# Connect Read AI and Worktivity

When **New Meeting Notes** fires in [Read AI](https://apiant.ai/connections/read-ai), your agent runs **Add customer** in [Worktivity](https://apiant.ai/connections/worktivity), or **New Employee** in Worktivity to **Get Meeting** in Read AI. Describe the whole flow and it is built, tested on every scenario and kept running.

Read AI **1** trigger Read AI **2** actions Worktivity **2** triggers Worktivity **12** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Read AI and Worktivity 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 Read AI and Worktivity can do together

### From Read AI to Worktivity

- When **New Meeting Notes** in Read AI then **Add customer** in Worktivity
- When **New Meeting Notes** in Read AI then **Add task** in Worktivity

### From Worktivity to Read AI

- When **New Employee** in Worktivity then **Get Meeting** in Read AI
- When **New Project Task** in Worktivity 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 Worktivity

## Triggers and actions 3 triggers · 14 actions

- Trigger

**New Meeting Notes**

Triggers when Read AI produces notes for a new meeting.

- Action

**Get Meeting**

Returns a single Read AI meeting, including its details as recorded by Read AI.

- Action

**List Meetings**

Returns a list of meetings recorded by Read AI for the connected account.

- Trigger

**New Employee**

Triggers when a new employee is added.

- Trigger

**New Project Task**

Triggers when a new task is created in a project.

- Action

**Add customer**

Creates a customer.

- Action

**Add project**

Creates a project.

- Action

**Add task**

Creates a task.

- Action

**Get project**

Gets a project by id.

- Action

**Get task**

Gets a task by id.

- Action

**List customers**

Lists customers.

- Action

**List employees**

Lists employees.

- Action

**List projects**

Lists projects.

- Action

**List teams**

Lists teams.

- Action

**List timesheets**

Lists timesheet data.

- Action

**Update project**

Updates a project.

- Action

**Update task**

Updates a task.

## Each app on its own

- [ **Read AI** Read AI is a leading productivity tool that makes work easy with meeting summaries and transcripts, search...](https://apiant.ai/connections/read-ai)
- [ **Worktivity** Worktivity is a platform that tracks app and website usage to improve team productivity.](https://apiant.ai/connections/worktivity)

Reviews

## What our customers say

## More from Read AI

- [ **Read AI to Lido** Lido is a data extraction application that uses AI to read documents, such as PDFs and invoices, and convert...](https://apiant.ai/connect/read-ai-to-lido)
- [ **Read AI to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/read-ai-to-salesforce)
- [ **Read AI to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/read-ai-to-slack)
- [ **Read AI to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/read-ai-to-stripe)
- [ **Read AI to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/read-ai-to-shopify)
- [ **Read AI to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/read-ai-to-trello)

## More into Worktivity

- [ **HubSpot to Worktivity** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-worktivity)
- [ **Salesforce to Worktivity** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-worktivity)
- [ **Slack to Worktivity** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-worktivity)
- [ **Google Sheets to Worktivity** Google Sheets](https://apiant.ai/connect/google-sheets-to-worktivity)
- [ **Gmail to Worktivity** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-worktivity)
- [ **Google Calendar to Worktivity** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-worktivity)

Questions

## Read AI and Worktivity, 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 Worktivity when something happens in Read AI?

Any of Worktivity's 12 actions, including Update project, Update task, Add customer and Add project. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Worktivity to Read AI?

Yes. When something happens in Worktivity, your agent can act in Read AI too. This page covers both directions: Worktivity's triggers and Read AI's actions are listed here as well.

###

### Do I have to build a connector for Read AI or Worktivity?

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.
