Build solutions, not workarounds.
What do you want AM-CRM and LedgerBox 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 AM-CRM can start in LedgerBox
When Contact Updated in AM-CRM
then Upload File in LedgerBox
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 LedgerBox
Triggers and actions 3 triggers · 12 actions
- Contact Updated
Triggers when a contact is updated.
- Deal Created
Triggers when a new deal is created.
- New Contact Created
Triggers when a new contact is created.
- Create Contact
Creates a new contact
- Create Deal
- Find Contact by Email
Finds a contact by email address
- Find Contact by ID
Finds a contact by its ID
- Find Contact by Search
Finds contacts by name, email, phone or company
- Find Deal by ID
returns the deal (array, each row with deal_id, title, value_cents, status, contact).
- Update Contact
Updates an existing contact
- Update Deal
Updates an existing deal
- Delete document
Deletes a document from the LedgerBox workspace by its ID. LedgerBox archives the document rather than erasing it immediately.
- Find documents by search text
Returns up to 50 documents in the LedgerBox workspace whose title or details match the search text, optionally narrowed by state or document type.
- Get Job Results
Retrieves the extracted records (the processing results) of a document LedgerBox has processed.
- Upload File
Uploads a file to your LedgerBox workspace and queues it for processing, returning the new document's id.
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 AM-CRM
AM-CRM to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
AM-CRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
AM-CRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
AM-CRM to Google SheetsGoogle Sheets
AM-CRM to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
AM-CRM to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into LedgerBox
Questions
AM-CRM and LedgerBox, 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 LedgerBox when something happens in AM-CRM?
Any of LedgerBox's 4 actions, including Upload File, Find documents by search text, Get Job Results and Delete document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from LedgerBox to AM-CRM?
LedgerBox has no triggers in the catalog today, so automations start in AM-CRM. If you need the other direction, ask: your agent reads LedgerBox's API documentation and adds it.
Do I have to build a connector for AM-CRM or LedgerBox?
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.