--- title: "Connect Chaport and Plutio - APIANT.ai" description: "When \"Chat Stage Updated (instant)\" fires in Chaport, your agent runs \"Create a Task\" in Plutio, or \"New Block\" in Plutio to \"Send a Message\" in Chaport." canonical: "https://apiant.ai/connect/chaport-to-plutio" --- # Connect Chaport and Plutio When **Chat Stage Updated (instant)** fires in [Chaport](https://apiant.ai/connections/chaport), your agent runs **Create a Task** in [Plutio](https://apiant.ai/connections/plutio), or **New Block** in Plutio to **Send a Message** in Chaport. Describe the whole flow and it is built, tested on every scenario and kept running. Chaport **8** triggers Chaport **12** actions Plutio **4** triggers Plutio **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Chaport and Plutio 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 Chaport and Plutio can do together ### From Chaport to Plutio - When **Chat Stage Updated (instant)** in Chaport then **Create a Task** in Plutio - When **New Chat Started** in Chaport then **Create Invoice** in Plutio ### From Plutio to Chaport - When **New Block** in Plutio then **Send a Message** in Chaport - When **New Task** in Plutio then **Create an Operator** in Chaport 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 Chaport and Plutio ## Triggers and actions 12 triggers · 29 actions - Trigger **Chat Closed (instant)** Fires when a chat is closed. Webhook event: chat.closed. - Trigger **Chat Finished** Triggers when chat is finished. - Trigger **Chat Stage Updated (instant)** Fires when a chat's stage changes. Webhook event: chat.stageUpdated. - Trigger **Message Read (instant)** Fires when a message is read. Webhook event: message.read. - Trigger **New Chat Started** Triggers when chat is started. - Trigger **New Message Sent (instant)** Fires when a new message is sent in a chat. Webhook event: message.sent. - Trigger **New Visitor (instant)** Fires when a new visitor is created. Webhook event: visitor.created. - Trigger **Visitor Updated** Triggers when visitor data is updated. - Action **Create an Operator** Adds a new operator to your Chaport account and returns the created operator. - Action **Delete a Message** Deletes one message from a Chaport chat. Identify the visitor and the message you want removed. - Action **Delete an Operator** Removes an operator from your Chaport account. - Action **List Operators** Returns every operator in your Chaport account, with each operator's name, email, role and status. - Action **List Visitors** Returns the visitors in your Chaport account, one page at a time. - Action **Retrieve an Operator** Returns one Chaport operator with their name, email, role, job title and current status. - Action **Retrieve a Visitor** Returns one Chaport visitor with their name, contact details, notes and any custom data held about them. - Action **Retrieve Last Visitor Chat** Returns a visitor's most recent Chaport chat, including its stage, operators and — when asked for — the transcript. - Action **Send a Message** Posts a message into a Chaport visitor's chat, starting a chat if there isn't one open. - Action **Update an Operator** Updates a Chaport operator's details. Anything you leave blank keeps its current value. - Action **Update a Visitor** Updates an existing Chaport visitor's contact details, notes and custom data. Only the fields you fill in are changed; blank fields are left untouched. - Action **Update Operator Status** Sets a Chaport operator's availability status, such as online or offline, optionally for a limited time. - Trigger **New Block** Triggers when a new block (content, line items, signature area) is added to a contract, proposal or invoice. - Trigger **New Task** Triggers when a new task is created in your Plutio workspace. - Trigger **New Task Board** Triggers when a new task board is created in your Plutio workspace. - Trigger **New Task Group** Triggers when a new task group is created in Plutio. - Action **Create a Task** Creates a task on a project's task board in Plutio and returns the new task. - Action **Create Block** Creates a block of content or line items on a Plutio contract, proposal or invoice and returns the created block. - Action **Create Invoice** Creates a draft invoice in Plutio for a client person or company. Line items are added separately. - Action **Create Person** Creates a new person (client, lead or team member) in your Plutio workspace and returns the created record. - Action **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. - Action **Create Task Board** Creates a new task board in Plutio, optionally inside a project. - Action **Create Task Group** Creates a new task group (a column or section) on a Plutio task board and returns the created group. - Action **Delete Block** Permanently deletes a block (a piece of content or line items) from a Plutio contract, proposal or invoice. - Action **Delete Invoice** Permanently deletes an invoice from your Plutio workspace. - Action **Find Person** Finds people in your Plutio workspace by email, name, role or an advanced query, and returns the first match plus all matches. - Action **Get Task** Returns a single task by its id, including its custom field values. - Action **Move a Task** Moves a task to a different task group, task board or project. - Action **Retrieve Block/Blocks** Returns one block by its ID, or all the blocks (text, line items) that make up a contract, proposal or invoice. - Action **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. - Action **Update a Task** Updates an existing task in Plutio. Only the fields you fill in are changed; everything else stays the same. - Action **Update Invoice** Updates an existing invoice's name, currency, due date, client or custom field values. Fields left blank stay as they are. - Action **Update Person** Updates an existing person (client, lead or team member) in Plutio. Only the fields you fill in are changed. ## Each app on its own - [ **Chaport** Chaport is a live chat for websites designed as a modern messenger.](https://apiant.ai/connections/chaport) - [ **Plutio** Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid...](https://apiant.ai/connections/plutio) Reviews ## What our customers say ## More from Chaport - [ **Chaport to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/chaport-to-stripe) - [ **Chaport to Chatrace** Omnichannel chatbot platform for automating customer support and sales via WhatsApp, SMS, Messenger...](https://apiant.ai/connect/chaport-to-chatrace) - [ **Chaport to keycdn IP Location Finder** Get the IP geolocation data through the simple REST API. All the responses are JSON encoded](https://apiant.ai/connect/chaport-to-keycdn-ip-location-finder) - [ **Chaport to ProxiedMail** ProxiedMail provides creating email addresses, forwarding and receiving emails with full context.](https://apiant.ai/connect/chaport-to-proxiedmail) - [ **Chaport to Publica** With Publica, you can sell, share and consume all kinds of digital content directly through a reliable and...](https://apiant.ai/connect/chaport-to-publica) - [ **Chaport to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/chaport-to-hubspot) ## More into Plutio - [ **Ontraport to Plutio** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/ontraport-to-plutio) - [ **HubSpot to Plutio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-plutio) - [ **Google Sheets to Plutio** Google Sheets](https://apiant.ai/connect/google-sheets-to-plutio) - [ **Gmail to Plutio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-plutio) - [ **Google Calendar to Plutio** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-plutio) - [ **Google Drive to Plutio** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-plutio) Questions ## Chaport and Plutio, answered ### ### What can start an automation from Chaport? Any of Chaport's 8 triggers in the catalog, including Chat Stage Updated (instant), New Chat Started, New Message Sent (instant) and New Visitor (instant). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Plutio when something happens in Chaport? 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 Chaport? Yes. When something happens in Plutio, your agent can act in Chaport too. This page covers both directions: Plutio's triggers and Chaport's actions are listed here as well. ### ### Do I have to build a connector for Chaport 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 Chaport 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.