Integration
Connect Bloomerang and Teamleader Focus
When New Constituent fires in Bloomerang, your agent runs Add invoice in Teamleader Focus, or New Company in Teamleader Focus 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 Teamleader Focus 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 Bloomerang and Teamleader Focus can do together
From Bloomerang to Teamleader Focus
When New Constituent in Bloomerang
then Add invoice in Teamleader Focus
When New Interaction in Bloomerang
then Add task in Teamleader Focus
From Teamleader Focus to Bloomerang
When New Company in Teamleader Focus
then Add email in Bloomerang
When New Contact in Teamleader Focus
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 Teamleader Focus
Triggers and actions 11 triggers · 38 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.
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
Deal AcceptedTriggers when a deal is accepted.
Trigger
Invoice PaidFires when a payment is registered on a Teamleader Focus invoice (vendor event invoice.paymentRegistered).
Trigger
New CompanyTriggers when a new Company is added.
Trigger
New ContactTriggers when a new contact is added.
Trigger
New DealTriggers when a new deal is created.
Action
Add invoiceDrafts a new invoice in Teamleader Focus.
Action
Add quotationCreates a quotation on a Teamleader Focus deal.
Action
Add taskCreate a task.
Action
Book InvoiceBooks a draft Teamleader Focus invoice, giving it an invoice number and making it outstanding.
Action
Create CompanyCreates a new company.
Action
Create ContactCreates a new contact.
Action
Create DealCreates a new deal.
Action
Find CompanyReturns up to 100 companies that match the specified search term, email, VAT number, tags or other criteria.
Action
Find ContactReturns up to 100 contacts that match the specified search term, email, company, tags, status or ids.
Action
Find dealsReturns up to 100 deals that match the specified search term and filters, including their custom field values.
Action
Get companyGet details for a single company in Teamleader Focus.
Action
Get contactGet a contact by id.
Action
Get dealGet details for a single deal.
Action
Get InvoiceReturns one Teamleader Focus invoice with its customer, lines, totals and status.
Action
Get TaskReturns one Teamleader Focus task with its title, description, due date, work type and assignee.
Action
Link Contact to CompanyLinks an existing contact to an existing company, optionally setting the contact's position and whether they are a decision maker there.
Action
Update companyUpdate an existing company in Teamleader Focus. Only the fields you fill in are changed.
Action
Update contactUpdate a contact.
Action
Update dealUpdate a deal.
Action
Win dealMarks a Teamleader Focus deal as won.
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
Bloomerang and Teamleader Focus, answered
What can start an automation from Bloomerang?
Any of Bloomerang's 6 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 Teamleader Focus when something happens in Bloomerang?
Any of Teamleader Focus's 20 actions, including Create Company, Create Contact, Create Deal and Update company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Teamleader Focus to Bloomerang?
Yes. When something happens in Teamleader Focus, your agent can act in Bloomerang too. This page covers both directions: Teamleader Focus's triggers and Bloomerang's actions are listed here as well.
Do I have to build a connector for Bloomerang or Teamleader Focus?
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 Teamleader Focus 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.