Integration
Connect Anchor and Ortto
When something happens in Anchor or Ortto, your agent does the next thing in the other. 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 Ortto 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 and Ortto can do together
From Anchor to Ortto
When New Proposal Sent in Anchor
then Add Custom Field in Ortto
From Ortto to 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 Ortto
Triggers and actions 8 triggers · 16 actions
- Agreement Amended
Triggers when an agreement is amended.
- New Proposal Sent
Triggers when a proposal is sent to a client.
- Proposal Approved
Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval).
- Proposal Published
Triggers when a proposal is published.
- Add Service to Agreement
Adds a service to a signed Anchor agreement as a new amendment.
- Create Contact
Creates a new client contact in Anchor.
- Find Contact by ID
Looks up a single contact by its Anchor ID.
- List Contacts
Returns a list of contacts (client businesses), optionally filtered by search text or status.
- Publish Proposal
Publishes a proposal draft as a proposal and, unless set to silent, emails the client.
- Submit Charges
Submits charges on an agreement to issue an invoice now or schedule one for a future billing date.
- Fields Updated
Triggers when the specified field(s) of a record have been updated in your Ortto account.
- New Activity Occurred
Triggers when a new Ortto activity occurs.
- New Record Created
Triggers when a new record (contact or organization) has been added to your Ortto account.
- Tag Added/Removed
Triggers when a tag has beed added to, or removed from, a record.
- Add Custom Field
Create a new custom field on the person or organization schema in Ortto.
- Create Record
Create a new record (person, organization), or update an existing record in your Ortto account.
- Delete Record
Archive, restore, or permanently delete a person or organization record in Ortto.
- Get Record
Fetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for.
- List Activities
Retrieve the activity feed for a given contact in Ortto.
- Opt Out From SMS
Opt out a person from all SMS communications.
- Search or Create Records
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
- Tag/Untag Records
Adds or removes tags on a person or an account in Ortto, matching the record by email address or account name.
- Unsubscribe a Person
Unsubscribe a person from all emails.
- Update Audience Subscription
Subscribe or unsubscribe a person to/from an Ortto audience.
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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Questions
Anchor and Ortto, 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 Ortto when something happens in Anchor?
Any of Ortto's 10 actions, including Create Record, Update Audience Subscription, Add Custom Field and Get Record. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Ortto to Anchor?
Yes. When something happens in Ortto, your agent can act in Anchor too. This page covers both directions: Ortto's triggers and Anchor's actions are listed here as well.
Do I have to build a connector for Anchor or Ortto?
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.