Integration
Connect Plutio and REsimpli
When New Block fires in Plutio, your agent runs Add Contact Details to Lead in REsimpli, or New Agent in REsimpli 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 REsimpli 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)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 REsimpli can do together
From Plutio to REsimpli
When New Block in Plutio
then Add Contact Details to Lead in REsimpli
From REsimpli to 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 REsimpli
Triggers and actions 8 triggers · 50 actions
- 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.
- New Agent
Triggers when a new agent is added in REsimpli.
- New Buyer
Triggers when a new buyer is added in REsimpli.
- New Lead
Triggers when a new lead is added in REsimpli.
- New Vendor
Triggers when a new vendor is added in REsimpli.
- Add Activity
Adds an activity comment to a lead, buyer, vendor, agent or list stacking record in REsimpli.
- Add Contact Details to Lead
Creates a contact from the details you supply and links it to an existing lead. If a contact with the same phone or email already exists, that contact is linked instead.
- Add Contact to Lead
Links an existing contact to a lead in REsimpli, optionally making it the lead's primary contact.
- Add Tags to Agent
Adds one or more existing agent tags to an agent in REsimpli.
- Add Tags to Buyer
Adds one or more existing buyer tags to a buyer in REsimpli.
- Add Tags to Lead
Adds one or more existing lead tags to a lead in REsimpli.
- Add Tags to Vendor
Adds one or more existing vendor tags to a vendor in REsimpli.
- Create Buyer
Creates a new buyer in REsimpli with contact details, pipeline status, marketing campaign and buy-box preferences.
- Create Lead
Creates a new lead (property and seller contact) in REsimpli and returns the created lead.
- Create Tag
Creates one or more tags in REsimpli for a chosen record type (leads, buyers, vendors, agents and more).
- Create Vendor
Creates a new vendor in REsimpli with its contact details, pipeline status, vendor type and targeting.
- Delete Agent
Deletes an agent in REsimpli (soft delete).
- Delete Buyer
Deletes a buyer in REsimpli (soft-delete).
- Download File
Downloads a file stored on a REsimpli lead, buyer, vendor or agent record.
- Get Buyer
Returns the full details of a buyer in REsimpli.
- Get Vendor
Returns the full details of a vendor in REsimpli.
- List Activities
Returns the activity history (or conversations only) for a REsimpli lead, buyer, vendor, agent or list stacking record.
- List Agents
Returns agents in your REsimpli account, optionally filtered by search text, status, pipeline, assigned user, tags or target area.
- List Buyers
Returns buyers in your REsimpli account, optionally filtered by search text, pipeline, status, assigned users, tags, or target cities and states.
- List Call Logs
Returns the call logs recorded on a lead, buyer, vendor, agent or list stacking record.
- List Contacts
Returns contacts in your REsimpli account with their names, phone numbers and emails, optionally filtered by a search term.
- List Files
Returns the files stored in a folder on a REsimpli lead, buyer, vendor, agent or other record, optionally filtered by category or search text.
- List Leads
Returns leads in REsimpli, optionally filtered by search text, status or pipeline (up to 100 per call).
- List Vendors
Returns vendors in your REsimpli account, optionally filtered by search text, status, pipeline, assigned users, tags or target areas.
- Remove Contact from Lead
Unlinks a contact from a lead in REsimpli. If the removed contact was primary, another contact on the lead becomes primary.
- Remove Tags from Agent
Removes one or more tags from an agent in REsimpli.
- Remove Tags from Buyer
Removes one or more tags from a buyer in REsimpli.
- Remove Tags from Lead
Removes one or more tags from a lead in REsimpli.
- Update Agent Status
Moves an agent to another pipeline status in REsimpli, optionally completing open tasks.
- Update Buyer Status
Moves a buyer to another pipeline status in REsimpli.
- Update Custom Question Answers
Saves answers to custom questions on a lead, buyer, vendor or agent. Answers to other questions are kept.
- Update Lead Status
Moves a lead to another pipeline status in REsimpli, optionally completing its open tasks.
- Update Vendor Status
Moves a vendor to another pipeline status in REsimpli.
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
Plutio and REsimpli, 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 REsimpli when something happens in Plutio?
Any of REsimpli's 33 actions, including Create Buyer, Create Lead, Create Tag and Create Vendor. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from REsimpli to Plutio?
Yes. When something happens in REsimpli, your agent can act in Plutio too. This page covers both directions: REsimpli's triggers and Plutio's actions are listed here as well.
Do I have to build a connector for Plutio or REsimpli?
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 REsimpli 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.