# Connect Plutio and Snitcher When **New Block** fires in [Plutio](https://apiant.ai/connections/plutio), your agent runs **Reveal Contact Email** in [Snitcher](https://apiant.ai/connections/snitcher), or **New Organisation** in Snitcher to **Create a Task** in Plutio. Describe the whole flow and it is built, tested on every scenario and kept running. Plutio **4** triggers Plutio **17** actions Snitcher **2** triggers Snitcher **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Plutio and Snitcher to do together? Give your AI client this address. `https://mcp.apiant.ai` 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Plutio and Snitcher can do together ### From Plutio to Snitcher - When **New Block** in Plutio then **Reveal Contact Email** in Snitcher - When **New Task** in Plutio then **Find Contacts** in Snitcher ### From Snitcher to Plutio - When **New Organisation** in Snitcher then **Create a Task** in Plutio - When **Organisation Enters Segment** in Snitcher 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 Snitcher ## Triggers and actions 6 triggers · 28 actions - Trigger **New Block** Triggers when a new block (content, line items, signature area) is added to a contract, proposal or invoice. - Trigger **New Task** Triggers when a new task is created in your Plutio workspace. - Trigger **New Task Board** Triggers when a new task board is created in your Plutio workspace. - Trigger **New Task Group** Triggers when a new task group is created in Plutio. - Action **Create a Task** Creates a task on a project's task board in Plutio and returns the new task. - Action **Create Block** Creates a block of content or line items on a Plutio contract, proposal or invoice and returns the created block. - Action **Create Invoice** Creates a draft invoice in Plutio for a client person or company. Line items are added separately. - Action **Create Person** Creates a new person (client, lead or team member) in your Plutio workspace and returns the created record. - Action **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. - Action **Create Task Board** Creates a new task board in Plutio, optionally inside a project. - Action **Create Task Group** Creates a new task group (a column or section) on a Plutio task board and returns the created group. - Action **Delete Block** Permanently deletes a block (a piece of content or line items) from a Plutio contract, proposal or invoice. - Action **Delete Invoice** Permanently deletes an invoice from your Plutio workspace. - Action **Find Person** Finds people in your Plutio workspace by email, name, role or an advanced query, and returns the first match plus all matches. - Action **Get Task** Returns a single task by its id, including its custom field values. - Action **Move a Task** Moves a task to a different task group, task board or project. - Action **Retrieve Block/Blocks** Returns one block by its ID, or all the blocks (text, line items) that make up a contract, proposal or invoice. - Action **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. - Action **Update a Task** Updates an existing task in Plutio. Only the fields you fill in are changed; everything else stays the same. - Action **Update Invoice** Updates an existing invoice's name, currency, due date, client or custom field values. Fields left blank stay as they are. - Action **Update Person** Updates an existing person (client, lead or team member) in Plutio. Only the fields you fill in are changed. - Trigger **New Organisation** Triggered when a new company is identified visiting your website in the selected Snitcher workspace. - Trigger **Organisation Enters Segment** Triggered when a company first appears in the selected Snitcher segment. - Action **Create Custom Field** Creates a new custom field definition on organisations in a Snitcher workspace. - Action **Create Tag** Creates a new tag in a Snitcher workspace so it can be applied to organisations. - Action **Find Contacts** Returns the known contacts at an organisation in Snitcher, looked up by organisation UUID or company domain. - Action **Find Organisation** Looks up an organisation in a Snitcher workspace by company name and returns the first match. - Action **Get User Profile** Returns the name, email and id of the Snitcher user the connection belongs to. - Action **List Custom Fields** Returns all custom field definitions set up on organisations in a Snitcher workspace. - Action **List Segments** Returns all segments defined in a Snitcher workspace. - Action **List Sessions** Returns the website visits (sessions) recorded across a Snitcher workspace for a date or date range, with optional segment, URL and referrer filters. - Action **List Workspaces** Returns the Snitcher workspaces the connected account can access, including each workspace's UUID, name, website and available tags. - Action **Reveal Contact Email** Uses a Snitcher email-reveal credit to return the email address of a known organisation contact. - Action **Search Organisations** Searches the organisations in a Snitcher workspace using advanced field filters. ## Each app on its own - [ **Plutio** Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid...](https://apiant.ai/connections/plutio) - [ **Snitcher** Snitcher is a B2B visitor ID platform that helps you uncover your anonymous website visitors.](https://apiant.ai/connections/snitcher) Reviews ## What our customers say ## More from Plutio - [ **Plutio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/plutio-to-salesforce) - [ **Plutio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/plutio-to-slack) - [ **Plutio to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/plutio-to-stripe) - [ **Plutio to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/plutio-to-shopify) - [ **Plutio to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/plutio-to-quickbooks-online) - [ **Plutio to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/plutio-to-trello) ## More into Snitcher - [ **HubSpot to Snitcher** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-snitcher) - [ **Salesforce to Snitcher** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-snitcher) - [ **Slack to Snitcher** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-snitcher) - [ **Gmail to Snitcher** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-snitcher) - [ **Google Calendar to Snitcher** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-snitcher) - [ **Google Drive to Snitcher** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-snitcher) Questions ## Plutio and Snitcher, 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 Snitcher when something happens in Plutio? Any of Snitcher's 11 actions, including Create Custom Field, Create Tag, Find Contacts and Find Organisation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Snitcher to Plutio? Yes. When something happens in Snitcher, your agent can act in Plutio too. This page covers both directions: Snitcher's triggers and Plutio's actions are listed here as well. ### ### Do I have to build a connector for Plutio or Snitcher? 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. ### ### 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.