--- title: "Connect AgencyBloc and Circleback - APIANT.ai" description: "When \"Group Created\" fires in AgencyBloc, your agent runs \"Create Action Item\" in Circleback." canonical: "https://apiant.ai/connect/agencybloc-to-circleback" --- # Connect AgencyBloc and Circleback When **Group Created** fires in [AgencyBloc](https://apiant.ai/connections/agencybloc), your agent runs **Create Action Item** in [Circleback](https://apiant.ai/connections/circleback), or **New Action Item** in Circleback to **Get Individual by Email and Name** in AgencyBloc. Describe the whole flow and it is built, tested on every scenario and kept running. AgencyBloc **6** triggers AgencyBloc **11** 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 AgencyBloc 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 AgencyBloc and Circleback can do together ### From AgencyBloc to Circleback - When **Group Created** in AgencyBloc then **Create Action Item** in Circleback - When **Group Updated** in AgencyBloc then **Update Action Item** in Circleback ### From Circleback to AgencyBloc - When **New Action Item** in Circleback then **Get Individual by Email and Name** in AgencyBloc - When **New Meeting** in Circleback then **Create Activity** in AgencyBloc 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 AgencyBloc and Circleback ## Triggers and actions 8 triggers · 35 actions - Trigger **Group Created** Triggers when a new group is added to your AgencyBloc account. - Trigger **Group Updated** Triggers when a group in your AgencyBloc account is added or changed. - Trigger **Individual Created** Triggers when a new individual is added to your AgencyBloc account. - Trigger **Individual Updated** Triggers when an individual in your AgencyBloc account is added or changed. - Trigger **Policy Created** Triggers when a new policy is added to your AgencyBloc account. - Trigger **Policy Updated** Triggers when a policy in your AgencyBloc account is added or changed. - Action **Create Activity** Logs a new activity (call, email, task) on an individual, group, agent or carrier in AgencyBloc and returns its activity ID. - Action **Create Group** Creates a new group (employer or business client) in your AgencyBloc account and returns its group ID. - Action **Create Individual** Creates a new individual (client) in your AgencyBloc account and returns its individual ID. - Action **Create Policy** Creates a new insurance policy for an individual or group in your AgencyBloc account and returns its policy ID. - Action **Get Activity by ID** Returns one AgencyBloc activity by ID, with its subject, notes, status, type and follow-up details. - Action **Get Group by ID** Returns the full detail of one AgencyBloc group by ID, including contact info, addresses and custom fields. - Action **Get Individual by Date of Birth and Name** Finds an AgencyBloc individual matching a first name, last name and date of birth. - Action **Get Individual by Email and Name** Finds an AgencyBloc individual matching a first name, last name and email address. - Action **Get Individual by ID** Returns the full detail of one AgencyBloc individual by ID, including contact info, addresses, policies and custom fields. - Action **Get Individual by Phone Number and Name** Finds an AgencyBloc individual matching a first name, last name and any of their phone numbers. - Action **Get Policy by ID** Returns the full detail of one AgencyBloc policy by ID, including holder, carrier, agent, dates and premium. - 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 - [ **AgencyBloc** AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions...](https://apiant.ai/connections/agencybloc) - [ **Circleback** Circleback provides AI-powered meeting notes and automations.](https://apiant.ai/connections/circleback) Reviews ## What our customers say ## More from AgencyBloc - [ **AgencyBloc to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/agencybloc-to-hubspot) - [ **AgencyBloc to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agencybloc-to-salesforce) - [ **AgencyBloc to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/agencybloc-to-slack) - [ **AgencyBloc to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/agencybloc-to-google-sheets) - [ **AgencyBloc to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/agencybloc-to-gmail) - [ **AgencyBloc to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/agencybloc-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 ## AgencyBloc and Circleback, answered ### ### What can start an automation from AgencyBloc? Any of AgencyBloc's 6 triggers in the catalog, including Group Created, Group Updated, Individual Created and Individual Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Circleback when something happens in AgencyBloc? 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 AgencyBloc? Yes. When something happens in Circleback, your agent can act in AgencyBloc too. This page covers both directions: Circleback's triggers and AgencyBloc's actions are listed here as well. ### ### Do I have to build a connector for AgencyBloc 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 AgencyBloc 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.