Integration
Connect BoldDesk and Offri
When Create Contact fires in BoldDesk, your agent runs Create Contact in Offri, or New Contact in Offri to Create Contact in BoldDesk. 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 BoldDesk and Offri 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 BoldDesk and Offri can do together
From BoldDesk to Offri
When Create Contact in BoldDesk
then Create Contact in Offri
From Offri to BoldDesk
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 BoldDesk and Offri
Triggers and actions 11 triggers · 30 actions
- Create Contact
Triggers when a new contact is created in BoldDesk.
- Create Contact Group
Triggers when a new contact group (organization) is created in BoldDesk.
- Create Ticket
Triggers when a new support ticket is created in BoldDesk.
- Create Ticket Note
Triggers when a new note is added to the chosen BoldDesk ticket.
- Create Ticket Reply
Triggers when a new reply is added to a ticket.
- Updated Contact
Triggers when a contact is created or updated in BoldDesk.
- Updated Contact Group
Triggers when a contact group is created or updated in BoldDesk.
- Updated Ticket
Triggers when a ticket is created or updated in BoldDesk.
- Create Contact
Creates a new contact in BoldDesk and returns the new contact's ID.
- Create Contact Group
Creates a new contact group (organization) in BoldDesk and returns its ID.
- Create Ticket
Creates a new support ticket in BoldDesk for a requester and returns the new ticket's ID.
- Create Ticket Note
Adds a note to an existing BoldDesk ticket.
- Create Ticket Reply
Posts a reply on an existing BoldDesk ticket.
- Find Contact
Finds a BoldDesk contact by email address and returns its details.
- Find Contact Group
Finds a BoldDesk contact group (organization) by its name and returns its details.
- Find Ticket
Returns one BoldDesk ticket by its ticket ID, with its subject, status, priority, requester and assigned agent.
- Find Ticket by External Reference Id
Finds the BoldDesk ticket that carries a given external reference ID and returns it.
- Update Contact
Updates fields on an existing BoldDesk contact.
- Update Contact Group
Updates fields on an existing BoldDesk contact group.
- Update Ticket
Updates fields on an existing BoldDesk ticket, such as status, priority, agent or custom fields.
- New Contact
Triggers when a new client is added in Offri.
- New Proposal
Triggers when a new proposal is created in Offri.
- Proposal Status Changed
Triggers when a proposal's status changes, for example to won, lost or expired.
- Add component
Creates a component (product) in your Offri workspace, optionally with its pricing, unit and category.
- Create Contact
Creates a client (company or private person) in Offri.
- Create Contact Person
Adds a contact person to an Offri client.
- Create Proposal
Creates a new proposal in Offri, optionally for a client.
- Delete component
Deletes a component (product) from your Offri workspace.
- Delete Proposal
Deletes a draft Offri proposal.
- Find Contact
Finds Offri clients by name, email or customer number.
- Find Contact Person
Finds the contact persons of an Offri client, optionally by email.
- Get component
Returns the details of a component (product) in your Offri workspace, including its category and product pricing.
- Get Contact
Returns one Offri client by ID.
- Get Proposal
Returns one Offri proposal with its totals and signing details.
- List components
Returns the components and products in your Offri workspace, optionally filtered by name or category.
- Remove Contact
Removes a client from Offri.
- Remove Contact Person
Removes a contact person from an Offri client.
- Send Proposal
Sends an Offri proposal to its client with an expiration date.
- Update component
Updates an existing component (product) in Offri, such as its name, category, language, pricing and quantity settings.
- Update Contact
Updates the details of an existing Offri client.
- Update Contact Person
Updates a contact person of an Offri client.
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
BoldDesk and Offri, answered
What can start an automation from BoldDesk?
Any of BoldDesk's 8 triggers in the catalog, including Create Contact, Create Contact Group, Create Ticket and Create Ticket Note. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Offri when something happens in BoldDesk?
Any of Offri's 18 actions, including Create Contact, Create Contact Person, Create Proposal and Send Proposal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Offri to BoldDesk?
Yes. When something happens in Offri, your agent can act in BoldDesk too. This page covers both directions: Offri's triggers and BoldDesk's actions are listed here as well.
Do I have to build a connector for BoldDesk or Offri?
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 BoldDesk and Offri 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.