--- title: "Connect Affinity and Circleback - APIANT.ai" description: "When \"New List\" fires in Affinity, your agent runs \"Create Action Item\" in Circleback, or \"New Action Item\" in Circleback to \"Add field value\" in Affinity." canonical: "https://apiant.ai/connect/affinity-to-circleback" --- # Connect Affinity and Circleback When **New List** fires in [Affinity](https://apiant.ai/connections/affinity), your agent runs **Create Action Item** in [Circleback](https://apiant.ai/connections/circleback), or **New Action Item** in Circleback to **Add field value** in Affinity. Describe the whole flow and it is built, tested on every scenario and kept running. Affinity **6** triggers Affinity **14** actions Circleback **2** triggers Circleback **24** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Affinity and Circleback to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Affinity and Circleback can do together ### From Affinity to Circleback - When **New List** in Affinity then **Create Action Item** in Circleback - When **New List Entry** in Affinity then **Update Action Item** in Circleback ### From Circleback to Affinity - When **New Action Item** in Circleback then **Add field value** in Affinity - When **New Meeting** in Circleback then **Add reminder** in Affinity Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Affinity and Circleback ## Triggers and actions 8 triggers · 38 actions - Trigger **Field Value Changes** Triggers when a field value is added, updated or removed in Affinity. - Trigger **New List** Triggers when a new list is created in Affinity. - Trigger **New List Entry** Triggers when a new entry is added to an Affinity list. - Trigger **New Opportunity** Triggers when a new opportunity is added in Affinity. - Trigger **New Organization** Triggers when a new organization is added in Affinity. - Trigger **New Person** Triggers when a new person is added in Affinity. - Action **Add field value** Sets the value of a field on a list entry (a row on an Affinity list), such as a status dropdown, number, date, text, person or company field. - Action **Add reminder** Creates a one-time or recurring reminder in Affinity for a person, company or opportunity, assigned to an internal user. - Action **Delete opportunity** Deletes an opportunity in Affinity. - Action **Delete person** Deletes a person from Affinity. Internal people in your organization cannot be deleted. - Action **Find a List Entry** Finds an entry on an Affinity list by the name, email or domain of its person, organization or opportunity. - Action **Find an Organization** Finds Affinity organizations by name or domain and returns the best match. - Action **Find a Person** Finds Affinity persons by name or email address and returns the best match. - Action **Find opportunities** Finds opportunities whose name contains the text you give, returning the first match and all matches. - Action **Get an Opportunity** Returns one Affinity opportunity by ID, with its name and the list it belongs to. - Action **Get an Organization** Returns one Affinity organization (company) by ID, with its name and domains. - Action **Get a Person** Returns one Affinity person by ID, with their name and email addresses. - Action **List lists** Returns the lists in your Affinity workspace that you can view, optionally filtered by name. - Action **Update field value** Sets the value of a single field on a list entry (row) in an Affinity list, replacing its current value. - Action **Update opportunity** Renames an existing opportunity in Affinity. - Trigger **New Action Item** Triggers when a new action item is created in your Circleback meetings. - Trigger **New Meeting** Triggers when a new meeting appears in your Circleback account. - Action **Create Action Item** Creates a Circleback action item owned by you. - Action **Create Folder** Creates a shared Circleback folder in a workspace. - Action **Create Tag** Creates a Circleback tag. - Action **Delete Action Item** Deletes a Circleback action item. - Action **Delete Folder** Deletes a shared Circleback folder; its meetings stay with their owners. - Action **Delete Meeting** Deletes a Circleback meeting you own. - Action **Delete Tag** Permanently deletes a Circleback tag and removes it from every meeting. - Action **Get Company** Returns a company by its domain, with its people and external links. - Action **Get Folder** Returns a Circleback folder with its members, teams and rules. - Action **Get Meeting** Returns a Circleback meeting with its notes, attendees, recording link and action items. - Action **Get Meeting Transcript** Returns the speaker-labeled transcript of a Circleback meeting, one entry per spoken segment. - Action **Get Person** Returns a person by profile ID with their profile details. - Action **Import Meeting** Imports an existing meeting into Circleback with its name and notes. - Action **List Action Items** Returns action items across your Circleback meetings, optionally filtered by status. - Action **List Calendar Events** Returns upcoming events from your calendars connected to Circleback. - Action **List Companies** Returns the companies whose people attend your Circleback meetings. - Action **List Folders** Returns the Circleback folders you can see. - Action **List Meetings** Returns a page of your Circleback meetings. - Action **List People** Returns the people who attend your Circleback meetings, most recent first. - Action **List Tags** Returns every Circleback tag available to you. - Action **Search Meetings** Searches your Circleback meetings by name and content. - Action **Update Action Item** Updates a Circleback action item's title, description or status. - Action **Update Meeting** Updates a Circleback meeting's name, notes or private notes; fields left blank stay the same. - Action **Update Tag** Updates a Circleback tag's name or description. ## Each app on its own - [ **Affinity** Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your...](https://apiant.ai/connections/affinity) - [ **Circleback** Circleback provides AI-powered meeting notes and automations.](https://apiant.ai/connections/circleback) Reviews ## What our customers say ## More from Affinity - [ **Affinity to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/affinity-to-hubspot) - [ **Affinity to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/affinity-to-salesforce) - [ **Affinity to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/affinity-to-slack) - [ **Affinity to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/affinity-to-google-sheets) - [ **Affinity to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/affinity-to-gmail) - [ **Affinity to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/affinity-to-google-calendar) ## More into Circleback - [ **ActiveCampaign to Circleback** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-circleback) - [ **Airtable to Circleback** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-circleback) - [ **Asana to Circleback** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-circleback) - [ **Brevo to Circleback** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-circleback) - [ **Calendly to Circleback** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-circleback) - [ **Capsule CRM to Circleback** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-circleback) Questions ## Affinity and Circleback, answered ### ### What can start an automation from Affinity? Any of Affinity's 6 triggers in the catalog, including New List, New List Entry, New Opportunity and New Organization. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Circleback when something happens in Affinity? Any of Circleback's 24 actions, including Create Action Item, Create Folder, Create Tag and Update Action Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Circleback to Affinity? Yes. When something happens in Circleback, your agent can act in Affinity too. This page covers both directions: Circleback's triggers and Affinity's actions are listed here as well. ### ### Do I have to build a connector for Affinity or Circleback? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Affinity and Circleback without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.