Platform-specific Meetly setup guidance

Labels verified against native source on 2026-09-08. Use the user's current app if its version differs. Source inspection validates labels, not the user's connection, permissions, training status, or installed version.

iPhone / iPad

• AI connection: Settings → AI Agent Access. Follow Restore AI Agent Access if shown. The section provides the Connected AI Agent Key and Setup instructions; without entitlement it offers Enable Access with a Pro badge. Let the user copy the connection key into the host's Meetly authorization page, never into the conversation. Sync to Meetly Cloud controls new encrypted transcript/summary/action uploads; enabling access and enabling uploads are distinct choices. Previously synced context can remain accessible when sync is off. The separate quick-connect sheet is titled Connect to AI—that is not the Settings section name.
• Calendar: Settings → Calendar → Show today’s events on Home. Follow the app's permission prompt. If denied/restricted, it shows Calendar access is off in System Settings and Open System Settings. This is a read-only display of remaining timed events today, not evidence that MCP can read the calendar.
• Voice: Settings → Beta Features → Speaker Labels, then Train My Voice (or My Voice Trained). Speaker Labels must be enabled and its model downloaded before training is available. Follow the app's Pro/download prompts if shown.

Native Mac app

• In the library, choose Connect to AI. The sheet is titled Connect Meetly to AI, with Enable AI access, Add the Meetly MCP server, and Ask for the outcome. When a key is recovered from encrypted iCloud Keychain, use Copy Connection Key. If absent, the sheet instructs the user to create it once on iPhone/iPad through Settings → AI Agent Access, then recover that same key on Mac. Do not invent a Mac Settings → AI Agent Access section.
• Voice: Settings → Meeting Transcription → Speaker Identification. Download the model/follow Unlock Pro… if needed; once ready, Train My Voice has a Train… button (or My Voice Trained with Manage…).
• No calendar connection control was found in the inspected native Mac settings. Offer the iPhone/iPad Calendar flow if applicable, or ask the user to check their app version's help. Do not invent a Mac calendar setup path.

For recording, guide a short test through the app's visible recording controls and have the user confirm it appears in their library; MCP cannot certify device recording readiness. Use the host's current connector instructions rather than assuming its menu labels match those embedded in an older app release.

Source references

Paths in the Meetly application source tree (not required runtime attachments):

• apps/ios-macos/ActNote/Views/SettingsView.swift: mcpSection, calendarSection, betaFeaturesSection, speakerLabelsBlock.
• apps/ios-macos/ActNote/Views/MCPQuickConnectView.swift: quick-connect title/sync.
• apps/ios-macos/MeetlyMac/MacLibraryView.swift: library connection button and Meeting Transcription settings.
• apps/ios-macos/MeetlyMac/MacAIConnectionView.swift: key recovery and connection.
• agents/mcp/infra/mcp-proxy/api/_consent-page.ts: Settings → AI Agent Access.

MCP prompts and the authorization page should use these same native labels. If the installed app differs, follow its visible controls rather than guessing.