--- title: "Connect Invoco and Perspective - APIANT.ai" description: "When \"New Call Completed\" fires in Invoco, your agent runs \"Create Contact\" in Perspective, or \"New Contact\" in Perspective to \"Send SMS\" in Invoco." canonical: "https://apiant.ai/connect/invoco-to-perspective" --- # Connect Invoco and Perspective When **New Call Completed** fires in [Invoco](https://apiant.ai/connections/invoco), your agent runs **Create Contact** in [Perspective](https://apiant.ai/connections/perspective), or **New Contact** in Perspective to **Send SMS** in Invoco. Describe the whole flow and it is built, tested on every scenario and kept running. Invoco **5** triggers Invoco **8** 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 Invoco 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 Invoco and Perspective can do together ### From Invoco to Perspective - When **New Call Completed** in Invoco then **Create Contact** in Perspective - When **New Inbound Call Completed** in Invoco then **Update Contact Field** in Perspective ### From Perspective to Invoco - When **New Contact** in Perspective then **Send SMS** in Invoco - When **New Lead via Funnel** in Perspective then **Get call recording** in Invoco 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 Invoco and Perspective ## Triggers and actions 7 triggers · 16 actions - Trigger **New Call Completed** Triggers when a call (inbound or outbound) on your Invoco numbers completes and appears in your call history. - Trigger **New Inbound Call Completed** Triggers when an inbound call on your Invoco numbers has finished. Returns the call's ID, start time, caller, called number, duration and cost. - Trigger **New inbound SMS** Triggers when a new text message is received on one of your Invoco numbers. - Trigger **New Outbound Call Completed** Triggers when an outbound call on your Invoco account has finished. - Trigger **New outbound SMS** Triggers when an SMS is sent from one of your Invoco numbers. - Action **Get call recording** Downloads the mp3 recording of a call. An error occurs if no recording exists for the call. - Action **Get call transcript** Returns the transcript and AI analysis (score, call type, summary, speakers) of a completed call. - Action **Get SMS** Returns a single SMS message by its id, including direction, sender, recipient, text, fragment count and cost. - Action **List billing history** Returns the billing history (payments) for your Invoco account. - Action **List call history** Returns your Invoco telephone call history, optionally limited to a date range, including caller, called number, duration, cost and direction for each call. - Action **List numbers** Returns all of your Invoco telephone numbers, with each number's description and where it currently redirects. - Action **List SMS history** Returns the text messages sent and received on your Invoco account, newest first, optionally narrowed by date range, direction or phone number. - Action **Send SMS** Sends a text message from one of your Invoco numbers. - 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 - [ **Invoco** Invoco is an easy to use call tracking and hosted telephony platform.](https://apiant.ai/connections/invoco) - [ **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 Invoco - [ **Invoco to Frontrow** FrontRow software allows small businesses to easily generate reviews online by requesting reviews from...](https://apiant.ai/connect/invoco-to-frontrow) - [ **Invoco to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/invoco-to-salesforce) - [ **Invoco to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/invoco-to-slack) - [ **Invoco to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/invoco-to-mailchimp) - [ **Invoco to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/invoco-to-stripe) - [ **Invoco to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/invoco-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 ## Invoco and Perspective, answered ### ### What can start an automation from Invoco? Any of Invoco's 5 triggers in the catalog, including New Call Completed, New Inbound Call Completed, New inbound SMS and New Outbound Call Completed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Perspective when something happens in Invoco? 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 Invoco? Yes. When something happens in Perspective, your agent can act in Invoco too. This page covers both directions: Perspective's triggers and Invoco's actions are listed here as well. ### ### Do I have to build a connector for Invoco 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 Invoco 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.