MCP recipes

Prep my day in Claude: meeting briefs, hot leads and decisions to make

A morning briefing in one prompt. The assistant lists today's meetings, writes a short brief for each from the lead's conversation, shows hot buying signals, and turns pending approvals into decisions. It reads only.

Published by Sellinger AI. Numbers and settings checked on 19 October 2026 against the fact register. Report an error.

What this recipe does

Four reads and one briefing. Each meeting brief covers who the person is, the context, a one line summary of the last exchange and two or three talking points from the history.

Connect the Sellinger connector first (claude.ai: Settings, Connectors, Add custom connector, paste https://app.sellinger.ai/api/v2/mcp). The steps are on the MCP page.

In claude.ai this is also available as the saved prompt prep_my_day, so you can start it from the prompt menu without typing.

The prompt

Paste into Claude or ChatGPT
Prep me for today.
1. Call list_meetings from today to tomorrow with status scheduled.
2. For each meeting, call get_lead_conversation and write a brief: who they are, context, the last exchange in one line, and 2 to 3 talking points.
3. Call get_hot_leads and present the buying signals as signals, not as CRM leads.
4. Call list_approvals with status pending and summarise each as a decision: channel, who it is for and what the draft says.
Present: Today's meetings, Needs attention, Decisions to make. Keep it scannable.

The exact tools it calls

Tools used by this recipe
`list_meetings`Today's meetings
`get_lead_conversation`Cross channel history for each meeting's lead
`get_hot_leads`High intent people from intent signals
`list_approvals`Pending drafts and actions
`search_leads`Finds the lead behind a signal, since a signal's person id is not a lead id

The connector has 43 tools in total.

What needs your approval

  • Nothing. The recipe reads and summarises.
  • Approving a pending message sends it at once, so use the approval triage recipe for that.

Sample output

No sample output is published for this recipe yet. It has not been run end to end in Claude or ChatGPT for this page, and we do not invent output. The tool names and what each returns are taken from the connector's tool descriptions in the product code (checked 19 October 2026). When a real run is captured it will be added here with its date.

Notes and limits

  • Hot leads are signals about people who may have no lead record. Search for them by name or email before acting.
  • Meeting data is as good as the connected calendar.

Common questions

Does it send anything?
No. It reads and summarises.
What are hot leads?
High intent people surfaced by intent signals. They are signals, not CRM leads.
Can it include my email calendar?
Only meetings recorded in Sellinger through a connected Cal.com or Calendly are listed.

Sources and method

Tool names, parameters and warnings are from frontend/src/lib/mcp/hosted-tools.ts and the saved prompts in hosted-prompts.ts (43 registered tools, checked 19 October 2026). The recipe has not been run for this page.

Related: approval queue triage, intent signals, all recipes, MCP connector.

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