--- title: "Connect Granola and Perspective - APIANT.ai" description: "When \"New note\" fires in Granola, your agent runs \"Create Contact\" in Perspective, or \"New Contact\" in Perspective to \"Find notes by keywords\" in Granola." canonical: "https://apiant.ai/connect/granola-to-perspective" --- # Connect Granola and Perspective When **New note** fires in [Granola](https://apiant.ai/connections/granola), your agent runs **Create Contact** in [Perspective](https://apiant.ai/connections/perspective), or **New Contact** in Perspective to **Find notes by keywords** in Granola. Describe the whole flow and it is built, tested on every scenario and kept running. Granola **1** trigger Granola **6** actions Perspective **2** triggers Perspective **8** 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 Perspective 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 and Perspective can do together ### From Granola to Perspective - When **New note** in Granola then **Create Contact** in Perspective - When **New note** in Granola then **Update Contact Field** in Perspective ### From Perspective to Granola - When **New Contact** in Perspective then **Find notes by keywords** in Granola - When **New Lead via Funnel** in Perspective then **Get note** in Granola 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 Perspective ## Triggers and actions 3 triggers · 14 actions - Trigger **New note** Triggers when a new note is created in Granola, optionally limited to one folder or space. - Action **Find notes by keywords** Returns Granola notes whose titles or shared summaries match the keywords you give, or whose meetings included a given participant, optionally narrowed to a folder, space or date range. - 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. - Trigger **New Contact** Triggers when a new contact is added to the selected funnel. - Trigger **New Lead via Funnel** Triggers when a visitor submits the selected funnel and becomes a new lead (contacts whose source is the funnel itself). - Action **Create Contact** Creates a new contact in the CRM of a Perspective funnel. Returns the created contact. - Action **Get Contact** Returns a single CRM contact from a funnel by its ID. An error occurs if the contact is not found. - Action **Get Funnel Chart** Returns chart data points for a funnel over a time window, such as page-to-page conversion, visitor devices, top traffic sources or button clicks. - Action **Get Funnel KPI** Returns a single key performance indicator, such as conversion rate or total sessions, for a funnel over a chosen time period. - Action **Get Funnel Question Insight** Returns aggregated response counts for a specific funnel question or survey element over a date range. - Action **List Contacts** Returns the CRM contacts captured by a funnel, with their details, custom properties and attribution data. - Action **List Workspaces** Returns all workspaces in your Perspective company, along with the campaigns (funnels) that belong to each one. - Action **Update Contact Field** Updates one field on a contact in a funnel, either a standard contact field, an address field or a custom property, and returns the new value. ## 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) - [ **Perspective** Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.](https://apiant.ai/connections/perspective) 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 Perspective - [ **HubSpot to Perspective** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-perspective) - [ **Google Sheets to Perspective** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-perspective) - [ **Gmail to Perspective** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-perspective) - [ **Google Calendar to Perspective** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-perspective) - [ **Google Drive to Perspective** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-perspective) - [ **Mailchimp to Perspective** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-perspective) Questions ## Granola and Perspective, 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 Perspective when something happens in Granola? Any of Perspective's 8 actions, including Create Contact, Update Contact Field, Get Contact and Get Funnel Chart. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Perspective to Granola? Yes. When something happens in Perspective, your agent can act in Granola too. This page covers both directions: Perspective's triggers and Granola's actions are listed here as well. ### ### Do I have to build a connector for Granola or Perspective? 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 Perspective 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.