Integration
Connect Read AI and Relate
When New Meeting Notes fires in Read AI, your agent runs Create Note in Relate, or Contact Created in Relate to Get Meeting in Read AI. 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 Read AI and Relate 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 Read AI and Relate can do together
From Read AI to Relate
When New Meeting Notes in Read AI
then Create Note in Relate
When New Meeting Notes in Read AI
then Update Note in Relate
From Relate to Read AI
When Contact Created in Relate
then Get Meeting in Read AI
When Entry Created in Relate
then List Meetings in Read 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 Read AI and Relate
Triggers and actions 7 triggers · 18 actions
Trigger
New Meeting NotesTriggers when Read AI produces notes for a new meeting.
Action
Get MeetingReturns a single Read AI meeting, including its details as recorded by Read AI.
Action
List MeetingsReturns a list of meetings recorded by Read AI for the connected account.
Trigger
Contact CreatedTriggers when a new contact is added in Relate.
Trigger
Entry CreatedTriggers when a new entry is added to a Relate list or process.
Trigger
Entry UpdatedTriggers when an entry in a Relate list or process is added or changed.
Trigger
New Recorded MeetingTriggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).
Trigger
Note CreatedTriggers when a new note is added in Relate.
Trigger
Organization CreatedTriggers when a new organization is added in Relate.
Action
Create ContactCreates a contact in Relate from a first name and/or email address, optionally linked to an organization.
Action
Create NoteCreates a note on an organization in Relate, optionally linked to a deal.
Action
Create OrganizationCreates an organization in Relate from a name and/or website domain.
Action
Delete ContactDeletes a Relate contact.
Action
Delete NoteDeletes a note in Relate.
Action
Delete OrganizationDeletes a Relate organization.
Action
Find ContactFinds a contact in Relate by email address or phone number and returns the first match.
Action
Find Entry From Organization ProcessFinds an organization's entry in a Relate process by organization ID.
Action
Find NoteReturns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.
Action
Find OrganizationReturns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.
Action
Get ContactReturns one Relate contact by its ID.
Action
Get OrganizationReturns one Relate organization by its ID.
Action
Get RecordingReturns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).
Action
Update ContactUpdates a Relate contact's name or email addresses.
Action
Update NoteUpdates a note's text or linked deal in Relate.
Action
Update OrganizationUpdates a Relate organization's name or domains.
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
More from Read AI
Read AI to LidoLido is a data extraction application that uses AI to read documents, such as PDFs and invoices, and convert...
Read AI to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Read AI to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Read AI to StripeStripe is a payment processing platform for online businesses.
Read AI to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Read AI to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Relate
HubSpot to RelateHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to RelateGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RelateGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RelateGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RelateGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RelateMailchimp marketing automation and email platform.
Questions
Read AI and Relate, answered
What can start an automation from Read AI?
Any of Read AI's 1 trigger in the catalog, including New Meeting Notes. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Relate when something happens in Read AI?
Any of Relate's 16 actions, including Create Contact, Create Note, Create Organization and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Relate to Read AI?
Yes. When something happens in Relate, your agent can act in Read AI too. This page covers both directions: Relate's triggers and Read AI's actions are listed here as well.
Do I have to build a connector for Read AI or Relate?
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 Read AI and Relate 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.