Integration
Connect CATS and Relate
When Candidate Updated fires in CATS, your agent runs Create Contact in Relate, or Contact Created in Relate to Create a Contact 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 Relate 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 CATS and Relate can do together
From CATS to Relate
When Candidate Updated in CATS
then Create Contact in Relate
When Company Status Changed in CATS
then Update Contact in Relate
From Relate to CATS
When Contact Created in Relate
then Create a Contact in CATS
When Entry Created in Relate
then Create a Task in 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 Relate
Triggers and actions 20 triggers · 38 actions
Trigger
Candidate UpdatedTriggers when a candidate is updated in CATS.
Trigger
Company Status ChangedTriggers when a company's status is changed in CATS.
Trigger
Company UpdatedTriggers when a company is updated in CATS.
Trigger
Contact Status ChangedTriggers when a contact's status changes in CATS.
Trigger
Contact UpdatedTriggers when a contact is updated in CATS.
Trigger
Custom TriggerTriggers when the CATS event you choose fires (any record type: candidate, company, contact, job, pipeline, activity or user).
Trigger
Job Status ChangedTriggers when a job's status changes in CATS, returning the job with its previous and new status ids.
Trigger
New ActivityTriggers when a new activity (call, email, meeting, note) is logged in CATS.
Trigger
New CandidateTriggers when a new candidate is created in CATS.
Trigger
New CompanyTriggers when a new company is created in CATS.
Trigger
New ContactTriggers when a new contact is created in CATS.
Trigger
New JobTriggers when a new job order is created in CATS.
Trigger
New PipelineTriggers when a candidate is added to a job's pipeline in CATS.
Trigger
Pipeline UpdatedTriggers when a pipeline (a candidate's placement on a job) is updated in CATS.
Action
Add Candidate to PipelineAdds a candidate to a job's pipeline in CATS and returns the new pipeline record's id.
Action
Change Company StatusChanges the status of a company in CATS, optionally choosing which status-change triggers fire.
Action
Change Contact StatusChanges the status of a contact in CATS, optionally choosing which status triggers fire.
Action
Change Job StatusChanges the status of a job in CATS, optionally choosing which status triggers fire.
Action
Create a CandidateCreates a new candidate record in CATS with contact details, address, pay, skills and custom field values.
Action
Create a CompanyCreates a new company record in CATS and returns its ID.
Action
Create a ContactCreates a contact in CATS linked to a company and owner, and returns the new contact's ID.
Action
Create a JobCreates a new job order in CATS and returns its ID.
Action
Create a TaskCreates a task in CATS, optionally linked to a candidate, contact, company or job and assigned to a user.
Action
Find a CandidateSearches CATS candidates by a keyword such as a name or email and returns the matching candidate records.
Action
Find a CompanySearches CATS companies by text and returns the matching companies.
Action
Find a ContactSearches CATS contacts by text and returns the matching contacts.
Action
Find a JobSearches CATS jobs by text and returns the matching jobs.
Action
Find a UserFinds CATS users whose email, username or name matches the search term.
Action
Get ActivityReturns a single CATS activity (call, email, meeting, note) by its ID, including the record it is logged against.
Action
Get PipelineReturns a single pipeline — a candidate's placement on a job — including its status, workflow and rating.
Action
Get TaskReturns a single CATS task by its ID, including its description, priority, due date, assignee, completion state and the record it concerns.
Action
Log Candidate ActivityLogs an activity (call, email, meeting or other) against a candidate in CATS.
Action
Update CandidateUpdates an existing candidate in CATS, including name, contact details, pay, availability and custom field values.
Action
Update CompanyUpdates an existing company in CATS, including its name, owner, contact details, address and custom field values.
Action
Update ContactUpdates an existing contact in CATS, including name, owner, company, title, contact details, address and custom field values.
Action
Update PipelineUpdates the rating of a candidate's pipeline record on a job in CATS.
Trigger
Contact CreatedTriggers when a new contact is added in Relate.
Trigger
Entry CreatedTriggers when a new entry is added to a Relate list or process.
Trigger
Entry UpdatedTriggers when an entry in a Relate list or process is added or changed.
Trigger
New Recorded MeetingTriggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).
Trigger
Note CreatedTriggers when a new note is added in Relate.
Trigger
Organization CreatedTriggers when a new organization is added in Relate.
Action
Create ContactCreates a contact in Relate from a first name and/or email address, optionally linked to an organization.
Action
Create NoteCreates a note on an organization in Relate, optionally linked to a deal.
Action
Create OrganizationCreates an organization in Relate from a name and/or website domain.
Action
Delete ContactDeletes a Relate contact.
Action
Delete NoteDeletes a note in Relate.
Action
Delete OrganizationDeletes a Relate organization.
Action
Find ContactFinds a contact in Relate by email address or phone number and returns the first match.
Action
Find Entry From Organization ProcessFinds an organization's entry in a Relate process by organization ID.
Action
Find NoteReturns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.
Action
Find OrganizationReturns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.
Action
Get ContactReturns one Relate contact by its ID.
Action
Get OrganizationReturns one Relate organization by its ID.
Action
Get RecordingReturns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).
Action
Update ContactUpdates a Relate contact's name or email addresses.
Action
Update NoteUpdates a note's text or linked deal in Relate.
Action
Update OrganizationUpdates a Relate organization's name or domains.
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
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Questions
CATS and Relate, 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 Relate when something happens in CATS?
Any of Relate's 16 actions, including Create Contact, Create Note, Create Organization and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Relate to CATS?
Yes. When something happens in Relate, your agent can act in CATS too. This page covers both directions: Relate's triggers and CATS's actions are listed here as well.
Do I have to build a connector for CATS or Relate?
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 CATS and Relate 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.