MCP For Claude Marketplace
Records Review Meeting Planner

Records Review Meeting Planner MCP Connector for Claude

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Transforms household administrative data into structured meeting agendas and action plans.

4 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

This MCP server automates household governance by converting administrative data into actionable meeting plans. It applies strict rules like the Fixed Agenda Rule and Evidence-Closure to ensure all record changes and expirations are addressed. Use generate_meeting_agenda to build your schedule, verify_category_ownership to confirm authorized reviewers, create_action_plan to assign tasks, and calculate_next_review to schedule your next session.

agendaplanninghouseholdgovernanceautomation

4 tools expose this connector's capabilities to your AI agent.

calculate_next_review

If the expiringItemCount is greater than 3, the interval is reduced to 3 months. Determines when the household should meet again

create_action_plan

Assignments can only be made to names provided in the participants list. Generates the list of tasks and assignments required to close out pending issues

generate_meeting_agenda

The agenda must include specific line items for every provided "recent change" and "expiring item". Creates the structured schedule for the meeting based on the provided household context

verify_category_ownership

Validates that the people present are authorized to review the requested categories

See how to talk to your AI agent using Records Review Meeting Planner.

Generate a meeting agenda for Alice and Bob on 2024-05-01 for Medical and Financial records, noting a new insurance policy and an expiring passport.

Meeting Agenda for 2024-05-01: 1. Participant Confirmation: Alice, Bob 2. Category Review: - Medical: Review new insurance policy - Financial: Review expiring passport 3. Security Audit 4. Action Assignment

Who is authorized to review the Medical category if Alice and Bob are present and Alice is the owner?

Alice is authorized to review the Medical category.

When should the next meeting be if there are 4 expiring items today, 2024-01-01?

The next meeting is scheduled for 2024-04-01.

The `generate_meeting_agenda` tool follows a fixed sequence: Participant Confirmation, Category Review, Security Audit, and Action Assignment.

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