Integration
Connect Clockwork Recruiting and Sage CRM
When New Candidacy fires in Clockwork Recruiting, your agent runs Create Lead in Sage CRM, or New Case in Sage CRM to Create Person Website in Clockwork Recruiting. 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 Clockwork Recruiting and Sage CRM to do together?
Ask the assistant
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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 Clockwork Recruiting and Sage CRM can do together
From Clockwork Recruiting to Sage CRM
When New Candidacy in Clockwork Recruiting
then Create Lead in Sage CRM
When New Person Record in Clockwork Recruiting
then Create Person in Sage CRM
From Sage CRM to Clockwork Recruiting
When New Case in Sage CRM
then Create Person Website in Clockwork Recruiting
When New Company in Sage CRM
then Update a Company in Clockwork Recruiting
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 Clockwork Recruiting and Sage CRM
Triggers and actions 11 triggers · 86 actions
Trigger
Candidate Status ChangeTriggers when a candidate's status changes on the chosen project.
Trigger
New CandidacyTriggers when a new candidate is added to the chosen project.
Trigger
New Person RecordTriggers when a new person record is added to your Clockwork firm.
Trigger
Updated CandidacyTriggers when any candidacy on the chosen project is updated.
Trigger
Updated Person RecordTriggers when a person record in your Clockwork firm is updated.
Trigger
Updated Person With VerbosityTriggers when a person record is updated, returning the person with their preferred email, phone, LinkedIn, address, primary position and tags.
Action
Create Person WebsiteCreate Person Website
Action
Delete a CandidateReturn status message
Action
Delete a PersonDelete Person.
Action
Delete a Person AddressDelete Address.
Action
Delete a Person AttachmentDelete attachment.
Action
Delete a Person CompensationDelete Compensation.
Action
Delete a Person EmailDelete EmailAddress.
Action
Delete a Person LinkedinDelete LinkedinUrl.
Action
Delete a Person NoteDelete Note.
Action
Delete Person EducationDelete Education.
Action
Delete Person Phone NumberDelete Phone Number.
Action
Delete Person PositionDelete Position.
Action
Delete Person WebsiteDelete Web Site.
Action
Find a CandidateReturns a single candidacy and the associated metadata.
Action
Find a CompanyReturns a single company and the associated metadata.
Action
Find a PersonReturns a single person and the associated metadata.
Action
Find a Person AddressReturns a single address and the associated metadata.
Action
Find a Person AttachmentReturns a single attachment.
Action
Find a Person CompensationReturns a single compensation and the associated metadata.
Action
Find a Person EmailReturns a single email address and the associated metadata.
Action
Find a Person NoteReturns a single note and the associated metadata.
Action
Find a ProjectReturns a single project and the associated metadata.
Action
Find a Project AdminReturns the project settings
Action
Find a Project ClientReturns a single client and the associated metadata.
Action
Find a Project UserReturns a single user and the associated metadata.
Action
Find a SchoolReturns a single school and the associated metadata.
Action
Find a TagReturns a single tag and the associated metadata.
Action
Find Person EducationReturns a single education and the associated metadata.
Action
Find Person LinkedinReturns a single linkedin_url and the associated metadata.
Action
Find Person Phone NumberReturns a single phone_number and the associated metadata.
Action
Find Person PositionReturns a single position and the associated metadata.
Action
Find Person WebsiteReturns a single web site and the associated metadata.
Action
Get All CompaniesReturns paginated companies data. Optionally filter the list by `name`, `do_not_contact`, and/or `associated_to_project`. Filters can be combined; omitting all of them returns every company.
Action
Get All PeopleReturns the list of all People of a Firm
Action
Get All SchoolsReturns paginated schools data
Action
Get All TagsReturns the tags defined in your Clockwork firm.
Action
People SearchReturns the list of all People of a Firm
Action
Update a CandidateReturn updated candidate
Action
Update a CompanyReturns a single company and the associated metadata.
