Integration
Connect Paymo to Retell AI
When New Client fires in Paymo, your agent runs Add Agent in Retell AI. 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 Paymo and Retell AI 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 Paymo can start in Retell AI
When New Client in Paymo
then Add Agent in Retell AI
When New Client Contact in Paymo
then Create Knowledge Base in Retell AI
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 Paymo and Retell AI
Triggers and actions 16 triggers · 62 actions
Trigger
New ClientTriggers when a new client is created in Paymo.
Trigger
New Client ContactTriggers when a new client contact is created in Paymo.
Trigger
New EstimateTriggers when a new estimate is created in Paymo.
Trigger
New ExpenseTriggers when a new expense is created in Paymo.
Trigger
New InvoiceTriggers when a new invoice is created in Paymo.
Trigger
New ProjectTriggers when a new project is created in Paymo.
Trigger
New ReportTriggers when a new report is created in Paymo.
Trigger
New TaskTriggers when a new task is created in Paymo.
Trigger
New Task ListTriggers when a new task list is created in Paymo.
Trigger
New Time EntryTriggers when a new time entry is logged in Paymo (entries from the last 30 days are checked).
Trigger
Timer StartedTriggers when someone starts a timer in Paymo.
Trigger
Timer StoppedTriggers when a timer is stopped in Paymo, delivering the finished time entry (timers from the last 7 days are checked).
Trigger
Updated ClientTriggers when a client is updated in Paymo.
Trigger
Updated ProjectTriggers when a project is updated in Paymo.
Trigger
Updated TaskTriggers when a task is updated in Paymo.
Trigger
Updated Time EntryTriggers when a time entry is updated in Paymo.
Action
Add client contactCreates a contact person under an existing Paymo client.
Action
Add estimateCreates an estimate for a client in Paymo, including its line items.
Action
Create ClientCreates a new client in Paymo.
Action
Create Task ListCreates a new task list in a Paymo project.
Action
Create Time EntryLogs a new time entry against a Paymo task.
Action
Delete clientDeletes a client in Paymo, along with all of its projects, tasks, task lists and time entries.
Action
Delete expensePermanently deletes an expense in Paymo.
Action
Delete invoicePermanently deletes an invoice in Paymo.
Action
Delete projectDeletes a Paymo project, along with all its task lists, tasks, discussions, files and time entries.
Action
Delete taskDeletes a task, along with all time entries logged for it.
Action
Delete time entryDeletes a time entry (or a running timer) from Paymo.
Action
Find Client by EmailFinds a Paymo client by email address.
Action
Find TaskFinds a Paymo task by name, optionally within one project.
Action
Get clientReturns one Paymo client by its ID, including address, contact details and status.
Action
Get estimateReturns a Paymo estimate by ID, optionally with its line items and related client, invoice or template.
Action
Get expenseReturns a single Paymo expense by its ID, including amount, currency, date, notes, tags and receipt.
Action
Get invoiceReturns a single Paymo invoice by its ID, including totals, status, dates and links; optionally includes its line items, payments, client or template.
Action
Get projectReturns a single Paymo project by its ID, including its client, billing settings and assigned users.
Action
Get time entryReturns a single Paymo time entry by its ID, optionally with its task, user or invoice item.
Action
List client contactsReturns the client contacts in your Paymo account, optionally only those of one client.
Action
List clientsReturns the clients in your Paymo account, optionally filtered to active or archived clients.
Action
List estimatesReturns the estimates in your Paymo account, optionally filtered by client, status or total.
Action
List expensesReturns the expenses in your Paymo account, optionally filtered by client, project, date or invoiced status.
Action
List invoicesReturns the invoices in your Paymo account, optionally filtered by client, status, total or other invoice attributes.
Action
List projectsReturns the projects in your Paymo company, optionally filtered (for example by client, active status or assigned user).
Action
List tasksReturns the tasks in your Paymo account, optionally filtered by project, task list, completion or assignee.
Action
List time entriesReturns time entries from Paymo, optionally filtered by project, task, user, client or a time interval.
Action
Restart timerStarts a running timer again on a task by creating a new time entry with a start time and no end time. Fails if the user already has a timer running.
Action
Stop timerStops a running Paymo timer by setting its end time, turning it into a completed time entry.
