Integration
Connect Cliengo and Katana
When Cliente Nuevo/Actualizado - New/Updated Customer fires in Cliengo, your agent runs Create Customer in Katana, or New Customer in Katana to Actualizar Cliente / Update Customer in Cliengo. 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 Cliengo and Katana 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)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 Cliengo and Katana can do together
From Cliengo to Katana
When Cliente Nuevo/Actualizado - New/Updated Customer in Cliengo
then Create Customer in Katana
From Katana to Cliengo
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 Cliengo and Katana
Triggers and actions 4 triggers · 41 actions
- Cliente Nuevo/Actualizado - New/Updated Customer
Triggers when a Cliengo contact (customer) is created or updated.
- Nuevo Cliente - New Customer
Triggers when a new contact (customer) is created in Cliengo.
- Actualizar Cliente / Update Customer
Updates an existing Cliengo contact's name, email, phone, status or assigned agent.
- Add conversation
Creates a new conversation in the Cliengo inbox on a given channel for a visitor.
- Assign conversation to operator
Assigns a conversation to an operator and returns the updated conversation.
- Buscar Agente / Search Agent
Finds agents (users/operators) in your Cliengo account whose name or email matches the text you enter.
- Buscar Contacto / Search Customer
Searches your Cliengo contacts by name, email, phone or other filters and returns the matching contacts.
- Close conversation
Closes a Cliengo inbox conversation, recording whether it resulted in a lead.
- Crear Cliente / Create Customer
Creates a new contact (customer) in Cliengo on the chosen channel.
- Delete contact
Deletes a contact from your Cliengo account.
- Get contact
Returns a single Cliengo contact (lead) by its id, including its status, rating, channel and campaign attribution.
- Get conversation
Returns a single inbox conversation by its ID, including channel, status, assignment, phase, tags and participants.
- List channels
Returns all active channels on the Cliengo account (websites, WhatsApp, Facebook, Instagram), each with its connection status and assigned chatbot.
- List conversation messages
Returns the messages of a Cliengo conversation in chronological order, optionally including system command events.
- List phases
Returns every phase (pipeline stage) of the conversation inbox, with its name and position.
- List tags
Returns every operator tag defined in the Cliengo account, with its name and color.
- List users
Returns the users (agents and operators) of your Cliengo company, with their name, email, role and active status.
- List WhatsApp templates
Returns the WhatsApp message templates (approved, pending and rejected) of a WhatsApp channel.
- Send message
Sends a message (text, image, command or note) into a Cliengo conversation on behalf of an operator, the chatbot or the visitor.
- Send WhatsApp template message
Sends an approved WhatsApp template message to one or more recipients through a WhatsApp Business channel.
- Update conversation phase
Moves a conversation to the chosen phase of your pipeline.
- New Customer
Triggers when a new customer is created in Katana.
- New Sales Order
Triggers when a new sales order is created in Katana.
- Add manufacturing order
Creates a manufacturing order in Katana for a product variant at a location. Recipe and operation rows are added automatically from the product's recipe.
- Add material
Creates a material in Katana, with one or more variants, and returns the new material.
- Add product
Creates a product in Katana with one or more variants, including its unit of measure, category, and sell/make/buy settings.
- Add purchase order
Creates a purchase order for a supplier, together with its line items, in Katana.
- Create Customer
Creates a customer in Katana.
- Create Sales Order
Creates a sales order in Katana for a customer with one product variant line.
- Delete customer
Deletes a customer from Katana by its ID.
- Delete sales order
Deletes a single sales order in Katana by its ID.
- Find Customer
Finds Katana customers matching a name, email or phone number.
- Get manufacturing order
Returns the details of a manufacturing order, including its status, quantities, costs, dates and custom field values.
- Get product
Returns a Katana product by its ID, including its variants and configuration options.
- Get purchase order
Returns a purchase order by its ID, including its rows, totals, status and custom field values.
- Get Sales Order
Returns one Katana sales order by its ID.
- List customers
Returns the customers in your Katana account, most recent first, optionally filtered by name, email, company, category and date ranges.
- List inventory
Returns current inventory levels per variant and location, optionally filtered by location or variant.
- List manufacturing orders
Returns manufacturing orders, most recent first, optionally filtered by status, order number, location, linked sales order, or created/updated date ranges.
- List products
Returns the products in your Katana account, most recent first, optionally filtered by name, unit of measure, flags, supplier or date ranges.
- List purchase orders
Returns the purchase orders in your Katana account, most recent first, optionally filtered by status, supplier, location, order number and date ranges.
- List sales orders
Returns the sales orders in your Katana account, most recent first, optionally filtered by customer, status, location, dates and more.
- Update Customer
Updates an existing Katana customer. Only the fields you fill in are changed.
- Update product
Updates an existing Katana product. Only the fields you fill in are changed; everything else is left as it is.
- Update sales order
Updates an existing Katana sales order. Only the fields you fill in are changed; everything else is left as is.
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
Cliengo and Katana, answered
What can start an automation from Cliengo?
Any of Cliengo's 2 triggers in the catalog, including Cliente Nuevo/Actualizado - New/Updated Customer and Nuevo Cliente - New Customer. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Katana when something happens in Cliengo?
Any of Katana's 22 actions, including Create Customer, Create Sales Order, Update Customer and Update product. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Katana to Cliengo?
Yes. When something happens in Katana, your agent can act in Cliengo too. This page covers both directions: Katana's triggers and Cliengo's actions are listed here as well.
Do I have to build a connector for Cliengo or Katana?
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 Cliengo and Katana 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.