Integration
Connect Close and Klaviyo
When New Contact in Contact Smart View fires in Close, your agent runs Add Categories to Catalog Item in Klaviyo, or New Event in Klaviyo to Add Address to Lead in Close. 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 Close and Klaviyo 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)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 Close and Klaviyo can do together
From Close to Klaviyo
When New Contact in Contact Smart View in Close
then Add Categories to Catalog Item in Klaviyo
From Klaviyo to Close
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 Close and Klaviyo
Triggers and actions 5 triggers · 185 actions
- New Contact in Contact Smart View
Triggers when a new contact appears in the selected contact Smart View.
- New Lead in Smart View
Triggers when a new lead appears in the selected Close lead Smart View, newest leads first.
- New Note
Triggers when a new note is added to a lead in Close.
- Add Address to Lead
Adds a new address to an existing Close lead, keeping the lead's current addresses, and returns the updated lead.
- Add User
Adds a user to your Close organization by email, provisioning a new Close user if one does not exist, and returns the new membership.
- Create Bulk Action
Starts a bulk edit in Close that sets a lead status, or sets or clears a custom field, on every record matching a search. Returns the bulk edit job and its status.
- Create Bulk Email
Starts a bulk email in Close that sends an email template to every lead matching a search query. Returns the bulk email job with its id and status.
- Create Bulk Workflow Subscription Action
Starts a bulk workflow (sequence) action in Close for every lead matching a search: subscribe them to a workflow, or pause or resume their existing workflow subscriptions. Returns the bulk action record and its processing status.
- Create Contact
Creates a contact in Close, on an existing lead or on a new lead named after the contact, including any contact custom fields.
- Create Custom Activity
Creates a custom activity of a chosen type on a Close lead, optionally tied to a contact, and returns the new activity.
- Create Export
Starts an export of Close leads (optionally narrowed by an Advanced Filtering query) to a CSV or JSON file, and returns the export job. Close emails a download link when the export is done.
- Create Lead
Creates a new lead in Close, optionally with nested contacts, addresses, a status and custom field values.
- Create Lead Smart View
Creates a Lead Smart View in Close: a saved lead search defined by an Advanced Filtering query, and returns the new Smart View.
- Create Note
Creates a note on a lead in Close, optionally tied to a contact, pinned, or with file attachments.
- Create Opportunity
Creates an opportunity in Close, optionally on an existing lead, with its value, status, pipeline, owner, note and custom fields.
- Create SMS
Creates an SMS activity on a Close lead: log a received or sent text, save a draft, schedule one, or send it immediately from one of your Close phone numbers.
- Create Task
Creates a to-do task on a Close lead, optionally tied to one of the lead's contacts, assigned to a user and given a due date.
- Create WhatsApp Message
Logs a WhatsApp message activity on a Close lead and contact, with its text, direction, phone numbers and optional attachments.
- Delete Email
Deletes an email activity from Close.
- Delete Email Address From Contact
Removes one email address from a Close contact, keeping the contact's other email addresses.
- Delete Logged Call
Deletes a logged Call activity from Close.
- Export Activity Report to CSV
Runs a Close activity report (overview by time period or comparison by user) and returns it as CSV text.
- Find Call
Returns the call activities logged in Close that match the lead, contact, user, call IDs or date range you specify.
- Find Connected Account
Returns the email and calendar accounts a Close user has connected, such as Gmail, Outlook or Zoom accounts.
- Find Custom Activity
Returns the custom activities in Close that match the lead, contact, user, activity type or date criteria you specify.
- Find Custom Objects
Returns the custom object records attached to a lead, optionally limited to one custom object type.
- Find Group
Returns the Close groups whose name matches the name you supply, along with the first match.
- Find Lead
Returns up to 200 leads whose name, contacts, emails, phones or other text fields match the search text.
- Find Meetings
Returns the Meeting activities in Close that match the lead, contact, user, meeting ID and date filters you supply.
- Find Note
Returns the Note activities in Close that match the lead, contact, user, note IDs or date ranges you specify.
- Find Number of Leads in Smart View
Returns the number of leads that currently match a lead Smart View in Close.
- Find Opportunities
Returns the opportunities that match a search query and any of the chosen filters, such as lead, owner, status, value period or date ranges.
- Find Task
Returns the Close tasks that match the filters you supply, such as the lead, assignee, completion state, type or due date.
- Find WhatsApp Messages
Returns the WhatsApp message activities in Close that match the lead, contact, user, WhatsApp message id or date range you specify.
- Find Workflow Subscription
Returns the workflow (sequence) subscriptions for a workflow, contact or lead.
- Merge Two Leads
Merges one Close lead into another. The source lead's contacts, activities and opportunities move to the destination lead, and the source lead is removed.
- Resubscribe Email
Resubscribes an email address in Close by removing it from the organization's unsubscribed email list, so Close can send email to it again.
