--- title: "Connect AM-CRM and Fellow - APIANT.ai" description: "When \"Contact Updated\" fires in AM-CRM, your agent runs \"Complete Action Item\" in Fellow, or \"New recording\" in Fellow to \"Create Contact\" in AM-CRM." canonical: "https://apiant.ai/connect/am-crm-to-fellow" --- # Connect AM-CRM and Fellow When **Contact Updated** fires in [AM-CRM](https://apiant.ai/connections/am-crm), your agent runs **Complete Action Item** in [Fellow](https://apiant.ai/connections/fellow), or **New recording** in Fellow to **Create Contact** in AM-CRM. Describe the whole flow and it is built, tested on every scenario and kept running. AM-CRM **3** triggers AM-CRM **8** actions Fellow **1** trigger Fellow **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AM-CRM and Fellow to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What AM-CRM and Fellow can do together ### From AM-CRM to Fellow - When **Contact Updated** in AM-CRM then **Complete Action Item** in Fellow - When **Deal Created** in AM-CRM then **Get action item** in Fellow ### From Fellow to AM-CRM - When **New recording** in Fellow then **Create Contact** in AM-CRM - When **New recording** in Fellow then **Create Deal **in AM-CRM 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 AM-CRM and Fellow ## Triggers and actions 4 triggers · 18 actions - Trigger **Contact Updated** Triggers when a contact is updated. - Trigger **Deal Created** Triggers when a new deal is created. - Trigger **New Contact Created** Triggers when a new contact is created. - Action **Create Contact** Creates a new contact - Action **Create Deal** - Action **Find Contact by Email** Finds a contact by email address - Action **Find Contact by ID** Finds a contact by its ID - Action **Find Contact by Search** Finds contacts by name, email, phone or company - Action **Find Deal by ID** returns the deal (array, each row with deal_id, title, value_cents, status, contact). - Action **Update Contact** Updates an existing contact - Action **Update Deal** Updates an existing deal - Trigger **New recording** Triggers when a new meeting recording is created in Fellow. - Action **Add Talking Point** Adds a talking point to the end of a Fellow meeting note's agenda, leaving the existing agenda content in place. - Action **Archive action item** Archives a Fellow action item by marking it as won't do, and returns the updated action item. - Action **Complete Action Item** Marks a Fellow action item as complete, or reopens it as incomplete, and returns the updated action item. - Action **Delete note** Permanently deletes a Fellow meeting note. Requires an API key with super admin (privileged) access. - Action **Delete recording** Deletes a Fellow meeting recording by its ID. Requires an API key with super admin privileges. - Action **Get action item** Returns a single Fellow action item by its ID, including its text, status, due date, assignees and the note it belongs to. - Action **Get AI Note** Returns a Fellow meeting note by its ID, including its title, meeting details, attendees, linked recordings and the note content as markdown. - Action **Get recording** Returns a Fellow meeting recording, including its transcript, AI notes and the note it belongs to. - Action **List notes** Returns the meeting notes you can access in Fellow, optionally filtered by meeting, channel, title, attendees, or created/updated dates, with optional note content. - Action **List recordings** Returns the meeting recordings in your Fellow workspace, optionally filtered by calendar event, channel, title or created/updated dates, with transcripts and AI notes on request. ## Each app on its own - [ **AM-CRM** AM-CRM is a sales CRM for coaching and high-ticket sales teams, with built-in calling, booking and pipeline...](https://apiant.ai/connections/am-crm) - [ **Fellow** Fellow is a privacy-focused AI meeting assistant that records and summarizes meetings with enterprise-grade...](https://apiant.ai/connections/fellow) Reviews ## What our customers say ## More from AM-CRM - [ **AM-CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/am-crm-to-hubspot) - [ **AM-CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/am-crm-to-salesforce) - [ **AM-CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/am-crm-to-slack) - [ **AM-CRM to Google Sheets** Google Sheets](https://apiant.ai/connect/am-crm-to-google-sheets) - [ **AM-CRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/am-crm-to-gmail) - [ **AM-CRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/am-crm-to-google-calendar) ## More into Fellow - [ **ActiveCampaign to Fellow** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-fellow) - [ **Airtable to Fellow** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-fellow) - [ **Asana to Fellow** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-fellow) - [ **ClickUp to Fellow** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-fellow) - [ **Discord to Fellow** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-fellow) - [ **Brevo to Fellow** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-fellow) Questions ## AM-CRM and Fellow, answered ### ### What can start an automation from AM-CRM? Any of AM-CRM's 3 triggers in the catalog, including Contact Updated, Deal Created and New Contact Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Fellow when something happens in AM-CRM? Any of Fellow's 10 actions, including Add Talking Point, Complete Action Item, Get action item and Get AI Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Fellow to AM-CRM? Yes. When something happens in Fellow, your agent can act in AM-CRM too. This page covers both directions: Fellow's triggers and AM-CRM's actions are listed here as well. ### ### Do I have to build a connector for AM-CRM or Fellow? 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 AM-CRM and Fellow 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.