--- title: "Connect Anchor and Chatter - APIANT.ai" description: "When \"New Proposal Sent\" fires in Anchor, your agent runs \"Create Post\" in Chatter, or \"New Group\" in Chatter to \"Create Contact\" in Anchor." canonical: "https://apiant.ai/connect/anchor-to-chatter" --- # Connect Anchor and Chatter When **New Proposal Sent** fires in [Anchor](https://apiant.ai/connections/anchor), your agent runs **Create Post** in [Chatter](https://apiant.ai/connections/chatter), or **New Group** in Chatter 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 Chatter **2** triggers Chatter **19** 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 Chatter 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 Chatter can do together ### From Anchor to Chatter - When **New Proposal Sent** in Anchor then **Create Post** in Chatter - When **Agreement Amended** in Anchor then **Create Post in Group** in Chatter ### From Chatter to Anchor - When **New Group** in Chatter then **Create Contact** in Anchor - When **New Post** in Chatter 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 Chatter ## Triggers and actions 6 triggers · 25 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 Group** Triggers when a new Chatter group is created in the org. - Trigger **New Post** Triggers when a new post appears in the authenticated user's news feed. - Action **Add group** Creates a new Chatter group with a name, visibility and optional description and settings. - Action **Add Member to Group** Add a user as a member of a Chatter group. - Action **Create Post** Create a new Chatter feed post on a user's profile feed (defaults to the authenticated user). - Action **Create Post in Group** Create a new Chatter feed post in the specified group. - Action **Delete comment** Deletes a comment from a Chatter post. - Action **Delete group** Deletes a Chatter group. - Action **Delete post** Deletes a Chatter post (feed element). - Action **Find users by name** Returns the Chatter users whose names match the search text. - Action **Get group** Returns the details of a Chatter group, including its name, description, visibility, owner and member count. - Action **Get My User Info** Get profile information for the authenticated Chatter user. - Action **Get user** Returns a Chatter user's profile details, such as name, title, company, photo and follower counts. - Action **Like Feed Element** Like a Chatter feed element (post). - Action **List group members** Returns the members of a Chatter group, with each member's role and user details. - Action **List Groups** List the Chatter groups in the org. - Action **Post Comment** Add a comment to an existing Chatter feed element (post). - Action **Remove member from group** Removes a member from a Chatter group by deleting their group membership. - Action **Search Feed** Search Chatter feed elements matching a text query. - Action **Update group** Updates a Chatter group's name, description, information section, visibility, owner, archive and broadcast settings. Only the values you fill in are changed. - Action **Update post** Edits the text of an existing Chatter post. ## Each app on its own - [ **Anchor** Get freedom from the burden of invoicing and collections.](https://apiant.ai/connections/anchor) - [ **Chatter** Salesforce Chatter — post to feeds, comment, like, manage groups, and read news/group feeds via the...](https://apiant.ai/connections/chatter) 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 Chatter - [ **ActiveCampaign to Chatter** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-chatter) - [ **Airtable to Chatter** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-chatter) - [ **Asana to Chatter** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-chatter) - [ **Brevo to Chatter** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-chatter) - [ **Calendly to Chatter** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-chatter) - [ **Capsule CRM to Chatter** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-chatter) Questions ## Anchor and Chatter, 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 Chatter when something happens in Anchor? Any of Chatter's 19 actions, including Create Post, Create Post in Group, Post Comment and Update group. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Chatter to Anchor? Yes. When something happens in Chatter, your agent can act in Anchor too. This page covers both directions: Chatter's triggers and Anchor's actions are listed here as well. ### ### Do I have to build a connector for Anchor or Chatter? 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 Chatter 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.