--- title: "Connect Agile CRM to SchoolMaker - APIANT.ai" description: "When \"New contact\" fires in Agile CRM, your agent runs \"Add conversation message\" in SchoolMaker." canonical: "https://apiant.ai/connect/agile-crm-to-schoolmaker" --- # Connect Agile CRM to SchoolMaker When **New contact** fires in [Agile CRM](https://apiant.ai/connections/agile-crm), your agent runs **Add conversation message** in [SchoolMaker](https://apiant.ai/connections/schoolmaker). Describe the whole flow and it is built, tested on every scenario and kept running. Agile CRM **10** triggers Agile CRM **63** actions SchoolMaker **30** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Agile CRM and SchoolMaker to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.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) Example flows ## What Agile CRM can start in SchoolMaker - When **New contact** in Agile CRM then **Add conversation message** in SchoolMaker - When **New matching contact or company** in Agile CRM then **Add community comment** in SchoolMaker 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 SchoolMaker ## Triggers and actions 10 triggers · 93 actions - Trigger **List all tasks** list all tasks, surfacing new ones over time - Trigger **List contacts** list contacts, surfacing new ones over time - Trigger **List deals** list deals/opportunities, surfacing new ones over time - Trigger **List events** list events, surfacing new ones over time - Trigger **List pending tasks** list pending tasks within N days - Trigger **List tickets** list help desk tickets by filter, surfacing new ones - Trigger **List tracks** list deal tracks/pipelines - Trigger **New contact** Triggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id. - Trigger **New matching contact or company** Triggers when a new contact or company matches your search query. - Trigger **New matching task** Triggers when a new task matches your filter. - Action **Add contact to campaign** enroll a contact into a campaign by email - Action **Add lead score by email** add lead score to a contact by email - Action **Add note by contact email** add a note to a contact by email - Action **Add tags by contact email** add tags to a contact by email - Action **Add tags to contact** add multiple tags to a contact by ID - Action **Add tag to contact** Adds a tag to the specified contact. Spaces in the tag are replaced with underscores. - Action **Add ticket note** add a note to a ticket - Action **Change contact owner** change the owner of a contact - Action **Create company** /contacts (type=company) — create a company record - Action **Create contact** create a full contact record - Action **Create deal** create a deal/opportunity - Action **Create deal by contact email** create a deal for a contact by email - Action **Create deal note** create a note on a deal - Action **Create document** create a document - Action **Create event** create 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 note** create a note - Action **Create task** create a task - Action **Create task by email** create a task for a contact by email - Action **Create ticket** create a help desk ticket - Action **Delete company** Delete a company. - Action **Delete contact** delete a contact - Action **Delete contact note** delete a contact note - Action **Delete deal** delete a deal - Action **Delete event** delete an event - Action **Delete tags by contact email** remove tags from a contact by email - Action **Delete task** delete a task - Action **Delete ticket** delete a help desk ticket - Action **Find contact** Returns the Contact ID (and contact record) for the given email address. - Action **Get company by ID** Retrieve a company by ID. - Action **Get contact by ID** retrieve a contact by ID - Action **Get contact by phone** look up a contact by phone - Action **Get contact deals** list deals for a contact - Action **Get contact documents** list documents for a contact - Action **Get contact events** list events for a contact - Action **Get contact notes** list notes for a contact - Action **Get contact tasks** list tasks for a contact - Action **Get deal by ID** retrieve a deal by ID - Action **Get deal notes** list notes for a deal - Action **Get deals by pipeline** list deals grouped by pipeline - Action **Get deals from track** list deals filtered by track - Action **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. - Action **Get my deals** list deals owned by the current user - Action **Get task by ID** retrieve a task by ID - Action **Get ticket filters** list available ticket filters - Action **Get ticket messages** list notes/messages for a ticket - Action **List companies** list companies - Action **Remove contact from deal** remove a contact from a deal - Action **Remove tag from contact** Removes a tag from the specified contact. Spaces in the tag are replaced with underscores. - Action **Remove tags from contact** remove multiple tags from a contact by ID - Action **Search contact by email** look up a contact by email - Action **Search contact by email (POST)** look up a contact by email - Action **Search contacts by dynamic filter** search contacts by dynamic filter - Action **Update company** /contacts/edit-properties (company) — update company properties - Action **Update contact** Updates the specified contact's first name, last name, and email properties. - Action **Update contact lead score** update a contact's lead score - Action **Update contact property** update contact properties - Action **Update contact star rating** update a contact's star rating - Action **Update deal** partially update a deal - Action **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. - Action **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. - Action **Update task** partially update a task - Action **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. - Action **Add community comment** Adds a comment, or a reply to an existing comment, on a community post as the school owner. - Action **Add community post** Creates a