--- title: "Connect Cartes to Redtail CRM - APIANT.ai" description: "When \"New marker\" fires in Cartes, your agent runs \"Update Contact\" in Redtail CRM." canonical: "https://apiant.ai/connect/cartes-to-redtail-crm" --- # Connect Cartes to Redtail CRM When **New marker** fires in [Cartes](https://apiant.ai/connections/cartes), your agent runs **Update Contact** in [Redtail CRM](https://apiant.ai/connections/redtail-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Cartes **1** trigger Cartes **11** actions Redtail CRM **2** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Cartes and Redtail CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Cartes can start in Redtail CRM - When **New marker** in Cartes then **Update Contact** in Redtail CRM - When **New marker** in Cartes then **Find Contact** in Redtail CRM 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 Cartes and Redtail CRM ## Triggers and actions 1 trigger · 13 actions - Trigger **New marker** Triggers when a new marker is added to a Cartes map. - Action **Add map** Creates a new map on Cartes.io and returns it, including the one-time map token needed to edit or delete it. - Action **Add marker** Adds a marker at a latitude and longitude on a Cartes.io map, in an existing or new category. - Action **Delete map** Deletes a map from Cartes.io. - Action **Delete marker** Deletes a marker from a Cartes.io map. - Action **Find maps by keyword** Returns public Cartes.io maps that match a keyword. - Action **Get map** Returns a single Cartes.io map, including its title, description, privacy setting and categories. - Action **List categories** Returns all marker categories available on Cartes.io. - Action **List maps** Returns the public maps on Cartes.io, optionally filtered by ID, category or query. - Action **List markers** Returns all markers on a Cartes.io map, optionally including expired ones. - Action **Update map** Updates the title, description, privacy or marker-creation setting of an existing Cartes.io map. - Action **Update marker** Updates a marker on a Cartes.io map: change its description, or (as the map owner) flag it as spam. - Action **Find Contact** Finds contacts in your Redtail CRM database by name or phone number. - Action **Update Contact** Updates an existing contact in your Redtail CRM database. Fields left blank are not changed. ## Each app on its own - [ **Cartes** Open-source platform for creating live, community-driven, anonymous maps with custom markers via API.](https://apiant.ai/connections/cartes) - [ **Redtail CRM** Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional.](https://apiant.ai/connections/redtail-crm) Reviews ## What our customers say ## More from Cartes - [ **Cartes to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cartes-to-hubspot) - [ **Cartes to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cartes-to-salesforce) - [ **Cartes to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cartes-to-slack) - [ **Cartes to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/cartes-to-google-sheets) - [ **Cartes to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cartes-to-gmail) - [ **Cartes to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cartes-to-google-calendar) ## More into Redtail CRM - [ **HubSpot to Redtail CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-redtail-crm) - [ **Salesforce to Redtail CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-redtail-crm) - [ **Slack to Redtail CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-redtail-crm) - [ **Google Sheets to Redtail CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-redtail-crm) - [ **Gmail to Redtail CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-redtail-crm) - [ **Google Calendar to Redtail CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-redtail-crm) Questions ## Cartes and Redtail CRM, answered ### ### What can start an automation from Cartes? Any of Cartes's 1 trigger in the catalog, including New marker. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Redtail CRM when something happens in Cartes? Any of Redtail CRM's 2 actions, including Update Contact and Find Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Redtail CRM to Cartes? Redtail CRM has no triggers in the catalog today, so automations start in Cartes. If you need the other direction, ask: your agent reads Redtail CRM's API documentation and adds it. ### ### Do I have to build a connector for Cartes or Redtail CRM? 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 Cartes and Redtail CRM 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.