Integration
Connect Agile CRM to Drop Cowboy
When New contact fires in Agile CRM, your agent runs Add note to contact in Drop Cowboy. 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 Agile CRM and Drop Cowboy 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 Agile CRM can start in Drop Cowboy
When New contact in Agile CRM
then Add note to contact in Drop Cowboy
When New matching contact or company in Agile CRM
then Add tag to contact in Drop Cowboy
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 Agile CRM and Drop Cowboy
Triggers and actions 10 triggers · 87 actions
Trigger
List all taskslist all tasks, surfacing new ones over time
Trigger
List contactslist contacts, surfacing new ones over time
Trigger
List dealslist deals/opportunities, surfacing new ones over time
Trigger
List eventslist events, surfacing new ones over time
Trigger
List pending taskslist pending tasks within N days
Trigger
List ticketslist help desk tickets by filter, surfacing new ones
Trigger
List trackslist deal tracks/pipelines
Trigger
New contactTriggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id.
Trigger
New matching contact or companyTriggers when a new contact or company matches your search query.
Trigger
New matching taskTriggers when a new task matches your filter.
Action
Add contact to campaignenroll a contact into a campaign by email
Action
Add lead score by emailadd lead score to a contact by email
Action
Add note by contact emailadd a note to a contact by email
Action
Add tags by contact emailadd tags to a contact by email
Action
Add tags to contactadd multiple tags to a contact by ID
Action
Add tag to contactAdds a tag to the specified contact. Spaces in the tag are replaced with underscores.
Action
Add ticket noteadd a note to a ticket
Action
Change contact ownerchange the owner of a contact
Action
Create company/contacts (type=company) — create a company record
Action
Create contactcreate a full contact record
Action
Create dealcreate a deal/opportunity
Action
Create deal by contact emailcreate a deal for a contact by email
Action
Create deal notecreate a note on a deal
Action
Create documentcreate a document
Action
Create eventcreate an event
Action
Create new contact (just email)Creates a new contact using just the email address, then returns the new Contact ID.
Action
Create notecreate a note
Action
Create taskcreate a task
Action
Create task by emailcreate a task for a contact by email
Action
Create ticketcreate a help desk ticket
Action
Delete companyDelete a company.
Action
Delete contactdelete a contact
Action
Delete contact notedelete a contact note
Action
Delete dealdelete a deal
Action
Delete eventdelete an event
Action
Delete tags by contact emailremove tags from a contact by email
Action
Delete taskdelete a task
Action
Delete ticketdelete a help desk ticket
Action
Find contactReturns the Contact ID (and contact record) for the given email address.
Action
Get company by IDRetrieve a company by ID.
Action
Get contact by IDretrieve a contact by ID
Action
Get contact by phonelook up a contact by phone
Action
Get contact dealslist deals for a contact
Action
Get contact documentslist documents for a contact
Action
Get contact eventslist events for a contact
Action
Get contact noteslist notes for a contact
Action
Get contact taskslist tasks for a contact
Action
Get deal by IDretrieve a deal by ID
Action
Get deal noteslist notes for a deal
Action
Get deals by pipelinelist deals grouped by pipeline
Action
Get deals from tracklist deals filtered by track
Action
Get Deals Grouped by MilestoneReturns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria — pick the milestone you want out of the returned groups.
Action
Get my dealslist deals owned by the current user
Action
Get task by IDretrieve a task by ID
Action
Get ticket filterslist available ticket filters
Action
Get ticket messageslist notes/messages for a ticket
Action
List companieslist companies
Action
Remove contact from dealremove a contact from a deal
Action
Remove tag from contactRemoves a tag from the specified contact. Spaces in the tag are replaced with underscores.
Action
Remove tags from contactremove multiple tags from a contact by ID
Action
Search contact by emaillook up a contact by email
Action
Search contact by email (POST)look up a contact by email
Action
Search contacts by dynamic filtersearch contacts by dynamic filter
Action
Update company/contacts/edit-properties (company) — update company properties
Action
Update contactUpdates the specified contact's first name, last name, and email properties.
