# Connect Chaport to SUMIT When **Chat Stage Updated (instant)** fires in [Chaport](https://apiant.ai/connections/chaport), your agent runs **Add customer** in [SUMIT](https://apiant.ai/connections/sumit). Describe the whole flow and it is built, tested on every scenario and kept running. Chaport **8** triggers Chaport **12** actions SUMIT **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Chaport and SUMIT to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Chaport can start in SUMIT - When **Chat Stage Updated (instant)** in Chaport then **Add customer** in SUMIT - When **New Chat Started** in Chaport then **Add customer remark** in SUMIT 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 SUMIT ## Triggers and actions 8 triggers · 21 actions - Trigger **Chat Closed (instant)** Fires when a chat is closed. Webhook event: chat.closed. - Trigger **Chat Finished** Triggers when chat is finished. - Trigger **Chat Stage Updated (instant)** Fires when a chat's stage changes. Webhook event: chat.stageUpdated. - Trigger **Message Read (instant)** Fires when a message is read. Webhook event: message.read. - Trigger **New Chat Started** Triggers when chat is started. - Trigger **New Message Sent (instant)** Fires when a new message is sent in a chat. Webhook event: message.sent. - Trigger **New Visitor (instant)** Fires when a new visitor is created. Webhook event: visitor.created. - Trigger **Visitor Updated** Triggers when visitor data is updated. - Action **Create an Operator** Adds a new operator to your Chaport account and returns the created operator. - Action **Delete a Message** Deletes one message from a Chaport chat. Identify the visitor and the message you want removed. - Action **Delete an Operator** Removes an operator from your Chaport account. - Action **List Operators** Returns every operator in your Chaport account, with each operator's name, email, role and status. - Action **List Visitors** Returns the visitors in your Chaport account, one page at a time. - Action **Retrieve an Operator** Returns one Chaport operator with their name, email, role, job title and current status. - Action **Retrieve a Visitor** Returns one Chaport visitor with their name, contact details, notes and any custom data held about them. - Action **Retrieve Last Visitor Chat** Returns a visitor's most recent Chaport chat, including its stage, operators and — when asked for — the transcript. - Action **Send a Message** Posts a message into a Chaport visitor's chat, starting a chat if there isn't one open. - Action **Update an Operator** Updates a Chaport operator's details. Anything you leave blank keeps its current value. - Action **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. - Action **Update Operator Status** Sets a Chaport operator's availability status, such as online or offline, optionally for a limited time. - Action **Add customer** Creates a customer in SUMIT, or finds an existing one according to the chosen search mode, and returns its customer number. - Action **Add customer remark** Adds a text remark to an existing SUMIT customer and returns the new remark's id. - Action **Add income item** Creates an income item (a product or service you sell) in SUMIT, or finds an existing one according to the chosen search mode. - Action **Create Card** Creates a new card (CRM entity) in a SUMIT folder with the field values you provide. - Action **Get Card** Returns a SUMIT CRM card (entity) by its ID, including its folder and field values. - Action **Get document PDF** Returns the PDF file of a SUMIT document, located by its document ID or by its type and number. - Action **List income items** Returns the income items (products and services) defined in your SUMIT account, with their name, description, price, cost and SKU. - Action **Update Card** Updates the fields of an existing card (entity) in a SUMIT CRM folder. - Action **Update customer** Updates an existing customer's details in SUMIT, such as name, contact information and custom fields. ## Each app on its own - [ **Chaport** Chaport is a live chat for websites designed as a modern messenger.](https://apiant.ai/connections/chaport) - [ **SUMIT** SUMIT is a comprehensive system for planning, management and execution for the self-employed, non-profit...](https://apiant.ai/connections/sumit) Reviews ## What our customers say ## More from Chaport - [ **Chaport to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/chaport-to-stripe) - [ **Chaport to Chatrace** Omnichannel chatbot platform for automating customer support and sales via WhatsApp, SMS, Messenger...](https://apiant.ai/connect/chaport-to-chatrace) - [ **Chaport to keycdn IP Location Finder** Get the IP geolocation data through the simple REST API. All the responses are JSON encoded](https://apiant.ai/connect/chaport-to-keycdn-ip-location-finder) - [ **Chaport to ProxiedMail** ProxiedMail provides creating email addresses, forwarding and receiving emails with full context.](https://apiant.ai/connect/chaport-to-proxiedmail) - [ **Chaport to Publica** With Publica, you can sell, share and consume all kinds of digital content directly through a reliable and...](https://apiant.ai/connect/chaport-to-publica) - [ **Chaport to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/chaport-to-hubspot) ## More into SUMIT - [ **HubSpot to SUMIT** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sumit) - [ **Salesforce to SUMIT** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sumit) - [ **Slack to SUMIT** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sumit) - [ **Google Sheets to SUMIT** Google Sheets](https://apiant.ai/connect/google-sheets-to-sumit) - [ **Gmail to SUMIT** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sumit) - [ **Google Calendar to SUMIT** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sumit) Questions ## Chaport and SUMIT, 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 SUMIT when something happens in Chaport? Any of SUMIT's 9 actions, including Create Card, Update Card, Update customer and Add customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SUMIT to Chaport? SUMIT has no triggers in the catalog today, so automations start in Chaport. If you need the other direction, ask: your agent reads SUMIT's API documentation and adds it. ### ### Do I have to build a connector for Chaport or SUMIT? 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.