--- title: "Connect Anchor and Granola - APIANT.ai" description: "When \"New Proposal Sent\" fires in Anchor, your agent runs \"Get note\" in Granola, or \"New note\" in Granola to \"Create Contact\" in Anchor." canonical: "https://apiant.ai/connect/anchor-to-granola" --- # Connect Anchor and Granola When **New Proposal Sent** fires in [Anchor](https://apiant.ai/connections/anchor), your agent runs **Get note** in [Granola](https://apiant.ai/connections/granola), or **New note** in Granola to **Create Contact** in Anchor. Describe the whole flow and it is built, tested on every scenario and kept running. Anchor **4** triggers Anchor **6** actions Granola **1** trigger Granola **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Anchor and Granola 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 Anchor and Granola can do together ### From Anchor to Granola - When **New Proposal Sent** in Anchor then **Get note** in Granola - When **Agreement Amended** in Anchor then **List notes** in Granola ### From Granola to Anchor - When **New note** in Granola then **Create Contact** in Anchor - When **New note** in Granola then **Find Contact by ID** in Anchor 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 Anchor and Granola ## Triggers and actions 5 triggers · 11 actions - Trigger **Agreement Amended** Triggers when an agreement is amended. - Trigger **New Proposal Sent** Triggers when a proposal is sent to a client. - Trigger **Proposal Approved** Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval). - Trigger **Proposal Published** Triggers when a proposal is published. - Action **Add Service to Agreement** Adds a service to a signed Anchor agreement as a new amendment. - Action **Create Contact** Creates a new client contact in Anchor. - Action **Find Contact by ID** Looks up a single contact by its Anchor ID. - Action **List Contacts** Returns a list of contacts (client businesses), optionally filtered by search text or status. - Action **Publish Proposal** Publishes a proposal draft as a proposal and, unless set to silent, emails the client. - Action **Submit Charges** Submits charges on an agreement to issue an invoice now or schedule one for a future billing date. - Trigger **New note** Triggers when a new note is created in Granola, optionally limited to one folder or space. - Action **Get note** Returns a single Granola meeting note with its title, owner, attendees, calendar event, folders, summary and, optionally, its transcript. - Action **Get transcript** Returns the full meeting transcript of a Granola note, one item per spoken segment with speaker, text and start/end times. Works even for very long transcripts that Get note cannot include. - Action **List folders** Returns every folder in the Granola workspace, with each folder's name, parent folder and space. - Action **List notes** Returns the Granola meeting notes you have access to, optionally limited to a folder or space or to a created/updated date range. - Action **List spaces** Returns all the spaces in your Granola workspace, with each space's id and name. ## Each app on its own - [ **Anchor** Get freedom from the burden of invoicing and collections.](https://apiant.ai/connections/anchor) - [ **Granola** Granola is an AI notepad for teams and people in back-to-back meetings.](https://apiant.ai/connections/granola) Reviews ## What our customers say ## More from Anchor - [ **Anchor to Outlook** Outlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...](https://apiant.ai/connect/anchor-to-outlook) - [ **Anchor to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/anchor-to-hubspot) - [ **Anchor to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/anchor-to-salesforce) - [ **Anchor to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/anchor-to-slack) - [ **Anchor to Google Sheets** Google Sheets](https://apiant.ai/connect/anchor-to-google-sheets) - [ **Anchor to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/anchor-to-gmail) ## More into Granola - [ **Google Sheets to Granola** Google Sheets](https://apiant.ai/connect/google-sheets-to-granola) - [ **Gmail to Granola** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-granola) - [ **Google Calendar to Granola** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-granola) - [ **Google Drive to Granola** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-granola) - [ **ActiveCampaign to Granola** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-granola) - [ **Airtable to Granola** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-granola) Questions ## Anchor and Granola, answered ### ### What can start an automation from Anchor? Any of Anchor's 4 triggers in the catalog, including New Proposal Sent, Agreement Amended, Proposal Approved and Proposal Published. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Granola when something happens in Anchor? Any of Granola's 5 actions, including Get note, Get transcript, List folders and List notes. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Granola to Anchor? Yes. When something happens in Granola, your agent can act in Anchor too. This page covers both directions: Granola's triggers and Anchor's actions are listed here as well. ### ### Do I have to build a connector for Anchor or Granola? 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 Anchor and Granola 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.