Action
Update a Person EducationReturns a single education and the associated metadata.
Action
Update a TagReturns a single tag and the associated metadata.
Action
Update PersonReturns a single person and the associated metadata.
Action
Update Person AddressReturns a single address and the associated metadata.
Action
Update Person CompensationReturns a single compensation and the associated metadata.
Action
Update Person EmailReturns a single email address and the associated metadata.
Action
Update Person LinkedinReturns a single linkedin_url and the associated metadata.
Action
Update Person NoteReturns a single note and the associated metadata.
Action
Update Person Phone NumberReturns a single phone_number and the associated metadata.
Action
Update Person PositionReturns a single position and the associated metadata.
Action
Update Person WebsiteReturns a single web site and the associated metadata.
Action
Update SchoolReturns a single school and the associated metadata.
Trigger
New CaseTriggers when a new case is created in Sage CRM.
Trigger
New CompanyTriggers when a new company is created in Sage CRM.
Trigger
New LeadTriggers when a new lead is created in Sage CRM.
Trigger
New OpportunityTriggers when a new opportunity is created in Sage CRM.
Trigger
New PersonTriggers when a new person is created in Sage CRM.
Action
Create CaseCreates Sage CRM case record.
Action
Create CommunicationCreates Sage CRM communication record.
Action
Create CompanyCreates Sage CRM company record.
Action
Create LeadCreates Sage CRM lead record.
Action
Create NoteCreates Sage CRM note record.
Action
Create OpportunityCreates Sage CRM opportunity record.
Action
Create PersonCreates Sage CRM person record.
Action
Delete CaseDeletes Sage CRM case record.
Action
Delete CommunicationDeletes Sage CRM communication record.
Action
Delete CompanyDeletes Sage CRM company record.
Action
Delete LeadDeletes Sage CRM lead record.
Action
Delete NoteDeletes Sage CRM note record.
Action
Delete OpportunityDeletes Sage CRM opportunity record.
Action
Delete PersonDeletes Sage CRM person record.
Action
Get CaseReturns one Sage CRM case record.
Action
Get CommunicationReturns one Sage CRM communication record.
Action
Get CompanyReturns one Sage CRM company record.
Action
Get LeadReturns one Sage CRM lead record.
Action
Get NoteReturns one Sage CRM note record.
Action
Get OpportunityReturns one Sage CRM opportunity record.
Action
Get PersonReturns one Sage CRM person record.
Action
List CasesReturns Sage CRM case records.
Action
List CommunicationsReturns Sage CRM communication records.
Action
List CompaniesReturns Sage CRM company records.
Action
List LeadsReturns Sage CRM lead records.
Action
List NotesReturns Sage CRM note records.
Action
List OpportunitiesReturns Sage CRM opportunity records.
Action
List PeopleReturns Sage CRM person records.
Action
Update CaseUpdates Sage CRM case record.
Action
Update CommunicationUpdates Sage CRM communication record.
Action
Update CompanyUpdates Sage CRM company record.
Action
Update LeadUpdates Sage CRM lead record.
Action
Update NoteUpdates Sage CRM note record.
Action
Update OpportunityUpdates Sage CRM opportunity record.
Action
Update PersonUpdates Sage CRM person record.
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
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Questions
Clockwork Recruiting and Sage CRM, answered
What can start an automation from Clockwork Recruiting?
Any of Clockwork Recruiting's 6 triggers in the catalog, including New Candidacy, New Person Record, Updated Candidacy and Updated Person Record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sage CRM when something happens in Clockwork Recruiting?
Any of Sage CRM's 35 actions, including Create Case, Create Communication, Create Company and Create Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sage CRM to Clockwork Recruiting?
Yes. When something happens in Sage CRM, your agent can act in Clockwork Recruiting too. This page covers both directions: Sage CRM's triggers and Clockwork Recruiting's actions are listed here as well.
Do I have to build a connector for Clockwork Recruiting or Sage CRM?
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 Clockwork Recruiting and Sage CRM 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.