Integration
Connect Plutio and Redash
When New Block fires in Plutio, your agent runs Create Alert in Redash, or New Dashboard in Redash to Create a Task in Plutio. 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 Plutio and Redash 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 Plutio and Redash can do together
From Plutio to Redash
When New Block in Plutio
then Create Alert in Redash
When New Task in Plutio
then Create Dashboard in Redash
From Redash to Plutio
When New Dashboard in Redash
then Create a Task in Plutio
When New Query in Redash
then Create Invoice in Plutio
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 Plutio and Redash
Triggers and actions 6 triggers · 36 actions
Trigger
New BlockTriggers when a new block (content, line items, signature area) is added to a contract, proposal or invoice.
Trigger
New TaskTriggers when a new task is created in your Plutio workspace.
Trigger
New Task BoardTriggers when a new task board is created in your Plutio workspace.
Trigger
New Task GroupTriggers when a new task group is created in Plutio.
Action
Create a TaskCreates a task on a project's task board in Plutio and returns the new task.
Action
Create BlockCreates a block of content or line items on a Plutio contract, proposal or invoice and returns the created block.
Action
Create InvoiceCreates a draft invoice in Plutio for a client person or company. Line items are added separately.
Action
Create PersonCreates a new person (client, lead or team member) in your Plutio workspace and returns the created record.
Action
Create ProjectCreates a new project in your Plutio workspace, optionally linked to a client. Plutio gives it a default status and a first task board.
Action
Create Task BoardCreates a new task board in Plutio, optionally inside a project.
Action
Create Task GroupCreates a new task group (a column or section) on a Plutio task board and returns the created group.
Action
Delete BlockPermanently deletes a block (a piece of content or line items) from a Plutio contract, proposal or invoice.
Action
Delete InvoicePermanently deletes an invoice from your Plutio workspace.
Action
Find PersonFinds people in your Plutio workspace by email, name, role or an advanced query, and returns the first match plus all matches.
Action
Get TaskReturns a single task by its id, including its custom field values.
Action
Move a TaskMoves a task to a different task group, task board or project.
Action
Retrieve Block/BlocksReturns one block by its ID, or all the blocks (text, line items) that make up a contract, proposal or invoice.
Action
Retrieve Person/PeopleReturns one person by id, or a list of people in your Plutio workspace filtered by role, status or an advanced query.
Action
Update a TaskUpdates an existing task in Plutio. Only the fields you fill in are changed; everything else stays the same.
Action
Update InvoiceUpdates an existing invoice's name, currency, due date, client or custom field values. Fields left blank stay as they are.
Action
Update PersonUpdates an existing person (client, lead or team member) in Plutio. Only the fields you fill in are changed.
Trigger
New DashboardTriggers when a new dashboard is created in your Redash site.
Trigger
New QueryTriggers when a new saved query is created in your Redash site.
Action
Archive DashboardArchives a dashboard.
Action
Archive QueryArchives a saved query so it no longer appears in lists.
Action
Create AlertCreates an alert that fires when a query result column meets a condition.
Action
Create DashboardCreates an empty dashboard with the given name.
Action
Create QueryCreates a saved query on one of your Redash data sources.
Action
Delete AlertDeletes an alert.
Action
Get AlertReturns one alert with its condition and current state.
Action
Get DashboardReturns one dashboard and its widgets.
Action
Get JobReturns the status of a query execution job and its result ID once it finishes.
Action
Get QueryReturns one saved query, including its text, data source and latest result ID.
Action
Get Query Cached ResultReturns the latest cached result rows of a query that has no parameters.
Action
Get Query ResultReturns the rows and columns of a query result.
Action
List AlertsReturns every alert in your Redash site with its state.
Action
List DashboardsReturns a page of the dashboards in your Redash site, optionally filtered by search text.
Action
List Data SourcesReturns the data sources your Redash queries can run on.
Action
List QueriesReturns a page of the saved queries in your Redash site, optionally filtered by search text.
Action
Refresh Query ResultsStarts running a saved query, or returns its cached result when a fresh enough one exists.
Action
Update DashboardUpdates a dashboard's name or tags.
Action
Update QueryUpdates the name, text or description of a saved query.
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
Plutio and Redash, answered
What can start an automation from Plutio?
Any of Plutio's 4 triggers in the catalog, including New Block, New Task, New Task Board and New Task Group. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Redash when something happens in Plutio?
Any of Redash's 19 actions, including Create Alert, Create Dashboard, Create Query and Update Dashboard. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Redash to Plutio?
Yes. When something happens in Redash, your agent can act in Plutio too. This page covers both directions: Redash's triggers and Plutio's actions are listed here as well.
Do I have to build a connector for Plutio or Redash?
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 Plutio and Redash 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.