CreateActionItem
ChatGPTCreates an action item owned by the authenticated user. Creates an action item owned by the user. Pass meetingId to link it to a meeting the user can edit; omit it for a standalone action item. Assigns it to the user unless you pass another assignee or null. Use FindProfiles to resolve an assignee. Only create when the user asks.
CreateTag
ChatGPTCreates a new tag. If a tag with the same name already exists, a conflict error is returned. Only create when the user asks.
DeleteActionItem
ChatGPTDeletes an action item. Returns the deleted action item. Deletes the action item permanently. For an item created in this conversation, use the id CreateActionItem returned; otherwise use SearchActionItems to find it. Only delete when the user explicitly asks.
DeleteTag
ChatGPTPermanently 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.
FindCompanies
ChatGPTFind 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.
FindDomains
ChatGPTFind company domains matching the given search terms. The data returned will be an array of domain strings representing companies accessible through meetings.
FindProfiles
ChatGPTFind profiles matching the given names. The data returned will be an an array of objects representing each of the matching profiles.
GetTranscriptsForMeetings
ChatGPTGet the full transcripts for given meeting IDs. 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.
ListTags
ChatGPTList all tags available in the user's workspace. 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.
ListTeams
ChatGPTReturns the user's workspace and its teams with their IDs, or null if the user has no workspace.
ReadMeetings
ChatGPTGiven up to 100 meeting IDs, fetch detailed information for each meeting. 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.
SearchActionItems
ChatGPTFind action items that match a given search term or filter. Returns action items with their title, description, status, assignee, and related meeting details. 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). Only 25 action items are returned per page, so this function may need to be called multiple times if there are more than that many results. If 25 action items are returned, call this function again with the next pageIndex to ensure you get all results.
SearchCalendarEvents
ChatGPTGet 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. Only 50 calendar events are returned per page, so this function may need to be called multiple times if there are more than that many results. If 50 events are returned, call this function again with the next pageIndex to ensure you get all results.
SearchEmails
ChatGPTSearch 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 associated calendar ID (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.
SearchMeetings
ChatGPTFind meetings that match a given search term or filter. Searches can be done by direct match on the meeting name or notes. Search term is a direct match ignoring case, prefer to search for a single word or phrase if provided. Searches can also be performed for tags or related profiles (attendees of the meetings). When searching for a meeting, the tool will find the appropriate meeting and extract the relevant source excerpt based on the intent instead of returning the entire data. NOTE: A search term is not explicitly required, for example if you want to find all meetings with a specific tag in a date range, only include those and don't pass a searchTerm. To restrict the search further, you can provide a start and end date. This will significantly improve performance. The data returned will be an an array of objects, with each containing meeting data. Only 20 meetings are returned per page, so this function may need to be called multiple times if there are more than that many results. IMPORTANT: The pageIndex is only valid for the exact same search parameters (aside from pageIndex). For example, if you provide a start / end date to fetch page 0, then you must provide the EXACT SAME start / end dates to fetch page 1. If 20 meetings are returned, call this function again with the next pageIndex to ensure you get all results.
SearchSupportArticles
ChatGPTSearch for support articles about Circleback to find relevant documentation and help content.
SearchTranscripts
ChatGPTSearch 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.
ShareMeeting
ChatGPTShares 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 and ListTeams to find workspace and team IDs. Only change sharing when the user asks, and only set sendEmail when the user wants recipients notified.
UpdateActionItem
ChatGPTUpdates 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. For an item created in this conversation, use the id CreateActionItem returned; otherwise use SearchActionItems to find it. Use FindProfiles to resolve an assignee. Only update when the user requests a change.
UpdateCalendarEvent
ChatGPTSets your private notes or tags on the Circleback meeting for a calendar event, creating the meeting if needed. Each field you provide replaces its current value, and fields you leave out stay the same. Returns the meeting. Use this for a SearchCalendarEvents result without meetingData.meetingId, and UpdateMeeting otherwise. Only update when the user asks.
UpdateMeeting
ChatGPTUpdates a meeting's name, notes, private notes, or tags. Each field you provide replaces its current value, and fields you leave out stay the same. To add to notes or tags, get the meeting first and include what's already there. Returns the meeting. To add to notes or tags, start from their current values: the meetingData from SearchCalendarEvents if you have it, otherwise ReadMeetings. tagIds: [] removes all tags. Use ListTags to find tag IDs. Only update when the user asks.
UpdateTag
ChatGPTUpdates a tag's name or description. Omitted fields stay unchanged. Use ListTags to find the tag. Only update when the user requests a change.
FindDomains
ClaudeFindProfiles
ClaudeGetTranscriptsForMeetings
ClaudeReadMeetings
ClaudeSearchCalendarEvents
ClaudeSearchEmails
ClaudeSearchMeetings
ClaudeSearchSupportArticles
ClaudeSearchTranscripts
Claude
