Watch: How to Use Valuecase MCP & AI Connectors – Full Webinar Recording

We hosted a live webinar on June 9 to walk through everything we shipped with MCP and AI Connectors – from first setup to real workflows you can run today.

If you missed it, here's the full recording plus a breakdown of what we covered.

What's in the webinar

Valuecase MCP – use Claude or ChatGPT to create and manage Spaces

We start with the Valuecase MCP server – how to connect it to Claude, ChatGPT, or any MCP-compatible AI tool. Then we go through real examples:

• Creating a fully tailored digital sales room from Claude using a meeting transcript. Claude pulls context from Google Drive, fills out the Space properties, and the content auto-adjusts to the use case. The whole thing takes under a minute.
• Building a daily customer onboarding progress report with scheduled tasks – one prompt, one schedule, daily briefing on autopilot.
• Using Claude skills to automate recurring workflows like onboarding check-ins and follow-up emails.
• Scheduling automated Space creation for new closed-won deals from your CRM.

AI Agent Connectors – your Valuecase AI agent now works across your tools

Then we cover the built-in connectors that let the Valuecase AI agent work across the tools your team already uses:

• Gmail, Google Calendar, Google Drive, and HubSpot – connected out of the box.
• Updating HubSpot deal stages from inside a customer workspace.
• Pulling meeting transcripts from Google Drive to tailor onboarding plans.
• Scheduling follow-up meetings and calendar reminders from Space context.
• Adding custom MCP servers to extend the agent to any tool – your meeting recorder, project management platform, or anything else with an MCP server.

Also covered: how to use Space properties and placeholders for AI-powered content tailoring, how to build and share Claude skills for your team, and how to give feedback on AI responses.

Key moments from the live session

Scheduled AI workflows. Most people didn't know you can schedule Claude to run Valuecase workflows every morning. One prompt, one schedule – daily onboarding briefing without lifting a finger.

Sales room from Claude in under a minute. This was the demo that got the biggest reaction. Claude pulls context from a meeting transcript in Google Drive, fills out the Space properties, and builds a client-ready sales room. You don't even have to open Valuecase.

Custom MCP support. You're not limited to the built-in connectors. Plug in your meeting recorder, your project tool, your CRM – whatever has an MCP server, the Valuecase AI agent can use it.

Try it yourself

• Connect the MCP: valuecase.com/mcp
• Browse AI use cases and prompts: valuecase.com/ai-use-cases
• Try Valuecase free: valuecase.com/try-for-free