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

# Meeting Notes (via Circleback)

> Connect Circleback's remote MCP server to Notis so you can search meetings, transcripts, and action items from WhatsApp, voice, email, or your coding agent.

Use [Circleback](https://circleback.ai/)'s remote MCP server to let Notis read your meeting notes, transcripts, and action items, so you can ask about a past call from whichever channel you happen to be in.

## What this setup does

Circleback takes meticulous meeting notes. The problem with meticulous notes is that they live in another tab — and the decision you need is usually needed while you are walking to the next meeting.

Connecting Circleback's MCP server to Notis makes **your meeting corpus searchable from WhatsApp, iMessage, Telegram, email, Voice Mode, or a coding agent**, next to everything else Notis can reach.

<Tip>
  Circleback answers "what did we decide?". Notis answers "find what we decided and do something about it." The second one is where the time actually goes.
</Tip>

## Prerequisites

* A Notis workspace with access to custom MCP connections

* A [Circleback](https://circleback.ai/) account with a few recorded meetings

* A browser available to complete Circleback's sign-in

## Circleback MCP connection details

Circleback publishes a **hosted remote MCP server**. Nothing to install, nothing to run locally, and no API key anywhere in the setup.

> Server URL: `https://circleback.ai/api/mcp`
> Transport: streamable HTTP
> Auth: OAuth with dynamic client registration

The server exposes read-only search tools over what Circleback knows, including meeting search, meeting reading, transcript search, transcript retrieval for specific meetings, and action-item search, plus calendar and email search.

## Step 1: Add Circleback as a custom MCP in Notis

1. Open the [Notis Portal](https://app.notis.ai) and go to **Settings → Integrations → Custom MCP**.

2. Click **Add MCP**.

3. **Name:** Enter `Circleback`.

4. **Description:** Give Notis context on when to use it. For example:

*"Use Circleback to search my meetings, transcripts, action items and attendees from past calls."*

1. **Server URL:** Paste the hosted endpoint:

`https://circleback.ai/api/mcp`

1. **Authentication:** Complete Circleback's sign-in when Notis prompts you. No API key is required.

2. Click **Save**.

Or set it up from any conversation instead:

```text theme={null}
Add a custom MCP server called Circleback at https://circleback.ai/api/mcp
```

Notis saves the connection and handles the sign-in flow. Because it uses OAuth, you can revoke the connection on its own at any time without touching anything else.

## Step 2: Verify the connection

Notis lists the tools the Circleback server exposes once the connection is saved. Try a search you can check by hand:

> *Search my Circleback meetings from last week and list who attended.*

If nothing comes back, re-open the connection in **Settings → Integrations** and finish the sign-in — an interrupted flow leaves the server connected but unauthorized.

## Step 3: Ask your meetings something

From WhatsApp, voice, email, or the desktop app:

* "What action items do I still owe from this week's meetings?"

* "Search my meeting transcripts for the conversation about the Q3 budget."

* "Who did I meet from Acme last month, and what did we agree on?"

* "Find the exact thing the customer said about onboarding in yesterday's call."

Notis picks the right Circleback tool — action-item search, transcript search, meeting lookup — and answers in the channel you asked from.

## Example workflow: the pre-call brief

1. **Ask for the history** — "I'm meeting Sarah at 3pm. Summarise our last two calls from Circleback."

2. **Add the present** — "Now check my inbox for anything recent from her."

3. **Get talking points** — "Suggest three things I should cover, and flag anything we promised and haven't delivered."

4. **Capture afterwards** — Send a voice note after the call and let Notis file the follow-ups.

Circleback provides the history. Your other integrations provide everything else.

## Read, or read and write?

The MCP tools are **read-only by design**. Notis can search and summarise, but it will not create, edit, or delete anything in Circleback.

If you want finished meetings to push work *into* Notis automatically — tasks created, notes filed, drafts written — that is a webhook automation rather than an MCP connection. See [Manage Meetings](/guides/manage-meetings) for the capture side of the workflow.

## Troubleshooting

* **No tools listed:** Re-open the Circleback connection in **Settings → Integrations** and complete the sign-in again.

* **Empty results:** Circleback's search covers meetings recorded on your account. Check the meeting exists in Circleback first.

* **You want data flowing the other way:** The MCP is read-only. Use an automation for push-based workflows.

* **Using it from a coding agent:** The same connection is available through the [Notis CLI and MCP](/agents/overview), so Claude Code or Cursor can pull meeting context while it works.

## Summary

Circleback's hosted MCP server connects to Notis with one URL and a browser sign-in. Meeting notes tools solved capture; this solves retrieval — your entire meeting history behind a message, next to your inbox, your calendar, your tasks, and every other tool Notis holds.