App

Plutio integrations

Connect Plutio to any other app, or use it from your AI client over MCP. Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid online, collaborate with your clients and team, plus so much more.

Connects with a tokenplutio.com

4 triggers 17 actions

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 to automate with Plutio?

Ask the assistant

Connect your AI client

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

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

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide

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

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

Popular

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What your agent can do with Plutio

Triggers and actions 4 triggers · 17 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.

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Questions

Plutio, answered

Is there a Plutio MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Plutio. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use Plutio. Nothing to install.

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 Plutio?

Any of Plutio's 17 actions, including Create a Task, Create Block, Create Invoice and Create Person. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can Plutio connect to?

Any app in the catalog; the list on this page pairs Plutio with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.