Circleback

Applies an existing tag to one or more meetings and returns the updated meetings. Use ListTags to find the tag ID and SearchMeetings to find meeting IDs. Only tag meetings when the user asks.

Creates an action item owned by the authenticated user without linking it to a meeting. Creates a standalone action item owned by the user, not linked to a meeting. Use FindProfiles to resolve an assignee. Only create when the user asks.

Creates a new tag. If a tag with the same name already exists, a conflict error is returned. Use AddTagToMeetings to apply it to meetings. Only create when the user asks.

Deletes an action item. Returns the deleted action item. Deletes the action item permanently. Use SearchActionItems to find it. Only delete when the user explicitly asks.

Permanently deletes a tag and removes it from every meeting it was applied to. Deletes a Circleback tag and removes it from the meetings and automations that use it. Use ListTags to find it. Only delete when the user explicitly asks.

Find companies matching the given search terms. Searches match company names and company domains. The data returned will be an array of objects with each company's domain and name when available.

Find company domains matching the given search terms. The data returned will be an array of domain strings representing companies accessible through meetings.

Find profiles matching the given names. The data returned will be an array of objects representing each of the matching profiles.

Get the full transcripts for given meeting IDs. Use string IDs like abcDEF123ghiJKL456mno. The data returned will be an array of objects, each representing a full transcript for a meeting. Each transcript object will contain the meetingId, meetingName, and an array of transcript segments. Each segment is formatted with timestamps like: {startTimestamp: 123.45, endTimestamp: 128.00, speaker: 'John Doe', words: 'This is a test.'} This should be used to get detailed transcript information for one or many meetings at once.

Returns every tag available to the authenticated user. Returns an array of tag objects with their IDs and names. Use this to discover available tags before filtering meetings, transcripts, or action items by tag.

Given up to 50 meeting IDs, fetch detailed information for each meeting. Use string IDs like abcDEF123ghiJKL456mno. The data returned will be an array of objects, with each containing the meeting ID, name, notes, attendees, action items, AI-generated insights, creator, tags, status, duration, and creation date.

Removes a tag from one or more meetings and returns the updated meetings. Use ListTags to find the tag ID and SearchMeetings to find meeting IDs. Only remove tags when the user asks.

Find action items that match a given search term or filter. Returns action items with their title, description, status, assignee, and related meeting details. Action items can have zero, one, or multiple related meetings. The meetings array contains all related meetings you can access and is empty when there are none. The nullable meeting field is retained as a representative meeting for compatibility. By default, only action items assigned to the user are returned. To find action items assigned to someone else, use FindProfiles to resolve their name to a profile ID and pass it as assigneeProfileId. Action items can be filtered by search terms, status (PENDING or DONE), tags, and meeting date range (startDate/endDate). Returns up to 25 action items per page. Request the next pageIndex only when the page contains 25 action items and more results are needed. For exhaustive requests, continue until a page contains fewer; otherwise stop when the user's request is satisfied.

Returns upcoming calendar events from the authenticated user's connected calendars, with pagination and a configurable time window. Get calendar events from the user's connected calendars. When searching for calendar events, the tool will extract relevant excerpts based on the intent instead of returning the entire data. Each calendar event excerpt includes comprehensive details: event title, date (in the user's timezone), organizer email, attendees (with names, emails, and status), calendar description (if present), meeting platform (Zoom, Google Meet, Microsoft Teams, etc.), meeting platform link, whether it's a recurring event, Circleback join status, and any associated meeting data from the Circleback (meeting ID, status, tag IDs, user notes). You can filter events by providing a date range using startDate and endDate parameters. This is useful for finding upcoming meetings, scheduled calls, or calendar events that the user has. Note: This should be primarily used for searching calendar events happening in the future. Past calendar events have a meeting record if they were captured with Circleback. The only reason to use this to search past calendar events is if searching for the meeting with SearchMeetings yielded no relevant results. Returns up to 50 calendar events per page. Request the next pageIndex only when the page contains 50 events and more results are needed. For exhaustive requests, continue until a page contains fewer; otherwise stop when the user's request is satisfied.

Search the user's connected email accounts for email threads matching a query. This should be used when the user asks questions about their emails or needs to find specific email conversations. This function queries across all connected email services and retrieves up to 20 matching email threads per service per page. The data returned will be an array of objects, with each containing the email thread ID, subject line, and relevant excerpts. Each email thread object includes metadata such as the sender email, received date, and the fromEmailAddress of the connected account the thread belongs to (if available). Only 20 email threads are returned per page, so this function may need to be called multiple times if there are more than that many results.

Find meetings that match a given search term or filter.

Searches match every keyword, in any order, within the meeting name or within its notes. Matching ignores case and treats punctuation between query words as separators. Partial words are supported; misspellings are not corrected. Prefer a few distinctive keywords; omit searchTerm for filter-only searches. Include date, tag, attendee, or domain filters when they are supplied by the user or established in the conversation. Do not invent a date range to narrow the search. Returns an array of meeting summaries with relevant source excerpts based on intent. Use ReadMeetings for details about selected results. Returns up to 20 meetings per page. Request the next pageIndex only when the page contains 20 meetings and more results are needed. For exhaustive requests, continue until a page contains fewer; otherwise stop when the user's request is satisfied. Keep all other search parameters identical when changing pageIndex.

Search for support articles about Circleback to find relevant documentation and help content.

Search meeting transcripts to find transcript chunks that match a given search term.

If the user's question requires searching for multiple distinct search terms, you should call this function multiple times. The data returned will be an an array of objects, with each containing the meeting ID, name, creator user ID, when it was created, the chunk matching the search term, and the start and end timestamps of the matching chunk. Search results can be further filtered by including tags, profiles (attendees), or domains. This function is useful to find relevant meetings where a search term was mentioned. We can find more details about those meetings using the ReadMeetings tool.

Shares a meeting with people, teams, workspaces, or the link, or removes their access. Returns the updated meeting. Each share sets exactly one target: email, profileId, workspaceId, teamId, or linkAccess. Set access to null to remove a person, team, or workspace, or linkAccess to null to turn off the link. Use FindProfiles to find profile IDs. Only change sharing when the user asks, and only set sendEmail when the user wants recipients notified.

Updates the title, description, status, or assignee of an action item. Returns the updated action item. Provide at least one field. Omitted fields stay unchanged; use null to unassign. Use SearchActionItems to find the item and FindProfiles to resolve an assignee. Only update when the user requests a change.

Updates a tag's name or description. Omitted fields stay unchanged. Use ListTags to find the tag. Only update when the user requests a change.