--- title: "Connect Aplos to Surefire Local Platform - APIANT.ai" description: "When \"New contact\" fires in Aplos, your agent runs \"Add message\" in Surefire Local Platform." canonical: "https://apiant.ai/connect/aplos-to-surefire-local-platform" --- # Connect Aplos to Surefire Local Platform When **New contact** fires in [Aplos](https://apiant.ai/connections/aplos), your agent runs **Add message** in [Surefire Local Platform](https://apiant.ai/connections/surefire-local-platform). Describe the whole flow and it is built, tested on every scenario and kept running. Aplos **3** triggers Aplos **13** actions Surefire Local Platform **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Aplos and Surefire Local Platform to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Aplos can start in Surefire Local Platform - When **New contact** in Aplos then **Add message** in Surefire Local Platform - When **New contribution** in Aplos then **Add order** in Surefire Local Platform 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 Surefire Local Platform ## Triggers and actions 3 triggers · 28 actions - Trigger **New contact** Triggers when a new contact (a donor, individual or company) is added in Aplos. - Trigger **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. - Trigger **New or updated contact** Triggers when a contact (a donor, individual or company) is added or changed in Aplos. - Action **Add contribution** Records a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose. - Action **Add payable** Creates an accounts payable bill in Aplos, split across one or more expense lines by account and fund. - Action **Add transaction** Creates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund. - Action **Find contacts** Returns the contacts that match the specified name, email, type or last-updated time. - Action **Find contributions** Returns contributions (donation records) that match the specified contact, name and date criteria. - Action **Find transactions** Returns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status). - Action **Get contact** Retrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses. - Action **Get contribution** Retrieve a single Aplos contribution record by its ID. - Action **Get payable** Retrieves a single payable (bill) by its id. - Action **Get transaction** Retrieves a single accounting transaction, including its lines (account, fund, amount) and contact. - Action **List accounts** Lists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type. - Action **List funds** Lists the funds in the Aplos organization, optionally narrowed by name or fund balance account number. - Action **List purposes** Lists the donation purposes in the Aplos organization, optionally filtered by name or enabled status. - Action **Add backlink** Creates a backlink record for a client, saving the source, the linking URL and the date it was referenced. - Action **Add client** Creates a new client in Surefire Local with its business contact details and enabled services. - Action **Add group** Creates a new group in Surefire from an existing client, recording the user who created it. - Action **Add message** Creates a content-calendar message (a WordPress or third-party blog post) for a client, as scheduled, pending approval, or draft. - Action **Add order** Creates a content order for a Surefire Local client, including its title, due date, word limit, keywords and briefing. - Action **Create Lead** Creates a lead (customer contact) for a client location in Surefire Local. - Action **Get message** Returns a content-calendar message (social post) for a client, including its comments and the per-network posts it was published as. - Action **List backlinks** Returns all the saved backlinks of a client, with each backlink's source, link and referenced date. - Action **List groups** Returns the client groups in the account, optionally filtered by national client or group client. - Action **List orders** Returns the orders placed for a client. - Action **List tags** Returns all tags defined for a Surefire location. - Action **List users** Returns the list of active users, optionally filtered to one client. - Action **List Yext reviews** Returns the Yext reviews for a location, optionally filtered by rating, keyword, source, comment status and date range. - Action **Update client** Updates an existing client's business details, contact info and service flags. Only the fields you fill in are changed. - Action **Update message** Updates an existing content message (post), such as its text, subject, status, photos or SEO details, and returns the result reported by Surefire. ## Each app on its own - [ **Aplos** Aplos is fund accounting and donor management software for churches and nonprofits: contacts and donors...](https://apiant.ai/connections/aplos) - [ **Surefire Local Platform** All-in-one marketing platform helping local businesses manage their leads, online reviews, business listings...](https://apiant.ai/connections/surefire-local-platform) Reviews ## What our customers say ## More from Aplos - [ **Aplos to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/aplos-to-salesforce) - [ **Aplos to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/aplos-to-stripe) - [ **Aplos to JotForm** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connect/aplos-to-jotform) - [ **Aplos to OpenAI** OpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...](https://apiant.ai/connect/aplos-to-openai) - [ **Aplos to Ontraport** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/aplos-to-ontraport) - [ **Aplos to Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/aplos-to-freshworks-crm) ## More into Surefire Local Platform - [ **HubSpot to Surefire Local Platform** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-surefire-local-platform) - [ **Salesforce to Surefire Local Platform** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-surefire-local-platform) - [ **Slack to Surefire Local Platform** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-surefire-local-platform) - [ **Google Sheets to Surefire Local Platform** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-surefire-local-platform) - [ **Gmail to Surefire Local Platform** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-surefire-local-platform) - [ **Google Calendar to Surefire Local Platform** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-surefire-local-platform) Questions ## Aplos and Surefire Local Platform, 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 Surefire Local Platform when something happens in Aplos? Any of Surefire Local Platform's 15 actions, including Create Lead, Update client, Update message and Add backlink. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Surefire Local Platform to Aplos? Surefire Local Platform has no triggers in the catalog today, so automations start in Aplos. If you need the other direction, ask: your agent reads Surefire Local Platform's API documentation and adds it. ### ### Do I have to build a connector for Aplos or Surefire Local Platform? 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 Surefire Local Platform 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.