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Decisions Connector for Claude

Connect Decisions to Claude and ask about your meetings — agendas, recaps, decisions, and tasks from Microsoft 365. Setup steps and examples inside.

The Decisions™ connector for Claude lets you ask Claude about your Microsoft 365 meetings — and get real answers from your agendas, recaps, decisions, action items, and meeting files. Connect it once from the Claude connector directory, sign in with your Microsoft 365 work account, and Claude becomes meeting-aware.

This guide covers what the connector does, how to set it up, example prompts to try, and the security details IT admins need when approving it.

What is the Decisions connector for Claude?

The Decisions connector is a remote MCP (Model Context Protocol) server built and operated by Decisions. It gives Claude secure, permission-aware access to the meeting content your team already manages with Decisions on Microsoft 365 and Teams. It works on your behalf, with the access you already have.

Calendar tools only know when meetings happen. Decisions knows what happened in them. Once connected, Claude can:

  • Find your meetings — search upcoming and past events across your Microsoft 365 calendar in your own words; you don’t need the exact meeting title
  • Read agendas and recaps — published agendas, AI Recap summaries, takeaways, and AI Minutes
  • Report decisions and tasks — formally logged decisions from your team's decision log, plus action items with owners, due dates, and status
  • Locate meeting files — decks, notes, and recordings across SharePoint, OneDrive, and Teams
  • Manage agendas — add or update agenda items on meetings you organize, or suggest items for the organizer to approve

What you can ask Claude once connected

Here are prompts that show the connector at work. Type them naturally — Claude picks the right Decisions tools automatically, and meeting search understands your own words: approximate names, topics, or “the budget meeting a few weeks back” all find the right meeting.

Ask what was decided:

  • "What did we decide in yesterday's leadership sync?"
  • "List the decisions we've logged in the steering committee this year."
  • "Which action items are still open from our product syncs?"

Get recaps and prepare:

  • "Recap last week's leadership meetings and pull out the action items assigned to me."
  • "What's on the agenda for tomorrow's board meeting? Draft my talking points."

Find meeting files:

  • "Show me the deck from last week's all-hands."
  • "Any recordings of the activation meeting?"

Shape the agenda:

  • "Add 'Q3 hiring plan' to Monday's management meeting agenda."
  • "Suggest an agenda item about data privacy for the next steering meeting."

How to connect Decisions to Claude

Connecting takes about a minute:

  1. In Claude, open Settings → Connectors (on Claude Team or Enterprise plans, your admin may need to enable the connector for your organization first).
  2. Find Decisions in the connector directory and select Connect.
  3. An OAuth sign-in window opens immediately. Sign in with your Microsoft 365 work account — the same account you use for Teams and Outlook.
  4. Approve the requested permissions. That's it — start a new conversation and ask Claude about your meetings.

To disconnect at any time, return to Settings → Connectors and select Disconnect on the Decisions connector.

Available tools

When connected, Claude has access to seven tools and chooses the right ones automatically based on what you ask.

Read-only tools:

  • Search meetings — finds upcoming and past meetings on your Microsoft 365 calendar by topic, attendees, or date. The search is smart about phrasing — you don’t need the exact title; “the steering committee a few weeks back” or a rough topic is enough.
  • Get meeting details — returns the published agenda and any recap or minutes for a meeting: agenda items with presenters and timings, the recap summary, takeaways, decisions, action items, and links to open them in Decisions.
  • Get decisions and tasks — returns the formally captured decisions and action items for a meeting, plus the team's broader decision log and open-task list.
  • Get meeting files — searches SharePoint, OneDrive, and Teams for files, decks, notes, and recordings related to a meeting topic.

Write tools (Claude always confirms with you before using these):

  • Add agenda item — adds an item directly to a meeting's agenda. Requires you to be the meeting's organizer or an agenda admin.
  • Suggest agenda item — files a suggestion for the organizer to review and approve. Available to any attendee.
  • Update agenda item — edits an existing agenda item (title, duration, presenters). Requires organizer or admin rights.

