Integration
Connect Anchor and SendSafely
When New Proposal Sent fires in Anchor, your agent runs Add Contact Group Member in SendSafely, or New Dropzone Submission in SendSafely to Create Contact in Anchor. Describe the whole flow 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 SendSafely to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 SendSafely can do together
From Anchor to SendSafely
When New Proposal Sent in Anchor
then Add Contact Group Member in SendSafely
When Agreement Amended in Anchor
then Get Contact Group in SendSafely
From SendSafely to Anchor
When New Dropzone Submission in SendSafely
then Create Contact in Anchor
When New Sent Package in SendSafely
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 SendSafely
Triggers and actions 6 triggers · 21 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.
Trigger
New Dropzone SubmissionTriggers when a new package arrives for the user, including files submitted to their Hosted Dropzone.
Trigger
New Sent PackageTriggers when the user sends a new SendSafely package.
Action
Add Contact Group MemberAdds an email address to a contact group.
Action
Add RecipientAdds a recipient, by email, to a package.
Action
Delete Contact GroupDeletes a contact group.
Action
Delete PackageDeletes a package and all of its contents.
Action
Get Contact GroupReturns a contact group and its members.
Action
Get Current UserReturns the profile of the SendSafely user the API key belongs to.
Action
Get Enterprise InformationReturns the organization's SendSafely settings, such as expiration limits and security options.
Action
Get PackageReturns a package's details: state, sender, recipients, files and expiration.
Action
Get RecipientReturns one recipient on a package.
Action
Get Recipient Package HistoryReturns the packages that have been sent to a recipient email address.
Action
List Archived PackagesReturns the archived (deleted) packages the user owns.
Action
List Sent PackagesReturns the active and expired packages the user has sent.
Action
Remove Contact Group MemberRemoves a member from a contact group.
Action
Remove RecipientRemoves a recipient from a package.
Action
Update RecipientUpdates a package recipient's phone number or Workspace role.
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 SendSafely, 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 SendSafely when something happens in Anchor?
Any of SendSafely's 15 actions, including Update Recipient, Add Contact Group Member, Add Recipient and Get Contact Group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SendSafely to Anchor?
Yes. When something happens in SendSafely, your agent can act in Anchor too. This page covers both directions: SendSafely's triggers and Anchor's actions are listed here as well.
Do I have to build a connector for Anchor or SendSafely?
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 SendSafely 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.