Integration · Productivity

Connect Claude & ChatGPT to Circleback

Ask your AI what was decided in a meeting, what a customer said last week, or which action items are still open, and get the answer from Circleback. It can search notes and transcripts, read a full transcript, and look up the people and companies you have met with. It can also add meetings, create and update action items and tag meetings.

Connect Circleback free

Free plan, no credit card. Takes about a minute.

Try asking

“What did we agree with Acme about pricing?”
The AI searches meeting notes and transcripts for the topic and sums up what was said, with the meetings it came from.
“Which of my action items are still open?”
It lists action items assigned to you that are still pending.
“Mark 'Send contract to Nordic Foods' as done.”
It finds the action item and sets its status to done.

What your AI can do

Meetings and transcripts

List and search meetings, read notes, attendees and full transcripts, and add or update meeting records.

Action items

List action items by status and assignee, create new ones, reassign them or mark them done.

People, companies and tags

Look up the people and companies you have met with, list tags and calendar events, and tag meetings.

“Who have we met from acme.com?”
It looks up the company by domain and lists the people and meetings linked to it.
“Get me the full transcript of yesterday's sales call.”
It finds the meeting and reads the complete transcript.
“What meetings do I have in the next 24 hours?”
It lists upcoming calendar events for the next 24 hours, sorted by start time.

17 tools for Circleback

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_action_itemChanges dataCreate a new action item with a `title` and optional `description`.
create_meetingChanges dataAdd a meeting record with `name` and `notes`, and optionally attendees, a transcript, tags and when it happened (`created_at`).
delete_action_itemDeletesPermanently delete an action item by `product_id` (the action item ID). This cannot be undone.
get_companyGet one company by its web `domain` (e.g. acme.com), with the people and meetings linked to it.
get_meetingGet one meeting by `meeting_id`, including its notes, attendees and action items.
get_meeting_transcriptGet the full transcript of a meeting by `meeting_id`.
get_personGet one person by `profile_id`, including their meetings and company.
list_action_itemsList action items, filtered by `status`, `assignee_type` (e.g. Me, Anyone, Unassigned), assignee, attendees or `tag_ids`. Use `cursor` to page.
list_calendar_eventsList upcoming or recent calendar events, using `start_time_lookahead_hours` / `start_time_lookback_hours` and `sort_direction`.
list_companiesList companies you have met with, optionally filtered by `tag_ids`. Use `cursor` to page.
list_meetingsList meetings, filtered by `ownership` (All, Mine, Shared), `statuses`, `tag_ids` or `attendee_profile_ids`. Use `cursor` to page.
list_peopleList people you have met with, optionally filtered by company `domains` or `tag_ids`. Use `cursor` to page.
list_tagsList the tags used to organise meetings, with their IDs.
search_meetingsSearch meeting notes and transcripts by `search_term`, optionally narrowed by `tag_ids`, `meeting_ids` or `attendee_profile_ids`. Use `cursor` for more results.
tag_meetingsVisible to othersApply the tag `tag_id` to the meetings in `meeting_ids`.
update_action_itemChanges dataUpdate an action item by `product_id` (the action item ID): change `title`, `description`, `assignee_profile_id`, or mark it done with `status` DONE (or back to PENDING).
update_meetingChanges dataChange a meeting's `name`, `notes` or `private_notes` by `meeting_id`. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Circleback from the app list.
2
Paste your key
Paste a Circleback API key. In Circleback go to Settings > API keys and create a key. It starts with cb_ and is shown only once, so copy it right away.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Circleback?

The AI can list and search meetings, read notes, attendees, action items and full transcripts, and look up people, companies, tags and calendar events. It can add meeting records, change a meeting's name or notes, create and update action items, tag meetings and delete action items.

Does the AI see my Circleback credentials?

No. Your Circleback credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Deleting an action item is permanent and can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Circleback account.

Can the AI read my meeting transcripts?

Yes, if you switch on the transcript and search tools. It can search notes and transcripts for a word or phrase and read the full transcript of a single meeting. You can leave these tools off if you only want the AI to work with action items.