--- title: "Connect Plutio and Speak Ai - APIANT.ai" description: "When \"New Block\" fires in Plutio, your agent runs \"Update Text Note\" in Speak Ai, or \"New Magic Prompts Response\" in Speak Ai to \"Create a Task\" in Plutio." canonical: "https://apiant.ai/connect/plutio-to-speak-ai" --- # Connect Plutio and Speak Ai When **New Block** fires in [Plutio](https://apiant.ai/connections/plutio), your agent runs **Update Text Note** in [Speak Ai](https://apiant.ai/connections/speak-ai), or **New Magic Prompts Response** in Speak Ai 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 Speak Ai **1** trigger Speak Ai **23** 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 Speak Ai to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.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 Speak Ai can do together ### From Plutio to Speak Ai - When **New Block** in Plutio then **Update Text Note** in Speak Ai - When **New Task** in Plutio then **Upload File to Transcribe and Analyze** in Speak Ai ### From Speak Ai to Plutio - When **New Magic Prompts Response** in Speak Ai then **Create a Task** in Plutio - When **New Magic Prompts Response** in Speak Ai 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 Speak Ai ## Triggers and actions 5 triggers · 40 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 Magic Prompts Response** Fires when Speak AI finishes answering an AI Chat (Magic Prompt) and delivers the final answer. - Action **Add Automation** Create a new Speak AI automation. - Action **Add Field** Creates a new custom field in your Speak AI account. - Action **Add Folder** Create a new folder to organize media, text notes, and recordings. - Action **Ask AI Chat** Ask a question about one or more media items or a folder and get the AI chat answer back. - Action **Delete Automation** Delete an automation. - Action **Delete Folder** Delete a folder. - Action **Delete Media** Delete a media file from Speak AI. - Action **Delete Text Note** Delete a text note. - Action **Get Media Insights** Loads the analysis results (transcript, keywords, topics, sentiment, named entities, summary) for a Speak AI audio or video file. - Action **Get Media Status** Gets the processing status and basic details of a Speak AI audio or video file. - Action **Get Media Transcript** Get the transcript of a media file. - Action **Get Text Note Insight** Gets the analysis insights (keywords, entities, intents, sentiment) for a Speak AI text note. - Action **List Automations** List the automations (trigger + action workflows) configured in Speak AI. - Action **List Fields** Lists the custom fields defined in your Speak AI account. - Action **List Folders** List the folders in the account. - Action **List Media** List the media files (audio/video) in the account's Speak AI library. - Action **Run Magic Prompt** Runs a Magic Prompt (Speak AI's AI Chat) against your media, folders or fields and returns the AI's answer. - Action **Update Automation** Updates an existing Speak AI automation: its name, trigger, steps, schedule and active state. - Action **Update Folder** Update a folder's name or settings. - Action **Update Media** Rename a Speak AI media file and update its description, tags, folder, assignee, note, status or creation date. - Action **Update Text Note** Update the content of an existing text note. - Action **Upload File to Transcribe and Analyze** Uploads new audio or video files for automatic transcription and analysis. - Action **Upload Text Note to Analyze** Uploads new text notes for automatic insight analysis. ## 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) - [ **Speak Ai** Speak Ai is a tool to analyze audio and video to get insights extraction and transcriptions.](https://apiant.ai/connections/speak-ai) 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 Speak Ai - [ **Shoplazza to Speak Ai** Shoplazza is an online store builder platform that empowers over 360,000+ stores of all sizes to grow their...](https://apiant.ai/connect/shoplazza-to-speak-ai) - [ **HubSpot to Speak Ai** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-speak-ai) - [ **Salesforce to Speak Ai** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-speak-ai) - [ **Slack to Speak Ai** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-speak-ai) - [ **Google Sheets to Speak Ai** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-speak-ai) - [ **Gmail to Speak Ai** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-speak-ai) Questions ## Plutio and Speak Ai, 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 Speak Ai when something happens in Plutio? Any of Speak Ai's 23 actions, including Update Automation, Update Folder, Update Media and Update Text Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Speak Ai to Plutio? Yes. When something happens in Speak Ai, your agent can act in Plutio too. This page covers both directions: Speak Ai's triggers and Plutio's actions are listed here as well. ### ### Do I have to build a connector for Plutio or Speak 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 Plutio and Speak 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.