Zernote

Reliability

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How to connect

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "zernote": {
      "type": "http",
      "url": "https://zernote.com/mcp"
    }
  }
}

17 tools

• get-skills

  Use for startup ideas, office hours, and “I installed this connector to work through an idea”. Inside: office-hours-zernote (challenge the idea), zernote-plan-research. Omit id for the catalog, then pass id for the full playbook. Not for listing interviews or projects. Works…

• projects_read

  Read existing research folders. Not for a new startup idea or office hours — call get-skills first. action=list returns projects for the authenticated user.

• projects_edit

  Create or rename projects. action=create needs name; action=rename needs id and name. Delete is not supported yet.

• guides_read

  Read the interview guide stored on a project. The guide has an intro, ordered blocks (title, minutes, questions, notes), total time, a notes template, and any markdown that did not parse. Returns an empty guide when the project has none.

• guides_create

  Create the first interview guide on a project. Use this to upload a new guide. Pass structured fields, not markdown: intro, blocks (title, minutes, notes, questions with text/note/key), and notes_template. Needs at least one block with a title. Fails if the project already has a…

• guides_edit

  Replace an existing interview guide from markdown. To create the first guide, call guides_create. Text before the first ## is the intro. ## Title (12) or ## Title (7–11) is a block; minutes are the last number in parentheses. Lines starting with - or 1. are questions; a leading…

• interviews_read

  Read interviews. Typical path: (1) action=list with summary_mode=brief (default) — returns the short # Summary. List items include need_approve_speakers (+ pending_speakers / hint): when true, show interviewer quote links then confirm via assign_speakers; one identity confirm…

• interviews_edit

  Rename, move, write summary/notes, retranscribe, assign/confirm speakers, or toggle voiceprint. action=rename needs id+title; move needs interview_ids (+ optional project_id); write_summary needs id+summary; write_notes needs id+notes; retranscribe needs id+language (charges…

• search

  Semantic search for evidence / counter-evidence after you have interview context (e.g. from list/summary). Optional interview_id scopes search to one interview and returns smaller text windows. Returns matching_chunks[{chunk_index, text, similarity, start_seconds?, url}]…

• cards_read

  List L2 coded claim-cards (claim + optional quote + chunk_index + lens + codes + start_seconds? + url). Filter by project_id, interview_id / interview_ids, codes (any match), or lens (workflow|gtm|privacy|other). CITATION REQUIRED: actively cite each card.quote to the user as…

• insights_read

  Read the project Insights graph in pages or by node. action=list returns a compact folder-wide outline (groups + interviews) plus a page of insight bodies. Filter with interview_id, group_id (DB UUID, not UI group-0), group_name, insight_ids, or ungrouped_only. action=get_node…

• jtbd_read

  Read JTBD job graph segments and trees. action=list_segments needs folder_id/project_id. action=get_tree needs segment_id or interview_id. CITATION REQUIRED: cite job quotes as ["text"](interview_url).

• jtbd_edit

  Edit JTBD graph: extract_interview, move_interview, create_segment, fill_in job, update_job, delete_job.

• upload_interview

  Opens the in-Claude MCP Apps widget "Upload To Zernote" so the user can drop a file into Inbox in this chat (audio/video max 2GB; text .txt/.md or PDF max 50MB). Use when the user wants to upload/add an interview or get started on an empty account — this is the usual ingest path…

• mcp_prepare_upload

  App-only: create an Inbox interview and return a presigned R2 upload URL (or multipart upload_id for large files). Pass interview_id (+ upload_id for multipart) to resume without a new card.

• mcp_sign_upload_parts

  App-only: return presigned R2 URLs for one or more multipart upload parts (resume-safe).

• mcp_confirm_upload

  App-only: confirm a completed R2 upload (single PUT or multipart) for an Inbox interview. Audio/video is enqueued for transcription (STT + diarization). Text (.txt/.md) and PDF are stored and marked ready immediately — no transcription.

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