--- title: "Connect Anchor and Klenty - APIANT.ai" description: "When \"New Proposal Sent\" fires in Anchor, your agent runs \"Update Prospect by Email\" in Klenty, or \"On Bounce\" in Klenty to \"Create Contact\" in Anchor." canonical: "https://apiant.ai/connect/anchor-to-klenty" --- # Connect Anchor and Klenty When **New Proposal Sent** fires in [Anchor](https://apiant.ai/connections/anchor), your agent runs **Update Prospect by Email** in [Klenty](https://apiant.ai/connections/klenty), or **On Bounce** in Klenty 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 Klenty **3** triggers Klenty **9** 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 Klenty 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 Klenty can do together ### From Anchor to Klenty - When **New Proposal Sent** in Anchor then **Update Prospect by Email** in Klenty - When **Agreement Amended** in Anchor then **Revert Prospect Status From Do Not Contact** in Klenty ### From Klenty to Anchor - When **On Bounce** in Klenty then **Create Contact** in Anchor - When **On Start Cadence** in Klenty 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 Klenty ## Triggers and actions 7 triggers · 15 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 **On Bounce** Triggers when a mail bounces. - Trigger **On Start Cadence** Triggers when a cadence is started in Klenty. - Trigger **On Unsubscribe** Triggers when a prospect unsubscribes. - Action **Add Prospect** Creates a Prospect in Klenty. - Action **Get Prospect** Get prospect details by email; also status by email/ID. - Action **List Cadences** Lists all cadences in the connected user's Klenty team (id and name). - Action **List Lists** List prospect lists. - Action **Revert Prospect Status From Do Not Contact** This will allow you to email the prospects again. - Action **Stop All Mails to Prospect** Stops all emails that are scheduled for the Prospect in Klenty. - Action **Unsubscribe Prospect** Unsubscribe prospect from mails. - Action **Update Prospect** Updates an existing prospect in Klenty. - Action **Update Prospect by Email** Updates an existing prospect in Klenty by email. ## Each app on its own - [ **Anchor** Get freedom from the burden of invoicing and collections.](https://apiant.ai/connections/anchor) - [ **Klenty** Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated...](https://apiant.ai/connections/klenty) 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 Klenty - [ **HubSpot to Klenty** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-klenty) - [ **Google Sheets to Klenty** Google Sheets](https://apiant.ai/connect/google-sheets-to-klenty) - [ **Gmail to Klenty** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-klenty) - [ **Google Calendar to Klenty** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-klenty) - [ **Google Drive to Klenty** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-klenty) - [ **ActiveCampaign to Klenty** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-klenty) Questions ## Anchor and Klenty, 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 Klenty when something happens in Anchor? Any of Klenty's 9 actions, including Update Prospect, Update Prospect by Email, Add Prospect and Get Prospect. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Klenty to Anchor? Yes. When something happens in Klenty, your agent can act in Anchor too. This page covers both directions: Klenty's triggers and Anchor's actions are listed here as well. ### ### Do I have to build a connector for Anchor or Klenty? 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 Klenty 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.