--- title: "Connect ProjectManager to Retell AI - APIANT.ai" description: "When \"New Project\" fires in ProjectManager, your agent runs \"Add Agent\" in Retell AI." canonical: "https://apiant.ai/connect/projectmanager-to-retell-ai" --- # Connect ProjectManager to Retell AI When **New Project** fires in [ProjectManager](https://apiant.ai/connections/projectmanager), your agent runs **Add Agent** in [Retell AI](https://apiant.ai/connections/retell-ai). Describe the whole flow and it is built, tested on every scenario and kept running. ProjectManager **3** triggers ProjectManager **23** actions Retell AI **27** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ProjectManager and Retell 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 ProjectManager can start in Retell AI - When **New Project** in ProjectManager then **Add Agent** in Retell AI - When **New Task** in ProjectManager 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 ProjectManager and Retell AI ## Triggers and actions 3 triggers · 50 actions - Trigger **New Project** Fires when a new project is created in the ProjectManager workspace. - Trigger **New Task** Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project - Trigger **New User** Fires when a new user (resource) is added to the ProjectManager workspace. - Action **Create Project** Create a new project in your workspace - Action **Create Task** Creates a new task within a specified project - Action **Create Timesheet Entry** Create a single timesheet entry. A timesheet entry is the number of hours spent by a person on a task on a specific day. There can only be one entry per person/task/day, trying to add a second entry will give a conflict error, however you can use the timesheet-update action to increase the number of hours logged for an existing timesheet entry. - Action **Create User** Add a new user/resource in your account - Action **Get Account Information** Returns information about the current user including home URL, email, user ID and workspace name - Action **Get Project Details** Get the details of one specific project - Action **Get Project Priorities** Gets a list of all the priorities which can be applied to a project - Action **Get Project Statuses** Get all the statuses which can be applied to a project - Action **Get Task Details** Get the details of one specific task, you will need to know the task's unique ID - Action **Get Task Fields** Get all the custom fields which can be applied to the tasks in a specific project, each project has different custom fields so you will need to provide a ProjectID with this action - Action **Get Task Field Values** Get the value of each custom field applied to a specific task - Action **Get Task Priorities** Get all the priorities which can be applied to a task - Action **Get Task Statuses (Columns)** Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses - Action **Get User Details** Get the details of one specific user/resource - Action **Get User Roles** Retrieves the list of user roles (privilege levels) defined in the ProjectManager workspace. - Action **Search Projects** Search through your active projects using various criteria, 100 results max - Action **Search Tasks** Search for tasks across your entire account, using various criteria, 100 results max - Action **Search Users** Search for workspace users/resources using various criteria, 100 results max - Action **Update Project** Update an existing project, empty fields will remain unchanged - Action **Update Task** Update an existing task, empty fields will remain unchanged - Action **Update Task Field Value** Update the value of a custom field for a specific task - Action **Update Timesheet Entry** Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry - Action **Update User** Update an existing user/resource, empty fields will remain unchanged - Action **Add Agent** Create a new Retell AI voice agent attached to a response engine (Retell LLM, custom LLM, or conversation flow) and a voice. - Action **Create Knowledge Base** Create a new Retell AI knowledge base from texts, URLs and/or a file. - Action **Create Retell LLM** Create 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 Agent** Deletes an existing Retell AI agent, including all of its versions. - Action **Delete Knowledge Base** Delete an existing knowledge base. - Action **Delete Phone Number** Delete a phone number from your Retell AI account. - Action **Delete Retell LLM** Delete a Retell LLM response engine. - Action **Get a Call** Retrieves the full details of a Retell AI call (phone or web): status, transcript, recording links, post-call analysis, cost and latency. - Action **Get an Agent** Retrieve the full configuration of a Retell AI voice agent. - Action **Get a Phone Number** Retrieve the details of one phone number in your Retell AI account, including its bound agents, nickname and webhook settings. - Action **Get a Retell LLM** Retrieve the details of a Retell LLM response engine, including its prompt, model, tools and states. - Action **Get a Voice** Retrieve the details of a single Retell AI voice: its name, provider, accent, gender, age and a preview audio link. - Action **Get Concurrency** Gets your Retell AI organization's current number of ongoing calls and its concurrency limits. - Action **Get Knowledge Base** Retrieve the details of a knowledge base, including its processing status and sources. - Action **Import Phone Number** Import 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 Agents** Lists the voice and chat agents in the Retell AI account, optionally filtered by channel or by a name/id search. - Action **List Calls** List 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 Bases** List all knowledge bases in the Retell AI account. - Action **List Phone Numbers** Lists the phone numbers in your Retell AI account (up to 1000). - Action **List Retell LLMs** Lists the Retell LLM response engines in the account. - Action **List Voices** List all voices available to the Retell AI account. - Action **Make a Phone Call** Start a new outbound phone call from one of your Retell numbers, handled by a Retell voice agent. - Action **Register Phone Call** Register a phone call placed through your own (custom) telephony, so Retell issues a call id your telephony can connect the audio to. - Action **Update Agent** Updates an existing Retell AI voice agent's latest draft version. Only the fields you fill in are changed. - Action **Update Call** Update the metadata, data storage setting or custom attributes of an existing Retell AI call. - Action **Update Phone Number** Updates 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 LLM** Update an existing Retell LLM response engine's configuration (prompt, model, etc). ## Each app on its own - [ **ProjectManager** ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to...](https://apiant.ai/connections/projectmanager) - [ **Retell AI** Retell AI is a conversation intelligence platform that turns customer calls into actionable insights.](https://apiant.ai/connections/retell-ai) Reviews ## What our customers say ## More from ProjectManager - [ **ProjectManager to World News Api** REST API for searching global news articles with entity extraction, sentiment analysis, and geolocation...](https://apiant.ai/connect/projectmanager-to-world-news-api) - [ **ProjectManager to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/projectmanager-to-salesforce) - [ **ProjectManager to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/projectmanager-to-slack) - [ **ProjectManager to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/projectmanager-to-stripe) - [ **ProjectManager to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/projectmanager-to-shopify) - [ **ProjectManager to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/projectmanager-to-quickbooks-online) ## More into Retell AI - [ **HubSpot to Retell AI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-retell-ai) - [ **Salesforce to Retell AI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-retell-ai) - [ **Slack to Retell AI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-retell-ai) - [ **Google Sheets to Retell AI** Google Sheets](https://apiant.ai/connect/google-sheets-to-retell-ai) - [ **Gmail to Retell AI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-retell-ai) - [ **Google Calendar to Retell AI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-retell-ai) Questions ## ProjectManager and Retell AI, answered ### ### What can start an automation from ProjectManager? Any of ProjectManager's 3 triggers in the catalog, including New Project, New Task and New User. 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 ProjectManager? 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 ProjectManager? Retell AI has no triggers in the catalog today, so automations start in ProjectManager. 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 ProjectManager 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 ProjectManager 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.