--- title: "Connect Granola to Unleashed Software - APIANT.ai" description: "When \"New note\" fires in Granola, your agent runs \"Add customer\" in Unleashed Software." canonical: "https://apiant.ai/connect/granola-to-unleashed-software" --- # Connect Granola to Unleashed Software When **New note** fires in [Granola](https://apiant.ai/connections/granola), your agent runs **Add customer** in [Unleashed Software](https://apiant.ai/connections/unleashed-software). Describe the whole flow and it is built, tested on every scenario and kept running. Granola **1** trigger Granola **5** actions Unleashed Software **15** 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 Unleashed Software 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 Unleashed Software - When **New note** in Granola then **Add customer** in Unleashed Software - When **New note** in Granola then **Add purchase order** in Unleashed Software 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 Unleashed Software ## Triggers and actions 1 trigger · 20 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 **Add customer** - Action **Add product** Adds a new product - Action **Add purchase order** - Action **Add sales order** - Action **Add stock adjustment** Creates a stock adjustment in Unleashed for a warehouse, setting new quantities and values for one or more products. - Action **Get stock adjustment** Returns one Unleashed stock adjustment by its GUID, with its number, warehouse, reason, status and adjusted product lines. - Action **List customers** Lists customers in Unleashed, optionally filtered by code, name, email, type, currency and more. Returns the first page (up to 200 customers). - Action **List products** Lists products in your Unleashed account, optionally filtered by code, description, barcode, brand, group, customer or modified date. - Action **List purchase orders** Lists purchase orders in Unleashed, optionally filtered by status, dates, supplier, warehouse or order number. - Action **List sales invoices** Lists sales invoices in Unleashed, optionally filtered by customer, dates, status, invoice or order number, and payment status. - Action **List sales orders** Lists a page of sales orders, newest-modified first, optionally filtered by customer, status, warehouse or date range. - Action **List suppliers** Lists suppliers in the Unleashed account, optionally filtered by supplier code, contact email or modified date. - Action **Update customer** Updates an existing customer by GUID. Unleashed does not support partial updates, so the current record is read first and only the fields you supply are changed. - Action **Update product** Updates an existing product by GUID. Only the fields you fill in are changed; every other field keeps its current value. - Action **Update sales order** Updates an existing sales order in Unleashed. Only the fields you fill in are changed; everything else on the order keeps its current 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) - [ **Unleashed Software** UnleashedSoftware is a world class online inventory management software for small, medium and large business...](https://apiant.ai/connections/unleashed-software) 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 Unleashed Software - [ **Pipedrive to Unleashed Software** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-unleashed-software) - [ **Twilio to Unleashed Software** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/twilio-to-unleashed-software) - [ **Freshworks CRM to Unleashed Software** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/freshworks-crm-to-unleashed-software) - [ **Wufoo to Unleashed Software** Wufoo is an easy way to build and manage online HTML forms and collect entries.](https://apiant.ai/connect/wufoo-to-unleashed-software) - [ **HubSpot to Unleashed Software** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-unleashed-software) - [ **Salesforce to Unleashed Software** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-unleashed-software) Questions ## Granola and Unleashed Software, 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 Unleashed Software when something happens in Granola? Any of Unleashed Software's 15 actions, including Update customer, Update product, Update sales order and Add customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Unleashed Software to Granola? Unleashed Software has no triggers in the catalog today, so automations start in Granola. If you need the other direction, ask: your agent reads Unleashed Software's API documentation and adds it. ### ### Do I have to build a connector for Granola or Unleashed Software? 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 Unleashed Software 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.