--- title: "Connect AM-CRM to Markbase - APIANT.ai" description: "When \"Contact Updated\" fires in AM-CRM, your agent runs \"Aggregate trademark counts\" in Markbase." canonical: "https://apiant.ai/connect/am-crm-to-markbase" --- # Connect AM-CRM to Markbase When **Contact Updated** fires in [AM-CRM](https://apiant.ai/connections/am-crm), your agent runs **Aggregate trademark counts** in [Markbase](https://apiant.ai/connections/markbase). Describe the whole flow and it is built, tested on every scenario and kept running. AM-CRM **3** triggers AM-CRM **8** actions Markbase **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 Markbase 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 Markbase - When **Contact Updated** in AM-CRM then **Aggregate trademark counts** in Markbase - When **Deal Created** in AM-CRM then **Check trademark clearance** in Markbase 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 Markbase ## 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 **Aggregate trademark counts** Aggregate trademark counts across the corpus by facet. - Action **Check trademark clearance** Run a trademark clearance / similarity check against the corpus. - Action **Find trademarks by criteria** Search trademarks by keyword/filters. - Action **Find trademarks by owner** List all trademarks for a given owner. - Action **Get trademark** Get a single trademark by serial number. - Action **Get trademark timeline** Get prosecution timeline for a trademark. - Action **Suggest trademarks** Autocomplete suggestions for trademark search terms. ## 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) - [ **Markbase** Search 14M+ USPTO trademarks with fuzzy search and autocomplete](https://apiant.ai/connections/markbase) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 Markbase - [ **HubSpot to Markbase** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-markbase) - [ **Salesforce to Markbase** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-markbase) - [ **Slack to Markbase** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-markbase) - [ **Google Sheets to Markbase** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-markbase) - [ **Gmail to Markbase** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-markbase) - [ **Google Calendar to Markbase** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-markbase) Questions ## AM-CRM and Markbase, 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 Markbase when something happens in AM-CRM? Any of Markbase's 7 actions, including Aggregate trademark counts, Check trademark clearance, Find trademarks by criteria and Find trademarks by owner. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Markbase to AM-CRM? Markbase has no triggers in the catalog today, so automations start in AM-CRM. If you need the other direction, ask: your agent reads Markbase's API documentation and adds it. ### ### Do I have to build a connector for AM-CRM or Markbase? 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 Markbase 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.