Integration
Connect Agile CRM and Meevo
When New contact fires in Agile CRM, your agent runs Update Client Contact Fields in Meevo, or Client Created in Meevo 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 Meevo 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 Meevo can do together
From Agile CRM to Meevo
When New contact in Agile CRM
then Update Client Contact Fields in Meevo
From Meevo 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 Meevo
Triggers and actions 12 triggers · 136 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.
- Client Created
Triggers when a new client is added in Meevo.
- Client Updated
Triggers when a client is added or their details change in Meevo.
- Add Client Gallery Image
Insert a single Image into client gallery in Meevo.
- Book Appointment Service
Create an appointment book service in Meevo.
- Cancel Booked Service
Cancel an appointment book service in Meevo.
- Check In Booked Service
Check-in an appointment book service in Meevo.
- Confirm Appointment
Confirm an appointment in Meevo.
- Count Active Clients
Get a count of the active clients in Meevo.
- Count Active Employees
Get a count of the active employees in Meevo.
- Create Client
Insert a single client profile in Meevo.
- Create Client Visit Note
Insert a single client visit note on the client profile in Meevo.
- Find Client Memberships
Get details about client memberships according to criteria in Meevo.
- Find Clients
Get details about clients based on filter in Meevo.
- Find Employees
Get employee details by Employee ID or email in Meevo.
- Find Gift Cards by Number
Get a list of gift cards by gift card numbers in Meevo.
- Find Services by ID
Get detailed information about services by Ids in Meevo.
- Get Appointment
Get details about an appointment in Meevo.
- Get Appointment Cancellation Reason
Get details about an appointment cancellation reason in Meevo.
- Get Appointment Category
Get details about an appointment category in Meevo.
- Get Booked Service
Get details about a booked service in Meevo.
- Get Business Information
Get basic information about the business in Meevo.
- Get Client
Get details about a single client in Meevo.
- Get Client Membership Status
Get the status of a single client membership in Meevo.
- Get Client Points
Get number of points and point value for a given client id in Meevo.
- Get Client User-Defined Fields
Get the active UDFs by clients in Meevo.
- Get Employee
Get details about a single employee in Meevo.
- Get Employee Security
Get employee's security in Meevo.
- Get Employee Service Pricing
Get the specified employee's pricing for the specified service in Meevo.
- Get Enum Values
Get available values for a specific enum by searching for potential value or enum name in Meevo.
- Get Gift Card Type
Get details about a single gift card type definition in Meevo.
- Get Latest Entity Change
Request a single changed entity entry for a given entity type and ID in Meevo.
- Get Location
Get details about a single location in Meevo.
- Get Membership
Get details about a single membership definition in Meevo.
- Get Package
Get details about a single package definition in Meevo.
- Get Product
Get details about a single product definition in Meevo.
- Get Product Category
Get details about a product category, including all subcategories in Meevo.
- Get Service
Get details about a single service definition in Meevo.
- List Appointment Cancellation Reasons
Get a list of appointment cancellation reasons in Meevo.
- List Appointment Categories
Get a list of appointment categories in Meevo.
- List Appointment Services
Get a list of services for a booked appointment in Meevo.
- List Client Booked Services
Get a list of services for a client in Meevo.
- List Client Gift Cards
Get a pageable list of gift cards owned by the defined client in Meevo.
- List Client Packages
Get packages owned by the defined client in Meevo.
- List Clients
Get a pageable list of clients in Meevo.
- List Client Sale History
Get a pageable list of client sale history in Meevo.
- List Client Types
Get a pageable list of client types in Meevo.
- List Client Visit Notes
Get a pageable list of a client's visit notes in Meevo.
- List eGifts
Get a list of eGifts by IDs in Meevo.
- List Employees
Get a pageable list of employees in Meevo.
- List Employee Services
Get a pageable list of services the employee is configured to perform in Meevo.
- List Entity Changes
Request a page of changes for a given entity type in Meevo.
- List Gift Cards
Get a pageable list of gift cards by criteria in Meevo.
- List Gift Card Types
Get a list of gift card types in Meevo.
- List Image Gallery Categories
Get a list of all active image categories for a location in Meevo.
- List Locations
Get a pageable list of locations in Meevo.
- List Memberships
Get a pageable list of membership definitions in Meevo.
- List Packages
Get details on all package definitions in Meevo.
- List Payment Types
Get a list of all payment types for a location in Meevo.
- List Product Categories
Get a pageable list of product categories in Meevo.
- List Products
Get a pageable list of products in Meevo.
- List Referral Types
Get a pageable list of referral types in Meevo.
- List Service Add-ons
Get a list of available addons for a service with required and optional separation in Meevo.
- List Service Categories
Get a pageable list of service categories in Meevo.
- List Service Employee Pricing
Get a list of what each employee charges for this service in Meevo.
- List Services
Get a pageable list of services in Meevo.
- List Visit Note Types
Get a pageable list of visit note types in Meevo.
- Opt Appointment Out of Confirmation
Set the confirmation status to confirmation opt-out for this appointment only in Meevo.
- Record Appointment Contact Attempt
Set the confirmation status to a contact attempt with message left in Meevo.
- Unconfirm Appointment
Unconfirm an appointment in Meevo.
- Update Appointment
Update an appointment in Meevo.
- Update Booked Service
Update an appointment book service in Meevo.
- Update Booked Service (Bypass Conflicts)
Update an appointment book service bypassing conflict checks in Meevo.
- Update Client
Update information about a single client in Meevo.
- Update Client Contact Fields
Update specific fields of a client profile in Meevo.
- Update Client Visit Note
Update a single client visit note on the client profile in Meevo.
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
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Questions
Agile CRM and Meevo, 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 Meevo when something happens in Agile CRM?
Any of Meevo's 73 actions, including Create Client, Create Client Visit Note, Update Appointment and Update Booked Service. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Meevo to Agile CRM?
Yes. When something happens in Meevo, your agent can act in Agile CRM too. This page covers both directions: Meevo's triggers and Agile CRM's actions are listed here as well.
Do I have to build a connector for Agile CRM or Meevo?
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 Meevo 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.