Integration
Connect Aplos and Whippy
When New contact fires in Aplos, your agent runs Create a Contact in Whippy, or Channels in Whippy to Find contacts in Aplos. 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 Whippy 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 Aplos and Whippy can do together
From Aplos to Whippy
When New contact in Aplos
then Create a Contact in Whippy
From Whippy to 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 Whippy
Triggers and actions 7 triggers · 33 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.
- Channels
Triggers when a new channel is added to your Whippy organization.
- List Agents
Triggers when a new AI agent is added to your Whippy organization.
- List Calls
Triggers when a new call is logged in Whippy.
- List Users
Triggers when a new user is added to your Whippy organization.
- Add Contacts to a Sequence
Adds contacts to a Whippy sequence, creating any contact that does not exist yet.
- Create a Contact
Creates a new contact in Whippy from a phone number, with optional name, email and opt-in preferences.
- Delete a Contact
Deletes a contact from Whippy by its ID.
- Get Agent by ID
Returns one Whippy AI agent by its ID, including its current version and settings.
- Get All Campaigns
Returns the campaigns in your Whippy organization, optionally filtered by title.
- Get All Channels
Returns the channels (phone numbers, email addresses and other locations) in your Whippy organization.
- Get All Contacts
Returns the contacts in your Whippy organization, optionally filtered by name, email or phone.
- Get All Sequences
Returns the sequences in your Whippy organization, optionally filtered by title.
- Get All Sequence Steps
Returns all the steps of a Whippy sequence, including each step's message and delivery stats.
- Get Call by ID
Returns one Whippy call by its ID, including its recording and transcript links.
- Get Campaign by ID
Returns one Whippy campaign by its ID.
- Get Campaign Contacts
Returns the contacts a Whippy campaign was sent to, with optional filters for delivery, responses, unsubscribes and link clicks.
- Get Contact by ID
Returns one Whippy contact by its ID.
- Get Contacts in a Sequence
Returns the contacts enrolled in a Whippy sequence, with optional filters for status, step, responses, unsubscribes and link clicks.
- Get Sequence by ID
Returns one Whippy sequence by its ID.
- List Agents
Returns the AI agents in your Whippy organization, optionally filtered by name.
- List Calls
Returns calls in your Whippy organization, optionally limited to a date range.
- List Users
Returns the users in your Whippy organization, optionally filtered by name, email, phone, role or state.
- Send an SMS
Sends an SMS text message from one of your Whippy channels to a phone number.
- Update a Contact
Updates an existing Whippy contact's details such as name, email, phone or opt-in preferences.
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 Whippy, 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 Whippy when something happens in Aplos?
Any of Whippy's 20 actions, including Create a Contact, Send an SMS, Update a Contact and Add Contacts to a Sequence. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Whippy to Aplos?
Yes. When something happens in Whippy, your agent can act in Aplos too. This page covers both directions: Whippy's triggers and Aplos's actions are listed here as well.
Do I have to build a connector for Aplos or Whippy?
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 Whippy 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.