Integration
Connect Apizeal and Climbo 2.0
When Contact Created fires in Apizeal, your agent runs Add contact in Climbo 2.0, or New Charge in Climbo 2.0 to Find Contact in Apizeal. 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 Apizeal and Climbo 2.0 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Apizeal and Climbo 2.0 can do together
From Apizeal to Climbo 2.0
When Contact Created in Apizeal
then Add contact in Climbo 2.0
From Climbo 2.0 to Apizeal
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 Apizeal and Climbo 2.0
Triggers and actions 9 triggers · 36 actions
- Contact Created
Triggers when a new contact (not a lead) is added in Apizeal.
- Lead Created
Triggers when a new lead is added in Apizeal.
- Policy Created
Triggers when a new insurance policy is added in Apizeal.
- Policy Status Updated
Triggers when a policy's status changes in Apizeal.
- Task Created
Triggers when a new task is added in Apizeal.
- Task Status Updated
Triggers when a task's status changes in Apizeal.
- Find Contact
Finds contacts and leads by name, email, phone or creation date.
- Find Task
Finds tasks by status, related contact or policy, or due date range.
- Get Contact
Returns one contact (or lead) by its ID, with address, employment and agent.
- Get Medical Appointment
Returns one of a contact's medical appointments by its ID.
- Get Policy
Returns one insurance policy by its ID, with its carrier, plan, premium and holder.
- Get Policy Members
Returns the members (holder, applicants and dependents) of a policy.
- Get Task
Returns one task by its ID, with its status, due date and assignees.
- List Carriers
Returns the insurance carriers defined in your Apizeal organization, each with its ID and name.
- List Contact Notes
Lists the notes on a contact.
- List Contact Policies
Lists the policies a contact holds or belongs to.
- List Contact Reminders
Lists the reminders on a contact.
- List Medical Appointments
Lists a contact's medical appointments.
- List Policies
Lists insurance policies, optionally filtered by code, effective date or submitted date.
- List Policy Notes
Lists the notes on a policy.
- List Policy Reminders
Lists the reminders on a policy.
- List Policy Statuses
Returns the policy statuses defined in your Apizeal organization, each with its ID and name.
- List Product Types
Returns the product types defined in your Apizeal organization, each with its ID and name.
- New Charge
Triggers when a new charge is made to one of your Climbo clients.
- New Client
Triggers when a new client is added to your Climbo agency.
- New Google Review
Triggers when a new Google review is posted for one of your Climbo client locations.
- Add Client
Creates a new client in your Climbo agency on the chosen plan and returns the new client.
- Add contact
Creates a contact in one of a client's locations, optionally tagging it with existing tags so it can be targeted by campaigns.
- Add location
Creates a new location under one of your clients and returns it with its review link already set up.
- Change Plan
Moves a Climbo client onto a different agency plan and returns the updated client.
- Change Status
Changes a Climbo client's subscription status (active, trialing, unpaid or paused) and returns the updated client.
- Delete Client
Deletes a client from your Climbo agency.
- Get Client
Finds a Climbo client by email and returns its details.
- Get location
Returns one location of a client: its name, address, connected review sites, review link, and overall rating and review count.
- Get plan
Returns one of your agency's plans with its name, location limit, prices, trial settings and the features it includes.
- List charges
Returns the recent charges billed to your agency's clients, with amount, status, card and refund details.
- List clients
Returns your agency's clients, optionally narrowed by plan, subscription status or email.
- List contacts
Returns the contacts of a Climbo location, with their tags and whether they have been contacted, optionally filtered by name, phone or email.
- List plans
Returns the plans your agency can offer to clients, with their prices, location limits, trial settings and included features.
- List private feedback
Returns the private feedback (written and video) left for one of a client's locations.
- List review invitations
Returns the review invitations sent for one of a client's locations, newest pages first, with the channel, category, recipient and send time of each.
- List reviews
Returns the reviews of a client's location, optionally only those from one review site such as Google or Yelp.
- Reply to private feedback
Sends an email reply to a customer's private feedback entry for a location and returns the updated feedback.
- Reply to review
Publishes a reply to a customer review on one of a client's locations.
- Send test webhook event
Sends a sample payload of the chosen Climbo event to a URL and returns how that address replied.
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
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Questions
Apizeal and Climbo 2.0, answered
What can start an automation from Apizeal?
Any of Apizeal's 6 triggers in the catalog, including Contact Created, Lead Created, Policy Created and Policy Status Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Climbo 2.0 when something happens in Apizeal?
Any of Climbo 2.0's 19 actions, including Send test webhook event, Add Client, Add contact and Add location. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Climbo 2.0 to Apizeal?
Yes. When something happens in Climbo 2.0, your agent can act in Apizeal too. This page covers both directions: Climbo 2.0's triggers and Apizeal's actions are listed here as well.
Do I have to build a connector for Apizeal or Climbo 2.0?
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 Apizeal and Climbo 2.0 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.