--- title: "Connect Anchor and BONZO - APIANT.ai" description: "When \"New Proposal Sent\" fires in Anchor, your agent runs \"Add prospect to do-not-contact list\" in BONZO." canonical: "https://apiant.ai/connect/anchor-to-bonzo" --- # Connect Anchor and BONZO When **New Proposal Sent** fires in [Anchor](https://apiant.ai/connections/anchor), your agent runs **Add prospect to do-not-contact list** in [BONZO](https://apiant.ai/connections/bonzo), or **New People From Campaigns** in BONZO to **Create Contact** in Anchor. Describe the whole flow and it is built, tested on every scenario and kept running. Anchor **4** triggers Anchor **6** actions BONZO **1** trigger BONZO **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Anchor and BONZO 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 Anchor and BONZO can do together ### From Anchor to BONZO - When **New Proposal Sent** in Anchor then **Add prospect to do-not-contact list** in BONZO - When **Agreement Amended** in Anchor then **Add task** in BONZO ### From BONZO to Anchor - When **New People From Campaigns** in BONZO then **Create Contact** in Anchor - When **New People From Campaigns** in BONZO then **Find Contact by ID** in Anchor 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 Anchor and BONZO ## Triggers and actions 5 triggers · 22 actions - Trigger **Agreement Amended** Triggers when an agreement is amended. - Trigger **New Proposal Sent** Triggers when a proposal is sent to a client. - Trigger **Proposal Approved** Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval). - Trigger **Proposal Published** Triggers when a proposal is published. - Action **Add Service to Agreement** Adds a service to a signed Anchor agreement as a new amendment. - Action **Create Contact** Creates a new client contact in Anchor. - Action **Find Contact by ID** Looks up a single contact by its Anchor ID. - Action **List Contacts** Returns a list of contacts (client businesses), optionally filtered by search text or status. - Action **Publish Proposal** Publishes a proposal draft as a proposal and, unless set to silent, emails the client. - Action **Submit Charges** Submits charges on an agreement to issue an invoice now or schedule one for a future billing date. - Trigger **New People From Campaigns** Triggers when a new person (prospect) is added to the selected Bonzo campaign. - Action **Add note** Adds a note to a prospect in Bonzo. - Action **Add prospect to do-not-contact list** Adds a prospect to the do-not-contact (DNC) list so they are no longer contacted, and returns the updated prospect. - Action **Add task** Creates a task in Bonzo, optionally linked to a prospect and assigned to a team member. - Action **Change Prospects Assignee** Changes which team member a prospect is assigned to. - Action **Create Prospect in Pipeline Stage** Creates a new prospect in Bonzo and places them in the chosen pipeline stage. - Action **Delete prospect** Deletes a prospect from Bonzo. - Action **Find Prospect** Finds prospects whose email address matches the one you supply and returns the matching prospect records. - Action **Get prospect** Returns the full details of a Bonzo prospect by ID, including contact info, campaigns, pipeline stage and custom field values. - Action **List campaigns** Returns the campaigns in your Bonzo account, including each campaign's name, prospect count and sequence. - Action **List pipelines** Returns the pipelines in your Bonzo account, each with its stages. - Action **Move Prospect to Campaign** Moves an existing prospect into the chosen campaign and returns the updated prospect. - Action **Move Prospect to Pipeline Stage** Moves a prospect into a chosen pipeline stage in Bonzo. - Action **Send email** Sends an email to a Bonzo prospect and returns the resulting message record. - Action **Send SMS** Sends an SMS (or MMS with an attachment) to a Bonzo prospect. - Action **Update Prospect** Updates an existing Bonzo prospect's contact details, address, assignee, tags and co-borrower information. - Action **Update task** Updates an existing task in Bonzo, such as its title, type, due date, assignee or completion state. ## Each app on its own - [ **Anchor** Get freedom from the burden of invoicing and collections.](https://apiant.ai/connections/anchor) - [ **BONZO** Bonzo is a multi-channel communication tool that keeps you top of mind.](https://apiant.ai/connections/bonzo) Reviews ## What our customers say ## More from Anchor - [ **Anchor to Outlook** Outlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...](https://apiant.ai/connect/anchor-to-outlook) - [ **Anchor to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/anchor-to-hubspot) - [ **Anchor to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/anchor-to-salesforce) - [ **Anchor to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/anchor-to-slack) - [ **Anchor to Google Sheets** Google Sheets](https://apiant.ai/connect/anchor-to-google-sheets) - [ **Anchor to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/anchor-to-gmail) ## More into BONZO - [ **ActiveCampaign to BONZO** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-bonzo) - [ **Airtable to BONZO** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-bonzo) - [ **Asana to BONZO** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-bonzo) - [ **2Chat to BONZO** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-bonzo) - [ **3Scribe to BONZO** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-bonzo) - [ **5pm to BONZO** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-bonzo) Questions ## Anchor and BONZO, answered ### ### What can start an automation from Anchor? Any of Anchor's 4 triggers in the catalog, including New Proposal Sent, Agreement Amended, Proposal Approved and Proposal Published. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in BONZO when something happens in Anchor? Any of BONZO's 16 actions, including Create Prospect in Pipeline Stage, Send email, Send SMS and Update Prospect. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from BONZO to Anchor? Yes. When something happens in BONZO, your agent can act in Anchor too. This page covers both directions: BONZO's triggers and Anchor's actions are listed here as well. ### ### Do I have to build a connector for Anchor or BONZO? 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 Anchor and BONZO 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.