Integration
Connect ChargeDesk and Relate
When Charge Created fires in ChargeDesk, your agent runs Create Contact in Relate, or Contact Created in Relate to Create Customer in ChargeDesk. 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 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 ChargeDesk and Relate can do together
From ChargeDesk to Relate
When Charge Created in ChargeDesk
then Create Contact in Relate
From Relate to ChargeDesk
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 Relate
Triggers and actions 10 triggers · 26 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.
- Contact Created
Triggers when a new contact is added in Relate.
- Entry Created
Triggers when a new entry is added to a Relate list or process.
- Entry Updated
Triggers when an entry in a Relate list or process is added or changed.
- New Recorded Meeting
Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).
- Note Created
Triggers when a new note is added in Relate.
- Organization Created
Triggers when a new organization is added in Relate.
- Create Contact
Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.
- Create Note
Creates a note on an organization in Relate, optionally linked to a deal.
- Create Organization
Creates an organization in Relate from a name and/or website domain.
- Delete Contact
Deletes a Relate contact.
- Delete Note
Deletes a note in Relate.
- Delete Organization
Deletes a Relate organization.
- Find Contact
Finds a contact in Relate by email address or phone number and returns the first match.
- Find Entry From Organization Process
Finds an organization's entry in a Relate process by organization ID.
- Find Note
Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.
- Find Organization
Returns 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.
- Get Contact
Returns one Relate contact by its ID.
- Get Organization
Returns one Relate organization by its ID.
- Get Recording
Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).
- Update Contact
Updates a Relate contact's name or email addresses.
- Update Note
Updates a note's text or linked deal in Relate.
- Update Organization
Updates 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
What our customers say
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Questions
ChargeDesk and Relate, 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 Relate when something happens in ChargeDesk?
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 ChargeDesk?
Yes. When something happens in Relate, your agent can act in ChargeDesk too. This page covers both directions: Relate's triggers and ChargeDesk's actions are listed here as well.
Do I have to build a connector for ChargeDesk 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 ChargeDesk 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.