Integration
Connect Agiled and MyDesk
When Invoice Created fires in Agiled, your agent runs Find Contact in MyDesk, or New Appointment in MyDesk to Add Invoice in Agiled. 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 Agiled and MyDesk 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 Agiled and MyDesk can do together
From Agiled to MyDesk
When Invoice Created in Agiled
then Find Contact in MyDesk
When New CRM Stage in Agiled
then Find Task in MyDesk
From MyDesk to Agiled
When New Appointment in MyDesk
then Add Invoice in Agiled
When New Company in MyDesk
then Create Contact in Agiled
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 Agiled and MyDesk
Triggers and actions 13 triggers · 35 actions
Trigger
Invoice CreatedTriggers when an invoice is created in Agiled.
Trigger
New CRM StageTriggers when a new deal pipeline stage is added to any CRM pipeline in Agiled.
Trigger
Product CreatedTriggers when a product is created in Agiled.
Trigger
Project CreatedTriggers when a new project is created in Agiled.
Trigger
Task CreatedTriggers when a new task is created in Agiled.
Trigger
Ticket CreatedTriggers when a ticket is created in Agiled.
Action
Add InvoiceCreates an invoice in Agiled.
Action
Add ProductCreates a product in Agiled's catalog.
Action
Add ProjectCreates a project in Agiled.
Action
Create ContactCreates a contact in Agiled CRM with a name, email and phone number.
Action
Create EstimateCreates a new estimate (quote) in Agiled.
Action
Create ExpenseCreates an expense in Agiled.
Action
Create TaskCreates a task in Agiled.
Action
Create TicketCreates a support ticket in Agiled.
Action
Delete ContactDeletes a contact from Agiled by its id.
Action
Delete ContractDeletes a contract (an Agiled document) by its id.
Action
Delete EstimateDeletes an estimate in Agiled by its id.
Action
Delete ExpenseDeletes an expense from Agiled by its id.
Action
Delete ProductDeletes a product from your Agiled catalog by its id.
Action
Delete ProjectDeletes a project in Agiled by its id.
Action
Delete TaskDeletes a task in Agiled by its id.
Action
Delete TicketDeletes a support ticket in Agiled by its id.
Action
Edit ContactUpdates an existing contact's name, email or phone in Agiled.
Action
Edit ContractUpdates an existing contract document in Agiled, such as renaming it.
Action
Edit EstimateUpdates an existing estimate in Agiled, such as its name.
Action
Edit ExpenseUpdates an existing expense in Agiled.
Action
Edit InvoiceUpdates an existing invoice in Agiled.
Action
Edit ProductUpdates an existing product's name, SKU or price in Agiled.
Action
Edit ProjectUpdates an existing project's name, status or dates in Agiled.
Action
Edit TaskUpdates an existing task's name, status or due date.
Action
Edit TicketUpdates an existing ticket in Agiled. Only the fields you fill in are changed.
Action
Get ContactsReturns contacts from your Agiled CRM, optionally filtered by email or full name.
Action
Get ContractReturns one contract document by its id.
Action
Get EstimateReturns one estimate by its id, with optional related records.
Action
Get ProductReturns one product by its id.
Action
Get ProjectsReturns projects in your Agiled workspace, optionally filtered by name or status.
Action
Get TicketReturns one support ticket by its id, with optional related records.
Trigger
New AppointmentTriggered when a new appointment is created in MyDesk.
Trigger
New CompanyTriggers when a new company is created in MyDesk.
Trigger
New ContactTriggers when a new contact is created in MyDesk.
Trigger
New OpportunityTriggered when a new opportunity is created in MyDesk.
Trigger
New TaskTriggered when a new task is created in MyDesk.
Trigger
Task CompletedTriggers when a task is marked as completed in MyDesk.
Trigger
Task OverdueTriggers when an open task passes its planned date without being completed.
Action
Find ContactReturns the MyDesk contacts that match the name, email address, your own identifier or filter you supply.
Action
Find CountryReturns the countries in your MyDesk environment that match a name, your own identifier or an extra condition.
Action
Find OpportunityReturns the opportunities in MyDesk that match your own identifier or a filter condition.
Action
Find TaskReturns the MyDesk tasks that match your identifier, subject or filter condition.
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
More from Agiled
Agiled to ProcurementExpress.comProcurementExpress.com is a purchase order management app that eliminates company spending mistakes and...
Agiled to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Agiled to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Agiled to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Agiled to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Agiled to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into MyDesk
HubSpot to MyDeskHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to MyDeskGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to MyDeskGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to MyDeskGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to MyDeskGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to MyDeskMailchimp marketing automation and email platform.
Questions
Agiled and MyDesk, answered
What can start an automation from Agiled?
Any of Agiled's 6 triggers in the catalog, including Invoice Created, New CRM Stage, Product Created and Project Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in MyDesk when something happens in Agiled?
Any of MyDesk's 4 actions, including Find Contact, Find Country, Find Opportunity and Find Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from MyDesk to Agiled?
Yes. When something happens in MyDesk, your agent can act in Agiled too. This page covers both directions: MyDesk's triggers and Agiled's actions are listed here as well.
Do I have to build a connector for Agiled or MyDesk?
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 Agiled and MyDesk 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.