> ## Documentation Index
> Fetch the complete documentation index at: https://onecli.sh/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Circleback Integration: Meeting Notes and Action Items for Agents

> Agents can search Circleback meetings, read notes and transcripts, and manage action items. Connect in a minute with an API key.

## Overview

OneCLI connects AI agents to [Circleback](https://circleback.ai) with an API key. Agents can search your meetings, read notes and transcripts, and manage action items. The gateway injects the key into every request, so your agent never sees it.

Connecting takes about a minute.

## Connect Circleback

<Steps>
  <Step title="Create an API key in Circleback">
    In Circleback, open [Settings > API keys](https://circleback.ai/settings#tab=api-access) and click **Create API key**. Name it `OneCLI`, choose a **Scope**, and click **Create API key**.

    * **Read** lets agents search and read meetings, notes, and action items.
    * Choose a scope with **read and write access** if agents should also update meetings, action items, or tags.

    <Frame caption="Creating an API key in Circleback under Settings > API keys.">
      <img src="https://mintcdn.com/chartdbinc/ErSvkIgCDOlzw-q8/images/integrations/circleback/circleback-create-api-key.png?fit=max&auto=format&n=ErSvkIgCDOlzw-q8&q=85&s=99af71e542b86376b3e2b9337d2a7543" alt="Circleback API keys settings page with the New API key dialog open, showing a Name field, a Scope dropdown set to Read, and the Create API key button." width="1600" height="816" data-path="images/integrations/circleback/circleback-create-api-key.png" />
    </Frame>

    Copy the key right away, Circleback only shows it once. Keys start with `cb_`.
  </Step>

  <Step title="Paste it in OneCLI">
    In the OneCLI dashboard, open **Connections** > **Circleback**, paste the key into **API key**, and click **Connect Circleback**.

    <Frame caption="The Circleback connect window in OneCLI.">
      <img src="https://mintcdn.com/chartdbinc/ErSvkIgCDOlzw-q8/images/integrations/circleback/onecli-connect-circleback.png?fit=max&auto=format&n=ErSvkIgCDOlzw-q8&q=85&s=7a870e83a61996e8b57866ce3ed66951" alt="OneCLI connect window for Circleback, showing a setup guide link, the API key field with a hint to go to Settings, API keys in Circleback, and the Connect Circleback button." width="1040" height="1240" data-path="images/integrations/circleback/onecli-connect-circleback.png" />
    </Frame>

    OneCLI checks the key with Circleback and names the connection after your Circleback email. A wrong key is rejected right away.
  </Step>
</Steps>

<Note>
  The key has the same access as your Circleback account, so agents reach the meetings you can reach, and no more. Treat it like a password.
</Note>

## What agents can do

| Area | What agents can do |
| - | - |
| **Meetings** | List, search, and read meetings with their notes and attendees. Update, share, or delete a meeting |
| **Transcripts** | Read transcripts with speakers and timestamps |
| **Action items** | Find action items by status or assignee, and create, update, or delete them |
| **Calendar** | View calendar events and add private notes or tags to them |
| **People and companies** | Look up people and companies you've met with |
| **Tags** | List, create, rename, delete, and apply tags |
| **Import** | Import a past meeting with its notes and transcript |

## Controlling access

[Grant](/docs/guides/agent-access) the connection to each agent that needs it, and choose per tool what runs freely, what needs approval, and what's blocked. Meeting notes are sensitive, so a good default is to let agents read freely and put **Share meeting** and **Delete meeting** behind approval. Organization [rules](/docs/guides/rules) add guardrails on top. A blocked request never reaches Circleback.

To disconnect, remove the connection in **Connections** > **Circleback**, then delete the key in Circleback under **Settings** > **API keys**.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.