Integration
Connect Affinity and SetSmart
When New List fires in Affinity, your agent runs Set Lead to Booked in SetSmart, or New Lead in SetSmart to Add field value in Affinity. 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 Affinity and SetSmart 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)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 Affinity and SetSmart can do together
From Affinity to SetSmart
When New List in Affinity
then Set Lead to Booked in SetSmart
From SetSmart to Affinity
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 Affinity and SetSmart
Triggers and actions 12 triggers · 24 actions
- Field Value Changes
Triggers when a field value is added, updated or removed in Affinity.
- New List
Triggers when a new list is created in Affinity.
- New List Entry
Triggers when a new entry is added to an Affinity list.
- New Opportunity
Triggers when a new opportunity is added in Affinity.
- New Organization
Triggers when a new organization is added in Affinity.
- New Person
Triggers when a new person is added in Affinity.
- Add field value
Sets the value of a field on a list entry (a row on an Affinity list), such as a status dropdown, number, date, text, person or company field.
- Add reminder
Creates a one-time or recurring reminder in Affinity for a person, company or opportunity, assigned to an internal user.
- Delete opportunity
Deletes an opportunity in Affinity.
- Delete person
Deletes a person from Affinity. Internal people in your organization cannot be deleted.
- Find a List Entry
Finds an entry on an Affinity list by the name, email or domain of its person, organization or opportunity.
- Find an Organization
Finds Affinity organizations by name or domain and returns the best match.
- Find a Person
Finds Affinity persons by name or email address and returns the best match.
- Find opportunities
Finds opportunities whose name contains the text you give, returning the first match and all matches.
- Get an Opportunity
Returns one Affinity opportunity by ID, with its name and the list it belongs to.
- Get an Organization
Returns one Affinity organization (company) by ID, with its name and domains.
- Get a Person
Returns one Affinity person by ID, with their name and email addresses.
- Get list
Returns a single Affinity list's details: name, entity type, owner, creator, privacy setting and creation date.
- List fields
Returns the fields (columns) available on an Affinity list, including custom list and global fields, with their type and value type.
- List lists
Returns the lists in your Affinity workspace that you can view, optionally filtered by name.
- List notes
Returns notes in Affinity (excluding replies), optionally filtered by id, creator or creation date.
- Update field value
Sets the value of a single field on a list entry (row) in an Affinity list, replacing its current value.
- Update opportunity
Renames an existing opportunity in Affinity.
- AI Switched Off
Triggers when the AI is switched off for a SetSmart lead.
- Failed Message
Triggers when a message to a SetSmart lead fails to send.
- Lead Accepts to Book a Sales Call
Triggers when a SetSmart lead agrees to book a sales call.
- Lead Answered
Triggers when a SetSmart lead answers the AI for the first time.
- New Lead
Triggers when a new lead (conversation) is created in SetSmart.
- New Resume for Lead
Triggers when the SetSmart AI generates or updates a lead's qualification summary.
- Cancel Scheduled Message
Cancels a pending scheduled template message before it is sent.
- Export Conversations
Exports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.
- Find Contact
Finds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.
- List Scheduled Messages
Lists scheduled WhatsApp template messages, filtered by status, template, contact or date range.
- Set Lead to Booked
Marks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.
- Turn Off AI
Turns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.
- Turn On AI
Turns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email.
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
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Questions
Affinity and SetSmart, answered
What can start an automation from Affinity?
Any of Affinity's 6 triggers in the catalog, including New List, New List Entry, New Opportunity and New Organization. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SetSmart when something happens in Affinity?
Any of SetSmart's 7 actions, including Export Conversations, Find Contact, List Scheduled Messages and Set Lead to Booked. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SetSmart to Affinity?
Yes. When something happens in SetSmart, your agent can act in Affinity too. This page covers both directions: SetSmart's triggers and Affinity's actions are listed here as well.
Do I have to build a connector for Affinity or SetSmart?
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 Affinity and SetSmart 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.