Integration
Connect Circleback and Planports
When New Action Item fires in Circleback, your agent runs Create Lead in Planports, or New Contact in Planports to Create Action Item in Circleback. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Circleback and Planports to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Circleback and Planports can do together
From Circleback to Planports
When New Action Item in Circleback
then Create Lead in Planports
From Planports to 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 Planports
Triggers and actions 3 triggers · 36 actions
- New Action Item
Triggers when a new action item is created in your Circleback meetings.
- New Meeting
Triggers when a new meeting appears in your Circleback account.
- Create Action Item
Creates a Circleback action item owned by you.
- Create Folder
Creates a shared Circleback folder in a workspace.
- Create Tag
Creates a Circleback tag.
- Delete Action Item
Deletes a Circleback action item.
- Delete Folder
Deletes a shared Circleback folder; its meetings stay with their owners.
- Delete Meeting
Deletes a Circleback meeting you own.
- Delete Tag
Permanently deletes a Circleback tag and removes it from every meeting.
- Get Company
Returns a company by its domain, with its people and external links.
- Get Folder
Returns a Circleback folder with its members, teams and rules.
- Get Meeting
Returns a Circleback meeting with its notes, attendees, recording link and action items.
- Get Meeting Transcript
Returns the speaker-labeled transcript of a Circleback meeting, one entry per spoken segment.
- Get Person
Returns a person by profile ID with their profile details.
- Import Meeting
Imports an existing meeting into Circleback with its name and notes.
- List Action Items
Returns action items across your Circleback meetings, optionally filtered by status.
- List Calendar Events
Returns upcoming events from your calendars connected to Circleback.
- List Companies
Returns the companies whose people attend your Circleback meetings.
- List Folders
Returns the Circleback folders you can see.
- List Meetings
Returns a page of your Circleback meetings.
- List People
Returns the people who attend your Circleback meetings, most recent first.
- List Tags
Returns every Circleback tag available to you.
- Search Meetings
Searches your Circleback meetings by name and content.
- Update Action Item
Updates a Circleback action item's title, description or status.
- Update Meeting
Updates a Circleback meeting's name, notes or private notes; fields left blank stay the same.
- Update Tag
Updates a Circleback tag's name or description.
- New Contact
Triggered when a new contact, either an individual or an organization, is added in Planports.
- Add meeting
Creates a meeting record in Planports, with its type, content, schedule, participants and links to a project or opportunity.
- Add proposal
Creates a sales proposal for a Planports contact, optionally with product lines.
- Create Lead
Creates a new lead in Planports from a person's name, contact details, address and source information. Returns the response Planports gives for the new lead.
- Find contact by phone number
Finds a Planports contact by phone number and returns the matching contact.
- List contacts
Returns all contacts in the Planports account, both individuals and organizations, optionally filtered by type, state, name or tag and sorted by name or date added.
- List meetings
Returns meetings in Planports, optionally filtered by owner, date, conclusion, subject or content.
- List products
Returns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested.
- List projects
Returns the projects in your Planports account, optionally filtered by project name.
- List proposals
Returns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them.
- List tasks
Returns the tasks in your Planports account, optionally filtered by project, stage or task detail.
- Update contact
Updates an existing contact (person or organization) in Planports.
- Update opportunity
Updates an existing opportunity in Planports. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Circleback and Planports, 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 Planports when something happens in Circleback?
Any of Planports's 12 actions, including Create Lead, Update contact, Update opportunity and Add meeting. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planports to Circleback?
Yes. When something happens in Planports, your agent can act in Circleback too. This page covers both directions: Planports's triggers and Circleback's actions are listed here as well.
Do I have to build a connector for Circleback or Planports?
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 Planports 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.