Integration
Connect Mateo and Plutio
When Contact Created fires in Mateo, your agent runs Create a Task in Plutio, or New Block in Plutio to Add Contact to List in Mateo. 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 Mateo and Plutio to do together?
Ask the assistant
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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Mateo and Plutio can do together
From Mateo to Plutio
When Contact Created in Mateo
then Create a Task in Plutio
From Plutio to Mateo
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 Mateo and Plutio
Triggers and actions 10 triggers · 47 actions
- Contact Created
Triggers when a new contact is created in hellomateo.
- Contact Details Updated
Triggers when a contact is created or its details are updated.
- Inbound Message
Triggers when a new inbound message arrives from a contact.
- New Appointment
Triggers when a new appointment is created.
- New Conversation
Triggers when a new conversation starts.
- New Deal
Triggers when a new deal is created.
- Add Contact to List
Adds a contact to a contact list.
- Add Conversation Comment
Adds an internal comment to a conversation.
- Assign Conversation
Assigns a conversation to an employee or agent.
- Close Conversation
Closes a conversation.
- Create Appointment
Creates an appointment for a contact.
- Create Contact Details
Creates a new contact with name, address and external IDs.
- Create Contact List
Creates a contact list.
- Create Deal
Creates a deal for a contact.
- Delete Contact
Deletes a contact.
- Delete Deal
Deletes a deal.
- Find Channel
Returns the messaging channels (WhatsApp, SMS, email and others) in the account.
- Find Contact
Finds one contact by exactly one locator: email, phone number, external ID or social ID.
- Find Contact Details
Returns a contact by its hellomateo ID.
- Find Custom Field
Returns the custom fields defined in the account.
- Find Message
Returns a message by its ID.
- Find Template
Returns the message templates in the account.
- Format a Phone Number
Formats a phone number to E.164.
- Get Appointment
Returns an appointment by ID.
- Get Conversation
Returns a conversation by ID.
- Get Deal
Returns a deal by ID.
- List Contact Lists
Returns the contact lists in the account.
- List Contacts
Returns contacts, optionally filtered by external ID or last update time.
- List Employees
Returns the employees in the organisation.
- Open Conversation
Reopens a closed conversation.
- Remove Contact from List
Removes a contact from a contact list.
- Send Template Message
Sends a template message to a contact on a hellomateo channel.
- Send Text Message
Sends a free-text message to a contact on a hellomateo channel.
- Start Journey
Starts a journey for a contact, matching or creating the contact by external ID.
- Update Contact Details
Updates an existing contact's name, address and other details.
- Update Deal
Updates a deal's name, status, value or assignee.
- 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
Reviews
What our customers say
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Questions
Mateo and Plutio, answered
What can start an automation from Mateo?
Any of Mateo's 6 triggers in the catalog, including Contact Created, Contact Details Updated, New Appointment and New Conversation. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Plutio when something happens in Mateo?
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 Mateo?
Yes. When something happens in Plutio, your agent can act in Mateo too. This page covers both directions: Plutio's triggers and Mateo's actions are listed here as well.
Do I have to build a connector for Mateo 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 Mateo 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.