--- title: "Connect Fellow and REsimpli - APIANT.ai" description: "When \"New recording\" fires in Fellow, your agent runs \"Add Contact Details to Lead\" in REsimpli." canonical: "https://apiant.ai/connect/fellow-to-resimpli" --- # Connect Fellow and REsimpli When **New recording** fires in [Fellow](https://apiant.ai/connections/fellow), your agent runs **Add Contact Details to Lead** in [REsimpli](https://apiant.ai/connections/resimpli), or **New Agent** in REsimpli to **Complete Action Item** in Fellow. Describe the whole flow and it is built, tested on every scenario and kept running. Fellow **1** trigger Fellow **11** actions REsimpli **4** triggers REsimpli **33** 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 REsimpli 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 and REsimpli can do together ### From Fellow to REsimpli - When **New recording** in Fellow then **Add Contact Details to Lead** in REsimpli - When **New recording** in Fellow then **Add Contact to Lead** in REsimpli ### From REsimpli to Fellow - When **New Agent** in REsimpli then **Complete Action Item** in Fellow - When **New Buyer** in REsimpli 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 REsimpli ## Triggers and actions 5 triggers · 44 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 action items** Returns 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 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. - Trigger **New Agent** Triggers when a new agent is added in REsimpli. - Trigger **New Buyer** Triggers when a new buyer is added in REsimpli. - Trigger **New Lead** Triggers when a new lead is added in REsimpli. - Trigger **New Vendor** Triggers when a new vendor is added in REsimpli. - Action **Add Activity** Adds an activity comment to a lead, buyer, vendor, agent or list stacking record in REsimpli. - Action **Add Contact Details to Lead** Creates a contact from the details you supply and links it to an existing lead. If a contact with the same phone or email already exists, that contact is linked instead. - Action **Add Contact to Lead** Links an existing contact to a lead in REsimpli, optionally making it the lead's primary contact. - Action **Add Tags to Agent** Adds one or more existing agent tags to an agent in REsimpli. - Action **Add Tags to Buyer** Adds one or more existing buyer tags to a buyer in REsimpli. - Action **Add Tags to Lead** Adds one or more existing lead tags to a lead in REsimpli. - Action **Add Tags to Vendor** Adds one or more existing vendor tags to a vendor in REsimpli. - Action **Create Buyer** Creates a new buyer in REsimpli with contact details, pipeline status, marketing campaign and buy-box preferences. - Action **Create Lead** Creates a new lead (property and seller contact) in REsimpli and returns the created lead. - Action **Create Tag** Creates one or more tags in REsimpli for a chosen record type (leads, buyers, vendors, agents and more). - Action **Create Vendor** Creates a new vendor in REsimpli with its contact details, pipeline status, vendor type and targeting. - Action **Delete Agent** Deletes an agent in REsimpli (soft delete). - Action **Delete Buyer** Deletes a buyer in REsimpli (soft-delete). - Action **Download File** Downloads a file stored on a REsimpli lead, buyer, vendor or agent record. - Action **Get Buyer** Returns the full details of a buyer in REsimpli. - Action **Get Vendor** Returns the full details of a vendor in REsimpli. - Action **List Activities** Returns the activity history (or conversations only) for a REsimpli lead, buyer, vendor, agent or list stacking record. - Action **List Agents** Returns agents in your REsimpli account, optionally filtered by search text, status, pipeline, assigned user, tags or target area. - Action **List Buyers** Returns buyers in your REsimpli account, optionally filtered by search text, pipeline, status, assigned users, tags, or target cities and states. - Action **List Call Logs** Returns the call logs recorded on a lead, buyer, vendor, agent or list stacking record. - Action **List Contacts** Returns contacts in your REsimpli account with their names, phone numbers and emails, optionally filtered by a search term. - Action **List Files** Returns the files stored in a folder on a REsimpli lead, buyer, vendor, agent or other record, optionally filtered by category or search text. - Action **List Leads** Returns leads in REsimpli, optionally filtered by search text, status or pipeline (up to 100 per call). - Action **List Vendors** Returns vendors in your REsimpli account, optionally filtered by search text, status, pipeline, assigned users, tags or target areas. - Action **Remove Contact from Lead** Unlinks a contact from a lead in REsimpli. If the removed contact was primary, another contact on the lead becomes primary. - Action **Remove Tags from Agent** Removes one or more tags from an agent in REsimpli. - Action **Remove Tags from Buyer** Removes one or more tags from a buyer in REsimpli. - Action **Remove Tags from Lead** Removes one or more tags from a lead in REsimpli. - Action **Update Agent Status** Moves an agent to another pipeline status in REsimpli, optionally completing open tasks. - Action **Update Buyer Status** Moves a buyer to another pipeline status in REsimpli. - Action **Update Custom Question Answers** Saves answers to custom questions on a lead, buyer, vendor or agent. Answers to other questions are kept. - Action **Update Lead Status** Moves a lead to another pipeline status in REsimpli, optionally completing its open tasks. - Action **Update Vendor Status** Moves a vendor to another pipeline status in REsimpli. ## 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) - [ **REsimpli** REsimpli is simple real estate investment software that requires NO customization.](https://apiant.ai/connections/resimpli) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 REsimpli - [ **HubSpot to REsimpli** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-resimpli) - [ **Google Sheets to REsimpli** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-resimpli) - [ **Gmail to REsimpli** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-resimpli) - [ **Google Calendar to REsimpli** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-resimpli) - [ **Google Drive to REsimpli** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-resimpli) - [ **Mailchimp to REsimpli** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-resimpli) Questions ## Fellow and REsimpli, 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 REsimpli when something happens in Fellow? Any of REsimpli's 33 actions, including Create Buyer, Create Lead, Create Tag and Create Vendor. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from REsimpli to Fellow? Yes. When something happens in REsimpli, your agent can act in Fellow too. This page covers both directions: REsimpli's triggers and Fellow's actions are listed here as well. ### ### Do I have to build a connector for Fellow or REsimpli? 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 REsimpli 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.