Integration
Connect Agile CRM and Guru
When New contact fires in Agile CRM, your agent runs Add User to Group in Guru, or Card Created in Guru to Add contact to campaign in Agile CRM. 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 Guru 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 and Guru can do together
From Agile CRM to Guru
When New contact in Agile CRM
then Add User to Group in Guru
From Guru to Agile CRM
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 Guru
Triggers and actions 18 triggers · 74 actions
- List all tasks
list all tasks, surfacing new ones over time
- List contacts
list contacts, surfacing new ones over time
- List deals
list deals/opportunities, surfacing new ones over time
- List events
list events, surfacing new ones over time
- List pending tasks
list pending tasks within N days
- List tickets
list help desk tickets by filter, surfacing new ones
- List tracks
list deal tracks/pipelines
- New contact
Triggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id.
- New matching contact or company
Triggers when a new contact or company matches your search query.
- New matching task
Triggers when a new task matches your filter.
- Add contact to campaign
enroll a contact into a campaign by email
- Add lead score by email
add lead score to a contact by email
- Add note by contact email
add a note to a contact by email
- Add tags by contact email
add tags to a contact by email
- Add tags to contact
add multiple tags to a contact by ID
- Add tag to contact
Adds a tag to the specified contact. Spaces in the tag are replaced with underscores.
- Add ticket note
add a note to a ticket
- Change contact owner
change the owner of a contact
- Create company
/contacts (type=company) — create a company record
- Create contact
create a full contact record
- Create deal
create a deal/opportunity
- Create deal by contact email
create a deal for a contact by email
- Create deal note
create a note on a deal
- Create document
create a document
- Create event
create an event
- Create new contact (just email)
Creates a new contact using just the email address, then returns the new Contact ID.
- Create note
create a note
- Create task
create a task
- Create task by email
create a task for a contact by email
- Create ticket
create a help desk ticket
- Delete company
Delete a company.
- Delete contact
delete a contact
- Delete contact note
delete a contact note
- Delete deal
delete a deal
- Delete event
delete an event
- Delete tags by contact email
remove tags from a contact by email
- Delete task
delete a task
- Delete ticket
delete a help desk ticket
- Find contact
Returns the Contact ID (and contact record) for the given email address.
- Get company by ID
Retrieve a company by ID.
- Get contact by ID
retrieve a contact by ID
- Get contact by phone
look up a contact by phone
- Get contact deals
list deals for a contact
- Get contact documents
list documents for a contact
- Get contact events
list events for a contact
- Get contact notes
list notes for a contact
- Get contact tasks
list tasks for a contact
- Get deal by ID
retrieve a deal by ID
- Get deal notes
list notes for a deal
- Get deals by pipeline
list deals grouped by pipeline
- Get deals from track
list deals filtered by track
- Get Deals Grouped by Milestone
Returns 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.
- Get my deals
list deals owned by the current user
- Get task by ID
retrieve a task by ID
- Get ticket filters
list available ticket filters
- Get ticket messages
list notes/messages for a ticket
- List companies
list companies
- Remove contact from deal
remove a contact from a deal
- Remove tag from contact
Removes a tag from the specified contact. Spaces in the tag are replaced with underscores.
- Remove tags from contact
remove multiple tags from a contact by ID
- Search contact by email
look up a contact by email
- Search contact by email (POST)
look up a contact by email
- Search contacts by dynamic filter
search contacts by dynamic filter
- Update company
/contacts/edit-properties (company) — update company properties
- Update contact
Updates the specified contact's first name, last name, and email properties.
- Update contact lead score
update a contact's lead score
- Update contact property
update contact properties
- Update contact star rating
update a contact's star rating
- Update deal
partially update a deal
- Update deal note
Update 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.
- Update event
Update 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.
- Update task
partially update a task
- Update track
Update 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.
- Announcement Sent
Triggers when a new Announcement is sent to your Guru team.
- Card Created
Triggers when a new Card is published in Guru.
- Card Unverified
Triggers when a Guru Card becomes unverified and needs review.
- Card Updated
Triggers when a Guru Card is edited.
- New Collection
Triggers when a new Collection is created in your Guru team.
- New Folder
Triggers when a new Folder is created in Guru.
- New Group
Triggers when a new user Group is created in your Guru team.
- User Added to Group
Triggers when a user is added to the chosen Guru Group.
- Add User to Group
Adds a team member to a Guru Group by email address.
- Archive Card
Archives a Guru Card so it no longer appears in its Collection.
- Ask a Question
Asks Guru a question and returns the AI answer drawn from your team's knowledge.
- Create Card
Creates a new Guru Card with a title and content in a Collection.
- Create Group
Creates a new user Group in your Guru team.
- Find Card
Finds Guru Cards matching search terms and returns the best match.
- Find Tag
Returns one Guru Tag by its ID.
- Remove User From Group
Removes a team member from a Guru Group.
- Search With Sources
Searches Guru and connected sources, returning matching documents with their sources.
- Unverify Card
Marks a Guru Card as unverified so its verifier is asked to review it.
- Verify Card
Marks a Guru Card as verified by the connected user.
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 Guru, 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 Guru when something happens in Agile CRM?
Any of Guru's 11 actions, including Create Card, Create Group, Add User to Group and Ask a Question. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Guru to Agile CRM?
Yes. When something happens in Guru, your agent can act in Agile CRM too. This page covers both directions: Guru's triggers and Agile CRM's actions are listed here as well.
Do I have to build a connector for Agile CRM or Guru?
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 Guru 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.