--- title: "Connect Granola to LedgerBox - APIANT.ai" description: "When \"New note\" fires in Granola, your agent runs \"Upload File\" in LedgerBox." canonical: "https://apiant.ai/connect/granola-to-ledgerbox" --- # Connect Granola to LedgerBox When **New note** fires in [Granola](https://apiant.ai/connections/granola), your agent runs **Upload File** in [LedgerBox](https://apiant.ai/connections/ledgerbox). Describe the whole flow and it is built, tested on every scenario and kept running. Granola **1** trigger Granola **5** actions LedgerBox **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Granola and LedgerBox 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 Granola can start in LedgerBox - When **New note** in Granola then **Upload File** in LedgerBox - When **New note** in Granola then **Find documents by search text** in LedgerBox 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 Granola and LedgerBox ## Triggers and actions 1 trigger · 9 actions - Trigger **New note** Triggers when a new note is created in Granola, optionally limited to one folder or space. - Action **Get note** Returns a single Granola meeting note with its title, owner, attendees, calendar event, folders, summary and, optionally, its transcript. - Action **Get transcript** Returns the full meeting transcript of a Granola note, one item per spoken segment with speaker, text and start/end times. Works even for very long transcripts that Get note cannot include. - Action **List folders** Returns every folder in the Granola workspace, with each folder's name, parent folder and space. - Action **List notes** Returns the Granola meeting notes you have access to, optionally limited to a folder or space or to a created/updated date range. - Action **List spaces** Returns all the spaces in your Granola workspace, with each space's id and name. - Action **Delete document** Deletes a document from the LedgerBox workspace by its ID. LedgerBox archives the document rather than erasing it immediately. - Action **Find documents by search text** Returns up to 50 documents in the LedgerBox workspace whose title or details match the search text, optionally narrowed by state or document type. - Action **Get Job Results** Retrieves the extracted records (the processing results) of a document LedgerBox has processed. - Action **Upload File** Uploads a file to your LedgerBox workspace and queues it for processing, returning the new document's id. ## Each app on its own - [ **Granola** Granola is an AI notepad for teams and people in back-to-back meetings.](https://apiant.ai/connections/granola) - [ **LedgerBox** LedgerBox is a tool to extract data from financial documents with AI](https://apiant.ai/connections/ledgerbox) Reviews ## What our customers say ## More from Granola - [ **Granola to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/granola-to-hubspot) - [ **Granola to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/granola-to-salesforce) - [ **Granola to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/granola-to-slack) - [ **Granola to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/granola-to-mailchimp) - [ **Granola to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/granola-to-stripe) - [ **Granola to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/granola-to-shopify) ## More into LedgerBox - [ **HubSpot to LedgerBox** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ledgerbox) - [ **Salesforce to LedgerBox** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-ledgerbox) - [ **Slack to LedgerBox** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ledgerbox) - [ **Google Sheets to LedgerBox** Google Sheets](https://apiant.ai/connect/google-sheets-to-ledgerbox) - [ **Gmail to LedgerBox** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ledgerbox) - [ **Google Calendar to LedgerBox** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ledgerbox) Questions ## Granola and LedgerBox, answered ### ### What can start an automation from Granola? Any of Granola's 1 trigger in the catalog, including New note. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in LedgerBox when something happens in Granola? Any of LedgerBox's 4 actions, including Upload File, Find documents by search text, Get Job Results and Delete document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LedgerBox to Granola? LedgerBox has no triggers in the catalog today, so automations start in Granola. If you need the other direction, ask: your agent reads LedgerBox's API documentation and adds it. ### ### Do I have to build a connector for Granola or LedgerBox? 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 Granola and LedgerBox 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.