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feat(circleback): add API tools, expanded block, and knowledge base connector - #7331

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waleedlatif1 merged 7 commits into
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feat/circleback-integration
Sep 1, 2026
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feat(circleback): add API tools, expanded block, and knowledge base connector#7331
waleedlatif1 merged 7 commits into
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feat/circleback-integration

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@waleedlatif1

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Summary

  • Add 20 Circleback tools covering the new public REST API: meetings (list, get, search, update, delete, transcript), action items (list, update, delete), calendar events, companies, people, and tags (list, create, update, delete, add/remove from meetings)
  • Expand the Circleback block from trigger-only to a full tools block (API key auth, operation dropdown, per-operation fields, canvas sentences) while keeping the existing webhook triggers unchanged
  • Add a Circleback knowledge base connector that syncs meeting notes, action items, and insights (transcript opt-in) with deferred content, metadata-based change hashes, Link-header cursor pagination, and listing-cap safety for deletion reconciliation
  • Expand CirclebackBlockMeta to 9 templates plus skills; regenerate tool metadata, integration docs, and the deployment catalog

Type of Change

  • New feature

Testing

  • 22 new vitest tests covering Link-header cursor parsing, response-key mappings, request shaping, listing-cap/hasMore quadrants, deferred-content hashing, and tag mapping
  • bun run check:audits (all 40), lint, and type-check pass; tool/param/response shapes validated against the Circleback OpenAPI spec

Checklist

  • Code follows project style guidelines
  • Self-reviewed my changes
  • Tests added/updated and passing
  • No new warnings introduced
  • I confirm that I have read and agree to the terms outlined in the Contributor License Agreement (CLA)

@vercel

vercel Bot commented Sep 1, 2026

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The latest updates on your projects. Learn more about Vercel for GitHub.

1 Skipped Deployment
Project Deployment Actions Updated
docs Skipped Skipped Sep 1, 2026 1:33am UTC

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All reported issues were addressed

Heads up: you’re close to your included review allowance. Set a flex budget so reviews don’t pause.

Re-trigger cubic

Comment thread apps/sim/tools/circleback/update_tag.ts
Comment thread apps/sim/tools/circleback/list_meetings.ts Outdated
Comment thread apps/sim/connectors/circleback/circleback.ts Outdated
Comment thread apps/sim/connectors/circleback/circleback.ts Outdated
Comment thread apps/sim/tools/circleback/update_action_item.ts Outdated
Comment thread apps/sim/tools/circleback/types.ts
Comment thread apps/sim/tools/circleback/types.ts
Comment thread apps/sim/tools/circleback/types.ts Outdated
Comment thread apps/sim/tools/circleback/types.ts
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@greptile

@greptile-apps

greptile-apps Bot commented Sep 1, 2026

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Greptile Summary

The PR expands Circleback from webhook-only triggers into a complete tools integration and knowledge-base connector.

  • Adds Circleback meeting, action-item, calendar, company, people, and tag operations.
  • Adds connector synchronization with deferred content, transcript-aware hashes, pagination, and deletion-reconciliation safeguards.
  • Expands the workflow block, generated metadata, integration documentation, registries, and deployment catalog.

Confidence Score: 5/5

The PR appears safe to merge.

No blocking failure remains.

Important Files Changed

Filename Overview
apps/sim/connectors/circleback/circleback.ts Implements Circleback synchronization, deferred document hydration, transcript-aware invalidation, pagination, cap validation, and safe reconciliation behavior.
apps/sim/connectors/circleback/circleback.test.ts Covers connector hashing, cap validation, pagination, response mapping, and listing-completeness behavior.
apps/sim/blocks/blocks/circleback.ts Converts Circleback into a dual tool-and-trigger block with operation-specific inputs, parameter mappings, canvas sentences, and heterogeneous outputs.
apps/sim/tools/circleback/types.ts Defines shared Circleback request, response, and output contracts across the newly exposed operations.
apps/sim/tools/circleback/utils.ts Provides shared request shaping and pagination-response utilities for Circleback tools.
apps/sim/tools/registry.ts Registers the new Circleback tools for workflow and agent execution.
apps/sim/connectors/registry.ts Registers the Circleback knowledge-base connector.
apps/docs/content/docs/integrations/circleback.mdx Documents the expanded Circleback actions, inputs, outputs, and existing triggers.

Sequence Diagram

sequenceDiagram
  participant U as User
  participant B as Circleback Block
  participant T as Circleback Tool
  participant API as Circleback API
  participant C as Knowledge Connector
  participant K as Knowledge Base
  U->>B: Configure operation and API key
  B->>T: Map operation-specific parameters
  T->>API: Invoke REST operation
  API-->>T: Return Circleback resource
  T-->>B: Return typed workflow output
  C->>API: List meetings with cursor pagination
  API-->>C: Meeting stubs and next cursor
  C->>API: Fetch changed meeting content
  C->>API: Fetch transcript when enabled
  C->>K: Reconcile indexed documents
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Reviews (5): Last reviewed commit: "fix(circleback): reject a zero sync cap ..." | Re-trigger Greptile

Comment thread apps/sim/connectors/circleback/circleback.ts
Comment thread apps/sim/blocks/blocks/circleback.ts
Comment thread apps/sim/connectors/circleback/circleback.ts Outdated
Comment thread apps/sim/blocks/blocks/circleback.ts
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Comment thread apps/sim/connectors/circleback/circleback.ts
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