Circleback MCP
Circleback MCP lets agents search authorized meetings, transcripts, action items, calendar events, emails, people, companies, and support documentation.
Verdict
Common use cases
- Extract action items from last week's standups
- Summarize customer feedback themes across sales calls
- Pull transcript quotes for feature spec docs
- Review objection handling in lost deals
- Audit support escalation call history
Integration
- Vendor
- Circleback MCP
- Category
- other
- Auth
- OAUTH2
- Composio slug
circleback_mcp
Tools
Setup
Setup guide
- 11. Open your Switchy workspace and navigate to Settings > Integrations > Browse MCP Servers. 2. Search for Circleback MCP and click Connect. 3. You'll be redirected to Circleback's OAuth consent screen — sign in with the account that has access to your team's meeting recordings. 4. Grant read access to meetings, transcripts, and action items (Circleback will list the exact scopes). 5. After authorizing, you'll return to Switchy and see a green Connected badge next to Circleback MCP. 6. Open any Project, type '@Circleback' in the chat, and ask it to list recent meetings or summarize a specific call by title or date. 7. If the MCP responds with meeting data, your connection is live.
What teammates see: by default, memories from Circleback MCP are scoped to the Project (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Projects have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
List Recent Meetings
@Circleback show me the ten most recent meetings in our workspace, with titles and dates.
Summarize Specific Call
@Circleback summarize the meeting titled 'Q1 Planning Kickoff' from last Tuesday, including all action items.
Extract Feature Requests
@Circleback review all customer calls from the past two weeks and list any feature requests mentioned.
Analyze Objection Patterns
@Circleback find common objections raised in sales calls this month and group them by theme.
Audit Escalation Calls
@Circleback retrieve transcripts for all escalation calls tagged 'billing issue' in the last 30 days.
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Circleback show me all meetings from the past week where we discussed the Q1 roadmap
Found 4 meetings matching your criteria: 1. Product Sync (Jan 15) — discussed feature prioritization for Q1, attendees flagged concerns about timeline 2. Engineering Standup (Jan 16) — brief mention of roadmap dependencies during sprint planning 3. Leadership Review (Jan 17) — roadmap approval discussion, action items assigned to Sarah and Mike 4. Customer Advisory Board (Jan 18) — roadmap preview shared with external stakeholders Each entry includes transcript excerpts, action items, and participant list. This is an illustrative example; actual results depend on your meeting history and search indexing.
This example shows the MCP's search capability across meeting transcripts. OAuth scope must include read access to meeting data. Search quality depends on Circleback's transcription accuracy and how well your meetings are tagged or titled. If your team doesn't consistently reference project names in meetings, results may be incomplete.
@Circleback create a follow-up task from yesterday's design review: Sarah needs to finalize the mobile mockups by Friday
Task created in Circleback: Title: Finalize mobile mockups Assigned to: Sarah Due date: Friday, Jan 19 Source: Design Review meeting (Jan 16, 2:00 PM) Context: Linked to transcript timestamp where this commitment was discussed Sarah will receive a notification. This is an illustrative example; actual task creation depends on your Circleback workspace configuration and integration settings.
Demonstrates action-item creation tied to meeting context. Requires write permissions in your OAuth scope. The MCP can reference meeting participants, but you must specify the assignee clearly in your prompt. If Sarah isn't a recognized participant in that meeting, task creation may fail or require manual correction.
@Circleback summarize all action items assigned to me across meetings this month and flag anything overdue
You have 7 action items from January meetings: **Overdue (2):** - Review API documentation (from Jan 10 Engineering Sync) — due Jan 14 - Approve budget proposal (from Jan 8 Finance Meeting) — due Jan 12 **Upcoming (5):** - Draft Q1 OKRs (due Jan 22) - Schedule vendor demo (due Jan 25) - Three others due in early February This synthesis combines data from 6 different meetings. Actual results reflect your Circleback account's task tracking and may include items created outside of meetings if synced from other tools.
Shows how the AI can synthesize meeting data into a personal dashboard. Accuracy depends on consistent assignee tagging during meetings and whether your team uses Circleback's task-tracking features. If action items are captured in meeting notes but not formally assigned in Circleback, they won't appear here. OAuth scope must include task read access.
Use-case deep-dives
When Circleback MCP fits agencies with recurring client meetings
A 6-person agency runs weekly check-ins with 12 clients. The PM spends 90 minutes every Monday turning notes into action items and updating the project tracker. Circleback MCP is the right call here if it automates meeting summaries and surfaces follow-ups without manual transcription. The OAuth2 flow means each team member authenticates once, then the MCP pulls meeting data into Switchy where the PM can triage and route tasks in one pass. The threshold: if your meetings are highly technical or need custom tagging beyond what Circleback's native categorization offers, you'll still need a human pass. For standard client sync patterns, this MCP cuts that 90-minute block to 20 minutes of review and dispatch.
Where this MCP struggles with internal async updates
A 10-person product team runs daily standups over Slack threads instead of live calls. The engineering lead wants to pull updates into Switchy for sprint planning. Circleback MCP won't help here—it's built for recorded meetings, not text-based async check-ins. If your team does live standups over Zoom or Meet and you want automated summaries, the MCP is a fit. But for Slack-native workflows, you'd need a different integration (like Slack MCP) to surface those updates. The buying threshold: if 80% of your team sync happens in scheduled video calls, Circleback MCP is worth the OAuth setup. If you're mostly async in chat, skip it and look at text-based tools.
When this MCP accelerates pre-call research for AEs
A 4-person sales team closes 8-12 deals a month. Each AE spends 30 minutes before a demo reviewing past call notes to remember where the prospect left off. Circleback MCP is a strong fit if it surfaces prior meeting context automatically—OAuth2 means the AE authenticates once, then Switchy queries Circleback for relevant call history when prepping the next touchpoint. The trade-off: if your CRM already has tight meeting integrations and your AEs live in Salesforce, adding another tool creates friction. But if your call notes live in Circleback and your team works in Switchy for deal prep, this MCP closes the gap and cuts that 30-minute review to 5 minutes of scanning summaries.
Frequently asked
What does the Circleback MCP do in Switchy?
The Circleback MCP connects your Switchy workspace to Circleback's meeting intelligence platform. Your team can query meeting transcripts, pull action items, and reference past conversations without leaving the AI chat interface. It's useful when you need context from recorded calls during planning or follow-up work.
Do I need admin access to connect Circleback via OAuth?
You need a Circleback account with permission to authorize third-party apps. Most Circleback plans allow individual users to grant OAuth access without admin approval. Check your workspace settings if the authorization screen blocks you — some enterprise accounts restrict external integrations by default.
Can the Circleback MCP schedule or join meetings for me?
No. This integration reads meeting data that Circleback has already processed. It won't book calendar events, join live calls, or start recordings. If you need scheduling automation, connect your calendar app directly or use a meeting bot MCP alongside Circleback.
How is this different from searching Circleback's web app?
The MCP brings meeting data into your AI workflow so you can cross-reference transcripts with other tools in the same prompt. Instead of switching tabs to find what a client said last week, you ask Switchy and it pulls the relevant snippet. The web app still offers richer filtering and playback controls.
Who on the team should connect the Circleback MCP?
Anyone who regularly references past meetings in their work. Sales reps pulling objection history, product managers reviewing user feedback calls, or account managers prepping for check-ins all benefit. Each user connects their own Circleback account — the integration doesn't share one team-wide credential.