--- title: "Connect Getgrist to SumoQuote - APIANT.ai" description: "When \"New record\" fires in Getgrist, your agent runs \"Search Projects\" in SumoQuote." canonical: "https://apiant.ai/connect/getgrist-to-sumoquote" --- # Connect Getgrist to SumoQuote When **New record** fires in [Getgrist](https://apiant.ai/connections/getgrist), 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. Getgrist **1** trigger Getgrist **6** 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 Getgrist 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 Getgrist can start in SumoQuote - When **New record** in Getgrist 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 Getgrist and SumoQuote ## Triggers and actions 1 trigger · 7 actions - Trigger **New record** Polling trigger: fires when a new record appears in a table. - Action **Delete record** Delete records of a table. - Action **Get document** Describe a document. - Action **List columns** List columns in a table. - Action **List records** Fetch records from a table. - Action **List tables** List tables in a document. - Action **List workspaces** List workspaces and documents within an org. - 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 - [ **Getgrist** Spreadsheet-database platform for building data apps with relational tables, forms, and a REST API for...](https://apiant.ai/connections/getgrist) - [ **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 Getgrist - [ **Getgrist to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/getgrist-to-anthropic) - [ **Getgrist to Google Address Validation** API that validates, standardizes, and geocodes mailing addresses for accuracy.](https://apiant.ai/connect/getgrist-to-google-address-validation) - [ **Getgrist to Short Menu** Short Menu is a tool for creating short links.](https://apiant.ai/connect/getgrist-to-short-menu) - [ **Getgrist to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/getgrist-to-hubspot) - [ **Getgrist to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/getgrist-to-salesforce) - [ **Getgrist to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/getgrist-to-slack) ## 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 ## Getgrist and SumoQuote, answered ### ### What can start an automation from Getgrist? Any of Getgrist's 1 trigger in the catalog, including New record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SumoQuote when something happens in Getgrist? 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 Getgrist? SumoQuote has no triggers in the catalog today, so automations start in Getgrist. 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 Getgrist 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 Getgrist 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.