Integration
Connect Apizeal and Kustomer
When Contact Created fires in Apizeal, your agent runs Add message in Kustomer, or Conversation Created in Kustomer 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 Kustomer 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 Kustomer can do together
From Apizeal to Kustomer
When Contact Created in Apizeal
then Add message in Kustomer
From Kustomer 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 Kustomer
Triggers and actions 12 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.
- Conversation Created
Triggers when a new conversation is created in Kustomer.
- Conversation Updated
Triggers when a Kustomer conversation is created or updated.
- Customer Created
Triggers when a new customer is created in Kustomer.
- Customer Updated
Triggers when a Kustomer customer is created or updated.
- Message Created
Triggers when a new message is sent or received in Kustomer.
- Message Updated
Triggers when a Kustomer message is created or updated.
- Add custom object
Creates a new custom object (KObject) of the chosen custom object type in Kustomer.
- Add message
Adds a message to an existing Kustomer conversation; the message belongs to the conversation's customer.
- Create Company
Creates a company in Kustomer that customers can be linked to.
- Create Conversation
Creates a new conversation for a Kustomer customer, with an optional name, status and tags.
- Create Customer
Creates a new customer in Kustomer with a name, email, phone and optional external ID.
- Create Notes
Adds an internal note to a Kustomer conversation. Notes are visible to agents only, not the customer.
- Create User
Invites a new agent user to your Kustomer org by name and email.
- Delete Customer
Deletes a Kustomer customer by ID.
- Find Conversation
Finds a Kustomer conversation by the external ID your own system gave it.
- Find Customer
Finds a Kustomer customer by email address and returns their ID, name and phone.
- Find custom objects by criteria
Returns the custom objects (KObjects) of a chosen Klass, optionally only those after a given date, sorted and limited to selected fields.
- Find User
Finds a Kustomer agent user by email address.
- Get Company
Returns one Kustomer company by ID.
- Get Conversation
Returns one Kustomer conversation by ID, with its subject, status, customer and timestamps.
- Get Customer
Returns one Kustomer customer by ID, with name, emails, phones and timestamps.
- Get message
Returns a single Kustomer message by its ID, including its attributes and related conversation and customer.
- Get user
Returns a Kustomer user (agent) by their ID, including name, email and other profile attributes.
- List teams
Returns the teams in your Kustomer organization, optionally filtered by role group or deleted status.
- Update company
Updates an existing Kustomer company's name, external ID, emails, phones, tags and custom attributes.
- Update Conversation
Updates a Kustomer conversation's subject or status. Only the fields you fill in are changed.
- Update Customer
Updates an existing Kustomer customer's name, email, phone or external ID. Only the fields you fill in are changed.
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 Kustomer, 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 Kustomer when something happens in Apizeal?
Any of Kustomer's 21 actions, including Create Company, Create Conversation, Create Customer and Create Notes. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Kustomer to Apizeal?
Yes. When something happens in Kustomer, your agent can act in Apizeal too. This page covers both directions: Kustomer's triggers and Apizeal's actions are listed here as well.
Do I have to build a connector for Apizeal or Kustomer?
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 Kustomer 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.