- Run Activity Overview Report
Runs a Close activity overview report and returns the chosen activity metrics for each time period in the range, plus totals for the whole range.
- Run Opportunity Funnel Report
Runs Close's opportunity funnel totals report for a pipeline, returning win rates, won and completed values, time to win and sales velocity, overall and per user.
- Run Sent Email Report
Returns sent email statistics for an organization — totals, opens and replies overall and per email template — optionally limited to a date range or user.
- Run Status Change Report
Runs Close's lead status change report, returning how many leads were in each lead status over a period and how leads moved between statuses.
- Select Random User
Picks one user at random from the members of your Close organization and returns that user's details — useful for round-robin style lead or task assignment.
- Unsubscribe Email
Unsubscribes an email address so Close no longer sends it email, for example when the person opted out of a mailing list elsewhere.
- Update Call
Updates an existing call activity in Close, such as its note, outcome, status or duration. Only the fields you fill in are changed.
- Update Contact
Updates an existing Close contact's name, title, lead, emails, phones, URLs, timezone or custom fields. Fields left blank keep their current values.
- Update Custom Activity
Updates an existing custom activity in Close: its contact, date, draft/published status, pinned state and custom field values.
- Update Lead
Updates an existing Close lead's name, description, website, status, addresses or custom fields. Fields left blank keep their current values.
- Update Lead Smart View
Renames a lead Smart View in Close or replaces the filter that decides which leads it lists.
- Update Note
Updates an existing note on a Close lead: its text, title, pinned state, contact, activity date or attachments. Fields left blank are not changed.
- Update Opportunity
Updates an existing opportunity in Close, changing only the fields you fill in, including your custom opportunity fields.
- New Event
Polling trigger. Fires when a new event (metric occurrence) is recorded, ordered by most-recent datetime.
- New or Updated Profile
Polling trigger. Fires when a profile is created or updated, ordered by most-recently updated.
- Add Categories to Catalog Item
Add Categories to Catalog Item
- Add Items to Catalog Category
Add Items to Catalog Category
- Add Profiles to List
Add Profiles to List
- Add Profile to List
Add an existing profile to a list by profile ID.
- Bulk Create Catalog Categories
Bulk Create Catalog Categories
- Bulk Create Catalog Items
Bulk Create Catalog Items
- Bulk Create Catalog Variants
Bulk Create Catalog Variants
- Bulk Create Coupon Codes
Bulk Create Coupon Codes
- Bulk Create Events
Bulk Create Events
- Bulk Delete Catalog Categories
Bulk Delete Catalog Categories
- Bulk Delete Catalog Items
Bulk Delete Catalog Items
- Bulk Delete Catalog Variants
Bulk Delete Catalog Variants
- Bulk Import Profiles
Bulk Import Profiles
- Bulk Subscribe Profiles
Bulk Subscribe Profiles
- Bulk Suppress Profiles
Bulk Suppress Profiles
- Bulk Unsubscribe Profiles
Bulk Unsubscribe Profiles
- Bulk Unsuppress Profiles
Bulk Unsuppress Profiles
- Bulk Update Catalog Categories
Bulk Update Catalog Categories
- Bulk Update Catalog Items
Bulk Update Catalog Items
- Bulk Update Catalog Variants
Bulk Update Catalog Variants
- Cancel Campaign Send
Cancel Campaign Send
- Clone Campaign
Clone Campaign
- Clone Template
Clone Template
- Create Back In Stock Subscription
Create Back In Stock Subscription
- Create Campaign
Create Campaign
- Create Campaign Clone
Create Campaign Clone
- Create Catalog Category
Create Catalog Category
- Create Catalog Item
Create Catalog Item
- Create Catalog Variant
Create Catalog Variant
- Create Coupon
Create Coupon
- Create Coupon Code
Create Coupon Code
- Create Event
Track an event for a profile (e.g. a custom metric like "Placed Order").
- Create Flow
Create Flow
- Create List
Create a new list.
- Create or Update Profile
Create a profile if it doesn't exist, otherwise update the matching profile (upsert by email/phone/id).
- Create Profile
Create a new profile. Errors if a profile with the email already exists.
- Create Segment
Create Segment
- Create Tag
Create Tag
- Create Template
Create Template
- Delete Campaign
Delete Campaign
- Delete Catalog Category
Delete Catalog Category
- Delete Catalog Item
Delete Catalog Item
- Delete Catalog Variant
Delete Catalog Variant
- Delete Coupon
Delete Coupon
- Delete Coupon Code
Delete Coupon Code
- Delete Flow
Delete Flow
- Delete List
Delete List
- Delete Segment
Delete Segment
- Delete Tag
Delete Tag
- Delete Template
Delete Template
- Get Campaign
Get Campaign
- Get Campaign Recipient Estimation
Get Campaign Recipient Estimation
- Get Campaigns
Get Campaigns
- Get Catalog Categories
Get Catalog Categories
- Get Catalog Category
Get Catalog Category
- Get Catalog Item
Get Catalog Item
- Get Catalog Items
Get Catalog Items
- Get Catalog Variant
Get Catalog Variant
- Get Catalog Variants
Get Catalog Variants
- Get Coupon
Get Coupon
- Get Coupon Code
Get Coupon Code
- Get Coupon Codes
Get Coupon Codes
- Get Coupons
Get Coupons
- Get Event
Get Event
- Get Events
Retrieve events, optionally filtered (e.g. by metric or profile).
