--- title: "Connect Anchor and Campaign Refinery - APIANT.ai" description: "When \"New Proposal Sent\" fires in Anchor, your agent runs \"Create Custom Attribute\" in Campaign Refinery." canonical: "https://apiant.ai/connect/anchor-to-campaign-refinery" --- # Connect Anchor and Campaign Refinery When **New Proposal Sent** fires in [Anchor](https://apiant.ai/connections/anchor), your agent runs **Create Custom Attribute** in [Campaign Refinery](https://apiant.ai/connections/campaign-refinery), or **New Custom Attribute** in Campaign Refinery 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 Campaign Refinery **5** triggers Campaign Refinery **13** 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 Campaign Refinery 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 Campaign Refinery can do together ### From Anchor to Campaign Refinery - When **New Proposal Sent** in Anchor then **Create Custom Attribute** in Campaign Refinery - When **Agreement Amended** in Anchor then **Create Custom Attribute Group** in Campaign Refinery ### From Campaign Refinery to Anchor - When **New Custom Attribute** in Campaign Refinery then **Create Contact** in Anchor - When **New Custom Attribute Group** in Campaign Refinery 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 Campaign Refinery ## Triggers and actions 9 triggers · 19 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 Custom Attribute** Triggers when there is a new custom attribute. - Trigger **New Custom Attribute Group** Triggers when there is a new custom attribute group. - Trigger **New Form** Triggers when there is a new form. - Trigger **New Goal** Triggers when there is a new goal. - Trigger **New Tag** Triggers when a new tag is created. - Action **Create Custom Attribute** Creates a custom attribute. - Action **Create Custom Attribute Group** Creates a custom attribute group. - Action **Create Form** Creates a form. - Action **Create Goal** Creates a goal. - Action **Create Tag** Creates a tag. - Action **Delete Tag** Schedules a tag for deletion. - Action **Find Custom Attribute** Finds a custom attribute by key. - Action **Find Form** Finds a form by name. - Action **Find Goal** Finds a goal by name. - Action **Find Tag** Finds a tag by name. - Action **Update Custom Attribute** Updates a custom attribute. - Action **Update Form** Updates a form. - Action **Update Goal** Updates a goal. ## Each app on its own - [ **Anchor** Get freedom from the burden of invoicing and collections.](https://apiant.ai/connections/anchor) - [ **Campaign Refinery** Campaign Refinery is an email marketing platform for broadcasts, contact management & automated sequences...](https://apiant.ai/connections/campaign-refinery) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 Campaign Refinery - [ **Google Calendar to Campaign Refinery** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-campaign-refinery) - [ **Gmail to Campaign Refinery** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-campaign-refinery) - [ **ActiveCampaign to Campaign Refinery** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-campaign-refinery) - [ **Airtable to Campaign Refinery** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-campaign-refinery) - [ **Asana to Campaign Refinery** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-campaign-refinery) - [ **Zoom to Campaign Refinery** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zoom-to-campaign-refinery) Questions ## Anchor and Campaign Refinery, 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 Campaign Refinery when something happens in Anchor? Any of Campaign Refinery's 13 actions, including Create Custom Attribute, Create Custom Attribute Group, Create Form and Create Goal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Campaign Refinery to Anchor? Yes. When something happens in Campaign Refinery, your agent can act in Anchor too. This page covers both directions: Campaign Refinery's triggers and Anchor's actions are listed here as well. ### ### Do I have to build a connector for Anchor or Campaign Refinery? 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 Campaign Refinery 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.