Integration
Connect Aplos and Apollo
When something happens in Aplos or Apollo, your agent does the next thing in the other. Describe it 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 Aplos and Apollo to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Aplos and Apollo can do together
From Aplos to Apollo
When New contact in Aplos
then Create Contact in Apollo
When New contribution in Aplos
then Create Account in Apollo
From Apollo to Aplos
When Account Updated in Apollo
then Add contribution in Aplos
When Contact Updated in Apollo
then Find contacts in Aplos
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 Aplos and Apollo
Triggers and actions 7 triggers · 23 actions
Trigger
New contactTriggers when a new contact (a donor, individual or company) is added in Aplos.
Trigger
New contributionTriggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts.
Trigger
New or updated contactTriggers when a contact (a donor, individual or company) is added or changed in Aplos.
Action
Add contributionRecords a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose.
Action
Add payableCreates an accounts payable bill in Aplos, split across one or more expense lines by account and fund.
Action
Add transactionCreates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund.
Action
Find contactsReturns the contacts that match the specified name, email, type or last-updated time.
Action
Find contributionsReturns contributions (donation records) that match the specified contact, name and date criteria.
Action
Find transactionsReturns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status).
Action
Get contactRetrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses.
Action
Get contributionRetrieve a single Aplos contribution record by its ID.
Action
Get payableRetrieves a single payable (bill) by its id.
Action
Get transactionRetrieves a single accounting transaction, including its lines (account, fund, amount) and contact.
Action
List accountsLists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type.
Action
List fundsLists the funds in the Aplos organization, optionally narrowed by name or fund balance account number.
Action
List purposesLists the donation purposes in the Aplos organization, optionally filtered by name or enabled status.
Trigger
Account UpdatedPolls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
Contact UpdatedPolls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
New AccountPolls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
New ContactPolls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger.
Action
Create AccountAn Account is a company that your team has added to Apollo.
Action
Create ContactA Contact is a person your team has added to Apollo.
Action
Create DealDeals are records that you can use to track possible opportunities with your prospective customers.
Action
Create TaskCreates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact).
Action
Find ContactFind a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first.
Action
Find DealReturns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals.
Action
Find TaskReturns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks.
Action
Update AccountUpdate an existing Account.
Action
Update ContactUpdate an already existing Contact.
Action
Update DealUpdate an already existing Deal.
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
Aplos and Apollo, answered
What can start an automation from Aplos?
Any of Aplos's 3 triggers in the catalog, including New contact, New contribution and New or updated contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Apollo when something happens in Aplos?
Any of Apollo's 10 actions, including Create Account, Create Contact, Create Deal and Create Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Apollo to Aplos?
Yes. When something happens in Apollo, your agent can act in Aplos too. This page covers both directions: Apollo's triggers and Aplos's actions are listed here as well.
Do I have to build a connector for Aplos or Apollo?
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.
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.