Circleback MCP

Circleback's Model Context Protocol (MCP) server provides a standardized interface that allows any compatible AI app like Claude and ChatGPT to access your Circleback data in a simple and secure way.

Once connected, your AI assistant can search and access your meetings, emails, calendar events, and more all without leaving your AI app. This eliminates the need to copy and paste between Circleback and other AI apps.

The MCP server follows the authenticated remote MCP spec, so the server is centrally hosted and managed.

Setup

General

The Circleback MCP server supports Streamable HTTP transports. It uses OAuth with dynamic client registration for authentication at https://circleback.ai/api/mcp.

Claude⁠

1. Go to Settings from the sidebar on web or desktop
2. Select Connectors in the settings sidebar and click Browse connectors
3. Search for Circleback and click + to connect

ChatGPT

Connect the Circleback ChatGPT app here. Once connected, ChatGPT will automatically reference Circleback when relevant, like when you ask about meetings or conversations.

You can also explicitly add Circleback in your message to make sure it's used.

Raycast

Click here to install the Circleback MCP server in Raycast.

In root search, AI Commands, or AI Chat, type @circleback to mention and use the tools provided by Circleback MCP.

Claude Code

1. Open your terminal and run the following command

   claude mcp add --transport http circleback https://circleback.ai/api/mcp

2. Run /mcp once you've opened a Claude Code session to go through the authentication flow

Cursor

Click here to add the Circleback plugin from the Cursor Marketplace.

Codex

The setup steps are the same regardless of whether you use the IDE Extension or the CLI since the configuration is shared.

Configuration via CLI

1. Run the following command in Terminal

   codex mcp add circleback --url https://circleback.ai/api/mcp

   This will automatically prompt you to log in with your Circleback account and connect it to Codex.
   
   Note: If this is the first time you are using an MCP in Codex you will need to enable the rmcp feature for this to work. Add the following to your ~/.codex/config.toml

   [features]
   experimental_use_rmcp_client = true

Configuration through environment variables

1. Open the ~/.codex/config.toml file in your preferred editor and add the following

   [features]
   experimental_use_rmcp_client = true
   
   [mcp_servers.circleback]
   url = "https://circleback.ai/api/mcp"

2. Run codex mcp login circleback to go through the authentication flow

What you can do

The Circleback MCP server has tools available for searching and accessing data from your Circleback account like meetings, transcripts, calendar events, emails, people, companies, and more powered by the tools below.

• SearchMeetings: Find meetings by keyword, date range, tags, attendee, or domain.
• ReadMeetings: Get detailed information for specific meetings, including notes, attendees, action items, insights, tags, and duration.
• SearchTranscripts: Search across all meeting transcripts to find where something was mentioned. Returns matching results with timestamps.
• GetTranscriptsForMeetings: Get the full transcript for one or more meetings, with speaker labels and timestamps.
• SearchActionItems: Find action items by keyword, status (pending or done), assignee, tag, or date range.
• SearchCalendarEvents: Search upcoming and past calendar events, including attendees, meeting links, and join status.
• SearchEmails: Search connected email accounts for threads by keyword, sender, recipient, or date range.
• FindProfiles: Look up people by name to see their profile and interaction history across meetings.
• FindCompanies: Look up companies by name or domain to find their domain and related meetings.
• ListTags: List all tags in your workspace, useful for filtering meetings, transcripts, or action items.
• SearchSupportArticles: Search Circleback support documentation for help and how-to guides.