--- title: "Plutio integrations and MCP server - APIANT.ai" description: "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..." canonical: "https://apiant.ai/connections/plutio" --- # 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 token [plutio.com](https://plutio.com/) **4** triggers **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Plutio? 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) Popular ## Plutio with the apps people pair it with most - [ **Ontraport to Plutio** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/ontraport-to-plutio) - [ **HubSpot to Plutio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-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) - [ **Google Sheets to Plutio** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-plutio) - [ **Gmail to Plutio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-plutio) - [ **Google Calendar to Plutio** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-plutio) - [ **Google Drive to Plutio** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-plutio) Pair it ## Connect Plutio with another app - [ **Ontraport to Plutio**](https://apiant.ai/connect/ontraport-to-plutio) - [ **HubSpot to Plutio**](https://apiant.ai/connect/hubspot-to-plutio) - [ **Plutio to Salesforce**](https://apiant.ai/connect/plutio-to-salesforce) - [ **Plutio to Slack**](https://apiant.ai/connect/plutio-to-slack) - [ **Google Sheets to Plutio**](https://apiant.ai/connect/google-sheets-to-plutio) - [ **Gmail to Plutio**](https://apiant.ai/connect/gmail-to-plutio) - [ **Google Calendar to Plutio**](https://apiant.ai/connect/google-calendar-to-plutio) - [ **Google Drive to Plutio**](https://apiant.ai/connect/google-drive-to-plutio) - [ **Mailchimp to Plutio**](https://apiant.ai/connect/mailchimp-to-plutio) - [ **Plutio to Stripe**](https://apiant.ai/connect/plutio-to-stripe) - [ **Plutio to Shopify**](https://apiant.ai/connect/plutio-to-shopify) - [ **Plutio to QuickBooks Online**](https://apiant.ai/connect/plutio-to-quickbooks-online) - [ **Pipedrive to Plutio**](https://apiant.ai/connect/pipedrive-to-plutio) - [ **ActiveCampaign to Plutio**](https://apiant.ai/connect/activecampaign-to-plutio) - [ **Notion to Plutio**](https://apiant.ai/connect/notion-to-plutio) - [ **Airtable to Plutio**](https://apiant.ai/connect/airtable-to-plutio) - [ **Plutio to Trello**](https://apiant.ai/connect/plutio-to-trello) - [ **Asana to Plutio**](https://apiant.ai/connect/asana-to-plutio) - [ **JIRA to Plutio**](https://apiant.ai/connect/jira-to-plutio) - [ **ClickUp to Plutio**](https://apiant.ai/connect/clickup-to-plutio) - [ **Plutio to Zoom**](https://apiant.ai/connect/plutio-to-zoom) - [ **Discord to Plutio**](https://apiant.ai/connect/discord-to-plutio) - [ **Plutio to Twilio**](https://apiant.ai/connect/plutio-to-twilio) - [ **Plutio to SendGrid**](https://apiant.ai/connect/plutio-to-sendgrid) - [ **Outlook to Plutio**](https://apiant.ai/connect/outlook-to-plutio) - [ **Intercom to Plutio**](https://apiant.ai/connect/intercom-to-plutio) - [ **Freshdesk to Plutio**](https://apiant.ai/connect/freshdesk-to-plutio) - [ **Klaviyo to Plutio**](https://apiant.ai/connect/klaviyo-to-plutio) - [ **Brevo to Plutio**](https://apiant.ai/connect/brevo-to-plutio) - [ **Plutio to Typeform**](https://apiant.ai/connect/plutio-to-typeform) - [ **JotForm to Plutio**](https://apiant.ai/connect/jotform-to-plutio) - [ **Calendly to Plutio**](https://apiant.ai/connect/calendly-to-plutio) - [ **PandaDoc to Plutio**](https://apiant.ai/connect/pandadoc-to-plutio) - [ **Plutio to Webflow**](https://apiant.ai/connect/plutio-to-webflow) - [ **Plutio to Wix**](https://apiant.ai/connect/plutio-to-wix) - [ **Plutio to LinkedIn**](https://apiant.ai/connect/plutio-to-linkedin) - [ **Plutio to Facebook**](https://apiant.ai/connect/plutio-to-facebook) - [ **Instagram to Plutio**](https://apiant.ai/connect/instagram-to-plutio) - [ **OpenAI to Plutio**](https://apiant.ai/connect/openai-to-plutio) - [ **Plutio to Anthropic**](https://apiant.ai/connect/plutio-to-anthropic) - [ **OneDrive to Plutio**](https://apiant.ai/connect/onedrive-to-plutio) - [ **Google Docs to Plutio**](https://apiant.ai/connect/google-docs-to-plutio) - [ **Freshworks CRM to Plutio**](https://apiant.ai/connect/freshworks-crm-to-plutio) - [ **GoHighLevel to Plutio**](https://apiant.ai/connect/gohighlevel-to-plutio) - [ **Capsule CRM to Plutio**](https://apiant.ai/connect/capsule-crm-to-plutio) - [ **Copper to Plutio**](https://apiant.ai/connect/copper-to-plutio) - [ **Plutio to Streak**](https://apiant.ai/connect/plutio-to-streak) - [ **NetHunt CRM to Plutio**](https://apiant.ai/connect/nethunt-crm-to-plutio) - [ **MINDBODY to Plutio**](https://apiant.ai/connect/mindbody-to-plutio) - [ **Plutio to Supabase**](https://apiant.ai/connect/plutio-to-supabase) - [ **Plutio to PostgreSQL**](https://apiant.ai/connect/plutio-to-postgresql) - [ **MySQL to Plutio**](https://apiant.ai/connect/mysql-to-plutio) - [ **Plutio to Vercel**](https://apiant.ai/connect/plutio-to-vercel) - [ **Plutio to ElevenLabs**](https://apiant.ai/connect/plutio-to-elevenlabs) - [ **PagerDuty to Plutio**](https://apiant.ai/connect/pagerduty-to-plutio) - [ **Plutio to Pushover**](https://apiant.ai/connect/plutio-to-pushover) - [ **Gravity Forms to Plutio**](https://apiant.ai/connect/gravity-forms-to-plutio) - [ **HubSpot Enterprise to Plutio**](https://apiant.ai/connect/hubspot-enterprise-to-plutio) - [ **Google Forms to Plutio**](https://apiant.ai/connect/google-forms-to-plutio) - [ **Facebook Lead Ads to Plutio**](https://apiant.ai/connect/facebook-lead-ads-to-plutio) 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. Reviews ## What our customers say 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 and sign in once in your browser. Your client can then run Plutio actions on demand, or have APIANT 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. ### ### Can I use Plutio directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Plutio two ways. Ask it to do something in Plutio 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Plutio API? No. APIANT connects to the Plutio API for you, with a token. Describe what you want in plain language and your agent builds it on the Plutio triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Plutio API documentation and adds it. ### ### 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.