Integration
Connect ChargeDesk and Salesmsg
When Charge Created fires in ChargeDesk, your agent runs Add Tag to Contact in Salesmsg, or Contact Updated in Salesmsg 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 Salesmsg 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 Salesmsg can do together
From ChargeDesk to Salesmsg
When Charge Created in ChargeDesk
then Add Tag to Contact in Salesmsg
From Salesmsg 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 Salesmsg
Triggers and actions 12 triggers · 25 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 Updated
Triggers when a contact in Salesmsg is created or updated.
- Missed Incoming Phone Call
Triggers when an incoming phone call to your Salesmsg number is missed.
- New Contact
Triggers when a new contact is created in Salesmsg.
- New Contact Opted-Out
Triggers when a contact in Salesmsg is opted out of text messaging.
- New or Updated Conversation
Triggers when an open Salesmsg conversation starts or gets a new message (its latest message time changes). Returns the conversation, including its contact and inbox, not the message text.
- New Phone Call Received
Triggers when a new incoming phone call is logged in Salesmsg call history.
- New Text Message Sent
Triggers when a text message is sent from your Salesmsg account.
- Tag Added to Contact
Triggers when the chosen tag is added to a contact.
- Add Tag to Contact
Adds an existing tag to a Salesmsg contact.
- Create Note
Creates a note on a Salesmsg contact.
- Create or Update Contact
Creates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email.
- Delete contact
Deletes a contact from your Salesmsg account.
- Find Contact
Finds contacts whose name, email or phone number matches a search term.
- Find Salesmsg Member
Searches the members of your Salesmsg organization by name or email and returns the matches.
- Get contact
Returns a Salesmsg contact by its id, including its tags, notes and custom field values.
- Get conversation
Returns a conversation by its ID, including its contact participants, owner, assigned user, phone number, status dates and reassignment history.
- List conversations
Returns the conversations in the connected Salesmsg account that match a status filter, with each conversation's contact, owner and number details.
- List numbers
Returns the phone numbers in your Salesmsg account, optionally filtered by a search term or number IDs.
- List tags
Returns the tags in the Salesmsg account, with optional search, sorting and filtering by tag.
- List teams
Returns the teams (inboxes) in your Salesmsg organization, with each team's name, owner and phone number.
- Remove Tag From Contact
Removes a tag from a Salesmsg contact.
- Send a Group Text Message (SMS / MMS)
Sends the same SMS or MMS to several phone numbers from one Salesmsg inbox, one message per recipient.
- Update contact custom field
Updates the value of one custom field on a Salesmsg contact and returns the updated contact.
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
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Questions
ChargeDesk and Salesmsg, 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 Salesmsg when something happens in ChargeDesk?
Any of Salesmsg's 15 actions, including Create Note, Create or Update Contact, Send a Group Text Message (SMS / MMS) and Update contact custom field. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesmsg to ChargeDesk?
Yes. When something happens in Salesmsg, your agent can act in ChargeDesk too. This page covers both directions: Salesmsg's triggers and ChargeDesk's actions are listed here as well.
Do I have to build a connector for ChargeDesk or Salesmsg?
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 Salesmsg 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.