--- title: "Connect Anchor and Chaport - APIANT.ai" description: "When \"New Proposal Sent\" fires in Anchor, your agent runs \"Send a Message\" in Chaport." canonical: "https://apiant.ai/connect/anchor-to-chaport" --- # Connect Anchor and Chaport When **New Proposal Sent** fires in [Anchor](https://apiant.ai/connections/anchor), your agent runs **Send a Message** in [Chaport](https://apiant.ai/connections/chaport), or **Chat Stage Updated (instant)** in Chaport 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 Chaport **8** triggers Chaport **12** 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 Chaport 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 Chaport can do together ### From Anchor to Chaport - When **New Proposal Sent** in Anchor then **Send a Message** in Chaport - When **Agreement Amended** in Anchor then **Create an Operator** in Chaport ### From Chaport to Anchor - When **Chat Stage Updated (instant)** in Chaport then **Create Contact** in Anchor - When **New Chat Started** in Chaport 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 Chaport ## Triggers and actions 12 triggers · 18 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 **Chat Closed (instant)** Fires when a chat is closed. Webhook event: chat.closed. - Trigger **Chat Finished** Triggers when chat is finished. - Trigger **Chat Stage Updated (instant)** Fires when a chat's stage changes. Webhook event: chat.stageUpdated. - Trigger **Message Read (instant)** Fires when a message is read. Webhook event: message.read. - Trigger **New Chat Started** Triggers when chat is started. - Trigger **New Message Sent (instant)** Fires when a new message is sent in a chat. Webhook event: message.sent. - Trigger **New Visitor (instant)** Fires when a new visitor is created. Webhook event: visitor.created. - Trigger **Visitor Updated** Triggers when visitor data is updated. - Action **Create an Operator** Adds a new operator to your Chaport account and returns the created operator. - Action **Delete a Message** Deletes one message from a Chaport chat. Identify the visitor and the message you want removed. - Action **Delete an Operator** Removes an operator from your Chaport account. - Action **List Operators** Returns every operator in your Chaport account, with each operator's name, email, role and status. - Action **List Visitors** Returns the visitors in your Chaport account, one page at a time. - Action **Retrieve an Operator** Returns one Chaport operator with their name, email, role, job title and current status. - Action **Retrieve a Visitor** Returns one Chaport visitor with their name, contact details, notes and any custom data held about them. - Action **Retrieve Last Visitor Chat** Returns a visitor's most recent Chaport chat, including its stage, operators and — when asked for — the transcript. - Action **Send a Message** Posts a message into a Chaport visitor's chat, starting a chat if there isn't one open. - Action **Update an Operator** Updates a Chaport operator's details. Anything you leave blank keeps its current value. - Action **Update a Visitor** Updates an existing Chaport visitor's contact details, notes and custom data. Only the fields you fill in are changed; blank fields are left untouched. - Action **Update Operator Status** Sets a Chaport operator's availability status, such as online or offline, optionally for a limited time. ## Each app on its own - [ **Anchor** Get freedom from the burden of invoicing and collections.](https://apiant.ai/connections/anchor) - [ **Chaport** Chaport is a live chat for websites designed as a modern messenger.](https://apiant.ai/connections/chaport) 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 Chaport - [ **aikstockdata to Chaport** KOSPI/KOSDAQ/KONEX daily settled closes, DART filings with receipt times, quarterly earnings](https://apiant.ai/connect/aikstockdata-to-chaport) - [ **ActiveCampaign to Chaport** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-chaport) - [ **Airtable to Chaport** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-chaport) - [ **Asana to Chaport** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-chaport) - [ **Freshdesk to Chaport** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-chaport) - [ **Brevo to Chaport** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-chaport) Questions ## Anchor and Chaport, 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 Chaport when something happens in Anchor? Any of Chaport's 12 actions, including Create an Operator, Send a Message, Update an Operator and Update a Visitor. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Chaport to Anchor? Yes. When something happens in Chaport, your agent can act in Anchor too. This page covers both directions: Chaport's triggers and Anchor's actions are listed here as well. ### ### Do I have to build a connector for Anchor or Chaport? 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 Chaport 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.