Integration
Connect Climbo 2.0 and Copper
When New Charge fires in Climbo 2.0, your agent runs Create Lead in Copper, or New Activity in Copper to Add contact in Climbo 2.0. 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 Climbo 2.0 and Copper 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 Climbo 2.0 and Copper can do together
From Climbo 2.0 to Copper
When New Charge in Climbo 2.0
then Create Lead in Copper
From Copper to Climbo 2.0
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 Climbo 2.0 and Copper
Triggers and actions 20 triggers · 41 actions
- New Charge
Triggers when a new charge is made to one of your Climbo clients.
- New Client
Triggers when a new client is added to your Climbo agency.
- New Google Review
Triggers when a new Google review is posted for one of your Climbo client locations.
- Add Client
Creates a new client in your Climbo agency on the chosen plan and returns the new client.
- Add contact
Creates a contact in one of a client's locations, optionally tagging it with existing tags so it can be targeted by campaigns.
- Add location
Creates a new location under one of your clients and returns it with its review link already set up.
- Change Plan
Moves a Climbo client onto a different agency plan and returns the updated client.
- Change Status
Changes a Climbo client's subscription status (active, trialing, unpaid or paused) and returns the updated client.
- Delete Client
Deletes a client from your Climbo agency.
- Get Client
Finds a Climbo client by email and returns its details.
- Get location
Returns one location of a client: its name, address, connected review sites, review link, and overall rating and review count.
- Get plan
Returns one of your agency's plans with its name, location limit, prices, trial settings and the features it includes.
- List charges
Returns the recent charges billed to your agency's clients, with amount, status, card and refund details.
- List clients
Returns your agency's clients, optionally narrowed by plan, subscription status or email.
- List contacts
Returns the contacts of a Climbo location, with their tags and whether they have been contacted, optionally filtered by name, phone or email.
- List plans
Returns the plans your agency can offer to clients, with their prices, location limits, trial settings and included features.
- List private feedback
Returns the private feedback (written and video) left for one of a client's locations.
- List review invitations
Returns the review invitations sent for one of a client's locations, newest pages first, with the channel, category, recipient and send time of each.
- List reviews
Returns the reviews of a client's location, optionally only those from one review site such as Google or Yelp.
- Reply to private feedback
Sends an email reply to a customer's private feedback entry for a location and returns the updated feedback.
- Reply to review
Publishes a reply to a customer review on one of a client's locations.
- Send test webhook event
Sends a sample payload of the chosen Climbo event to a URL and returns how that address replied.
- New Activity
Triggers when a new activity is created.
- New Company
Triggers when a new Company is created in Copper.
- New Lead
Triggers when a Lead is created in Copper.
- New Opportunity
Triggers when an Opportunity is created in Copper.
- New Person
Triggers when a new Person is created in Copper.
- New Project
Triggers when a new Project is created in Copper.
- New Task
Triggers when a new Task is created in Copper.
- Updated Company
Triggers when a Person's Company is changed.
- Updated Contact Type
Triggers when a Person's Contact Type is changed.
- Updated Lead
Triggers when a Lead is changed.
- Updated Lead Status
Triggers when a Lead's status is changed.
- Updated Opportunity
Triggers when an Opportunity is changed.
- Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
- Updated Opportunity Status
Triggers when an Opportunity's status is changed.
- Updated Person
Triggers when a Person is changed.
- Updated Project
Triggers when a Project is changed.
- Updated Task
Triggers when a Task is changed.
- Associate to Project
This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
- Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
- Create Company
Creates a new Company.
- Create Lead
Creates a new Lead.
- Create Opportunity
Creates a new Opportunity.
- Create Person
Creates a new Person.
- Create Project
Creates a new Project.
- Create Task
Creates a new Task.
- Create/Update Company
Creates or Updates a Company depending on the match criteria.
- Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
- Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
- Create/Update Person
Creates or Updates a Person depending on the match criteria.
- Create/Update Project
Creates or Updates a Project depending on the match criteria.
- Search for a Company
Searches for an existing company in Copper.
- Search for an Activity
Searches for an existing activity in Copper.
- Search for a Opportunity
Searches for an existing opportunity in Copper.
- Search for a Person
Searches for an existing person in Copper.
- Search for a Project
Searches for an existing project in Copper.
- Update Company
Updates a Company depending on the match criteria.
- Update Opportunity
Updates an Opportunity based off of a match criteria.
- Update Person
Updates a Person depending on the match criteria.
- Update Project
Updates a Project depending on the match criteria.
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
Climbo 2.0 and Copper, answered
What can start an automation from Climbo 2.0?
Any of Climbo 2.0's 3 triggers in the catalog, including New Charge, New Client and New Google Review. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Copper when something happens in Climbo 2.0?
Any of Copper's 22 actions, including Create Activity, Create Company, Create Lead and Create Opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Copper to Climbo 2.0?
Yes. When something happens in Copper, your agent can act in Climbo 2.0 too. This page covers both directions: Copper's triggers and Climbo 2.0's actions are listed here as well.
Do I have to build a connector for Climbo 2.0 or Copper?
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 Climbo 2.0 and Copper 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.