--- title: "Connect Circleback and CoachAccountable - APIANT.ai" description: "When \"New Action Item\" fires in Circleback, your agent runs \"Add New Action\" in CoachAccountable." canonical: "https://apiant.ai/connect/circleback-to-coachaccountable" --- # Connect Circleback and CoachAccountable When **New Action Item** fires in [Circleback](https://apiant.ai/connections/circleback), your agent runs **Add New Action** in [CoachAccountable](https://apiant.ai/connections/coachaccountable), or **New Client** in CoachAccountable to **Create Action Item** in Circleback. Describe the whole flow and it is built, tested on every scenario and kept running. Circleback **2** triggers Circleback **24** actions CoachAccountable **5** triggers CoachAccountable **10** 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 CoachAccountable 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 and CoachAccountable can do together ### From Circleback to CoachAccountable - When **New Action Item** in Circleback then **Add New Action** in CoachAccountable - When **New Meeting** in Circleback then **Add Invoice Payment** in CoachAccountable ### From CoachAccountable to Circleback - When **New Client** in CoachAccountable then **Create Action Item** in Circleback - When **New Coach** in CoachAccountable then **Update Action Item** in Circleback 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 CoachAccountable ## Triggers and actions 7 triggers · 34 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. - Trigger **New Client** Triggers when a new client is created. - Trigger **New Coach** Triggers when a new coach is created. - Trigger **New Invoice** Triggers when a new client invoice is created. - Trigger **New Invoice Payment** Triggers when a new payment is posted for an invoice. - Trigger **New Session** Triggers when a new Session is marked complete. - Action **Activate Client** Activates a Client. - Action **Add Invoice Payment** Posts a payment to a Client Invoice. - Action **Add New Action** Adds an action for a specific client. - Action **Add New Client** Adds a new Client. - Action **Add New Invoice** Adds a new invoice. - Action **Add Session** Log a new coaching session for a client. - Action **Get Client** Retrieve a single client by ID. - Action **List Clients** List all clients on the account. - Action **Mark Action Done** Marks an existing client Action done. - Action **Update Client** Update an existing client's profile fields. ## Each app on its own - [ **Circleback** Circleback provides AI-powered meeting notes and automations.](https://apiant.ai/connections/circleback) - [ **CoachAccountable** CoachAccountable is a platform to support and structure coaching relationships between coaches and their...](https://apiant.ai/connections/coachaccountable) 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 CoachAccountable - [ **ActiveCampaign to CoachAccountable** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-coachaccountable) - [ **Airtable to CoachAccountable** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-coachaccountable) - [ **Asana to CoachAccountable** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-coachaccountable) - [ **ClickUp to CoachAccountable** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-coachaccountable) - [ **SendGrid to CoachAccountable** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/sendgrid-to-coachaccountable) - [ **Brevo to CoachAccountable** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-coachaccountable) Questions ## Circleback and CoachAccountable, 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 CoachAccountable when something happens in Circleback? Any of CoachAccountable's 10 actions, including Update Client, Activate Client, Add Invoice Payment and Add New Action. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from CoachAccountable to Circleback? Yes. When something happens in CoachAccountable, your agent can act in Circleback too. This page covers both directions: CoachAccountable's triggers and Circleback's actions are listed here as well. ### ### Do I have to build a connector for Circleback or CoachAccountable? 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 CoachAccountable 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.