Integration
Connect Fellow and Planports
When New recording fires in Fellow, your agent runs Update contact in Planports, or New Contact in Planports to Complete Action Item in Fellow. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Fellow and Planports to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Fellow and Planports can do together
From Fellow to Planports
When New recording in Fellow
then Update contact in Planports
When New recording in Fellow
then Find contact by phone number in Planports
From Planports to Fellow
When New Contact in Planports
then Complete Action Item in Fellow
When New Contact in Planports
then Get action item in Fellow
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 Fellow and Planports
Triggers and actions 2 triggers · 22 actions
Trigger
New recordingTriggers when a new meeting recording is created in Fellow.
Action
Add Talking PointAdds a talking point to the end of a Fellow meeting note's agenda, leaving the existing agenda content in place.
Action
Archive action itemArchives a Fellow action item by marking it as won't do, and returns the updated action item.
Action
Complete Action ItemMarks a Fellow action item as complete, or reopens it as incomplete, and returns the updated action item.
Action
Delete notePermanently deletes a Fellow meeting note. Requires an API key with super admin (privileged) access.
Action
Delete recordingDeletes a Fellow meeting recording by its ID. Requires an API key with super admin privileges.
Action
Get action itemReturns a single Fellow action item by its ID, including its text, status, due date, assignees and the note it belongs to.
Action
Get AI NoteReturns a Fellow meeting note by its ID, including its title, meeting details, attendees, linked recordings and the note content as markdown.
Action
Get recordingReturns a Fellow meeting recording, including its transcript, AI notes and the note it belongs to.
Action
List action itemsReturns the Fellow action items you have access to, optionally narrowed by who they are assigned to, completion, archive status, AI detection, and created or updated dates.
Action
List notesReturns the meeting notes you can access in Fellow, optionally filtered by meeting, channel, title, attendees, or created/updated dates, with optional note content.
Action
List recordingsReturns the meeting recordings in your Fellow workspace, optionally filtered by calendar event, channel, title or created/updated dates, with transcripts and AI notes on request.
Trigger
New ContactTriggered when a new contact, either an individual or an organization, is added in Planports.
Action
Add meetingCreates a meeting record in Planports, with its type, content, schedule, participants and links to a project or opportunity.
Action
Add proposalCreates a sales proposal for a Planports contact, optionally with product lines.
Action
Find contact by phone numberFinds a Planports contact by phone number and returns the matching contact.
Action
List contactsReturns all contacts in the Planports account, both individuals and organizations, optionally filtered by type, state, name or tag and sorted by name or date added.
Action
List meetingsReturns meetings in Planports, optionally filtered by owner, date, conclusion, subject or content.
Action
List productsReturns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested.
Action
List projectsReturns the projects in your Planports account, optionally filtered by project name.
Action
List proposalsReturns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them.
Action
List tasksReturns the tasks in your Planports account, optionally filtered by project, stage or task detail.
Action
Update contactUpdates an existing contact (person or organization) in Planports.
Action
Update opportunityUpdates an existing opportunity in Planports. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Fellow
Fellow to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Fellow to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Fellow to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Fellow to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Fellow to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Fellow to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Planports
HubSpot to PlanportsHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PlanportsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to PlanportsGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PlanportsGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PlanportsGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PlanportsMailchimp marketing automation and email platform.
Questions
Fellow and Planports, answered
What can start an automation from Fellow?
Any of Fellow's 1 trigger in the catalog, including New recording. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planports when something happens in Fellow?
Any of Planports's 11 actions, including Update contact, Update opportunity, Add meeting and Add proposal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planports to Fellow?
Yes. When something happens in Planports, your agent can act in Fellow too. This page covers both directions: Planports's triggers and Fellow's actions are listed here as well.
Do I have to build a connector for Fellow or Planports?
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 Fellow and Planports 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.