--- title: "Connect Aplos to Retell AI - APIANT.ai" description: "When \"New contact\" fires in Aplos, your agent runs \"Add Agent\" in Retell AI. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/aplos-to-retell-ai" --- # Connect Aplos to Retell AI When **New contact** fires in [Aplos](https://apiant.ai/connections/aplos), 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. Aplos **3** triggers Aplos **13** 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 Aplos 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 Aplos can start in Retell AI - When **New contact** in Aplos then **Add Agent** in Retell AI - When **New contribution** in Aplos 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 Aplos and Retell AI ## Triggers and actions 3 triggers · 40 actions - Trigger **New contact** Triggers when a new contact (a donor, individual or company) is added in Aplos. - Trigger **New contribution** Triggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts. - Trigger **New or updated contact** Triggers when a contact (a donor, individual or company) is added or changed in Aplos. - Action **Add contribution** Records a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose. - Action **Add payable** Creates an accounts payable bill in Aplos, split across one or more expense lines by account and fund. - Action **Add transaction** Creates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund. - Action **Find contacts** Returns the contacts that match the specified name, email, type or last-updated time. - Action **Find contributions** Returns contributions (donation records) that match the specified contact, name and date criteria. - Action **Find transactions** Returns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status). - Action **Get contact** Retrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses. - Action **Get contribution** Retrieve a single Aplos contribution record by its ID. - Action **Get payable** Retrieves a single payable (bill) by its id. - Action **Get transaction** Retrieves a single accounting transaction, including its lines (account, fund, amount) and contact. - Action **List accounts** Lists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type. - Action **List funds** Lists the funds in the Aplos organization, optionally narrowed by name or fund balance account number. - Action **List purposes** Lists the donation purposes in the Aplos organization, optionally filtered by name or enabled status. - 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 - [ **Aplos** Aplos is fund accounting and donor management software for churches and nonprofits: contacts and donors...](https://apiant.ai/connections/aplos) - [ **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 Aplos - [ **Aplos to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/aplos-to-salesforce) - [ **Aplos to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/aplos-to-stripe) - [ **Aplos to JotForm** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connect/aplos-to-jotform) - [ **Aplos to OpenAI** OpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...](https://apiant.ai/connect/aplos-to-openai) - [ **Aplos to Ontraport** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/aplos-to-ontraport) - [ **Aplos to Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/aplos-to-freshworks-crm) ## 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 ## Aplos and Retell AI, answered ### ### What can start an automation from Aplos? Any of Aplos's 3 triggers in the catalog, including New contact, New contribution and New or updated contact. 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 Aplos? 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 Aplos? Retell AI has no triggers in the catalog today, so automations start in Aplos. 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 Aplos 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 Aplos 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.