Integration
Connect Bloomerang and Magentrix
When New Constituent fires in Bloomerang, your agent runs Create Entity Record in Magentrix, or Entity Records Updated in Magentrix to Add email in Bloomerang. 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 Bloomerang and Magentrix 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 Bloomerang and Magentrix can do together
From Bloomerang to Magentrix
When New Constituent in Bloomerang
then Create Entity Record in Magentrix
When New Interaction in Bloomerang
then Update Entity Record in Magentrix
From Magentrix to Bloomerang
When Entity Records Updated in Magentrix
then Add email in Bloomerang
When New Document Added in Magentrix
then Add note in Bloomerang
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 Bloomerang and Magentrix
Triggers and actions 10 triggers · 25 actions
Trigger
New ConstituentTriggers when a new constituent (individual or organization) is added in Bloomerang.
Trigger
New InteractionTriggers when a new interaction (call, email, meeting or other touchpoint) is logged in Bloomerang.
Trigger
New or Updated ConstituentTriggers when a constituent is added or changed in Bloomerang.
Trigger
New TaskTriggers when a new task is created in Bloomerang.
Trigger
New TransactionTriggers when a new transaction (donation, pledge or recurring gift) is recorded in Bloomerang, including its designation line items.
Trigger
New Transaction PaymentTriggers once for each donation, pledge payment or recurring donation payment in a new Bloomerang transaction, so a split payment fires once per line item.
Trigger
Updated ConstituentTriggers when an existing Bloomerang constituent is changed. Newly added constituents are skipped.
Action
Add addressAdds a new address to an existing Bloomerang constituent and returns the created address.
Action
Add emailAdds an email address to an existing constituent in Bloomerang.
Action
Add householdCreates a household in Bloomerang with a head of household and optional members, and returns the new household's ID.
Action
Add noteAdds a note to a constituent's record in Bloomerang.
Action
Add phoneAdds a phone number to an existing Bloomerang constituent.
Action
Add relationshipCreates a relationship between two constituents (not households), giving each side its relationship role.
Action
Complete taskMarks a Bloomerang task as complete, optionally recording it as an interaction on the constituent.
Action
Create ConstituentCreates a new individual or organization constituent in Bloomerang, with optional primary email, phone and address.
Action
Create DonationRecords a donation for a Bloomerang constituent, split across up to 10 fund designations.
Action
Create InteractionLogs a new interaction (a call, email, meeting or other touchpoint) on a Bloomerang constituent.
Action
Create TaskCreates a new task in Bloomerang, optionally tied to a constituent and assigned to a user.
Action
Delete constituentDeletes a constituent from Bloomerang by its ID.
Action
Find ConstituentSearches Bloomerang constituents and households by name, email or other text and returns the matches.
Action
Get constituentReturns a single Bloomerang constituent by its ID, including contact details, household membership, communication preferences and custom field values.
Action
Get transactionReturns one Bloomerang transaction by its ID, including its amount, payment method, designations and custom values.
Action
Update ConstituentUpdates an existing Bloomerang constituent. Only the fields you fill in are changed.
Action
Update householdUpdates a household's names in Bloomerang, and optionally its head and members.
Action
Update taskUpdates an existing task in Bloomerang, such as its subject, due date, note, channel, purpose or assigned user.
Trigger
Entity Records UpdatedTriggers when a record in the entity of your choice is updated.
Trigger
New Document AddedTriggers when a new document is added to the Magentrix document library.
Trigger
New Entity Records AddedTriggers when a new record is added to the entity of your choice.
Action
Create Entity RecordCreates a new record of your chosen Entity Type (for example a Contact or Account) and returns its ID.
Action
Delete Entity RecordDeletes a record of your chosen Entity Type. Native Magentrix records go to the recycle bin for 30 days.
Action
Get Entity RecordReturns one record of your chosen Entity Type by its ID.
Action
Update an Existing FileUpdates an existing document, attachment or Salesforce file — its details, or a new version from a public download link.
Action
Update Entity RecordUpdates fields on an existing record of your chosen Entity Type.
Action
Upload a New FileUploads a new file to the Magentrix document library, as a record attachment, or as a Salesforce file, from a public download link.
Action
Upsert Entity RecordCreates a record of your chosen Entity Type, or updates the existing one whose match field (such as Email) has the same value.
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
Bloomerang and Magentrix, answered
What can start an automation from Bloomerang?
Any of Bloomerang's 7 triggers in the catalog, including New Constituent, New Interaction, New or Updated Constituent and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Magentrix when something happens in Bloomerang?
Any of Magentrix's 7 actions, including Create Entity Record, Update an Existing File, Update Entity Record and Upload a New File. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Magentrix to Bloomerang?
Yes. When something happens in Magentrix, your agent can act in Bloomerang too. This page covers both directions: Magentrix's triggers and Bloomerang's actions are listed here as well.
Do I have to build a connector for Bloomerang or Magentrix?
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 Bloomerang and Magentrix 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.