> ## Documentation Index
> Fetch the complete documentation index at: https://www.caretta.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect to the Caretta MCP

> Give AI tools secure, scoped access to your Caretta calls, transcripts, and todos.

The Caretta Model Context Protocol (MCP) server lets compatible AI tools work with the Caretta data that you can access. You sign in with your Caretta account and choose exactly which permissions to grant.

<Info>
  **MCP endpoint:** `https://gateway.caretta.app/mcp`
</Info>

You do not need to create an API key. Caretta uses browser-based OAuth and asks you to authorise the client before sharing any data.

## What you can do

<Columns cols={2}>
  <Card title="Find calls" icon="search">
    List your own calls or every call you can access, then search transcripts and summaries.
  </Card>

  <Card title="Inspect a call" icon="phone">
    Retrieve a call, its transcript, and its related todos.
  </Card>

  <Card title="Manage todos" icon="list-checks">
    List, create, complete, or update todos associated with accessible calls.
  </Card>

  <Card title="Keep control" icon="shield-check">
    Select scopes during authorisation and unauthorise a client at any time.
  </Card>
</Columns>

## Connect a client

<Tabs>
  <Tab title="Any MCP client">
    <Steps>
      <Step title="Add a remote MCP server">
        In your client's MCP or connector settings, add this URL:

        ```text theme={"system"}
        https://gateway.caretta.app/mcp
        ```
      </Step>

      <Step title="Sign in to Caretta">
        Start the connection. Your browser opens Caretta's sign-in and consent flow.
      </Step>

      <Step title="Choose permissions">
        Review the client name and select only the Caretta scopes it needs, then select **Authorise**.
      </Step>

      <Step title="Try the connection">
        Ask the client: "List my five most recent Caretta calls."
      </Step>
    </Steps>
  </Tab>

  <Tab title="Codex">
    Add the following to `~/.codex/config.toml`:

    ```toml theme={"system"}
    [mcp_servers.caretta]
    url = "https://gateway.caretta.app/mcp"
    ```

    Restart Codex if needed, then complete the Caretta sign-in and consent flow when prompted.
  </Tab>

  <Tab title="Claude Code">
    Run:

    ```bash theme={"system"}
    claude mcp add --transport http caretta https://gateway.caretta.app/mcp
    ```

    In Claude Code, run `/mcp` and complete the Caretta sign-in and consent flow.
  </Tab>
</Tabs>

<Note>
  Your MCP client must support remote HTTP servers and OAuth. Menu names differ between clients, but the endpoint and authorisation flow are the same.
</Note>

## Choose scopes

| Scope         | Allows the client to                                             |
| ------------- | ---------------------------------------------------------------- |
| `calls:read`  | View call metadata, summaries, and transcripts you can access.   |
| `todos:read`  | View todos created from your calls.                              |
| `todos:write` | Add new todos and modify existing todos on calls you can access. |

Grant `calls:read` for call and transcript questions. Add `todos:read` to retrieve todos, and add `todos:write` only if you want the client to create or change them.

## Available tools

| Tool                         | Purpose                                                                 | Required scope                       |
| ---------------------------- | ----------------------------------------------------------------------- | ------------------------------------ |
| `caretta_list_calls`         | List recent calls you own, attended, or that were shared with you.      | `calls:read`                         |
| `caretta_list_my_calls`      | List only calls you own, with cursor pagination.                        | `calls:read`                         |
| `caretta_search_transcripts` | Search accessible transcripts and summaries.                            | `calls:read`                         |
| `caretta_get_call`           | Retrieve one accessible call, optionally with its transcript and todos. | `calls:read`; `todos:read` for todos |
| `caretta_list_todos`         | List visible todos, optionally filtered by call or completion state.    | `todos:read`                         |
| `caretta_create_todo`        | Create a todo on an accessible call.                                    | `todos:write`                        |
| `caretta_update_todo`        | Update a todo's text, owner, due date, or completion state.             | `todos:write`                        |

## Example prompts

* "Find my calls with Acme from the last month."
* "Search my Caretta transcripts for pricing objections."
* "Summarise the decisions and next steps from my latest call."
* "Show my open Caretta todos."
* "Create a todo on this call for me to send the proposal tomorrow."

## Review or revoke access

In Caretta, open **Settings** and find **Caretta MCP**. The panel shows every authorised client and its scopes.

* Select **Unauthorise** to revoke a client.
* Reconnect the client if you need to select a different set of scopes.
* Revoking one client does not affect other authorised MCP clients.

## Troubleshooting

<AccordionGroup>
  <Accordion title="The client does not open Caretta sign-in">
    Confirm that you added the exact HTTPS endpoint and that your client supports remote HTTP MCP servers with OAuth. Remove the server entry, add it again, and restart the client if it caches MCP configuration.
  </Accordion>

  <Accordion title="A tool says a scope is missing">
    Open **Settings → Caretta MCP**, unauthorise that client, then reconnect it and select the required scope. Existing authorisations cannot silently expand their own permissions.
  </Accordion>

  <Accordion title="The client cannot see a call">
    The MCP server follows your Caretta access. It can return calls you own, attended, or that were shared with you; it cannot bypass Caretta permissions.
  </Accordion>

  <Accordion title="I no longer trust a connected client">
    Select **Unauthorise** in **Settings → Caretta MCP**. The client will need a new Caretta authorisation before it can access your data again.
  </Accordion>
</AccordionGroup>
