creates a recording from the file URL, with a name, language and number of speakers if you give them.
“Put all recordings from the sales demo into the Sales folder.”
It finds the folder and adds each recording to it.

24 tools for Sally

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_recording_to_folderChanges dataAdd a recording to a folder by `folder_id` and `recording_id`.
create_recording_from_urlChanges dataCreate a recording for transcription from a publicly reachable audio/video file `url`, with optional `name`, `language_code` and `speaker_count`.
create_taskChanges dataCreate a task with `subject`, optional `description`, `due_date` and `responsible_user_id`.
delete_taskDeletesPermanently delete a task by `task_id`. This cannot be undone.
get_current_userGet the signed-in Sally user's profile.
get_recordingGet one recording by `recording_id`, with its title, date, participants and status.
get_recording_summariesGet the AI summaries of a recording by `recording_id`; set `include_details` for the full content.
get_recording_transcriptGet the full transcript of a recording by `recording_id`.
get_summaryGet one meeting summary by `recording_summary_id`.
get_taskGet one task by `task_id`.
list_appointmentsList meetings (appointments) with optional `from`/`to` dates, `subject` or `attendee` filters.
list_folder_recordingsList the recordings in a folder by `folder_id`; set `include_subfolders` to include nested folders.
list_foldersList recording folders, with optional `search` and parent folder filter.
list_meeting_templatesList the meeting templates used to structure summaries.
list_recordingsList meeting recordings, newest first, with optional `created_after`/`created_before` dates and paging.
list_tagsList the tags available for recordings and meetings.
list_teamsList the teams in the company account.
list_usersList users in the company account, with optional `search`. Use it to find a user ID for task assignment.
search_appointmentsChanges dataSearch meetings by text `search` and optional `from`/`to` dates.
search_summariesChanges dataSearch meeting summaries by text `search`, with page and page size.
search_tasksChanges dataSearch tasks from meetings by text `search`, `status` or `responsible` user.
set_recording_tagsVisible to othersSet the tags on a recording by `recording_id` and `tag_ids`; this replaces its current tags.
set_task_doneChanges dataMark a task done or not done by `task_id` and `is_done`.
update_taskChanges dataUpdate a task's subject, description, due date or responsible user by `task_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Sally from the app list.
2
Paste your key
Paste a Sally personal access token and your directory ID (company account). In Sally go to Settings > Integrations > Personal Access Token and create a token. It starts with sally_user_api_. The directory ID is your company account ID, which Sally returns from its My directory memberships call.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Sally?

The AI can list and search meetings, recordings, summaries, folders, tags, teams, users, meeting templates and tasks, and read full transcripts. It can create, update, complete and delete tasks, add recordings to folders, set tags on recordings and create a recording from a public file link.

Does the AI see my Sally token?

No. Your Sally token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with reading transcripts and summaries only. Deleting a task is permanent and setting tags replaces a recording's current tags, and both can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Sally account.

What is the directory ID?

It is the ID of your company account in Sally, which Sally calls a directory. Sally uses it to know which company account a call is about. Sally's API returns it from the My directory memberships call.