Integration
Connect CATS and Copper
When Candidate Updated fires in CATS, your agent runs Create Lead in Copper, or New Activity in Copper to Log Candidate Activity in CATS. 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 CATS and Copper to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 CATS and Copper can do together
From CATS to Copper
When Candidate Updated in CATS
then Create Lead in Copper
From Copper to CATS
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 CATS and Copper
Triggers and actions 31 triggers · 44 actions
- Candidate Updated
Triggers when a candidate is updated in CATS.
- Company Status Changed
Triggers when a company's status is changed in CATS.
- Company Updated
Triggers when a company is updated in CATS.
- Contact Status Changed
Triggers when a contact's status changes in CATS.
- Contact Updated
Triggers when a contact is updated in CATS.
- Custom Trigger
Triggers when the CATS event you choose fires (any record type: candidate, company, contact, job, pipeline, activity or user).
- Job Status Changed
Triggers when a job's status changes in CATS, returning the job with its previous and new status ids.
- New Activity
Triggers when a new activity (call, email, meeting, note) is logged in CATS.
- New Candidate
Triggers when a new candidate is created in CATS.
- New Company
Triggers when a new company is created in CATS.
- New Contact
Triggers when a new contact is created in CATS.
- New Job
Triggers when a new job order is created in CATS.
- New Pipeline
Triggers when a candidate is added to a job's pipeline in CATS.
- Pipeline Updated
Triggers when a pipeline (a candidate's placement on a job) is updated in CATS.
- Add Candidate to Pipeline
Adds a candidate to a job's pipeline in CATS and returns the new pipeline record's id.
- Change Company Status
Changes the status of a company in CATS, optionally choosing which status-change triggers fire.
- Change Contact Status
Changes the status of a contact in CATS, optionally choosing which status triggers fire.
- Change Job Status
Changes the status of a job in CATS, optionally choosing which status triggers fire.
- Create a Candidate
Creates a new candidate record in CATS with contact details, address, pay, skills and custom field values.
- Create a Company
Creates a new company record in CATS and returns its ID.
- Create a Contact
Creates a contact in CATS linked to a company and owner, and returns the new contact's ID.
- Create a Job
Creates a new job order in CATS and returns its ID.
- Create a Task
Creates a task in CATS, optionally linked to a candidate, contact, company or job and assigned to a user.
- Find a Candidate
Searches CATS candidates by a keyword such as a name or email and returns the matching candidate records.
- Find a Company
Searches CATS companies by text and returns the matching companies.
- Find a Contact
Searches CATS contacts by text and returns the matching contacts.
- Find a Job
Searches CATS jobs by text and returns the matching jobs.
- Find a User
Finds CATS users whose email, username or name matches the search term.
- Get Activity
Returns a single CATS activity (call, email, meeting, note) by its ID, including the record it is logged against.
- Get Pipeline
Returns a single pipeline — a candidate's placement on a job — including its status, workflow and rating.
- Get Task
Returns a single CATS task by its ID, including its description, priority, due date, assignee, completion state and the record it concerns.
- Log Candidate Activity
Logs an activity (call, email, meeting or other) against a candidate in CATS.
- Update Candidate
Updates an existing candidate in CATS, including name, contact details, pay, availability and custom field values.
- Update Company
Updates an existing company in CATS, including its name, owner, contact details, address and custom field values.
- Update Contact
Updates an existing contact in CATS, including name, owner, company, title, contact details, address and custom field values.
- Update Pipeline
Updates the rating of a candidate's pipeline record on a job in CATS.
- New Activity
Triggers when a new activity is created.
- New Company
Triggers when a new Company is created in Copper.
- New Lead
Triggers when a Lead is created in Copper.
- New Opportunity
Triggers when an Opportunity is created in Copper.
- New Person
Triggers when a new Person is created in Copper.
- New Project
Triggers when a new Project is created in Copper.
- New Task
Triggers when a new Task is created in Copper.
- Updated Company
Triggers when a Person's Company is changed.
- Updated Contact Type
Triggers when a Person's Contact Type is changed.
- Updated Lead
Triggers when a Lead is changed.
- Updated Lead Status
Triggers when a Lead's status is changed.
- Updated Opportunity
Triggers when an Opportunity is changed.
- Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
- Updated Opportunity Status
Triggers when an Opportunity's status is changed.
- Updated Person
Triggers when a Person is changed.
- Updated Project
Triggers when a Project is changed.
- Updated Task
Triggers when a Task is changed.
- Associate to Project
This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
- Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
- Create Company
Creates a new Company.
- Create Lead
Creates a new Lead.
- Create Opportunity
Creates a new Opportunity.
- Create Person
Creates a new Person.
- Create Project
Creates a new Project.
- Create Task
Creates a new Task.
- Create/Update Company
Creates or Updates a Company depending on the match criteria.
- Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
- Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
- Create/Update Person
Creates or Updates a Person depending on the match criteria.
- Create/Update Project
Creates or Updates a Project depending on the match criteria.
- Search for a Company
Searches for an existing company in Copper.
- Search for an Activity
Searches for an existing activity in Copper.
- Search for a Opportunity
Searches for an existing opportunity in Copper.
- Search for a Person
Searches for an existing person in Copper.
- Search for a Project
Searches for an existing project in Copper.
- Update Company
Updates a Company depending on the match criteria.
- Update Opportunity
Updates an Opportunity based off of a match criteria.
- Update Person
Updates a Person depending on the match criteria.
- Update Project
Updates a Project depending on the match criteria.
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
CATS and Copper, answered
What can start an automation from CATS?
Any of CATS's 14 triggers in the catalog, including Candidate Updated, Company Status Changed, Company Updated and Contact Status Changed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Copper when something happens in CATS?
Any of Copper's 22 actions, including Create Activity, Create Company, Create Lead and Create Opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Copper to CATS?
Yes. When something happens in Copper, your agent can act in CATS too. This page covers both directions: Copper's triggers and CATS's actions are listed here as well.
Do I have to build a connector for CATS or Copper?
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.
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.