Integration
Connect Aplos to Marketing 360
When New contact fires in Aplos, your agent runs Get contact in Marketing 360. 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 Aplos and Marketing 360 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 Aplos can start in Marketing 360
When New contact in Aplos
then Get contact in Marketing 360
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 Marketing 360
Triggers and actions 3 triggers · 27 actions
- New contact
Triggers when a new contact (a donor, individual or company) is added in Aplos.
- New contribution
Triggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts.
- New or updated contact
Triggers when a contact (a donor, individual or company) is added or changed in Aplos.
- Add contribution
Records a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose.
- Add payable
Creates an accounts payable bill in Aplos, split across one or more expense lines by account and fund.
- Add transaction
Creates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund.
- Find contacts
Returns the contacts that match the specified name, email, type or last-updated time.
- Find contributions
Returns contributions (donation records) that match the specified contact, name and date criteria.
- Find transactions
Returns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status).
- Get contact
Retrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses.
- Get contribution
Retrieve a single Aplos contribution record by its ID.
- Get payable
Retrieves a single payable (bill) by its id.
- Get transaction
Retrieves a single accounting transaction, including its lines (account, fund, amount) and contact.
- List accounts
Lists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type.
- List funds
Lists the funds in the Aplos organization, optionally narrowed by name or fund balance account number.
- List purposes
Lists the donation purposes in the Aplos organization, optionally filtered by name or enabled status.
- Add task
Adds a new task to the Marketing 360 CRM and returns the new task's id.
- CRM - Create or Update Contact
Updates the contact matching the given email or phone, or creates a new contact when none matches. Returns the contact's id and whether it was created or updated.
- CRM - Create or Update Lead
Creates a lead under a lead source, or updates the existing lead with the same email address. Returns the lead's id, timestamps and lead source.
- CRM - Get Contact ID by Phone
Returns the ID of the CRM contact that has the given phone number, and whether a contact was found.
- CRM - Update Contact by ID
Updates an existing Marketing 360 CRM contact by ID, changing only the name, email, phone, statuses, types and custom fields you fill in.
- Delete contact
Deletes a contact from the Marketing 360 CRM by its ID.
- Find contacts by filters
Returns the contacts in your Marketing 360 CRM that match the filters you specify, such as a name, email or phone number.
- Get contact
Returns a single CRM contact by its ID, including its source, assignees, types, statuses, tags and custom field values.
- List assignees
Returns the users in the Marketing 360 account who can be assigned to a CRM contact, with each user's name and username.
- List contacts
Returns all contacts in the Marketing 360 account's CRM.
- List contact sources
Returns the contact sources set up in the Marketing 360 CRM account, each with its id and name.
- List contact statuses
Returns the contact statuses defined in the Marketing 360 CRM account, with each status's id and name.
- List custom fields
Returns the custom fields defined on the Marketing 360 CRM account, including each field's name, type and any nested child fields.
- Update task
Updates an existing CRM task in Marketing 360, changing only the details you provide, and returns the task's id with a confirmation message.
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
Aplos and Marketing 360, 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 Marketing 360 when something happens in Aplos?
Any of Marketing 360's 14 actions, including Update task, Add task, CRM - Create or Update Contact and CRM - Create or Update Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Marketing 360 to Aplos?
Marketing 360 has no triggers in the catalog today, so automations start in Aplos. If you need the other direction, ask: your agent reads Marketing 360's API documentation and adds it.
Do I have to build a connector for Aplos or Marketing 360?
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 Aplos and Marketing 360 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.