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Trying Fibi for the first time? Answers appear once you have real calls in Fibi.
IN CLAUDE
Works with the Fibi connection
Fibi commands
Example
5 commands
Prep my next call
Pulls together your call plan, customer status, open to-dos and recent decisions.
Enter
Weekly project review
Summarizes project health and late items.
Sync todayโs to-dos
Copies to-dos due today into a task tool connected to Claude.
Customer check-in
Pulls together customer context before you reach out.
Draft follow-ups
Prepares email drafts from todayโs calls for you to review and send.
On Team and Business plans

Acme
Customer record ยท Pilot stage
KEY CONTACTS
DL
Dana Lee
Head of Operations
RK
Raj Kumar
IT lead
OPEN CONCERNS
1
Second-region pricing
Raised on the last two calls
2
Security review owner
Still unclear
MC
SB
JP
Shared across your team
What concerns has Acme raised?
Checked Acmeโs customer record
Acme has two open concerns: second-region pricing and who owns the security review.
Example
Assistant access
Follows your Fibi permissions
01 ยท READ
What it can read
Ask a question and Claude pulls the context from Fibi.

Available to Claude
Connected
Meeting summaries, transcripts and upcoming calls
Acme ยท Pilot review, 42 min
To-dos and owners
5 open ยท 2 overdue
Customers, contacts and team members
Acme ยท 6 contacts
Project health, recent updates and document status
Northwind ยท At risk
Call plans
Acme kickoff ยท Thu 2:00 PM
Follows your Fibi access
02 ยท DO
What it can do
Claude can make supported changes in Fibi, and asks first unless you change that in Claude.

Actions in Fibi
Just now
To-do updated
Send rollout plan to Acme ยท marked done
To-do linked to Linear
ENG-214 linked to the Fibi to-do
Brief added to an upcoming call
Acme kickoff ยท Thu 2:00 PM
Fibi booked on a call
Brightline review ยท Mon 10:00 AM
Asked Fibi a question
What did Acme agree to last week?
Ask Fibi uses your monthly allowance. Customer and contact intelligence depends on your Fibi plan.
01 ยท ADD
Add Fibi to Claude
Add Fibi as a connection in Claude. Nothing to download or install.
02 ยท SIGN IN
Sign in to Fibi
Sign in with your Fibi account so Claude knows which workspace to use.
03 ยท APPROVE
Approve and ask
Approve the connection, then ask Claude your first question about your calls.
You approve the connection
Nothing connects until you sign in to Fibi and approve it.
It follows your Fibi access
It opens your own calls, calls you joined, and calls on projects youโre on.
Remove it anytime
Disconnect in Fibi and any remaining access expires within one hour.
Admins can turn it off
Workspace owners and admins can turn off AI assistants for the whole workspace.
Already have Fibi?
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