Integration
Connect BONZO and ServeManager
When New People From Campaigns fires in BONZO, your agent runs Upload File in ServeManager, or New Attempt in ServeManager to Add prospect to do-not-contact list in BONZO. 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 BONZO and ServeManager 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 BONZO and ServeManager can do together
From BONZO to ServeManager
When New People From Campaigns in BONZO
then Upload File in ServeManager
When New People From Campaigns in BONZO
then Create Company in ServeManager
From ServeManager to BONZO
When New Attempt in ServeManager
then Add prospect to do-not-contact list in BONZO
When New Company in ServeManager
then Add task in BONZO
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 BONZO and ServeManager
Triggers and actions 6 triggers · 30 actions
Trigger
New People From CampaignsTriggers when a new person (prospect) is added to the selected Bonzo campaign.
Action
Add noteAdds a note to a prospect in Bonzo.
Action
Add prospectCreates a new prospect in Bonzo and returns the created prospect record.
Action
Add prospect to do-not-contact listAdds a prospect to the do-not-contact (DNC) list so they are no longer contacted, and returns the updated prospect.
Action
Add taskCreates a task in Bonzo, optionally linked to a prospect and assigned to a team member.
Action
Change Prospects AssigneeChanges which team member a prospect is assigned to.
Action
Create Prospect in CampaignCreates a new prospect in Bonzo and adds them to the chosen campaign.
Action
Create Prospect in Pipeline StageCreates a new prospect in Bonzo and places them in the chosen pipeline stage.
Action
Delete prospectDeletes a prospect from Bonzo.
Action
Find ProspectFinds prospects whose email address matches the one you supply and returns the matching prospect records.
Action
Get prospectReturns the full details of a Bonzo prospect by ID, including contact info, campaigns, pipeline stage and custom field values.
Action
List campaignsReturns the campaigns in your Bonzo account, including each campaign's name, prospect count and sequence.
Action
List pipelinesReturns the pipelines in your Bonzo account, each with its stages.
Action
Move Prospect to CampaignMoves an existing prospect into the chosen campaign and returns the updated prospect.
Action
Move Prospect to Pipeline StageMoves a prospect into a chosen pipeline stage in Bonzo.
Action
Send emailSends an email to a Bonzo prospect and returns the resulting message record.
Action
Send SMSSends an SMS (or MMS with an attachment) to a Bonzo prospect.
Action
Update ProspectUpdates an existing Bonzo prospect's contact details, address, assignee, tags and co-borrower information.
Action
Update taskUpdates an existing task in Bonzo, such as its title, type, due date, assignee or completion state.
Trigger
Invoice IssuedTriggers when an invoice is issued.
Trigger
New AttemptTriggers when a new service attempt is logged on any job.
Trigger
New CompanyTriggers when a new company is added in ServeManager.
Trigger
New JobTriggers when a new job is created in ServeManager.
Trigger
New NoteTriggers when a new note is added to any job.
Action
Cancel JobCancels a job and records a cancellation note on it.
Action
Create CompanyCreates a company (client, law firm or process server) in ServeManager, optionally with a primary contact, address, email and phone.
Action
Delete AttemptDeletes a service attempt.
Action
Find CompanyFinds ServeManager companies by a text search over company and contact details, most reliably a full email address.
Action
Find Court CaseFinds court cases by case number, plaintiff, defendant or court branch name.
Action
Find JobFinds jobs by a text search over company names, recipients, zip codes and other job details.
Action
Get AttemptReturns one service attempt by ID, including serve type, outcome, recipient and address.
Action
Get Court CaseReturns one court case by ID, including its plaintiff, defendant, case number and court.
Action
Get JobReturns one ServeManager job by its ID, including recipient, status and client details.
Action
List EmployeesLists the employees on your ServeManager account with their contact details and permission level.
Action
Update CompanyUpdates a company's name, type, website or note. An address given here is added to the company; existing addresses are kept.
Action
Upload FileAttaches a file from a public URL to an existing job, either as a document to be served or as a miscellaneous attachment. ServeManager downloads the file itself.
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
BONZO and ServeManager, answered
What can start an automation from BONZO?
Any of BONZO's 1 trigger in the catalog, including New People From Campaigns. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ServeManager when something happens in BONZO?
Any of ServeManager's 12 actions, including Create Company, Update Company, Upload File and Find Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ServeManager to BONZO?
Yes. When something happens in ServeManager, your agent can act in BONZO too. This page covers both directions: ServeManager's triggers and BONZO's actions are listed here as well.
Do I have to build a connector for BONZO or ServeManager?
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 BONZO and ServeManager 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.