Integration
Connect Apizeal and Cling
When Contact Created fires in Apizeal, your agent runs Add project in Cling, or New Document in Cling 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 Cling 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 Cling can do together
From Apizeal to Cling
When Contact Created in Apizeal
then Add project in Cling
From Cling 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 Cling
Triggers and actions 11 triggers · 38 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.
- Document Accepted
Triggers when a Cling document is fully accepted (signed by all clients).
- Document Denied
Triggers when a client denies a Cling document.
- Document Expired
Triggers when a Cling document passes its expiration date.
- Document Sent
Triggers when a Cling document is sent to its clients.
- New Document
Triggers when a new document is created in Cling.
- Add project
Creates a new project in Cling to group documents.
- Add template
Creates a new document template in your Cling company.
- Create Client
Creates a new client (end customer) in Cling that documents can be sent to.
- Create Document
Creates a new Cling document from a template for one signing client. The document is created as a draft; use Send Document to deliver it.
- Delete client
Deletes a client (end customer) from your Cling account.
- Delete Document
Deletes a Cling document by its ID.
- Delete project
Deletes a project in Cling by its ID.
- Delete template
Deletes a template from your Cling account.
- Get client
Returns a single client (end customer) by its ID, including contact details, addresses and notes.
- Get Document
Returns one Cling document by its ID, including its status and dates.
- Get project
Returns a single Cling project by its ID, including its status, totals, clients and main document summary.
- Get template
Returns a single Cling template by its ID.
- List Clients
Returns the clients (end customers) in your Cling account.
- List documents
Returns documents in your Cling account, optionally filtered by status or an advanced filter and sorted.
- List projects
Returns the projects in your Cling account, optionally filtered and sorted.
- List Templates
Returns the document templates in your Cling account.
- Send Document
Sends an existing Cling document to its clients for signing.
- Update client
Updates an existing client's details in Cling, such as name, contact information and addresses. Fields left blank are not changed.
- Update document
Updates a Cling document's status or assigned company user. Only the values you fill in are changed.
- Update project
Updates an existing project's name or status in Cling.
- Update template
Renames an existing Cling template.
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
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Questions
Apizeal and Cling, 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 Cling when something happens in Apizeal?
Any of Cling's 21 actions, including Create Client, Create Document, Send Document and Update client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Cling to Apizeal?
Yes. When something happens in Cling, your agent can act in Apizeal too. This page covers both directions: Cling's triggers and Apizeal's actions are listed here as well.
Do I have to build a connector for Apizeal or Cling?
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 Cling 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.