Integration
Connect ClientSuccess to Red Spot Interactive
When New Client fires in ClientSuccess, your agent runs Add appointment in Red Spot Interactive. 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 Red Spot Interactive 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 can start in Red Spot Interactive
When New Client in ClientSuccess
then Add appointment in Red Spot Interactive
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 Red Spot Interactive
Triggers and actions 5 triggers · 19 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.
- Add appointment
Books an open appointment slot for a patient at the practice and returns the new appointment's id.
- Add patient
Creates a patient record in the practice's scheduling system and returns the new patient's id, which can be used right away to book an appointment.
- Find patients
Returns the patient records that match the first name, last name, date of birth, phone or last-updated filters you provide.
- Find slots
Returns the open appointment slots for a visit type and procedure at a location, either the nearest available times or those on the days you specify.
- Get appointment
Returns one appointment with its time, status, patient, provider, location, visit type and procedure. An error occurs if the appointment is not found.
- List locations
Returns all of the practice's active locations shown for online scheduling, with their names and addresses.
- List procedures
Returns the practice's active procedures shown for online scheduling, with each procedure's id and patient-facing name.
- List providers
Returns the practice's active providers shown for online scheduling, optionally only those practicing at one location.
- List visit types
Returns all of the practice's visit types, such as new patient or established patient.
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 Red Spot Interactive, 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 Red Spot Interactive when something happens in ClientSuccess?
Any of Red Spot Interactive's 9 actions, including Add appointment, Add patient, Find patients and Find slots. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Red Spot Interactive to ClientSuccess?
Red Spot Interactive has no triggers in the catalog today, so automations start in ClientSuccess. If you need the other direction, ask: your agent reads Red Spot Interactive's API documentation and adds it.
Do I have to build a connector for ClientSuccess or Red Spot Interactive?
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 Red Spot Interactive 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.