--- title: "Connect AM-CRM to Harbour - APIANT.ai" description: "When \"Contact Updated\" fires in AM-CRM, your agent runs \"Add agreement\" in Harbour." canonical: "https://apiant.ai/connect/am-crm-to-harbour" --- # Connect AM-CRM to Harbour When **Contact Updated** fires in [AM-CRM](https://apiant.ai/connections/am-crm), your agent runs **Add agreement** in [Harbour](https://apiant.ai/connections/harbour). Describe the whole flow and it is built, tested on every scenario and kept running. AM-CRM **3** triggers AM-CRM **8** actions Harbour **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AM-CRM and Harbour 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 AM-CRM can start in Harbour - When **Contact Updated** in AM-CRM then **Add agreement** in Harbour - When **Deal Created** in AM-CRM then **Add agreement link** in Harbour 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 AM-CRM and Harbour ## Triggers and actions 3 triggers · 15 actions - Trigger **Contact Updated** Triggers when a contact is updated. - Trigger **Deal Created** Triggers when a new deal is created. - Trigger **New Contact Created** Triggers when a new contact is created. - Action **Create Contact** Creates a new contact - Action **Create Deal** - Action **Find Contact by Email** Finds a contact by email address - Action **Find Contact by ID** Finds a contact by its ID - Action **Find Contact by Search** Finds contacts by name, email, phone or company - Action **Find Deal by ID** returns the deal (array, each row with deal_id, title, value_cents, status, contact). - Action **Update Contact** Updates an existing contact - Action **Update Deal** Updates an existing deal - Action **Add agreement** Creates a new agreement (template) in Harbour from a PDF file, with optional title, subheader, document and signer input fields, and template settings. - Action **Add agreement link** Creates an agreement link from an agreement template so recipients can sign it, returning the link URL and QR code. - Action **Delete agreement link** Deletes an existing Harbour agreement link. - Action **Get agreement** Returns the details of a single agreement, including its title, template group, creator, document and signer input fields, and recipients. - Action **Get agreement link** Returns a single agreement link by its ID, including its status, signing URL, recipients and document inputs. - Action **List agreements** Returns the agreements in your Harbour organization, including templates and agreements not yet signed. - Action **List folders** Returns the folders in your Harbour organization, including who created each folder, when, and who can view or edit it. ## Each app on its own - [ **AM-CRM** AM-CRM is a sales CRM for coaching and high-ticket sales teams, with built-in calling, booking and pipeline...](https://apiant.ai/connections/am-crm) - [ **Harbour** Harbour is a fast and modern e-signature and contract management platform that unlocks the creator economy.](https://apiant.ai/connections/harbour) Reviews ## What our customers say ## More from AM-CRM - [ **AM-CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/am-crm-to-hubspot) - [ **AM-CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/am-crm-to-salesforce) - [ **AM-CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/am-crm-to-slack) - [ **AM-CRM to Google Sheets** Google Sheets](https://apiant.ai/connect/am-crm-to-google-sheets) - [ **AM-CRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/am-crm-to-gmail) - [ **AM-CRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/am-crm-to-google-calendar) ## More into Harbour - [ **HubSpot to Harbour** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-harbour) - [ **Salesforce to Harbour** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-harbour) - [ **Slack to Harbour** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-harbour) - [ **Google Sheets to Harbour** Google Sheets](https://apiant.ai/connect/google-sheets-to-harbour) - [ **Gmail to Harbour** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-harbour) - [ **Google Calendar to Harbour** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-harbour) Questions ## AM-CRM and Harbour, answered ### ### What can start an automation from AM-CRM? Any of AM-CRM's 3 triggers in the catalog, including Contact Updated, Deal Created and New Contact Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Harbour when something happens in AM-CRM? Any of Harbour's 7 actions, including Add agreement, Add agreement link, Get agreement and Get agreement link. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Harbour to AM-CRM? Harbour has no triggers in the catalog today, so automations start in AM-CRM. If you need the other direction, ask: your agent reads Harbour's API documentation and adds it. ### ### Do I have to build a connector for AM-CRM or Harbour? 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 AM-CRM and Harbour 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.