Requirements

  • A Decisions account on your Microsoft 365 tenant. Decisions is free to get started — try Decisions in Microsoft Teams.
  • Claude on any plan — connectors from the Claude directory are available to all users on Claude web, Desktop, and Mobile (mobile installs are currently in beta). On Team and Enterprise plans, an Owner must first enable connectors for the organization.
  • Meeting content comes from meetings your team manages with Decisions — agendas, AI Recap, AI Minutes, the decision log, and tasks. See Setting up Decisions AI.

Connecting Claude itself requires no extra Microsoft consent — it uses the Decisions integration your tenant already runs. [VERIFY with engineering before publish] If Decisions is new to your organization, your Microsoft 365 admin can grant tenant-wide consent at app.boarddecisions.com/web/#/admin-consent — this unlocks the full experience for everyone in the organization.

Security and data handling — what IT admins should know

The Decisions connector follows the same security model as Decisions itself: your meeting data stays in your organization's Microsoft 365 tenant. Agendas live in OneDrive and SharePoint, decisions in SharePoint lists, and tasks in Microsoft Planner.

  • Delegated permissions only. The connector acts with the signed-in user's own Microsoft 365 identity. Users can never see or edit anything through Claude that they couldn't already access in Microsoft 365. See Decisions + Microsoft Graph permissions explained.
  • Scoped write access. Write operations are limited to agenda items. Adding or editing items requires meeting organizer or admin rights; other attendees can only file suggestions that the organizer reviews and approves.
  • OAuth 2.0 sign-in. Authentication uses standard OAuth; no passwords or API keys are shared with Claude or Anthropic.
  • No content generation, no ads. The connector reads and writes meeting data — nothing else.

For a deeper technical view, see our Architecture and security overview. Certifications, subprocessors, and compliance documentation live in the Decisions Trust Center, and our privacy policy covers data collection, retention, and deletion.

Known limitations

  • Decisions content only. Meetings without a published Decisions agenda, recap, or minutes return calendar details but no meeting content.
  • Word-format minutes open as links. Claude reads OneNote and PDF minutes inline; minutes stored as Word documents open in Decisions via a link instead.
  • Batch size. Claude reads up to 10 meetings per request when summarizing a series — it splits larger sets automatically.
  • Channel meetings. Agendas can't be auto-created for Teams channel meetings from Claude; create them in Decisions first.

FAQ

Do I need a paid Decisions plan to use the Claude connector?

No — Decisions has a free entry plan, and the connector works with the meeting content your plan includes. Premium features like AI Minutes follow your Decisions license.

Can Claude see meetings I don't have access to?

No. The connector uses your own Microsoft 365 sign-in, so Claude can only access meetings, files, and content you already have permission to see.

Can Claude change my meeting agendas without asking?

Claude confirms before it writes, and Decisions enforces permissions on top: direct agenda edits require you to be the meeting's organizer or an admin. If you're an attendee, Claude files a suggestion the organizer approves.

I get an "admin approval required" message when connecting. What do I do?

Your organization restricts which apps users can consent to. Ask your Microsoft 365 admin to grant consent for Decisions at app.boarddecisions.com/web/#/admin-consent, then connect again.

How do I revoke access?

In Claude, go to Settings → Connectors and select Disconnect on the Decisions connector — this invalidates Claude's access immediately. Microsoft 365 admins can additionally revoke the Decisions application from Microsoft Entra ID.

Which Claude plans support the Decisions connector?

All of them — connectors from the Claude directory are available to every Claude user, including the free plan, on web, Desktop, and Mobile (mobile installs are currently in beta). On Team and Enterprise plans, an Owner must first enable connectors for the organization; each person then connects and signs in individually.

Is my meeting data used to train AI models?

Your meeting content stays in your Microsoft 365 tenant and is processed only to answer your requests. See the Decisions Trust Center and Anthropic's privacy documentation for how each party handles data.