Integration
Connect Chaport and Salesforce
When Chat Stage Updated (instant) fires in Chaport, your agent runs Create object record in Salesforce, or New object record in Salesforce to Send a Message in Chaport. 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 Chaport and Salesforce 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)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 Chaport and Salesforce can do together
From Chaport to Salesforce
When Chat Stage Updated (instant) in Chaport
then Create object record in Salesforce
From Salesforce to Chaport
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 Chaport and Salesforce
Triggers and actions 10 triggers · 21 actions
- Chat Closed (instant)
Fires when a chat is closed. Webhook event: chat.closed.
- Chat Finished
Triggers when chat is finished.
- Chat Stage Updated (instant)
Fires when a chat's stage changes. Webhook event: chat.stageUpdated.
- Message Read (instant)
Fires when a message is read. Webhook event: message.read.
- New Chat Started
Triggers when chat is started.
- New Message Sent (instant)
Fires when a new message is sent in a chat. Webhook event: message.sent.
- New Visitor (instant)
Fires when a new visitor is created. Webhook event: visitor.created.
- Visitor Updated
Triggers when visitor data is updated.
- Create an Operator
Adds a new operator to your Chaport account and returns the created operator.
- Delete a Message
Deletes one message from a Chaport chat. Identify the visitor and the message you want removed.
- Delete an Operator
Removes an operator from your Chaport account.
- List Operators
Returns every operator in your Chaport account, with each operator's name, email, role and status.
- List Visitors
Returns the visitors in your Chaport account, one page at a time.
- Retrieve an Operator
Returns one Chaport operator with their name, email, role, job title and current status.
- Retrieve a Visitor
Returns one Chaport visitor with their name, contact details, notes and any custom data held about them.
- Retrieve Last Visitor Chat
Returns a visitor's most recent Chaport chat, including its stage, operators and — when asked for — the transcript.
- Send a Message
Posts a message into a Chaport visitor's chat, starting a chat if there isn't one open.
- Update an Operator
Updates a Chaport operator's details. Anything you leave blank keeps its current value.
- Update a Visitor
Updates an existing Chaport visitor's contact details, notes and custom data. Only the fields you fill in are changed; blank fields are left untouched.
- Update Operator Status
Sets a Chaport operator's availability status, such as online or offline, optionally for a limited time.
- New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
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
Chaport and Salesforce, answered
What can start an automation from Chaport?
Any of Chaport's 8 triggers in the catalog, including Chat Stage Updated (instant), New Chat Started, New Message Sent (instant) and New Visitor (instant). Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesforce when something happens in Chaport?
Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesforce to Chaport?
Yes. When something happens in Salesforce, your agent can act in Chaport too. This page covers both directions: Salesforce's triggers and Chaport's actions are listed here as well.
Do I have to build a connector for Chaport or Salesforce?
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 Chaport and Salesforce 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.