Integration
Connect LiveSwitch and Plutio
When New Contact Matching Filter fires in LiveSwitch, your agent runs Create a Task in Plutio, or New Block in Plutio to Find Contact by ID in LiveSwitch. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want LiveSwitch and Plutio to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What LiveSwitch and Plutio can do together
From LiveSwitch to Plutio
When New Contact Matching Filter in LiveSwitch
then Create a Task in Plutio
From Plutio to LiveSwitch
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 LiveSwitch and Plutio
Triggers and actions 9 triggers · 38 actions
- New Contact Matching Filter
Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter.
- New Conversation Matching Filter
Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter.
- New Guided Instructions
Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps.
- New Project
Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID.
- New Tag
Triggers when a new tag is created in LiveSwitch.
- Create Conversation
Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links.
- Create Project
Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links.
- Create Tag
Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag.
- Find All Tags
Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose.
- Find Contact by ID
Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values.
- Find Contact by Phone
Returns the LiveSwitch contact that has the given phone number, including its custom attributes.
- Find Conversation by ID
Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes.
- Find Conversations
Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order.
- Find Document by ID
Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links.
- Find Form by ID
Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects.
- Find Form Submission by ID
Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given.
- Find Guided Instructions
Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type.
- Find Project by ID
Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes.
- Find Projects
Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter.
- Find Recording by ID
Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags.
- Find Recordings by Conversation
Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags.
- Find Recordings by Project
Returns the recordings that belong to the specified project, including their public links, status, type and tags.
- Get Current User (Me)
Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization.
- Get Organization Settings
Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled.
- Update Conversation
Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation.
- Update Tag
Updates the name or display color of an existing tag and returns the updated tag.
- New Block
Triggers when a new block (content, line items, signature area) is added to a contract, proposal or invoice.
- New Task
Triggers when a new task is created in your Plutio workspace.
- New Task Board
Triggers when a new task board is created in your Plutio workspace.
- New Task Group
Triggers when a new task group is created in Plutio.
- Create a Task
Creates a task on a project's task board in Plutio and returns the new task.
- Create Block
Creates a block of content or line items on a Plutio contract, proposal or invoice and returns the created block.
- Create Invoice
Creates a draft invoice in Plutio for a client person or company. Line items are added separately.
- Create Person
Creates a new person (client, lead or team member) in your Plutio workspace and returns the created record.
- Create Project
Creates a new project in your Plutio workspace, optionally linked to a client. Plutio gives it a default status and a first task board.
- Create Task Board
Creates a new task board in Plutio, optionally inside a project.
- Create Task Group
Creates a new task group (a column or section) on a Plutio task board and returns the created group.
- Delete Block
Permanently deletes a block (a piece of content or line items) from a Plutio contract, proposal or invoice.
- Delete Invoice
Permanently deletes an invoice from your Plutio workspace.
- Find Person
Finds people in your Plutio workspace by email, name, role or an advanced query, and returns the first match plus all matches.
- Get Task
Returns a single task by its id, including its custom field values.
- Move a Task
Moves a task to a different task group, task board or project.
- Retrieve Block/Blocks
Returns one block by its ID, or all the blocks (text, line items) that make up a contract, proposal or invoice.
- Retrieve Person/People
Returns one person by id, or a list of people in your Plutio workspace filtered by role, status or an advanced query.
- Update a Task
Updates an existing task in Plutio. Only the fields you fill in are changed; everything else stays the same.
- Update Invoice
Updates an existing invoice's name, currency, due date, client or custom field values. Fields left blank stay as they are.
- Update Person
Updates an existing person (client, lead or team member) in Plutio. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
LiveSwitch and Plutio, answered
What can start an automation from LiveSwitch?
Any of LiveSwitch's 5 triggers in the catalog, including New Contact Matching Filter, New Conversation Matching Filter, New Guided Instructions and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Plutio when something happens in LiveSwitch?
Any of Plutio's 17 actions, including Create a Task, Create Block, Create Invoice and Create Person. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Plutio to LiveSwitch?
Yes. When something happens in Plutio, your agent can act in LiveSwitch too. This page covers both directions: Plutio's triggers and LiveSwitch's actions are listed here as well.
Do I have to build a connector for LiveSwitch or Plutio?
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 LiveSwitch and Plutio 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.