--- title: "Connect Fellow to Pro-Ledger - APIANT.ai" description: "When \"New recording\" fires in Fellow, your agent runs \"Create a Record\" in Pro-Ledger." canonical: "https://apiant.ai/connect/fellow-to-pro-ledger" --- # Connect Fellow to Pro-Ledger When **New recording** fires in [Fellow](https://apiant.ai/connections/fellow), your agent runs **Create a Record** in [Pro-Ledger](https://apiant.ai/connections/pro-ledger). Describe the whole flow and it is built, tested on every scenario and kept running. Fellow **1** trigger Fellow **10** actions Pro-Ledger **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Fellow and Pro-Ledger 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 Fellow can start in Pro-Ledger - When **New recording** in Fellow then **Create a Record** in Pro-Ledger - When **New recording** in Fellow then **List accounts** in Pro-Ledger 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 Pro-Ledger ## Triggers and actions 1 trigger · 17 actions - Trigger **New recording** Triggers when a new meeting recording is created in Fellow. - Action **Add Talking Point** Adds a talking point to the end of a Fellow meeting note's agenda, leaving the existing agenda content in place. - Action **Archive action item** Archives a Fellow action item by marking it as won't do, and returns the updated action item. - Action **Complete Action Item** Marks a Fellow action item as complete, or reopens it as incomplete, and returns the updated action item. - Action **Delete note** Permanently deletes a Fellow meeting note. Requires an API key with super admin (privileged) access. - Action **Delete recording** Deletes a Fellow meeting recording by its ID. Requires an API key with super admin privileges. - Action **Get action item** Returns a single Fellow action item by its ID, including its text, status, due date, assignees and the note it belongs to. - Action **Get AI Note** Returns a Fellow meeting note by its ID, including its title, meeting details, attendees, linked recordings and the note content as markdown. - Action **Get recording** Returns a Fellow meeting recording, including its transcript, AI notes and the note it belongs to. - Action **List notes** Returns 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 recordings** Returns 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. - Action **Create a Record** Create a new Record in the system - Action **List accounts** Lists accounts. - Action **List categories** Lists categories. - Action **List classes** Lists classes. - Action **List income categories** Lists income categories. - Action **List subcategories** Lists subcategories. - Action **List tax collections** Lists tax collection options. ## Each app on its own - [ **Fellow** Fellow is a privacy-focused AI meeting assistant that records and summarizes meetings with enterprise-grade...](https://apiant.ai/connections/fellow) - [ **Pro-Ledger** Pro-Ledger is an easy & inexpensive cloud-based bookkeeping software for sole proprietors, professionals &...](https://apiant.ai/connections/pro-ledger) Reviews ## What our customers say ## More from Fellow - [ **Fellow to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/fellow-to-hubspot) - [ **Fellow to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/fellow-to-salesforce) - [ **Fellow to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/fellow-to-slack) - [ **Fellow to Google Sheets** Google Sheets](https://apiant.ai/connect/fellow-to-google-sheets) - [ **Fellow to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/fellow-to-gmail) - [ **Fellow to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/fellow-to-google-calendar) ## More into Pro-Ledger - [ **HubSpot to Pro-Ledger** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pro-ledger) - [ **Salesforce to Pro-Ledger** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pro-ledger) - [ **Slack to Pro-Ledger** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pro-ledger) - [ **Google Sheets to Pro-Ledger** Google Sheets](https://apiant.ai/connect/google-sheets-to-pro-ledger) - [ **Gmail to Pro-Ledger** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pro-ledger) - [ **Google Calendar to Pro-Ledger** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pro-ledger) Questions ## Fellow and Pro-Ledger, 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 Pro-Ledger when something happens in Fellow? Any of Pro-Ledger's 7 actions, including Create a Record, List accounts, List categories and List classes. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pro-Ledger to Fellow? Pro-Ledger has no triggers in the catalog today, so automations start in Fellow. If you need the other direction, ask: your agent reads Pro-Ledger's API documentation and adds it. ### ### Do I have to build a connector for Fellow or Pro-Ledger? 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 Pro-Ledger 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.