Action
Update clientUpdates an existing Paymo client's details, such as name, contact info and address, or archives/reactivates it. Only the fields you fill in are changed.
Action
Update client contactUpdates an existing contact of a Paymo client. Only the fields you fill in are changed.
Action
Update invoiceUpdates an existing Paymo invoice — its dates, client, taxes, text blocks, status or line items. Only the fields you fill in are changed.
Action
Update projectUpdates an existing Paymo project's details, billing settings, assigned users or status. Only the fields you fill in are changed.
Action
Update taskUpdates an existing Paymo task; only the fields you fill in are changed.
Action
Update time entryUpdates an existing Paymo time entry, changing only the fields you fill in (task, user, times, date, duration, description or billed status).
Action
Add AgentCreate a new Retell AI voice agent attached to a response engine (Retell LLM, custom LLM, or conversation flow) and a voice.
Action
Create Knowledge BaseCreate a new Retell AI knowledge base from texts, URLs and/or a file.
Action
Create Retell LLMCreate a new Retell LLM Response Engine that can be attached to an agent. This is used to generate response output for the agent.
Action
Delete AgentDeletes an existing Retell AI agent, including all of its versions.
Action
Delete Knowledge BaseDelete an existing knowledge base.
Action
Delete Phone NumberDelete a phone number from your Retell AI account.
Action
Delete Retell LLMDelete a Retell LLM response engine.
Action
Get a CallRetrieves the full details of a Retell AI call (phone or web): status, transcript, recording links, post-call analysis, cost and latency.
Action
Get an AgentRetrieve the full configuration of a Retell AI voice agent.
Action
Get a Phone NumberRetrieve the details of one phone number in your Retell AI account, including its bound agents, nickname and webhook settings.
Action
Get a Retell LLMRetrieve the details of a Retell LLM response engine, including its prompt, model, tools and states.
Action
Get a VoiceRetrieve the details of a single Retell AI voice: its name, provider, accent, gender, age and a preview audio link.
Action
Get ConcurrencyGets your Retell AI organization's current number of ongoing calls and its concurrency limits.
Action
Get Knowledge BaseRetrieve the details of a knowledge base, including its processing status and sources.
Action
Import Phone NumberImport a phone number from your own telephony provider (for example a Twilio elastic SIP trunk) into Retell AI and optionally bind agents to it.
Action
List AgentsLists the voice and chat agents in the Retell AI account, optionally filtered by channel or by a name/id search.
Action
List CallsList calls in the Retell AI account, newest first by default, optionally filtered by agent, status, direction, numbers, time range and more. Returns up to 1000 calls; transcripts and recording URLs are not included (use Get a Call for those).
Action
List Knowledge BasesList all knowledge bases in the Retell AI account.
Action
List Phone NumbersLists the phone numbers in your Retell AI account (up to 1000).
Action
List Retell LLMsLists the Retell LLM response engines in the account.
Action
List VoicesList all voices available to the Retell AI account.
Action
Make a Phone CallStart a new outbound phone call from one of your Retell numbers, handled by a Retell voice agent.
Action
Register Phone CallRegister a phone call placed through your own (custom) telephony, so Retell issues a call id your telephony can connect the audio to.
Action
Update AgentUpdates an existing Retell AI voice agent's latest draft version. Only the fields you fill in are changed.
Action
Update CallUpdate the metadata, data storage setting or custom attributes of an existing Retell AI call.
Action
Update Phone NumberUpdates the agents, nickname, webhooks, country restrictions, SIP trunk and fallback settings of a phone number in Retell AI. Only the fields you fill in are changed.
Action
Update Retell LLMUpdate an existing Retell LLM response engine's configuration (prompt, model, etc).
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
Paymo and Retell AI, answered
What can start an automation from Paymo?
Any of Paymo's 16 triggers in the catalog, including New Client, New Client Contact, New Estimate and New Expense. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Retell AI when something happens in Paymo?
Any of Retell AI's 27 actions, including Create Knowledge Base, Create Retell LLM, Update Agent and Update Call. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Retell AI to Paymo?
Retell AI has no triggers in the catalog today, so automations start in Paymo. If you need the other direction, ask: your agent reads Retell AI's API documentation and adds it.
Do I have to build a connector for Paymo or Retell AI?
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 Paymo and Retell AI 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.