Integration
Connect Cerca to ChartMogul
When Applicant Created fires in Cerca, your agent runs Add a Custom Attribute to a Customer via Email in ChartMogul. 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 Cerca and ChartMogul 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 Cerca can start in ChartMogul
When Applicant Created in Cerca
then Add a Custom Attribute to a Customer via Email in ChartMogul
When New Agency in Cerca
then Add a Custom Attribute to a Customer via External ID in ChartMogul
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 Cerca and ChartMogul
Triggers and actions 4 triggers · 42 actions
Trigger
Applicant ArchivedTriggers when a Cerca applicant is archived.
Trigger
Applicant CreatedTriggers when a new applicant (franchise candidate) is created in Cerca.
Trigger
Applicant ProgressedTriggers when a Cerca applicant moves to a different step.
Trigger
New AgencyTriggers when a new agency is added to your Cerca network.
Action
Approve userApproves a user awaiting moderation, taking them out of moderation and activating their account.
Action
Create AgencyCreates a Cerca agency (a location in the network) and returns it.
Action
Create Applicant RequestCreates an applicant request (a new franchise candidate lead) on one of your Cerca applicant sources.
Action
Create UserCreates a user in the Cerca extranet and returns it.
Action
Delete AgencyDeletes a Cerca agency.
Action
Delete userDeletes a user from your Cerca extranet.
Action
Demote applicantMoves an applicant back to the previous step of their recruitment scenario and returns the updated applicant.
Action
Find ApplicantFinds Cerca applicants whose name, email or phone matches the search text, and returns the first match.
Action
Find usersSearches users by name or email and returns the matching users.
Action
Get AgencyReturns one Cerca agency (a location in the network) by its ID.
Action
Get Current UserReturns the Cerca user the access token acts as, with their name, email and agencies.
Action
Get userReturns a single user of your Cerca extranet, including profile details, groups, agencies and custom fields.
Action
List AgenciesReturns a page of Cerca agencies, optionally filtered by a search term.
Action
List applicant scenariosReturns every applicant scenario (recruitment funnel) in the extranet, the default one first.
Action
List UsersReturns a page of users in the Cerca extranet, optionally filtered by a search term.
Action
Promote ApplicantAdvances a Cerca applicant to the next step of their recruitment scenario.
Action
Update AgencyUpdates a Cerca agency's details; only the fields you fill in are changed.
Action
Update userUpdates an existing user's profile, contact details, address, groups, agencies and custom fields. Only the fields you fill in are changed.
Action
Add a Custom Attribute to a Customer via EmailAdds a custom attribute to every ChartMogul customer with the given email address.
Action
Add a Custom Attribute to a Customer via External IDAdds a custom attribute to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the attribute.
Action
Add a Custom Attribute to a Customer via UUIDAdds a custom attribute to one ChartMogul customer, identified by ChartMogul's customer ID.
Action
Add Tags to a Customer via EmailAdds one or more tags to every ChartMogul customer with the given email address.
Action
Add Tags to a Customer via External IDAdds one or more tags to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the tags.
Action
Add Tags to a Customer via UUIDAdds one or more tags to one ChartMogul customer, identified by ChartMogul's customer ID.
Action
Create a ContactCreates a contact person on a ChartMogul customer.
Action
Create a CustomerCreates a new customer in ChartMogul under one of your data sources.
Action
Create an OpportunityCreates a sales opportunity (deal) on a ChartMogul customer.
Action
Create a Note or Call LogLogs a note or a call against a ChartMogul customer.
Action
Create a TaskCreates a task on a ChartMogul customer and assigns it to a team member.
Action
List Customer's OpportunitiesReturns the sales opportunities (deals) on a ChartMogul customer.
Action
List Customer's TasksReturns the tasks on a ChartMogul customer.
Action
Merge CustomersMerges one ChartMogul customer into another. Identify each side either by its ChartMogul ID or by your own external ID plus its data source.
Action
Retrieve a Customer ProfileReturns one ChartMogul customer's full profile, including its tags and custom attributes.
Action
Retrieve a MetricReturns one ChartMogul subscription metric over a date range, such as MRR, ARR, customer count or churn rate.
Action
Search ContactsFinds ChartMogul contacts by email, customer or data source.
Action
Search for Customer via EmailFinds ChartMogul customers by email address.
Action
Search for Customer via External IDFinds ChartMogul customers by the ID they carry in your own billing system.
Action
Update a ContactUpdates a ChartMogul contact. Only the fields you fill in are changed.
Action
Update a CustomerUpdates a ChartMogul customer. Only the fields you fill in are changed.
Action
Update an OpportunityUpdates a ChartMogul sales opportunity. Only the fields you fill in are changed.
Action
Update a Note or Call LogUpdates a note or call log on a ChartMogul customer. Only the fields you fill in are changed.
Action
Update a TaskUpdates a task on a ChartMogul customer. Only the fields you fill in are changed.
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
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Questions
Cerca and ChartMogul, answered
What can start an automation from Cerca?
Any of Cerca's 4 triggers in the catalog, including Applicant Created, New Agency, Applicant Progressed and Applicant Archived. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ChartMogul when something happens in Cerca?
Any of ChartMogul's 24 actions, including Create a Contact, Create a Customer, Create an Opportunity and Create a Note or Call Log. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ChartMogul to Cerca?
ChartMogul has no triggers in the catalog today, so automations start in Cerca. If you need the other direction, ask: your agent reads ChartMogul's API documentation and adds it.
Do I have to build a connector for Cerca or ChartMogul?
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 Cerca and ChartMogul 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.