Integration
Connect ClientSuccess and Nifty
When New Client fires in ClientSuccess, your agent runs Create Document in Nifty, or New Doc in Nifty to Create Contact in ClientSuccess. 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 ClientSuccess and Nifty 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 ClientSuccess and Nifty can do together
From ClientSuccess to Nifty
When New Client in ClientSuccess
then Create Document in Nifty
From Nifty to ClientSuccess
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 ClientSuccess and Nifty
Triggers and actions 16 triggers · 27 actions
- New Client
Triggers when a new client is added in ClientSuccess.
- New Contact
Triggers when a new contact is created in ClientSuccess.
- New Contract
Triggers when a new contract is added to a ClientSuccess client.
- New Pulse
Triggers when a new pulse is recorded on a ClientSuccess client.
- New Task
Triggers when a new task is added in ClientSuccess.
- Create Client
Creates a new client (customer account) in ClientSuccess.
- Create Contact
Creates a new contact on a ClientSuccess client.
- Create Contract
Creates a new contract for a ClientSuccess client.
- Create Engagement Interaction
Logs an engagement interaction (client note) on a ClientSuccess client.
- Create Pulse
Records a new pulse (health sentiment) on a ClientSuccess client.
- Create Task
Creates a new task in ClientSuccess, optionally tied to a client.
- Find Client by External ID
Finds ClientSuccess clients whose external system ID matches the one given.
- Find Client by ID
Returns one ClientSuccess client by its UUID.
- Find Contact
Finds ClientSuccess contacts by email, name or client.
- Update Task
Updates a ClientSuccess task's name, description, due date or completion; only the fields you fill in change.
- New Doc
Triggers when a new doc is created.
- New File
Triggers when a new file is uploaded.
- New Message
Triggers when a new message is sent.
- New Milestone
Triggers when a new milestone is created.
- New Portfolio
Triggers when a new portfolio is created.
- New Project
Triggers when a new project is created.
- New Status
Triggers when a new status is created.
- New Subtask
Triggers when a new subtask is created.
- New Tag
Triggers when a new tag is created.
- New Task
Triggers when a new task is created.
- Task Is Completed
Triggers when a task is completed.
- Create Document
Creates a Nifty document in a project, optionally seeding its body from Markdown.
- Create File
creates a file record in a project from text content (or a URL), firing file.created.
- Create Milestone
Creates a milestone (a date-spanning list shown on the project roadmap) in a Nifty project.
- Create Portfolio
Creates a portfolio (a team-level grouping of projects) in Nifty.
- Create Project
Creates a new project.
- Create Status
Creates a status column (Kanban column / list stage) in a Nifty project.
- Create Subtask
Creates a new subtask.
- Create Tag
Creates a tag (called a label in the Nifty API) that can be applied across the workspace to tasks, documents, files and more.
- Create Task
Creates a new task.
- Create Upload URL
Returns a presigned upload URL and storage key for a new file. Upload the bytes to the URL, then pass the key to Create File.
- Get Document
Retrieve a single Nifty document's details (name, project, access type, author, timestamps). The document body is not included.
- Get Message
Retrieve a single Nifty message (chat message or comment) by its ID.
- Get Milestone
Retrieve a single milestone by its id, including its custom-field values.
- Get Project
Retrieve a single Nifty project by its id, including its custom-field values and any related records you ask to expand.
- Get Status
Retrieve a single Nifty status column by its id.
- Get Tag
Retrieves a single tag (Nifty label) by id.
- Send Message
Posts a message in Nifty: into a chat, as a comment on a task, document, file or annotation, as a reply to another message, or as a direct message to a team member.
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
ClientSuccess and Nifty, answered
What can start an automation from ClientSuccess?
Any of ClientSuccess's 5 triggers in the catalog, including New Client, New Contact, New Contract and New Pulse. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Nifty when something happens in ClientSuccess?
Any of Nifty's 17 actions, including Create Document, Create File, Create Milestone and Create Portfolio. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Nifty to ClientSuccess?
Yes. When something happens in Nifty, your agent can act in ClientSuccess too. This page covers both directions: Nifty's triggers and ClientSuccess's actions are listed here as well.
Do I have to build a connector for ClientSuccess or Nifty?
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 ClientSuccess and Nifty 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.