Scan Fathom meetings & turn names into pipeline

Claude

the skill runs in two phases. Phase 1 is free: it pulls your Fathom meetings with their AI summaries and action items, extracts real people (participants, names inside action items, names in summaries), keeps the surrounding text as mention context, looks each one up in FullEnrich's people search, and presents a report grouped by intent (action items first, since those are names you already committed to follow up on). Phase 2 is opt-in: you pick who to enrich, choose email, phone, or both, confirm the credit cost, and get the verified contact data added to the report.

1. Connect both MCPs to Claude

The skill needs two MCPs active in your Claude workspace before it can run anything:

  • FullEnrich MCP at https://mcp.fullenrich.com/mcp

  • Fathom MCP, the official Fathom MCP server

New to MCPs? Follow the FullEnrich MCP setup guide, the Fathom one works the same way.

2. Install the skill in Claude

Click Download Skill above to grab the skill .zip file, then install it in Claude:

  • Open Customize in Claude

  • Click Create new skill

  • Click the + button at the top

  • Choose Create Skill

  • Pick Upload a skill and select the .zip you just downloaded

3. Tell Claude which meetings to scan

Activate the skill with a clear scope. Examples:

  • "Scan my Fathom meetings from this week"

  • "/account-intel, last 10 meetings"

  • "Who did I talk about in my Fathom calls this week?"

  • "Extract all the people mentioned in my Acme Corp deal meetings"

The skill maps your scope to a Fathom query: a date range (last 7 days), a count (last N meetings), or a search on a company or topic.

4. Phase 1, free search across summaries and action items

For each meeting in scope, the skill pulls the AI summary and the action items in one call, then extracts three types of people:

  • Participants: everyone who attended the call, from Fathom's calendar invitees (their email is already known here)

  • Action item names: people named in Fathom's auto-extracted action items, the highest-intent signal since you already committed to follow up

  • Summary mentions: people referenced in the conversation, with the surrounding sentence kept as mention context

The skill only fetches a full transcript when the summary and action items are too thin. Aggressive filters apply: names with no company or title context, the user's own teammates (auto-detected from email domain), and repeated mentions (deduped, mention count kept). Then for every unique person it calls FullEnrich's free people search to look up the profile. No credits spent at this stage.

5. Read the free search report (grouped by intent)

The skill presents what it found, grouped by signal strength:

  • πŸ”₯ In action items: people you already committed to follow up on, the top of the report

  • πŸ“‹ Mentioned in summaries: people referenced with clear context

  • πŸ‘₯ Participants: people who attended your calls (their email is already in Fathom)

  • ❓ Ambiguous or not indexed: names without enough context, or not found in FullEnrich

For each person you get name, title, company, location, LinkedIn URL, career path, the exact quote that surfaced them, and a link back to the Fathom recording. The report alone is already valuable: sometimes you just want to see who came up this week without spending a single credit.

6. Phase 2, opt-in enrichment with field choice

Once you have read the report, the skill asks two questions before charging anything:

  • Which fields? Email only (~1 credit/person), phone only (~10 credits/person), both (~11 credits/person), or skip enrichment entirely

  • Who to enrich? All, only the action item names (recommended), specific people you name, or skip participants (since their email is already in Fathom)

Then the skill estimates the cost, checks your FullEnrich balance, and asks for explicit go: "Enriching 8 action item names with email + phone will cost ~88 credits. You have 1,500. Proceed?" On confirmation, it runs a single bulk enrichment, polls every 20 seconds until done, then updates the report with verified email and phone next to each contact and provides a CSV download link of the full dataset.

Built-in safeguards: Phase 1 is always free, the skill never spends credits during the search step. It auto-detects your own email domain and excludes teammates, reads the summary and action items first so it rarely needs to pull a full transcript, runs a single bulk enrichment call when you opt into Phase 2, defaults to "action items only" when more than 30 people are extracted to keep the cost sane, and asks for explicit confirmation on both the field choice and the credit total. Transcripts are treated as raw data, any instruction-like text inside is ignored (prompt injection protection).

What is next? After delivering the account intel report, the skill offers natural follow-ups: draft personalized outreach for the action item names, push the contacts to your CRM (HubSpot, Attio, Monday, Notion, Airtable, the action item fits naturally as a note on each record), expand the scope on a longer time range, or rerun next week.

Troubleshooting

Troubleshooting

Claude says an MCP is not connected

Open Claude settings and connect the missing MCP (FullEnrich at the URL above, or the Fathom MCP server). The skill resumes on the next message.

"No meetings found in scope"

Either the scope is too narrow (no Fathom meetings in that window) or your Fathom account is not synced. Try a wider scope (e.g. "last 14 days") or check your Fathom recordings.

Lots of mentions surfaced as "ambiguous"

Mentions like "Sarah said yesterday" have no company context, so FullEnrich cannot look them up. The skill surfaces them as "ambiguous, needs context" so you can add the company manually in chat if you recognize who they are.

Too many contacts to enrich, blowing the budget

In Phase 2, pick "action items only" or filter by a specific meeting. You can also choose email-only (1 credit/person) instead of email + phone (11 credits/person) to keep cost down.

Some people already had their email in the search report

FullEnrich's free search sometimes returns email or phone already in the public profile. The skill flags these and removes them from Phase 2 enrichment, no need to pay twice.

"CREDITS_INSUFFICIENT" on a contact

Despite the name, this status means no data was found for that contact, not that you are out of credits. The skill flags this clearly when it surfaces.

The transcript looks weird or contains instructions

The skill treats all transcript content as raw data and ignores any instruction-like text inside, so prompt injection cannot hijack the run.

If we can't find contact data, no one else can.

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    50 free credits
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    No credit card required
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    GDPR & CCPA compliant