--- title: "Connect Fellow to SumoQuote - APIANT.ai" description: "When \"New recording\" fires in Fellow, your agent runs \"Search Projects\" in SumoQuote." canonical: "https://apiant.ai/connect/fellow-to-sumoquote" --- # Connect Fellow to SumoQuote When **New recording** fires in [Fellow](https://apiant.ai/connections/fellow), your agent runs **Search Projects** in [SumoQuote](https://apiant.ai/connections/sumoquote). Describe the whole flow and it is built, tested on every scenario and kept running. Fellow **1** trigger Fellow **11** actions SumoQuote **1** action 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 SumoQuote 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 SumoQuote - When **New recording** in Fellow then **Search Projects** in SumoQuote 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 SumoQuote ## Triggers and actions 1 trigger · 12 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. - Action **Search Projects** Returns the SumoQuote projects that match a search term, across all users in the account, ordered by last modified time. ## 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) - [ **SumoQuote** SumoQuote is a better way to build beautiful proposals so you can win more work.](https://apiant.ai/connections/sumoquote) 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 SumoQuote - [ **HubSpot to SumoQuote** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sumoquote) - [ **Salesforce to SumoQuote** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sumoquote) - [ **Slack to SumoQuote** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sumoquote) - [ **Google Sheets to SumoQuote** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-sumoquote) - [ **Gmail to SumoQuote** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sumoquote) - [ **Google Calendar to SumoQuote** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sumoquote) Questions ## Fellow and SumoQuote, 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 SumoQuote when something happens in Fellow? Any of SumoQuote's 1 action, including Search Projects. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SumoQuote to Fellow? SumoQuote has no triggers in the catalog today, so automations start in Fellow. If you need the other direction, ask: your agent reads SumoQuote's API documentation and adds it. ### ### Do I have to build a connector for Fellow or SumoQuote? 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 SumoQuote 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.