--- title: "Connect Fellow and UpKeep - APIANT.ai" description: "When \"New recording\" fires in Fellow, your agent runs \"Create Purchase Order\" in UpKeep." canonical: "https://apiant.ai/connect/fellow-to-upkeep" --- # Connect Fellow and UpKeep When **New recording** fires in [Fellow](https://apiant.ai/connections/fellow), your agent runs **Create Purchase Order** in [UpKeep](https://apiant.ai/connections/upkeep), or **New Purchase Order** in UpKeep 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 **10** actions UpKeep **2** triggers UpKeep **31** 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 UpKeep 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 UpKeep can do together ### From Fellow to UpKeep - When **New recording** in Fellow then **Create Purchase Order** in UpKeep - When **New recording** in Fellow then **Create Work Order** in UpKeep ### From UpKeep to Fellow - When **New Purchase Order** in UpKeep then **Complete Action Item** in Fellow - When **New Work Order** in UpKeep 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 UpKeep ## Triggers and actions 3 triggers · 41 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. - Trigger **New Purchase Order** Triggers when a new purchase order is created. - Trigger **New Work Order** Triggers when a new work order is created. - Action **Add Asset** Create a new asset. - Action **Add Location** Creates a new location in UpKeep. - Action **Add User** Creates a new user in your UpKeep account. - Action **Add Vendor** Create a new vendor. - Action **Create Purchase Order** Creates a purchase order in UpKeep. - Action **Create Work Order** Creates new work order. - Action **Delete Purchase Order** Deletes a specific purchase order in UpKeep. - Action **Delete Work Order** Deletes a specific work order in UpKeep. - Action **Find Asset** Finds assets matching the given name, barcode, serial number, location, status, category or other criteria. Returns the first match plus the list of all matches on the first page of results. - Action **Find Location** Returns the locations whose name matches the name you supply, optionally narrowed by parent location, creator, hierarchy level, custom field and created/updated dates. - Action **Find Part** Finds parts in UpKeep by name. - Action **Find Vendor** Returns the vendors whose business name matches the one supplied, with the first match broken out. - Action **Get Asset** Gets a specific UpKeep asset by its ID, including its custom field values. - Action **Get Location** Gets a specific UpKeep location by its ID. - Action **Get Part** Gets a specific part from the UpKeep inventory by its ID. - Action **Get Purchase Order** Gets a specific purchase order by its ID. - Action **Get User** Gets a specific UpKeep user by ID. - Action **Get Vendor** Gets a specific vendor by its ID. - Action **Get Work Order** Retrieve a single work order by ID. - Action **List Assets** Lists the assets in your UpKeep account, optionally filtered by name, barcode, serial number, location, status, category, assigned or creating user, downtime status, one custom field, and created/updated time ranges. - Action **List Locations** Lists the locations in your UpKeep account, optionally filtered by name, creator, parent location, hierarchy level, custom field or created/updated date. - Action **List Purchase Orders** Lists purchase orders in the UpKeep account, optionally filtered by status. - Action **List Vendors** List/page all vendors. - Action **List Work Orders** List/page all work orders with filters. - Action **Update Asset** Updates the fields you supply on an existing UpKeep asset. Fields left blank are not changed. - Action **Update Location** Updates an existing location in UpKeep. Only the fields you fill in are changed. - Action **Update Part** Updates an existing part in UpKeep. Only the fields you fill in are changed. - Action **Update Purchase Order** Updates an existing purchase order in UpKeep. Only the fields you fill in are changed. - Action **Update User** Updates an existing UpKeep user. Only the fields you fill in are changed; blank fields are left as they are. - Action **Update Vendor** Update fields on an existing vendor. - Action **Update Work Order** Update fields on an existing work order. ## 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) - [ **UpKeep** UpKeep is a maintenance management application for facility management teams.](https://apiant.ai/connections/upkeep) 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 UpKeep - [ **HubSpot to UpKeep** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-upkeep) - [ **Salesforce to UpKeep** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-upkeep) - [ **Slack to UpKeep** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-upkeep) - [ **Google Sheets to UpKeep** Google Sheets](https://apiant.ai/connect/google-sheets-to-upkeep) - [ **Gmail to UpKeep** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-upkeep) - [ **Google Calendar to UpKeep** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-upkeep) Questions ## Fellow and UpKeep, 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 UpKeep when something happens in Fellow? Any of UpKeep's 31 actions, including Create Purchase Order, Create Work Order, Update Asset and Update Location. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from UpKeep to Fellow? Yes. When something happens in UpKeep, your agent can act in Fellow too. This page covers both directions: UpKeep's triggers and Fellow's actions are listed here as well. ### ### Do I have to build a connector for Fellow or UpKeep? 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 UpKeep 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.