Integration
Connect ChargeDesk to Teamgate
When Charge Created fires in ChargeDesk, your agent runs Create Deal in Teamgate. 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 Teamgate 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 Teamgate
When Charge Created in ChargeDesk
then Create Deal in Teamgate
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 Teamgate
Triggers and actions 4 triggers · 45 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 Activity
Creates a new activity.
- Create Company
Creates a new company.
- Create Deal
Creates a new deal in Teamgate.
- Create Lead
Creates a new lead in Teamgate. A lead is either a person (give a Name) or a company (give a Company Name or Company ID).
- Create Note
Creates a note in Teamgate, optionally linked to products, companies, deals or leads.
- Create Person
Creates a new person (contact) in Teamgate.
- Create Product
Creates a new product.
- Delete Activity
Deletes an activity (task, call or note) in Teamgate.
- Delete Company
Deletes a company in Teamgate by its ID.
- Delete Deal
Delete a deal by id.
- Delete Lead
Deletes a lead in Teamgate by its ID.
- Delete Note
Deletes a note in Teamgate.
- Delete Person
Delete a person by id.
- Delete Product
Delete a product by id.
- Find Company
Returns the companies whose name matches the given name (exact or contains), optionally narrowed by code or VAT code.
- Find Deal
Returns the deals whose name matches the specified name, optionally narrowed by status.
- Find Lead
Finds Teamgate leads by name, optionally narrowed by company, source, industry or status.
- Find Person
Find people in Teamgate by name, optionally narrowed by source, industry or job title.
- Find Product
Finds a product give.
- Get Activity
Retrieve details of a single activity by id.
- Get Company
Retrieve details of a single organization (company) by id.
- Get Deal
Retrieve details of a single deal by id.
- Get Lead
Retrieve details of a single lead by id.
- Get Note
Retrieve details of a single note by id.
- Get Person
Retrieves a single person from Teamgate by id, including custom field values.
- Get Product
Retrieve a single Teamgate product by id, including its custom field values.
- List Activities
Retrieve all activities.
- Update Activity
Update fields of an existing activity by id.
- Update Cart Products Status
Sets every product in a deal's cart active (in stock) or inactive (out of stock).
- Update Company
Update existing company.
- Update Deal
Update existing deal.
- Update Lead
Updates an existing lead in Teamgate. Only the fields you fill in are changed.
- Update Note
Updates the text or linked records of an existing Teamgate note.
- Update Person
Update existing person.
- Update Product
Update existing product.
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 Teamgate, 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 Teamgate when something happens in ChargeDesk?
Any of Teamgate's 35 actions, including Create Activity, Create Company, Create Deal and Create Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Teamgate to ChargeDesk?
Teamgate has no triggers in the catalog today, so automations start in ChargeDesk. If you need the other direction, ask: your agent reads Teamgate's API documentation and adds it.
Do I have to build a connector for ChargeDesk or Teamgate?
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 Teamgate 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.