Integration
Connect Ambivo and Plutio
When Contact Status Updated fires in Ambivo, your agent runs Create a Task in Plutio, or New Block in Plutio to Add invoice in Ambivo. 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 Ambivo and Plutio 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 Ambivo and Plutio can do together
From Ambivo to Plutio
When Contact Status Updated in Ambivo
then Create a Task in Plutio
From Plutio to Ambivo
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 Ambivo and Plutio
Triggers and actions 8 triggers · 37 actions
- Contact Status Updated
Triggers when the status of a contact is updated.
- Lead Status Updated
Triggers when the status of a lead is updated.
- New Contact
Triggers when a new contact record is created.
- New Lead
Triggers when a new lead is created.
- Add account
/crm/accounts on fapi.ambivo.com. Creates a company account.
- Add appointment
/reports/appointments on fapi.ambivo.com.
- Add invoice
/crm/invoices on fapi.ambivo.com.
- Add order
/crm/orders on fapi.ambivo.com.
- Add task
/crm/tasks on fapi.ambivo.com.
- Create Contact
Creates a New Contact or returns an updated contact.
- Create Lead
Creates a New Lead or returns an updated lead.
- Delete task
/crm/tasks/{task_id} on fapi.ambivo.com.
- List accounts
/crm/accounts on fapi.ambivo.com.
- List appointments
Lists appointments in the Ambivo account.
- List contacts
/crm/contacts on fapi.ambivo.com.
- List invoices
Lists invoices with optional MongoDB-style match_filter_dict, sort and created-date range; returns the invoice records.
- List leads
/crm/leads on fapi.ambivo.com.
- List orders
Lists orders with optional MongoDB-style match_filter_dict, sort and created-date range; returns the order records.
- Update account
/crm/accounts/{account_id} on fapi.ambivo.com.
- Update contact
/crm/contacts/{contact_id} on fapi.ambivo.com. Updates fields of a contact.
- Update invoice
/crm/invoices/{invoice_id} on fapi.ambivo.com.
- Update lead
/crm/leads/{lead_id} on fapi.ambivo.com. Updates fields of a lead.
- Update order
/crm/orders/{order_id} on fapi.ambivo.com.
- Update task
/crm/tasks/{task_id} on fapi.ambivo.com.
- New Block
Triggers when a new block (content, line items, signature area) is added to a contract, proposal or invoice.
- New Task
Triggers when a new task is created in your Plutio workspace.
- New Task Board
Triggers when a new task board is created in your Plutio workspace.
- New Task Group
Triggers when a new task group is created in Plutio.
- Create a Task
Creates a task on a project's task board in Plutio and returns the new task.
- Create Block
Creates a block of content or line items on a Plutio contract, proposal or invoice and returns the created block.
- Create Invoice
Creates a draft invoice in Plutio for a client person or company. Line items are added separately.
- Create Person
Creates a new person (client, lead or team member) in your Plutio workspace and returns the created record.
- Create Project
Creates a new project in your Plutio workspace, optionally linked to a client. Plutio gives it a default status and a first task board.
- Create Task Board
Creates a new task board in Plutio, optionally inside a project.
- Create Task Group
Creates a new task group (a column or section) on a Plutio task board and returns the created group.
- Delete Block
Permanently deletes a block (a piece of content or line items) from a Plutio contract, proposal or invoice.
- Delete Invoice
Permanently deletes an invoice from your Plutio workspace.
- Find Person
Finds people in your Plutio workspace by email, name, role or an advanced query, and returns the first match plus all matches.
- Get Task
Returns a single task by its id, including its custom field values.
- Move a Task
Moves a task to a different task group, task board or project.
- Retrieve Block/Blocks
Returns one block by its ID, or all the blocks (text, line items) that make up a contract, proposal or invoice.
- Retrieve Person/People
Returns one person by id, or a list of people in your Plutio workspace filtered by role, status or an advanced query.
- Update a Task
Updates an existing task in Plutio. Only the fields you fill in are changed; everything else stays the same.
- Update Invoice
Updates an existing invoice's name, currency, due date, client or custom field values. Fields left blank stay as they are.
- Update Person
Updates an existing person (client, lead or team member) in Plutio. Only the fields you fill in are changed.
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
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Questions
Ambivo and Plutio, answered
What can start an automation from Ambivo?
Any of Ambivo's 4 triggers in the catalog, including Contact Status Updated, Lead Status Updated, New Contact and New Lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Plutio when something happens in Ambivo?
Any of Plutio's 17 actions, including Create a Task, Create Block, Create Invoice and Create Person. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Plutio to Ambivo?
Yes. When something happens in Plutio, your agent can act in Ambivo too. This page covers both directions: Plutio's triggers and Ambivo's actions are listed here as well.
Do I have to build a connector for Ambivo or Plutio?
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 Ambivo and Plutio 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.