Integration
Connect Anchor to webCRM
When New Proposal Sent fires in Anchor, your agent runs Create or Update Document in webCRM. 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 webCRM 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 can start in webCRM
When New Proposal Sent in Anchor
then Create or Update Document in webCRM
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 webCRM
Triggers and actions 4 triggers · 19 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.
- Create or Update Activity
Creates a new activity in webCRM, or updates an existing one when an activity id is given, and returns the activity's id.
- Create or Update Delivery
Creates or updates a delivery.
- Create or Update Document
Creates or updates a document.
- Create or Update Organisation
Creates or updates an organisation.
- Create or Update Person
Creates or updates a person.
- Create or Update Product
Creates or updates a product.
- Create or Update Support Case
Creates or updates a support case.
- Find Delivery
Finds a delivery.
- Find Document
Finds a document.
- Find Organisation
Finds an organisation.
- Find Person
Finds a person.
- Find User
Finds a user.
- Get Document
Returns one document by its id, including description, file name, extension, folder, linked entity and owner fields.
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 webCRM, 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 webCRM when something happens in Anchor?
Any of webCRM's 13 actions, including Create or Update Activity, Create or Update Delivery, Create or Update Document and Create or Update Organisation. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from webCRM to Anchor?
webCRM has no triggers in the catalog today, so automations start in Anchor. If you need the other direction, ask: your agent reads webCRM's API documentation and adds it.
Do I have to build a connector for Anchor or webCRM?
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 webCRM 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.