Integration
Connect Business Pilot and Totango
When New Contact fires in Business Pilot, your agent runs Search Events in Totango, or New Touchpoint in Totango to Create Contact Note in Business Pilot. 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 Business Pilot and Totango 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 Business Pilot and Totango can do together
From Business Pilot to Totango
When New Contact in Business Pilot
then Search Events in Totango
From Totango to Business Pilot
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 Business Pilot and Totango
Triggers and actions 21 triggers · 39 actions
- New Contact
List contacts.
- New Contract
List contracts.
- New Enquiry
List enquiries.
- New Invoice
List invoices.
- New Lead
List leads.
- New Purchase Order
List purchase orders.
- New Purchase Order Invoice
List purchase order invoices.
- New Purchase Order Invoice Query
List purchase order invoice queries.
- New Service Call
List service calls.
- New Supplier
List suppliers.
- Updated Contact
List contacts.
- Updated Contract
List contracts.
- Updated Enquiry
List enquiries.
- Updated Invoice
List invoices.
- Updated Lead
List leads.
- Updated Purchase Order
List purchase orders.
- Updated Purchase Order Invoice
List purchase order invoices.
- Updated Purchase Order Invoice Query
List purchase order invoice queries.
- Updated Service Call
List service calls.
- Updated Supplier
List suppliers.
- Create Contact Note
Add a note to a contact.
- Create Contract Note
Add a note to a contract.
- Create Lead
Create a lead.
- Create Lead Note
Add a note to a lead.
- Create Purchase Order Line
Add a line to a purchase order.
- Find a Contact
Retrieve a single contact.
- Find a Contact Type
Retrieve a single contact type.
- Find a Contract
Retrieve a single contract.
- Find a Lead
Retrieve a single lead.
- Find a Lead Type
Retrieve a single lead/contract type.
- Find All Contacts
List contacts.
- Find All Contact Types
List contact types.
- Find All Contracts
List contracts.
- Find All Document Types
List document types.
- Find All Enquiries
List enquiries.
- Find All Invoices
List invoices.
- Find All Leads
List leads.
- Find All Lead Sources
List lead sources.
- Find All Lead Types
List lead/contract types.
- Find All Product Interests
List product interests.
- Find All Product Types
List product types.
- Find All Project Types
List project types.
- Find All Purchase Order Invoice Queries
List purchase order invoice queries.
- Find All Purchase Order Invoices
List purchase order invoices.
- Find All Purchase Orders
List purchase orders.
- Find All Sales Areas
List sales areas.
- Find All Service Calls
List service calls.
- Find an Enquiry
Retrieve a single enquiry.
- Find an Invoice
Retrieve a single invoice.
- Find a Purchase Order
Retrieve a single purchase order.
- Find a Purchase Order Invoice
Retrieve a single purchase order invoice.
- Find a Purchase Order Invoice Query
Retrieve a single purchase order invoice query.
- Find a Service Call
Retrieve a single service call.
- Find Roles
List user roles.
- Find Suppliers
List suppliers.
- Update Purchase Order
Modify purchase order delivery information.
- New Touchpoint
Triggers when a new touchpoint is logged in Totango, optionally for one account.
- Create Touchpoint
Creates a touchpoint (note) on a Totango account and returns the new touchpoint.
- Search Events
Searches Totango events such as touchpoints and campaign touches, optionally for one account.
- Update Touchpoint
Updates the content or subject of an existing touchpoint on a Totango account.
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
More from Business Pilot
Business Pilot to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Business Pilot to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Business Pilot to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Business Pilot to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Business Pilot to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Business Pilot to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Totango
Questions
Business Pilot and Totango, answered
What can start an automation from Business Pilot?
Any of Business Pilot's 20 triggers in the catalog, including New Contact, New Contract, New Enquiry and New Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Totango when something happens in Business Pilot?
Any of Totango's 3 actions, including Create Touchpoint, Update Touchpoint and Search Events. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Totango to Business Pilot?
Yes. When something happens in Totango, your agent can act in Business Pilot too. This page covers both directions: Totango's triggers and Business Pilot's actions are listed here as well.
Do I have to build a connector for Business Pilot or Totango?
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 Business Pilot and Totango 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.