Action
Update contact lead scoreupdate a contact's lead score
Action
Update contact propertyupdate contact properties
Action
Update contact star ratingupdate a contact's star rating
Action
Update dealpartially update a deal
Action
Update deal noteUpdate a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive.
Action
Update eventUpdate an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive.
Action
Update taskpartially update a task
Action
Update trackUpdate a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive.
Action
Add listCreates a new, empty contact list in your Drop Cowboy account.
Action
Add note to contactAdds a note to a Drop Cowboy contact. The note can contain basic HTML.
Action
Add number to do-not-contact listAdds a phone number (and optionally an email) to the Drop Cowboy do-not-contact list and flags matching contacts as do-not-contact.
Action
Add tagCreates a new tag in your Drop Cowboy account that you can then apply to contacts.
Action
Add tag to contactAdds an existing tag to a contact and returns the contact's tags after the change.
Action
Add taskOpens a new task for a contact in the Drop Cowboy shared inbox. New tasks start open and unread.
Action
Delete contactDeletes a contact. Returns the deleted contact with its deletion time set.
Action
Delete number from do-not-contact listRemoves a phone number from the do-not-contact list, clears the do-not-contact flag on matching contacts, and returns the entry that was removed.
Action
Find contacts by phone or emailFinds contacts whose phone number or email exactly matches the value you provide.
Action
Find numbers on do-not-contact listChecks phone numbers or email addresses against the do-not-contact list and returns which of them are listed, with the matching entries.
Action
Find or add contactFinds a contact by phone number (then email), or creates it if none matches, and returns its contact ID. Optionally adds the contact to a list.
Action
Get balanceReturns your Drop Cowboy account balance in US dollars, including the amount reserved for sends in flight, the spendable amount, and your auto-recharge settings.
Action
Get campaign statisticsReturns delivery totals for one campaign: sent, delivered, failed, pending and billable counts with their rates, plus email engagement counts for email campaigns.
Action
Get contactReturns one contact by id, including its field values, phone numbers, lists, tags, pinned notes, consent and do-not-contact flags. Fails if no contact has that id.
Action
List campaignsReturns the campaigns on your Drop Cowboy account, optionally narrowed by name, status or type.
Action
List contactsReturns the contacts on your account, optionally narrowed by list, search text, disposition, owner or brand.
Action
List listsReturns the contact lists in your Drop Cowboy account, each with its name, brand, owner and contact count. You can filter by name or brand and choose the sort order.
Action
List media filesReturns the playable media files on your Drop Cowboy account, newest first, including whether each is approved for API sends.
Action
Send AI callPlaces one outbound call handled by a published AI agent to a phone number or contact. The call is queued and its outcome is reported later by Drop Cowboy.
Action
Send emailSends an email from one of your Drop Cowboy sending mailboxes to an email address or an existing contact.
Action
Send Mimic AI™ VoicemailSends a ringless voicemail spoken from your text in a Mimic AI™ (text-to-speech or cloned) voice, to a phone number or an existing contact.
Action
Send SMSSends a text message (SMS, MMS with media, or RCS with a template) to a phone number or an existing contact. The send is queued; its outcome arrives later on status webhooks.
Action
Send voice broadcastQueues a Press-1 voice broadcast call to one phone number or contact, playing one message to a live person and another to an answering machine. The outcome arrives later on the status webhook.
Action
Send VoicemailQueues a ringless voicemail to a phone number or contact, using an uploaded audio file or text to speech. Returns the queued message id; the delivery result arrives later on the status webhook.
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
Agile CRM and Drop Cowboy, answered
What can start an automation from Agile CRM?
Any of Agile CRM's 10 triggers in the catalog, including New contact, New matching contact or company, New matching task and List all tasks. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Drop Cowboy when something happens in Agile CRM?
Any of Drop Cowboy's 24 actions, including Send AI call, Send email, Send Mimic AI™ Voicemail and Send SMS. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Drop Cowboy to Agile CRM?
Drop Cowboy has no triggers in the catalog today, so automations start in Agile CRM. If you need the other direction, ask: your agent reads Drop Cowboy's API documentation and adds it.
Do I have to build a connector for Agile CRM or Drop Cowboy?
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 Agile CRM and Drop Cowboy 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.