Circleback
Third-party
Meeting notes, transcripts and action items
Your settings
About
Circleback takes notes on online meetings, through a bot or its desktop app, and on in-person ones through its mobile and Apple Watch apps. Connected, it searches your meetings and transcripts, reads and updates action items, and can also search your calendar and any email accounts you have linked to Circleback. Changes need the write access Circleback asks for at sign-in.
The free plan includes it. Pro is $15 a user a month.
Click Add and sign in when Circleback's window opens.
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Frequently asked questions
- What is a Connector?
- A Connector is a remote MCP server that a third party runs and Marvin Labs knows how to reach. Marvin Labs supplies the endpoint and the setup; you bring your own Circleback account. Once added, AI Analyst Chat and Deep Research Agents call its tools when a question needs them, and the answer shows which tool was called and what it returned.
- Does the Circleback Connector require authentication?
- Yes. Adding Circleback opens its sign-in window, where you approve access with your own Circleback account. Marvin Labs never sees your password; Circleback issues a token you can revoke on its side at any time.
- Does Circleback change how financial data is sourced?
- No. When a question can be answered from the filings, earnings calls, and press releases Marvin Labs ingests through Automated Data Import, it answers from those. Circleback is used only when a question needs data those documents do not carry, and the answer attributes that output to it.
- Where is Circleback available?
- In both AI Analyst Chat and Deep Research Agents. Its tools stay out of the model's context until a request needs one, so an unused Connector takes up no context window.