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Productivity

Circleback MCP for your Agent

Flow can look up tasks, projects and pages in Circleback MCP, and with read and write access it can create and update them, for example to turn a tender’s deadlines into tasks.

It asks for your approval before it changes anything in Circleback MCP. Connect with your Circleback MCP account credentials.

Create a task in Circleback MCP for each document the Lyon tender asks for, due two days before the deadline.

Connect Circleback MCP in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Circleback MCP.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Circleback MCP.

What Flow can do depends on what Circleback MCP offers through its API and on the access you choose.

Things to ask

Type these to Flow once Circleback MCP is connected.

  • Circleback MCP

    Create a task in Circleback MCP for each document the Lyon tender asks for, due two days before the deadline.

  • Circleback MCP

    What is still open in Circleback MCP for our hospital bid?

About Circleback MCP

Circleback MCP is a platform that indexes meetings, transcripts, action items, calendar events, emails, people, companies, and support documentation. Use it to quickly find context across meetings and team knowledge.

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