Integration
Connect Climbo 2.0 and Sure Send
When New Charge fires in Climbo 2.0, your agent runs Create Task in Sure Send, or New Appointment in Sure Send 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 Sure Send 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 Sure Send can do together
From Climbo 2.0 to Sure Send
When New Charge in Climbo 2.0
then Create Task in Sure Send
From Sure Send 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 Sure Send
Triggers and actions 14 triggers · 34 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 Appointment
Triggers when a new appointment is created in Sure Send.
- New Call
Triggers when a new call is logged in Sure Send.
- New Company
Triggers when a new company is created in Sure Send.
- New Email
Triggers when an email is sent or received in Sure Send.
- New Lead Assigned
Triggers when a person is assigned to the chosen user in Sure Send.
- New Note
Triggers when a new note is added in Sure Send.
- New Person
Triggers when a new person is created in Sure Send.
- New Task
Triggers when a new task is created in Sure Send.
- Person Stage Updated
Triggers when a person's pipeline stage changes in Sure Send; optionally only when they move into one stage.
- Tag Added to Contact
Triggers once when the chosen tag is added to a person in Sure Send.
- Updated Person
Triggers when a person is created or updated in Sure Send.
- Add Tags to Person
Adds one or more tags to an existing person in Sure Send.
- Create Appointment
Creates an appointment for a person in Sure Send.
- Create Call
Logs a phone call with a person in Sure Send.
- Create Company
Creates a company in Sure Send.
- Create Note
Adds a note to a person in Sure Send.
- Create Person
Creates a new person (contact or lead) in Sure Send. People are deduplicated by email.
- Create Task
Creates a follow-up task for a person in Sure Send.
- Find Company
Finds the first company in Sure Send matching a name, email or phone.
- Find or Create Company
Looks up a company in Sure Send by name and creates it only if no match exists, so you never get duplicates.
- Find or Create Person
Looks up a person in Sure Send by email or phone and creates them only if no match exists, so you never get duplicates.
- Find Person
Finds the first person in Sure Send matching an email, phone or name.
- Find Stage
Finds a pipeline stage in Sure Send by its name.
- Find Task
Finds the most recent task for a person in Sure Send.
- Update Company
Updates an existing company in Sure Send; only the fields you supply change.
- Update Person
Updates an existing person in Sure Send. Tags, emails and phones you supply are merged with the existing ones.
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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More into Sure Send
Questions
Climbo 2.0 and Sure Send, 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 Sure Send when something happens in Climbo 2.0?
Any of Sure Send's 15 actions, including Create Appointment, Create Call, Create Company and Create Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sure Send to Climbo 2.0?
Yes. When something happens in Sure Send, your agent can act in Climbo 2.0 too. This page covers both directions: Sure Send'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 Sure Send?
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 Sure Send 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.