Integration
Connect Anchor to Onpipeline
When something happens in Anchor, your agent does the next thing in Onpipeline. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Anchor and Onpipeline to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Anchor can start in Onpipeline
When New Proposal Sent in Anchor
then Add Lead (Leads In) in Onpipeline
When Agreement Amended in Anchor
then Add Organization in Onpipeline
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 Onpipeline
Triggers and actions 4 triggers · 15 actions
Trigger
Agreement AmendedTriggers when an agreement is amended.
Trigger
New Proposal SentTriggers when a proposal is sent to a client.
Trigger
Proposal ApprovedTriggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval).
Trigger
Proposal PublishedTriggers when a proposal is published.
Action
Add Service to AgreementAdds a service to a signed Anchor agreement as a new amendment.
Action
Create ContactCreates a new client contact in Anchor.
Action
Find Contact by IDLooks up a single contact by its Anchor ID.
Action
List ContactsReturns a list of contacts (client businesses), optionally filtered by search text or status.
Action
Publish ProposalPublishes a proposal draft as a proposal and, unless set to silent, emails the client.
Action
Submit ChargesSubmits charges on an agreement to issue an invoice now or schedule one for a future billing date.
Action
Add Lead (Leads In)Adds a new lead to the Onpipeline Leads inbox.
Action
Add OrganizationAdds a new organization
Action
Add PersonAdds a new contact person to Onpipeline, optionally linked to an organization, with email addresses, phone numbers and custom field values.
Action
Find OrganizationReturns the organizations that match the specified name, ID, address or custom field criteria.
Action
Find PersonReturns the persons that match the specified name, organization, id, date range or custom field values.
Action
List DealsReturns the deals in your Onpipeline account, optionally narrowed by deal ID, status, owner, linked person or organization, pipeline, stage, product, lost reason or created/closed dates.
Action
Update DealUpdates an existing deal by ID. Only the fields you fill in are changed.
Action
Update OrganizationUpdates an existing organization by ID.
Action
Update PersonUpdates an existing person (contact) in Onpipeline by ID.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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More into Onpipeline
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Salesforce to OnpipelineSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to OnpipelineSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to OnpipelineGoogle Sheets
Gmail to OnpipelineGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
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Questions
Anchor and Onpipeline, 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 Onpipeline when something happens in Anchor?
Any of Onpipeline's 9 actions, including Update Deal, Update Organization, Update Person and Add Lead (Leads In). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Onpipeline to Anchor?
Onpipeline has no triggers in the catalog today, so automations start in Anchor. If you need the other direction, ask: your agent reads Onpipeline's API documentation and adds it.
Do I have to build a connector for Anchor or Onpipeline?
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.
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.