Integration
Connect ChargeDesk to Daylite
When Charge Created fires in ChargeDesk, your agent runs Create Email in Daylite. 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 ChargeDesk and Daylite 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 ChargeDesk can start in Daylite
When Charge Created in ChargeDesk
then Create Email in Daylite
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 ChargeDesk and Daylite
Triggers and actions 4 triggers · 38 actions
- Charge Created
Triggers when a new charge is created or imported in ChargeDesk.
- Charge Failed
Triggers when a charge in ChargeDesk has failed.
- Customer Created
Triggers when a new customer is added in ChargeDesk.
- Subscription Created
Triggers when a new subscription is added in ChargeDesk.
- Add product
Creates a new product in ChargeDesk, used to group charges for the same type of sale, and returns the created product.
- Add subscription
Adds a subscription record to ChargeDesk for a customer. This records the subscription in ChargeDesk only and does not create a live subscription on your payment gateway.
- Cancel Subscription
Marks a ChargeDesk subscription record as canceled.
- Create Charge
Records a charge made outside ChargeDesk (it does not charge the card), so support agents and customers can see it.
- Create Customer
Creates a customer in ChargeDesk so their charges are grouped together.
- Find Charge
Finds ChargeDesk charges matching search text, status, customer or transaction ID.
- Find Customer
Finds ChargeDesk customers matching an ID, email address or name.
- Find subscriptions
Returns the subscriptions in ChargeDesk matching a customer and/or creation date range.
- Update charge
Updates an existing ChargeDesk charge record with new amount, status, customer or description details, and returns the updated charge.
- Update customer
Updates the details stored for an existing ChargeDesk customer and returns the updated customer.
- Create Appointment
Creates an appointment in Daylite with a subject, start and end time, and optional links to contacts, companies and other records.
- Create Company
Creates a company in Daylite and returns the new company's id.
- Create Email
Imports an existing email into Daylite as an email record and links it to contacts, companies and other records. It does not send the email.
- Create Form
Creates a Daylite form from a form definition, with its field values and linked records.
- Create Note
Creates a note in Daylite, optionally linked to contacts, companies, opportunities, projects and other records.
- Create Opportunity
Creates a new opportunity in Daylite and returns its reference and id.
- Create Opportunity for Person
Creates an opportunity in Daylite linked to a specific person (contact), with that person's role on the opportunity.
- Create Person
Creates a new person (contact) in Daylite with names, emails, phone numbers, addresses and links to other records.
- Create Project
Creates a new project in Daylite.
- Create Task
Creates a new task in Daylite, optionally linked to contacts, companies, opportunities, projects and other records.
- Delete company
Moves a Daylite company to the trash, or permanently deletes it if it is already in the trash.
- Delete opportunity
Moves a Daylite opportunity to the trash, or permanently deletes it if it is already in the trash.
- Delete person
Moves a person (contact) to the trash in Daylite, or permanently deletes the person if they are already in the trash.
- Delete project
Removes a Daylite project. A project not yet in the trash is moved there; a project already in the trash is deleted permanently.
- Find Appointment
Searches Daylite appointments by subject, with optional filters for type, status, dates, owner and linked contact.
- Find Company
Searches Daylite companies by name and other optional criteria such as email, phone, category or industry, and returns the matches.
- Find Note
Searches Daylite notes by title and optional filters such as category, keyword or linked records, and returns the matching notes.
- Find Opportunity
Finds Daylite opportunities whose name contains the text you give, optionally narrowed by state, type, category, keyword, role, linked contact or company, and owner.
- Find Person
Searches Daylite people (contacts) by name, email, phone, company and other attributes and returns the matching people.
- Find Project
Finds Daylite projects whose name contains the given text, optionally narrowed by status, priority, category, keyword, linked contacts or companies, and owner.
- Find Task
Finds tasks in Daylite whose title contains the given text, optionally narrowed by status, type, priority, due date, owner and linked records.
- List pipelines
Returns the opportunity and project pipelines defined in your Daylite account.
- List users
Returns all users in your Daylite account.
- Update Appointment
Updates an existing Daylite appointment's subject, times, status, links and other details. Only the fields you fill in are changed.
- Update Opportunity
Updates an existing opportunity in Daylite. Only the fields you fill in are changed.
- Update Person
Updates an existing person (contact) in Daylite. Only the fields you fill in are changed.
- Update Project
Updates an existing Daylite project's name, status, dates, priority, keywords, extra fields and linked records.
- Update Task
Updates an existing Daylite task. Fields left blank are not 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
ChargeDesk and Daylite, answered
What can start an automation from ChargeDesk?
Any of ChargeDesk's 4 triggers in the catalog, including Charge Created, Customer Created, Subscription Created and Charge Failed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Daylite when something happens in ChargeDesk?
Any of Daylite's 28 actions, including Create Appointment, Create Company, Create Email and Create Form. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Daylite to ChargeDesk?
Daylite has no triggers in the catalog today, so automations start in ChargeDesk. If you need the other direction, ask: your agent reads Daylite's API documentation and adds it.
Do I have to build a connector for ChargeDesk or Daylite?
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 ChargeDesk and Daylite 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.