--- title: "Connect Geekbot and Plutio - APIANT.ai" description: "When \"New Report\" fires in Geekbot, your agent runs \"Create a Task\" in Plutio, or \"New Block\" in Plutio to \"Get current user\" in Geekbot." canonical: "https://apiant.ai/connect/geekbot-to-plutio" --- # Connect Geekbot and Plutio When **New Report** fires in [Geekbot](https://apiant.ai/connections/geekbot), your agent runs **Create a Task** in [Plutio](https://apiant.ai/connections/plutio), or **New Block** in Plutio to **Get current user** in Geekbot. Describe the whole flow and it is built, tested on every scenario and kept running. Geekbot **1** trigger Geekbot **17** actions Plutio **4** triggers Plutio **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Geekbot and Plutio 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 Geekbot and Plutio can do together ### From Geekbot to Plutio - When **New Report** in Geekbot then **Create a Task** in Plutio - When **New Report** in Geekbot then **Create Invoice** in Plutio ### From Plutio to Geekbot - When **New Block** in Plutio then **Get current user** in Geekbot - When **New Task** in Plutio then **Add out-of-office period** in Geekbot 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 Geekbot and Plutio ## Triggers and actions 5 triggers · 34 actions - Trigger **New Report** Triggers when a new standup report is submitted in Geekbot. - Action **Add out-of-office period** Schedules an out-of-office period for you or, if you are an admin, for another team member, covering whole days from the start date to the end date. - Action **Add poll** Creates a one-shot Geekbot poll that posts a question with answer choices to a channel. - Action **Add standup** Creates a new Geekbot standup with its questions, schedule and broadcast channel. - Action **Delete report** Deletes a standup report you authored, removing its broadcast message if one was posted. - Action **Delete standup** Deletes a standup and returns the details of the standup that was removed. You must have permission to edit the standup. - Action **Get current user** Returns the user who owns the connected API key, along with the team they belong to. - Action **Get poll** Returns one poll you created, including its schedule, channel, members and optionally its questions. - Action **Get report** Returns one submitted standup report, including who posted it, when, and the answer to each question. - Action **Get standup** Returns one standup by id, including its schedule, members, broadcast settings and optionally its questions. - Action **List out-of-office periods** Returns out-of-office periods for the team members you can view, ordered by start date, optionally narrowed by users, standups or a date window. - Action **List polls** Returns the active and paused polls you created in Geekbot, optionally filtered by state, channel, anonymity or creation date. - Action **List poll votes** Returns the vote results for a poll, grouped by broadcast and question. Without a date range it covers only the latest broadcast. - Action **List reports** Returns submitted Geekbot standup reports within a time window, optionally filtered by standup or user. - Action **List standups** Returns the active and paused standups visible to the connected user, with optional filters for state, anonymity, channel and creation date. - Action **List teams** Returns the Geekbot team tied to the connected API key, including its users who take part in at least one standup visible to the connected user. - Action **Start Report** Starts a standup immediately so its report questions go out, either to all of its participants or only to the users or emails you name. Returns the vendor's confirmation that the standup was queued. - Action **Update standup** Updates a standup's name, schedule, questions, channel and participants. Returns the updated standup. - Trigger **New Block** Triggers when a new block (content, line items, signature area) is added to a contract, proposal or invoice. - Trigger **New Task** Triggers when a new task is created in your Plutio workspace. - Trigger **New Task Board** Triggers when a new task board is created in your Plutio workspace. - Trigger **New Task Group** Triggers when a new task group is created in Plutio. - Action **Create a Task** Creates a task on a project's task board in Plutio and returns the new task. - Action **Create Block** Creates a block of content or line items on a Plutio contract, proposal or invoice and returns the created block. - Action **Create Invoice** Creates a draft invoice in Plutio for a client person or company. Line items are added separately. - Action **Create Person** Creates a new person (client, lead or team member) in your Plutio workspace and returns the created record. - Action **Create Project** Creates a new project in your Plutio workspace, optionally linked to a client. Plutio gives it a default status and a first task board. - Action **Create Task Board** Creates a new task board in Plutio, optionally inside a project. - Action **Create Task Group** Creates a new task group (a column or section) on a Plutio task board and returns the created group. - Action **Delete Block** Permanently deletes a block (a piece of content or line items) from a Plutio contract, proposal or invoice. - Action **Delete Invoice** Permanently deletes an invoice from your Plutio workspace. - Action **Find Person** Finds people in your Plutio workspace by email, name, role or an advanced query, and returns the first match plus all matches. - Action **Get Task** Returns a single task by its id, including its custom field values. - Action **Move a Task** Moves a task to a different task group, task board or project. - Action **Retrieve Block/Blocks** Returns one block by its ID, or all the blocks (text, line items) that make up a contract, proposal or invoice. - Action **Retrieve Person/People** Returns one person by id, or a list of people in your Plutio workspace filtered by role, status or an advanced query. - Action **Update a Task** Updates an existing task in Plutio. Only the fields you fill in are changed; everything else stays the same. - Action **Update Invoice** Updates an existing invoice's name, currency, due date, client or custom field values. Fields left blank stay as they are. - Action **Update Person** Updates an existing person (client, lead or team member) in Plutio. Only the fields you fill in are changed. ## Each app on its own - [ **Geekbot** Geekbot runs asynchronous standups, retrospectives, and surveys — enabling easy, effective, and transparent...](https://apiant.ai/connections/geekbot) - [ **Plutio** Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid...](https://apiant.ai/connections/plutio) Reviews ## What our customers say ## More from Geekbot - [ **Geekbot to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/geekbot-to-hubspot) - [ **Geekbot to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/geekbot-to-salesforce) - [ **Geekbot to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/geekbot-to-slack) - [ **Geekbot to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/geekbot-to-google-sheets) - [ **Geekbot to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/geekbot-to-gmail) - [ **Geekbot to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/geekbot-to-google-calendar) ## More into Plutio - [ **Ontraport to Plutio** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/ontraport-to-plutio) - [ **HubSpot to Plutio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-plutio) - [ **Google Sheets to Plutio** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-plutio) - [ **Gmail to Plutio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-plutio) - [ **Google Calendar to Plutio** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-plutio) - [ **Google Drive to Plutio** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-plutio) Questions ## Geekbot and Plutio, answered ### ### What can start an automation from Geekbot? Any of Geekbot's 1 trigger in the catalog, including New Report. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Plutio when something happens in Geekbot? Any of Plutio's 17 actions, including Create a Task, Create Block, Create Invoice and Create Person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Plutio to Geekbot? Yes. When something happens in Plutio, your agent can act in Geekbot too. This page covers both directions: Plutio's triggers and Geekbot's actions are listed here as well. ### ### Do I have to build a connector for Geekbot or Plutio? 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 Geekbot and Plutio 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.