# CRM

CRM apps your agent can connect. Pick one to see its triggers and actions.

## What do you want to automate with a CRM app?

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)

### Category **CRM**

- [ **HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connections/hubspot)
- [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce)
- [ **Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connections/pipedrive)
- [ **Ontraport** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connections/ontraport)
- [ **Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connections/freshworks-crm)
- [ **GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connections/gohighlevel)
- [ **Capsule CRM** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connections/capsule-crm)
- [ **Copper** Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across...](https://apiant.ai/connections/copper)
- [ **Streak** Streak is a flexible CRM and process management system that lives inside your Gmail inbox.](https://apiant.ai/connections/streak)
- [ **NetHunt CRM** NetHunt CRM ties to Gmail and other Google Workspace apps you work in, automates data flow, and makes...](https://apiant.ai/connections/nethunt-crm)
- [ **HubSpot Enterprise** HubSpot Enterprise custom-object management: define custom object schemas and their properties, and create...](https://apiant.ai/connections/hubspot-enterprise)
- [ **Agile CRM** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connections/agile-crm)
- [ **Apollo** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connections/apollo)
- [ **Assembly.com** Assembly.com is a complete client communication and management solution that offers a branded and...](https://apiant.ai/connections/assembly-com)
- [ **Attio** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connections/attio)
- [ **Billage** Billage is the management software for SMEs and freelancers that unifies billing, CRM and task and project...](https://apiant.ai/connections/billage)
- [ **Broot** broot is a AI-powered app that helps sales, marketing, and events teams manage contacts, turning them into...](https://apiant.ai/connections/broot)
- [ **Centerflow** Centerflow is a web application that allows you to track and manage your leads.](https://apiant.ai/connections/centerflow)
- [ **CentralStationCRM** CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you...](https://apiant.ai/connections/centralstationcrm)
- [ **Chatter** Salesforce Chatter — post to feeds, comment, like, manage groups, and read news/group feeds via the...](https://apiant.ai/connections/chatter)
- [ **DonorPerfect** DonorPerfect Online (DPO) is fundraising and donor-management software for nonprofits.](https://apiant.ai/connections/donorperfect)
- [ **Dynamics 365** Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing...](https://apiant.ai/connections/dynamics-365)
- [ **folk** folk is the next generation CRM for teams](https://apiant.ai/connections/folk)
- [ **Insightly** Insightly CRM — manage contacts, leads, organisations, opportunities, projects, tasks, events and notes.](https://apiant.ai/connections/insightly)
- [ **jo4.io** jo4.io is an enterprise tool for SDRs and sales teams to organize URLs and follow-ups.](https://apiant.ai/connections/jo4-io)
- [ **Keap** Keap (formerly Infusionsoft) CRM and marketing automation.](https://apiant.ai/connections/keap)
- [ **LeadSimple** LeadSimple is the CRM that property management and real estate companies use to scale and grow.](https://apiant.ai/connections/leadsimple)
- [ **Less Annoying CRM** Less Annoying CRM is a small business CRM with easy-to-use features at an affordable price.](https://apiant.ai/connections/less-annoying-crm)
- [ **MagicBlocks** MagicBlocks is an Autonomous Relationship Sales Platform that deploys AI sales agents to qualify and convert...](https://apiant.ai/connections/magicblocks)
- [ **Minimo** Minimo is an AI-Driven CRM to design and send emails, messages and forms.](https://apiant.ai/connections/minimo)
- [ **Myphoner** Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a...](https://apiant.ai/connections/myphoner)
- [ **NinjaPipe** NinjaPipe is a CRM for businesses to manage their contacts, data and team.](https://apiant.ai/connections/ninjapipe)
- [ **noCRM.io** noCRM.io helps you to track and close deals without wasting time filling out forms.](https://apiant.ai/connections/nocrm-io)
- [ **Nutshell** Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.](https://apiant.ai/connections/nutshell)
- [ **OnePageCRM** OnePageCRM converts the complexity of CRM into a simple to-do list.](https://apiant.ai/connections/onepagecrm)
- [ **Sage Sales Management** Sage Sales Management is a mobile CRM that allows you to measure, analyse and improve your sales team’s...](https://apiant.ai/connections/sage-sales-management)
- [ **Salesmate** Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...](https://apiant.ai/connections/salesmate)
- [ **VerdictFlow** VerdictFlow is a legal intake and referral automation platform that helps law firms capture, route, and...](https://apiant.ai/connections/verdictflow)
- [ **Zoho CRM** Zoho CRM makes it easy to get the complete picture of your sales cycle and stay on top of your business...](https://apiant.ai/connections/zoho-crm)
