--- title: "Connect Circleback to Brex - APIANT.ai" description: "When \"New Action Item\" fires in Circleback, your agent runs \"Update a Budget - “Brex Empower” Customers Only\" in Brex." canonical: "https://apiant.ai/connect/circleback-to-brex" --- # Connect Circleback to Brex When **New Action Item** fires in [Circleback](https://apiant.ai/connections/circleback), your agent runs **Update a Budget - “Brex Empower” Customers Only** in [Brex](https://apiant.ai/connections/brex). Describe the whole flow and it is built, tested on every scenario and kept running. Circleback **2** triggers Circleback **24** actions Brex **29** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Circleback and Brex 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 Circleback can start in Brex - When **New Action Item** in Circleback then **Update a Budget - “Brex Empower” Customers Only** in Brex - When **New Meeting** in Circleback then **Create User** in Brex 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 Circleback and Brex ## Triggers and actions 2 triggers · 53 actions - 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. - Action **Create Card** Creates a new virtual or physical Brex card for a user, either on the user's own limit or with its own spend controls. - Action **Create Department** Creates a new department in your Brex account and returns its ID, name and description. - Action **Create Location** Creates a new location in your Brex account and returns its ID, name and description. - Action **Create Transfer** Creates a payment from a Brex business account to a vendor or to another Brex business account, and returns the new transfer with its status. - Action **Create User** Creates a new Brex employee user without sending an invitation, leaving the user inactive until they are invited later. Returns the id of the new user. - Action **Create Vendor** Creates a new vendor in Brex, with optional contact details and payment accounts, and returns the created vendor. - Action **Disable User** Disables (suspends) an active Brex user and returns the updated user. Optionally changes the user's manager, department, location, title, cost center, legal entity or metadata at the same time. - Action **Email Card Details** Sends a secure email containing a card's number, CVV, and expiration date to the recipient you specify. - Action **Find a Card by ID** Returns a single Brex card by its ID, including its owner, status, type, spend controls, addresses and expiration date. - Action **Find a User** Returns the Brex users that match a name, email address or identity-provider ID, optionally narrowed by status, manager, department, location, title, cost center, legal entity or custom field value. - Action **Find Department by Name** Returns the Brex departments that match the specified department name. - Action **Find Location by Name** Returns the Brex locations that match the specified name. - Action **Find User by Email** Returns the Brex user whose email address exactly matches the one you specify, or reports that no user was found. - Action **Find Vendor by Name** Returns the vendors whose name matches the name you supply. - Action **Get Card Number** Returns the full card number, CVV, expiration date and cardholder name for a Brex card. - Action **Get Card Transactions** Returns settled card transactions across all of the company's Brex card accounts, optionally narrowed by user or posted date. - Action **Get Cash Transactions** Returns the transactions for a Brex cash account, optionally only those posted on or after a given date. - Action **List cards** Returns the company's Brex cards, optionally only those belonging to one user. - Action **List Cash Accounts** Returns all of the company's Brex cash accounts with their status, balances, account and routing numbers, and which one is primary. - Action **List departments** Returns the departments in your Brex account, optionally filtered by name. - Action **List Expenses** Returns the expenses on the Brex account, optionally narrowed by user, budget, type, status or date range. Admins and bookkeepers see every expense; other users see only their own. - Action **List locations** Returns the locations in your Brex account, optionally filtered by name. - Action **List users** Returns the users in your Brex account, optionally narrowed by name, email, status, manager, department, location, title, cost center, legal entity or custom field value. - Action **List vendors** Returns the vendors in the Brex account, optionally only those matching a vendor name. - Action **Terminate card** Permanently terminates a Brex card and returns the updated card. The card owner is notified. - Action **Update a Budget - “Brex Empower” Customers Only** Updates an existing Brex budget's name, description, parent, owners, period, amount or dates. Available to Brex Empower customers only. - Action **Update card** Updates an existing Brex vendor card's spend controls and metadata, and returns the updated card. - Action **Update User** Updates a Brex user's status, manager, department, location, title, cost center, legal entity or metadata. Anything left blank is unchanged. - Action **Update Vendor by Name** Finds a Brex vendor by its company name and updates that vendor's name, email, phone, beneficiary name or payment accounts. ## Each app on its own - [ **Circleback** Circleback provides AI-powered meeting notes and automations.](https://apiant.ai/connections/circleback) - [ **Brex** Handle your company’s deposits, payments, credit cards, spend management, and accounting in one place.](https://apiant.ai/connections/brex) Reviews ## What our customers say ## More from Circleback - [ **Circleback to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/circleback-to-hubspot) - [ **Circleback to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/circleback-to-salesforce) - [ **Circleback to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/circleback-to-slack) - [ **Circleback to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/circleback-to-google-sheets) - [ **Circleback to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/circleback-to-gmail) - [ **Circleback to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/circleback-to-google-calendar) ## More into Brex - [ **HubSpot to Brex** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-brex) - [ **Salesforce to Brex** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-brex) - [ **Slack to Brex** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-brex) - [ **Google Sheets to Brex** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-brex) - [ **Gmail to Brex** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-brex) - [ **Google Calendar to Brex** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-brex) Questions ## Circleback and Brex, answered ### ### What can start an automation from Circleback? Any of Circleback's 2 triggers in the catalog, including New Action Item and New Meeting. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Brex when something happens in Circleback? Any of Brex's 29 actions, including Create Department, Create Location, Create Transfer and Create User. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Brex to Circleback? Brex has no triggers in the catalog today, so automations start in Circleback. If you need the other direction, ask: your agent reads Brex's API documentation and adds it. ### ### Do I have to build a connector for Circleback or Brex? 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 Circleback and Brex 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.