post in your SchoolMaker community, as the school owner, in an open category. - Action **Add conversation message** Sends a message from an admin or moderator to an existing conversation group. - Action **Add lesson** Creates a lesson in a section of a SchoolMaker program. New lessons are published by default. - Action **Add offer** Creates a new offer in your SchoolMaker school, with its settings, program accesses and prices. Offers are unpublished unless you choose to publish them. - Action **Add program** Creates a new program (course) in your SchoolMaker school. - Action **Add section** Creates a new section in a SchoolMaker program. New sections are published unless you choose otherwise. - Action **Award badge** Awards a badge to a school member. Repeating an award returns the existing award without notifying the member again. - Action **Create a Coaching Appointment** Creates a coaching appointment of a chosen coaching type with the selected members and coaches. - Action **Create a Conversation** Creates a conversation group with the chosen members and sends its first message. - Action **Delete Member** Deletes a member from your SchoolMaker school, identified by member id or email. - Action **Delete offer** Moves an offer to Trash and removes its accesses from members. Members are not deleted, and the offer can be restored from Trash. - Action **Delete program** Moves a SchoolMaker program to Trash and removes its logo and cover. - Action **Get All Coaching Types** Returns every coaching type in your SchoolMaker school, with its coaches and publication status. - Action **Get Member Accesses** Returns all offer accesses held by a SchoolMaker member, looked up by member ID or email. - Action **Get Member Progress** Returns a member's progress across their programs (completion rate, time spent, unfinished lessons), plus their offers, coaching usage, recent activity, community stats, leaderboard and level. - Action **Get Offer Details** Returns the details of a SchoolMaker offer, including its prices, accesses and member counts. - Action **Get Program Details** Returns the details of a program, optionally with a specific member's progress through it. - Action **Get Top 10 Members in Leaderboard** Returns the school's gamification leaderboard ranking (top 10 members by default), optionally filtered by time range, minimum points, or community space. - Action **List badges** Returns all badges defined in your SchoolMaker school, newest first. - Action **List lessons** Returns the lessons in a section of a SchoolMaker program, ordered by position, optionally filtered by name. - Action **List Members** Returns the members of your SchoolMaker school, optionally filtered by program, offer, points, level, coaching usage or access. - Action **List Offers** Returns all offers in your SchoolMaker school, optionally filtered by published status. - Action **List Programs** Returns all programs in your school, optionally only those a given member can access, with that member's progress. - Action **List sections** Returns the sections in a SchoolMaker program, optionally filtered by section group or search text. - Action **Set a Drip Boost** Sets the drip boost value for a member's access to an offer, unlocking dripped content sooner. - Action **Set Member Ban** Bans or unbans a member of your SchoolMaker school, identified by member ID or email, and returns the member's details. - Action **Set Member Suspend** Suspends or unsuspends a member of your SchoolMaker school, identified by member id or email. - Action **Set Offer Access for a Member / Add New Member** Grants or revokes a member's access to an offer, creating the member if they don't exist yet. - Action **Set Offer Details** Updates an existing offer's details, publish status, accesses and prices. Fields left blank keep their current values. ## Each app on its own - [ **Agile CRM** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connections/agile-crm) - [ **SchoolMaker** SchoolMaker is an LMS with a focus on accountability and community.](https://apiant.ai/connections/schoolmaker) Reviews ## What our customers say ## More from Agile CRM - [ **Agile CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agile-crm-to-salesforce) - [ **Agile CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/agile-crm-to-mailchimp) - [ **Agile CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/agile-crm-to-stripe) - [ **Agile CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/agile-crm-to-shopify) - [ **Agile CRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/agile-crm-to-pipedrive) - [ **Agile CRM to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/agile-crm-to-trello) ## More into SchoolMaker - [ **HubSpot to SchoolMaker** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-schoolmaker) - [ **Salesforce to SchoolMaker** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-schoolmaker) - [ **Slack to SchoolMaker** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-schoolmaker) - [ **Google Sheets to SchoolMaker** Google Sheets](https://apiant.ai/connect/google-sheets-to-schoolmaker) - [ **Gmail to SchoolMaker** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-schoolmaker) - [ **Google Calendar to SchoolMaker** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-schoolmaker) Questions ## Agile CRM and SchoolMaker, 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 SchoolMaker when something happens in Agile CRM? Any of SchoolMaker's 30 actions, including Create a Coaching Appointment, Create a Conversation, Add community comment and Add community post. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SchoolMaker to Agile CRM? SchoolMaker has no triggers in the catalog today, so automations start in Agile CRM. If you need the other direction, ask: your agent reads SchoolMaker's API documentation and adds it. ### ### Do I have to build a connector for Agile CRM or SchoolMaker? 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 SchoolMaker 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.