Create a template
Call create_form with a name and a list of field labels. Add matching phrases to describe what belongs in each field.
Platform / Atomiq MCP
Create meeting forms through MCP.
Give your advisory team templates it can create from the desk or through MCP. Connect a tool to the local endpoint to define forms, apply transcripts and retrieve answers with their sources.
create_form · arguments
{
"name": "Client intake",
"fields": [{ "label": "Client priority",
"hint": "priority, goal" }]
}
Meeting deskClient intake
Ready to apply to a transcript
Find a form
Use list_forms to discover the same templates that advisors see in the meeting desk.
Fill the fields
Call apply_transcript with the template ID and transcript. Review the returned answers and their source passages.
Local MCP connection
Connect your MCP client.
Start Atomiq with node tools/serve.mjs. In your MCP client, add a Streamable HTTP server at the address below. Templates you create appear in the meeting desk’s Forms tab.
http://127.0.0.1:5203/mcpOpen meeting forms - create_form
- Give the template a name and a list of fields. Each field takes a label and optional matching phrases.
- list_forms
- List available templates and their IDs.
- apply_transcript
- Provide a form ID and transcript to get draft answers with their source passages.
Template design · Illustrative team brief
Define a form once, then use it in the desk.
An operations colleague wants each retirement review to capture a document request and its evidence. An MCP client can create that template on the local server. Advisors can then select it in the Forms tab.
“Give us a field for the document the client agreed to send. We want the passage beside the answer.”
From tool call to reviewed field
The same local template ID carries the field definition into extraction.
Try a form in the meeting desk- Create
- Call create_form with a name, a Requested document field and the matching phrase “pension statement”.
- Discover
- Use list_forms to read back the template and find its ID.
- Apply
- Pass the ID and the Morgan transcript to apply_transcript. The answer includes Jordan’s statement at 00:41.