Integration
Connect Circleback to Wicked Reports
When New Action Item fires in Circleback, your agent runs Create Order Item in Wicked Reports. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Circleback and Wicked Reports to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Circleback can start in Wicked Reports
When New Action Item in Circleback
then Create Order Item in Wicked Reports
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Circleback and Wicked Reports
Triggers and actions 2 triggers · 40 actions
- New Action Item
Triggers when a new action item is created in your Circleback meetings.
- New Meeting
Triggers when a new meeting appears in your Circleback account.
- Create Action Item
Creates a Circleback action item owned by you.
- Create Folder
Creates a shared Circleback folder in a workspace.
- Create Tag
Creates a Circleback tag.
- Delete Action Item
Deletes a Circleback action item.
- Delete Folder
Deletes a shared Circleback folder; its meetings stay with their owners.
- Delete Meeting
Deletes a Circleback meeting you own.
- Delete Tag
Permanently deletes a Circleback tag and removes it from every meeting.
- Get Company
Returns a company by its domain, with its people and external links.
- Get Folder
Returns a Circleback folder with its members, teams and rules.
- Get Meeting
Returns a Circleback meeting with its notes, attendees, recording link and action items.
- Get Meeting Transcript
Returns the speaker-labeled transcript of a Circleback meeting, one entry per spoken segment.
- Get Person
Returns a person by profile ID with their profile details.
- Import Meeting
Imports an existing meeting into Circleback with its name and notes.
- List Action Items
Returns action items across your Circleback meetings, optionally filtered by status.
- List Calendar Events
Returns upcoming events from your calendars connected to Circleback.
- List Companies
Returns the companies whose people attend your Circleback meetings.
- List Folders
Returns the Circleback folders you can see.
- List Meetings
Returns a page of your Circleback meetings.
- List People
Returns the people who attend your Circleback meetings, most recent first.
- List Tags
Returns every Circleback tag available to you.
- Search Meetings
Searches your Circleback meetings by name and content.
- Update Action Item
Updates a Circleback action item's title, description or status.
- Update Meeting
Updates a Circleback meeting's name, notes or private notes; fields left blank stay the same.
- Update Tag
Updates a Circleback tag's name or description.
- Add Marketing Cost
Sends ad spend, clicks and conversions from an ad platform Wicked Reports does not integrate with, so cost is included in ROI reports.
- Create Contact
Sends a contact (lead) from your CRM or email platform into Wicked Reports for attribution. Contacts already present by email are ignored.
- Create Order
Sends an order from your cart or payment system into Wicked Reports so revenue is attributed to marketing.
- Create Order Item
Adds a line item (product, quantity, unit price) to an order already sent to Wicked Reports.
- Create Order Payment
Records a payment, failure or refund against an order in Wicked Reports.
- Create or Update Product
Creates a product in Wicked Reports, or updates it if one with the same ID already exists.
- Get Export Results
Returns one page of records (contacts, clicks or orders) for a result ID from any Request ... Export or Lookup operation, and whether more pages remain.
- Get Last Updated Date
Returns the date your Wicked Reports reports are up to.
- List Saved Views
Returns the report views saved in your Wicked Reports dashboard, with their IDs and names.
- Request Clicks Export
Starts an export of clicks tied to contacts in a date range and returns a result ID; pass it to Get Export Results to read the clicks.
- Request Contact Clicks Export
Starts an export of one contact's raw clicks and returns a result ID; pass it to Get Export Results to read the clicks.
- Request Contact Lookup
Starts a lookup of one contact by Wicked Reports ID, your source-system ID or email, and returns a result ID; pass it to Get Export Results to read the contact.
- Request Contact Orders Export
Starts an export of one contact's orders in a date range and returns a result ID; pass it to Get Export Results to read the orders.
- Request Contacts Export
Starts an export of all contacts created in a date range and returns a result ID; pass it to Get Export Results to read the contacts.
- Request Orders Export
Starts an export of orders (with attribution, products and payments) in a date range and returns a result ID; pass it to Get Export Results to read the orders.
- Track a Click
Sends a click or conversion event you tracked yourself (lead, meeting, webinar, last click on an order, etc.) into Wicked Reports.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Circleback
Circleback to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Circleback to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Circleback to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Circleback to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Circleback to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Circleback to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Wicked Reports
Questions
Circleback and Wicked Reports, answered
What can start an automation from Circleback?
Any of Circleback's 2 triggers in the catalog, including New Action Item and New Meeting. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Wicked Reports when something happens in Circleback?
Any of Wicked Reports's 16 actions, including Create Contact, Create Order, Create Order Item and Create Order Payment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wicked Reports to Circleback?
Wicked Reports has no triggers in the catalog today, so automations start in Circleback. If you need the other direction, ask: your agent reads Wicked Reports's API documentation and adds it.
Do I have to build a connector for Circleback or Wicked Reports?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Circleback and Wicked Reports without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.