Calendly (MCP)
Overview
Calendly scheduling allows a MagicBlocks AI Agent to book meetings without sending users through a long manual scheduling process.
The Agent can discover available Calendly event types, find open time slots, collect the user’s name, email, and timezone, create the booking in Calendly, and confirm the meeting details in chat.
This helps sales and support teams reduce scheduling back-and-forth, avoid timezone confusion, and keep the booking process inside the conversation.
When to Use
Use Calendly scheduling when your AI Agent should help users book a meeting, demo, consultation, onboarding call, sales call, or support session.
Calendly scheduling is useful when a user asks to:
- Book a call
- Schedule a demo
- Find an available time
- Speak with sales or support
- Choose from available meeting slots
Set Up Calendly
Before an Agent can schedule meetings with Calendly, Calendly must be connected in MagicBlocks.
- Go to Library in the left sidebar.
- Open Connections.
- Find Calendly under Calendar & Scheduling.
- Click Connect.
- Complete the Calendly authorization flow.
- Return to MagicBlocks and confirm Calendly is connected.
After Calendly is connected, enable the Calendly tools for the Agent.
- Go to Agents.
- Select the Agent you want to configure.
- Open Brain. Click Advanced
- Go to Select MCP Server or AI Tool.
- On the dropdown, select MCP or AI Tool.
- Below the dropdown, select the Calendly tools the Agent should use.
- Save and publish the Agent.
Recommended Calendly Tools
For most booking flows, enable these tools:
Tool | Purpose |
|---|---|
Calendly List Event Types | Finds available meeting types. |
Calendly List Event Type Available Times | Checks open time slots for the selected event type. |
Calendly Create Event Invitee | Creates the Calendly booking. |
Optional tools:
Tool | Purpose |
|---|---|
Calendly Get Event Type | Checks event type details, such as duration or rules. |
Calendly Create Scheduling Link | Creates a scheduling link as a fallback. |
Calendly Create Share | Creates a share object or link when supported. |
Booking Flow
A standard Calendly booking flow works like this:
- The user asks to schedule or book a meeting.
- The Agent identifies the best event type using Calendly List Event Types.
- If the event type is unclear, the Agent asks the user to choose from a short list.
- The Agent asks for missing details, such as name, email, or timezone.
- The Agent checks available slots using Calendly List Event Type Available Times.
- The Agent shows 3–7 available time options with timezone included.
- The user selects a time slot.
- The Agent repeats the final booking details and asks for confirmation.
- The Agent creates the booking using Calendly Create Event Invitee.
- The Agent confirms the booking in chat.
Example Conversation
User: I want to book a meeting
Agent: I can certainly help you with that! To make sure I set up our meeting perfectly, could you please tell me a bit about what you'd like to discuss?
User: home loan consultation
Agent: Excellent! A home loan consultation is a great way to explore your options.
To help me find the best time for you, could you let me know your preferred day and a general time? For example, "tomorrow afternoon" or "Wednesday morning."
User: I'd like it to be on Thursday afternoon, May 14.
Agent: Got it! Thursday, May 14th, for a home loan consultation.
And what time on Thursday afternoon works best for you?
User: 2PM AEST
Agent: Perfect! I've checked, and Thursday, May 14th, at 2:00 PM AEST (Australian Eastern Standard Time) looks to be available for a home loan consultation.
To finalize this, could you please confirm your email address? This is where I'll send the meeting invitation.
User: [email protected]
Agent: Thank you for confirming your email, [email protected]!
Just to be absolutely sure, could you please confirm that you'd like me to send the meeting invitation for a "Home Loan Consultation" on Thursday, May 14th, at 2:00 PM AEST to [email protected]?
User: Yes, please
Agent: Wonderful! Your Home Loan Consultation is all set for Thursday, May 14th, at 2:00 PM AEST.
An invitation has been sent to [email protected].
Find Available Times
When the user asks for available times, the Agent should check availability with Calendly List Event Type Available Times.
The Agent should use:
- The selected event type
- The requested date or time window
- The user’s timezone
If the user does not provide a date range, the Agent can use a default range such as the next 7–14 days.
The Agent should show a short list of available slots and include the timezone in each option.
Example:
Here are a few available times in GMT+7:
1. Thu May 2 — 14:30
2. Fri May 3 — 09:00
3. Mon May 6 — 15:00
Which one works best?
If no times are available, the Agent should ask for another date range and try again.
Complete a Booking
Before creating a Calendly booking, the Agent should confirm the final details.
The Agent should confirm:
- Event type
- Date and time
- Timezone
- Invitee name
- Invitee email
Example:
Just to confirm, I’ll book a demo for Alex Tan at [email protected] on Thu May 2 at 14:30 GMT+7. Should I book it?
After the user confirms, the Agent creates the booking with Calendly Create Event Invitee.
After the booking is created, the Agent should confirm the booking in chat and tell the user to check their email for the confirmation details.
Watch the full tutorial below 👇
Best Practices
Use a short list of available time slots. Three to seven options are usually enough.
Always include timezone when showing available times or confirming a booking.
Ask for the invitee’s name and email before creating the booking.
Confirm the user’s email spelling when the email is typed manually.
Always ask for confirmation before creating the booking.
Use Calendly Create Scheduling Link as a fallback if direct booking cannot be completed.
Save and publish the Agent after enabling or changing Calendly tools.
FAQs
Do I need to connect Calendly before using it in an Agent?
Yes. Connect Calendly from Library → Connections, then enable the Calendly tools inside the Agent.
Where do I enable Calendly tools?
Enable the tools from Agent → Brain → Advacned → MCP
or Agent → Brain → Advacned → AI Tool.
Which Calendly tools are required for booking?
The recommended tools are Calendly List Event Types, Calendly List Event Type Available Times, and Calendly Create Event Invitee.
What details does the Agent need before booking?
The Agent usually needs the event type, date and time, timezone, invitee name, and invitee email.
What happens if the selected time is unavailable?
The Agent should apologize, check availability again, and offer alternative time slots.
Can the Agent send a Calendly link instead?
Yes. If Calendly Create Scheduling Link is enabled, the Agent can send a scheduling link as a fallback.