--- title: "Connect Circleback and Recharge - APIANT.ai" description: "When \"New Action Item\" fires in Circleback, your agent runs \"Update Order Line Items\" in Recharge." canonical: "https://apiant.ai/connect/circleback-to-recharge" --- # Connect Circleback and Recharge When **New Action Item** fires in [Circleback](https://apiant.ai/connections/circleback), your agent runs **Update Order Line Items** in [Recharge](https://apiant.ai/connections/recharge), or **New Address Created** in Recharge 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 Recharge **7** triggers Recharge **33** 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 Recharge 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 Recharge can do together ### From Circleback to Recharge - When **New Action Item** in Circleback then **Update Order Line Items** in Recharge - When **New Meeting** in Circleback then **Create Customer** in Recharge ### From Recharge to Circleback - When **New Address Created** in Recharge then **Create Action Item** in Circleback - When **New Charge Created** in Recharge 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 Recharge ## Triggers and actions 9 triggers · 57 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 **Customer Status Change** Triggers when a Recharge customer becomes active (gains an active subscription) or inactive (no active subscriptions left). - Trigger **New Address Created** Triggers when a new address is added for a customer. - Trigger **New Cancelled Subscription** Triggers when a subscription is cancelled. - Trigger **New Charge Created** Triggers when a new charge is created in Recharge. - Trigger **New Customer** Triggers when a new customer is added to your Recharge store. - Trigger **New Order** Triggers when a new order is created in Recharge. - Trigger **New Subscription** Triggers when a new subscription is created. - Action **Activate Subscription** Reactivates a cancelled subscription. - Action **Cancel Subscription** Cancels an active subscription with a reason. - Action **Change Next Charge Date** Changes the next charge date of a subscription. - Action **Create Customer** Creates a customer in Recharge and returns the new customer's ID. - Action **Create Discount Codes** Creates a discount code in Recharge. - Action **Create One Time Charge** Adds a one-time product to an address's upcoming charge. - Action **Delete Address** Deletes a Recharge address that has no active subscriptions. - Action **Delete Customer** Deletes a Recharge customer, which also cancels and deletes their subscriptions and addresses. - Action **Delete One Time Charge** Deletes an unprocessed one-time product. - Action **Delete Order** Deletes a queued (scheduled) order. - Action **Delete Subscription** Permanently deletes a subscription. - Action **Find a Charge** Returns one charge by ID, with its status, schedule and total. - Action **Find an Address** Finds Recharge addresses by customer, address ID, discount, active status or date range. - Action **Find a Subscription** Finds subscriptions matching a customer, address, product variant, status or ID, and returns the first match plus the full list. - Action **Find Customer** Finds a Recharge customer by email or ecommerce customer ID. - Action **List Addresses** Returns addresses, optionally for one customer. - Action **List Charges** Returns charges, optionally filtered by customer or status. - Action **List Customers** Returns a list of customers in your Recharge store. - Action **List One-Time Charges** Returns one-time products, optionally for one customer or address. - Action **List Orders** Returns orders, optionally filtered by customer or status. - Action **List Subscriptions** Returns subscriptions, optionally filtered by customer or status. - Action **Process Charge** Processes a queued charge immediately (Recharge Plus plan). - Action **Retrieve Address** Returns one Recharge address by ID. - Action **Retrieve Customer** Returns one Recharge customer by ID, with their name, email, phone and active subscription count. - Action **Retrieve Discount** Returns one discount by ID. - Action **Retrieve One-Time Charge** Returns one one-time product by ID. - Action **Retrieve Order** Returns one Recharge order by ID, including its line items. - Action **Skip Charge** Skips an upcoming charge. - Action **Unskip Charge** Unskips a previously skipped charge. - Action **Update Address** Updates a Recharge shipping address. - Action **Update Customer** Updates a Recharge customer's name, email or phone. - Action **Update One-Time Charge** Updates a one-time product's quantity, price or charge date. - Action **Update Order Line Items** Replaces the line items on an existing Recharge order and returns the updated order. ## Each app on its own - [ **Circleback** Circleback provides AI-powered meeting notes and automations.](https://apiant.ai/connections/circleback) - [ **Recharge** Recharge is a subscription platform trusted by brands to boost revenue, craft subscriber experiences, and...](https://apiant.ai/connections/recharge) 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 Recharge - [ **HubSpot to Recharge** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-recharge) - [ **Google Sheets to Recharge** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-recharge) - [ **Gmail to Recharge** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-recharge) - [ **Google Calendar to Recharge** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-recharge) - [ **Google Drive to Recharge** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-recharge) - [ **Mailchimp to Recharge** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-recharge) Questions ## Circleback and Recharge, 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 Recharge when something happens in Circleback? Any of Recharge's 33 actions, including Create Customer, Create Discount Codes, Create One Time Charge and Update Address. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Recharge to Circleback? Yes. When something happens in Recharge, your agent can act in Circleback too. This page covers both directions: Recharge's triggers and Circleback's actions are listed here as well. ### ### Do I have to build a connector for Circleback or Recharge? 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 Recharge 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.