# Connect Fathom to Teambook

When **New AI Summary** fires in [Fathom](https://apiant.ai/connections/fathom), your agent runs **Add Task** in [Teambook](https://apiant.ai/connections/teambook). Describe the whole flow and it is built, tested on every scenario and kept running.

Fathom **4** triggers Fathom **3** actions Teambook **34** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Fathom and Teambook 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 Fathom can start in Teambook

- When **New AI Summary** in Fathom then **Add Task** in Teambook
- When **New Highlight** in Fathom then **Add Client** in Teambook

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 Fathom and Teambook

## Triggers and actions 4 triggers · 37 actions

- Trigger

**New AI Summary**

Triggers instantly when a Fathom meeting's AI summary is ready.

- Trigger

**New Highlight**

Triggers when a new highlight is marked on a Fathom meeting.

- Trigger

**New Recording**

Triggers instantly when a new Fathom meeting recording is ready.

- Trigger

**New Transcript**

Triggers instantly when a Fathom meeting's transcript is ready.

- Action

**Get Meeting Summary**

Returns the AI summary of a recorded meeting.

- Action

**Get Meeting Transcript**

Returns the transcript of a recorded meeting, line by line with speaker and timestamp.

- Action

**List Meetings**

Returns your recorded Fathom meetings, optionally filtered by date, recorder, team, meeting type or invitee domain.

- Action

**Add Actual log**

Creates one or more time-tracking actual logs in a batch.

- Action

**Add Booking**

Creates one or more bookings in a batch.

- Action

**Add Client**

Creates a client record.

- Action

**Add Task**

Creates a task, optionally scoped to a project (omit project_id for account-wide task).

- Action

**Create Project**

Create a Project inside Teambook

- Action

**Create User**

Creates a teambook User

- Action

**Deactivate User**

Deactivates a Teambook user so they can no longer be booked or sign in, without deleting their history.

- Action

**Delete Actual log**

Deletes an actual log by id.

- Action

**Delete Booking**

Removes a single booking from Teambook.

- Action

**Delete Project**

Deletes a project by id.

- Action

**Delete Task**

Deletes a task from the Teambook account.

- Action

**Delete User**

Deletes a user from the Teambook account.

- Action

**Get Actual log**

Retrieve a single Teambook actual log (time entry) by its id.

- Action

**Get Booking**

Retrieve a single Teambook booking (a user's assignment to a project on a date for a duration) by its id.

- Action

**Get Client**

Retrieves a single client by id.

- Action

**Get Project**

Retrieves a single project by id.

- Action

**Get Task**

Retrieves a single task by id.

- Action

**Get Team**

Retrieve a single Teambook team by its id.

- Action

**Get User**

Retrieve a single Teambook user by id.

- Action

**List Actual logs**

Lists actual logs (timesheet entries), filterable by user_id, project_id, since, range.

- Action

**List Bookings**

Lists bookings, optionally filtered by team, user, project and date window. Returns the first page of up to 100 bookings.

- Action

**List Clients**

Returns every client in the Teambook account.

- Action

**List Project capacities**

Lists project capacity entries (days reserved per project per month) entered on the Capacity by Project page.

- Action

**List Projects**

Lists all projects in the Teambook account.

- Action

**List Tasks**

Lists all tasks.

- Action

**List Teams**

Lists all teams in the Teambook account.

- Action

**List User capacities**

Lists monthly capacity-reservation rows per user, filterable by user_id and since (first day of month).

- Action

**List Users**

Lists all users in the Teambook account.

- Action

**Update Actual log**

Edits an actual log's project, user, date, duration, task, payroll_item, approved, or comment.

- Action

**Update Booking**

Updates an existing Teambook booking; only the fields you fill in are changed.

- Action

**Update Client**

Edits a client's name, phone_number, or email.

- Action

**Update Project**

Edits a project's fields (name, code, active, color, kind, estimated, notes, client_id, manager_id, dates, custom_fields).

- Action

**Update Task**

Edits a task's name or project_id.

- Action

**Update User**

Edits a user's first_name, last_name, email, role, billable, time_zone, phone_number, language, or schedule.

## Each app on its own

- [ **Fathom** Fathom combines an AI meeting assistant that improves the productivity of your team with a conversational...](https://apiant.ai/connections/fathom)
- [ **Teambook** Teambook is the tool you need to level-up your project management game.](https://apiant.ai/connections/teambook)

Reviews

## What our customers say

## More from Fathom

- [ **Fathom to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/fathom-to-hubspot)
- [ **Fathom to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/fathom-to-salesforce)
- [ **Fathom to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/fathom-to-slack)
- [ **Fathom to Google Sheets** Google Sheets](https://apiant.ai/connect/fathom-to-google-sheets)
- [ **Fathom to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/fathom-to-gmail)
- [ **Fathom to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/fathom-to-google-calendar)

## More into Teambook

- [ **HubSpot to Teambook** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-teambook)
- [ **Salesforce to Teambook** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-teambook)
- [ **Slack to Teambook** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teambook)
- [ **Google Sheets to Teambook** Google Sheets](https://apiant.ai/connect/google-sheets-to-teambook)
- [ **Gmail to Teambook** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teambook)
- [ **Google Calendar to Teambook** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-teambook)

Questions

## Fathom and Teambook, answered

###

### What can start an automation from Fathom?

Any of Fathom's 4 triggers in the catalog, including New AI Summary, New Highlight, New Recording and New Transcript. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Teambook when something happens in Fathom?

Any of Teambook's 34 actions, including Create Project, Create User, Update Actual log and Update Booking. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Teambook to Fathom?

Teambook has no triggers in the catalog today, so automations start in Fathom. If you need the other direction, ask: your agent reads Teambook's API documentation and adds it.

###

### Do I have to build a connector for Fathom or Teambook?

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 Fathom and Teambook 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.
