--- title: "Connect Anchor to Retell AI - APIANT.ai" description: "When \"New Proposal Sent\" fires in Anchor, your agent runs \"Add Agent\" in Retell AI." canonical: "https://apiant.ai/connect/anchor-to-retell-ai" --- # Connect Anchor to Retell AI When **New Proposal Sent** fires in [Anchor](https://apiant.ai/connections/anchor), your agent runs **Add Agent** in [Retell AI](https://apiant.ai/connections/retell-ai). Describe the whole flow and it is built, tested on every scenario and kept running. Anchor **4** triggers Anchor **6** actions Retell AI **27** 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 Retell AI 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 can start in Retell AI - When **New Proposal Sent** in Anchor then **Add Agent** in Retell AI - When **Agreement Amended** in Anchor then **Create Knowledge Base** in Retell AI 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 Retell AI ## Triggers and actions 4 triggers · 33 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. - Action **Add Agent** Create a new Retell AI voice agent attached to a response engine (Retell LLM, custom LLM, or conversation flow) and a voice. - Action **Create Knowledge Base** Create a new Retell AI knowledge base from texts, URLs and/or a file. - Action **Create Retell LLM** Create a new Retell LLM Response Engine that can be attached to an agent. This is used to generate response output for the agent. - Action **Delete Agent** Deletes an existing Retell AI agent, including all of its versions. - Action **Delete Knowledge Base** Delete an existing knowledge base. - Action **Delete Phone Number** Delete a phone number from your Retell AI account. - Action **Delete Retell LLM** Delete a Retell LLM response engine. - Action **Get a Call** Retrieves the full details of a Retell AI call (phone or web): status, transcript, recording links, post-call analysis, cost and latency. - Action **Get an Agent** Retrieve the full configuration of a Retell AI voice agent. - Action **Get a Phone Number** Retrieve the details of one phone number in your Retell AI account, including its bound agents, nickname and webhook settings. - Action **Get a Retell LLM** Retrieve the details of a Retell LLM response engine, including its prompt, model, tools and states. - Action **Get a Voice** Retrieve the details of a single Retell AI voice: its name, provider, accent, gender, age and a preview audio link. - Action **Get Concurrency** Gets your Retell AI organization's current number of ongoing calls and its concurrency limits. - Action **Get Knowledge Base** Retrieve the details of a knowledge base, including its processing status and sources. - Action **Import Phone Number** Import a phone number from your own telephony provider (for example a Twilio elastic SIP trunk) into Retell AI and optionally bind agents to it. - Action **List Agents** Lists the voice and chat agents in the Retell AI account, optionally filtered by channel or by a name/id search. - Action **List Calls** List calls in the Retell AI account, newest first by default, optionally filtered by agent, status, direction, numbers, time range and more. Returns up to 1000 calls; transcripts and recording URLs are not included (use Get a Call for those). - Action **List Knowledge Bases** List all knowledge bases in the Retell AI account. - Action **List Phone Numbers** Lists the phone numbers in your Retell AI account (up to 1000). - Action **List Retell LLMs** Lists the Retell LLM response engines in the account. - Action **List Voices** List all voices available to the Retell AI account. - Action **Make a Phone Call** Start a new outbound phone call from one of your Retell numbers, handled by a Retell voice agent. - Action **Register Phone Call** Register a phone call placed through your own (custom) telephony, so Retell issues a call id your telephony can connect the audio to. - Action **Update Agent** Updates an existing Retell AI voice agent's latest draft version. Only the fields you fill in are changed. - Action **Update Call** Update the metadata, data storage setting or custom attributes of an existing Retell AI call. - Action **Update Phone Number** Updates the agents, nickname, webhooks, country restrictions, SIP trunk and fallback settings of a phone number in Retell AI. Only the fields you fill in are changed. - Action **Update Retell LLM** Update an existing Retell LLM response engine's configuration (prompt, model, etc). ## Each app on its own - [ **Anchor** Get freedom from the burden of invoicing and collections.](https://apiant.ai/connections/anchor) - [ **Retell AI** Retell AI is a conversation intelligence platform that turns customer calls into actionable insights.](https://apiant.ai/connections/retell-ai) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 Retell AI - [ **HubSpot to Retell AI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-retell-ai) - [ **Salesforce to Retell AI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-retell-ai) - [ **Slack to Retell AI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-retell-ai) - [ **Google Sheets to Retell AI** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-retell-ai) - [ **Gmail to Retell AI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-retell-ai) - [ **Google Calendar to Retell AI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-retell-ai) Questions ## Anchor and Retell AI, 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 Retell AI when something happens in Anchor? Any of Retell AI's 27 actions, including Create Knowledge Base, Create Retell LLM, Update Agent and Update Call. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Retell AI to Anchor? Retell AI has no triggers in the catalog today, so automations start in Anchor. If you need the other direction, ask: your agent reads Retell AI's API documentation and adds it. ### ### Do I have to build a connector for Anchor or Retell AI? 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 Retell AI 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.