- Get Flow
Get Flow
- Get Flows
Get Flows
- Get Flows Triggered by List
Get Flows Triggered by List
- Get Flows Triggered by Metric
Get Flows Triggered by Metric
- Get Flows Triggered by Segment
Get Flows Triggered by Segment
- Get Form
Get Form
- Get Forms
Get Forms
- Get Form Version
Get Form Version
- Get Image
Get Image
- Get Images
Get Images
- Get List
Get List
- Get List Profiles
Get all profiles that are members of a given list.
- Get Lists
Retrieve all lists in the account.
- Get Metric
Get Metric
- Get Metrics
Retrieve all metrics in the account.
- Get Profile
Get Profile
- Get Profile by Email
Fetch a single profile by its email address. Emits empty values if no profile is found.
- Get Profile by ID
Fetch a single profile by its Klaviyo profile ID.
- Get Profiles
List profiles, optionally filtered by email or other attributes.
- Get Push Tokens
Get Push Tokens
- Get Reviews
Get Reviews
- Get Segment
Get Segment
- Get Segment Profiles
Get all profiles in a given segment.
- Get Segments
Retrieve all segments in the account.
- Get Tag
Get Tag
- Get Tags
Get Tags
- Get Template
Get Template
- Get Templates
Get Templates
- Merge Profiles
Merge Profiles
- Query Campaign Values
Query Campaign Values
- Query Flow Series
Query Flow Series
- Query Flow Values
Query Flow Values
- Query Form Series
Query Form Series
- Query Form Values
Query Form Values
- Query Metric Aggregates
Query Metric Aggregates
- Query Segment Series
Query Segment Series
- Query Segment Values
Query Segment Values
- Refresh Campaign Recipient Estimation
Refresh Campaign Recipient Estimation
- Remove Categories from Catalog Item
Remove Categories from Catalog Item
- Remove Items from Catalog Category
Remove Items from Catalog Category
- Remove Profile from List
Remove a profile from a list by profile ID.
- Remove Profiles from List
Remove Profiles from List
- Remove Tag from Campaigns
Remove Tag from Campaigns
- Remove Tag from Flows
Remove Tag from Flows
- Remove Tag from Lists
Remove Tag from Lists
- Remove Tag from Segments
Remove Tag from Segments
- Render Template
Render Template
- Request Profile Deletion
Request Profile Deletion
- Send Campaign
Send Campaign
- Subscribe Profile
Subscribe a profile (email/SMS consent) to a given list.
- Suppress Profile
Suppress a profile from receiving email marketing (global suppression).
- Tag Campaigns
Tag Campaigns
- Tag Flows
Tag Flows
- Tag Lists
Tag Lists
- Tag Segments
Tag Segments
- Unsubscribe Profile
Unsubscribe a profile from email/SMS marketing for a given list.
- Update Campaign
Update Campaign
- Update Catalog Category
Update Catalog Category
- Update Catalog Item
Update Catalog Item
- Update Catalog Variant
Update Catalog Variant
- Update Categories for Catalog Item
Update Categories for Catalog Item
- Update Coupon
Update Coupon
- Update Coupon Code
Update Coupon Code
- Update Flow Status
Update Flow Status
- Update Image
Update a Klaviyo image. Reads the image first, overlays only the values you supply, then saves the merged result — so anything you leave blank keeps its current value.
- Update Items for Catalog Category
Update Items for Catalog Category
- Update List
Update List
- Update Profile
Update an existing profile by its Klaviyo profile ID.
- Update Segment
Update Segment
- Update Tag
Update Tag
- Update Template
Update Template
- Upload Image From File
Upload Image From File
- Upload Image From URL
Upload Image From URL
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
Close and Klaviyo, answered
What can start an automation from Close?
Any of Close's 3 triggers in the catalog, including New Contact in Contact Smart View, New Lead in Smart View and New Note. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Klaviyo when something happens in Close?
Any of Klaviyo's 138 actions, including Create Back In Stock Subscription, Create Campaign, Create Campaign Clone and Create Catalog Category. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Klaviyo to Close?
Yes. When something happens in Klaviyo, your agent can act in Close too. This page covers both directions: Klaviyo's triggers and Close's actions are listed here as well.
Do I have to build a connector for Close or Klaviyo?
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 Close and Klaviyo 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.