Integration
Connect Agiled and Salesforce
When Invoice Created fires in Agiled, your agent runs Create object record in Salesforce, or New object record in Salesforce 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 Salesforce to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Salesforce can do together
From Agiled to Salesforce
When Invoice Created in Agiled
then Create object record in Salesforce
From Salesforce to 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 Salesforce
Triggers and actions 8 triggers · 40 actions
- Invoice Created
Triggers when an invoice is created in Agiled.
- New CRM Stage
Triggers when a new deal pipeline stage is added to any CRM pipeline in Agiled.
- Product Created
Triggers when a product is created in Agiled.
- Project Created
Triggers when a new project is created in Agiled.
- Task Created
Triggers when a new task is created in Agiled.
- Ticket Created
Triggers when a ticket is created in Agiled.
- Add Invoice
Creates an invoice in Agiled.
- Add Product
Creates a product in Agiled's catalog.
- Add Project
Creates a project in Agiled.
- Create Contact
Creates a contact in Agiled CRM with a name, email and phone number.
- Create Estimate
Creates a new estimate (quote) in Agiled.
- Create Expense
Creates an expense in Agiled.
- Create Task
Creates a task in Agiled.
- Create Ticket
Creates a support ticket in Agiled.
- Delete Contact
Deletes a contact from Agiled by its id.
- Delete Contract
Deletes a contract (an Agiled document) by its id.
- Delete Estimate
Deletes an estimate in Agiled by its id.
- Delete Expense
Deletes an expense from Agiled by its id.
- Delete Product
Deletes a product from your Agiled catalog by its id.
- Delete Project
Deletes a project in Agiled by its id.
- Delete Task
Deletes a task in Agiled by its id.
- Delete Ticket
Deletes a support ticket in Agiled by its id.
- Edit Contact
Updates an existing contact's name, email or phone in Agiled.
- Edit Contract
Updates an existing contract document in Agiled, such as renaming it.
- Edit Estimate
Updates an existing estimate in Agiled, such as its name.
- Edit Expense
Updates an existing expense in Agiled.
- Edit Invoice
Updates an existing invoice in Agiled.
- Edit Product
Updates an existing product's name, SKU or price in Agiled.
- Edit Project
Updates an existing project's name, status or dates in Agiled.
- Edit Task
Updates an existing task's name, status or due date.
- Edit Ticket
Updates an existing ticket in Agiled. Only the fields you fill in are changed.
- Get Contacts
Returns contacts from your Agiled CRM, optionally filtered by email or full name.
- Get Contract
Returns one contract document by its id.
- Get Estimate
Returns one estimate by its id, with optional related records.
- Get Product
Returns one product by its id.
- Get Projects
Returns projects in your Agiled workspace, optionally filtered by name or status.
- Get Ticket
Returns one support ticket by its id, with optional related records.
- New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
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
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Questions
Agiled and Salesforce, 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 Salesforce when something happens in Agiled?
Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesforce to Agiled?
Yes. When something happens in Salesforce, your agent can act in Agiled too. This page covers both directions: Salesforce's triggers and Agiled's actions are listed here as well.
Do I have to build a connector for Agiled or Salesforce?
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.
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.