Integration
Connect Close to Manatal
When New Contact in Contact Smart View fires in Close, your agent runs Create Contact in Manatal. 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 Manatal to do together?
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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 can start in Manatal
When New Contact in Contact Smart View in Close
then Create Contact in Manatal
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 Manatal
Triggers and actions 3 triggers · 121 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 Call
Logs a call made outside Close's built-in calling as a Call activity on a lead, with optional direction, duration, note, recording and outcome.
- Create Call Task
Creates an outgoing call task in Close that reminds a user to call a specific contact on a lead.
- 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 Email
Creates an email activity on a Close lead: logs a received or sent email, saves a draft, schedules an email, or sends one immediately.
- 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 Contacts
Returns up to 200 Close contacts whose name, email, phone or other text fields match the search text, including each contact's custom field values.
- 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 User
Finds users in your Close organization by email address and/or name, returning the matching users.
- 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 Opportunity Report
Returns Close's opportunity status change report: how many opportunities were in, entered and left each status over a period, plus the transitions between statuses.
- 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.
- Toggle Forwarding on Phone Number
Turns call forwarding on or off for a Close phone number, optionally setting the number calls forward to and other phone number settings. Returns the updated phone number.
- 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.
- Update Workflow Subscription
Pauses or resumes a contact's workflow (sequence) subscription in Close by changing its status.
- Create a Candidate
Creates a new candidate in Manatal and returns the created candidate record.
- Create a Job
Creates a new job in Manatal, assigned to an organization.
- Create Candidate Attachment
Adds an attachment to a candidate in Manatal from a file URL, and returns the attachment that was created.
- Create Candidate Note
Adds a note to a candidate in Manatal and returns the created note.
- Create Candidate Resume
Uploads a resume file to a candidate in Manatal from a file link.
- Create Candidate Social Media
Adds a social media profile to a candidate and returns the created profile.
- Create Contact
Creates a contact in Manatal, linked to an organization.
- Create Contact Attachment
Adds a file attachment to a contact, using a link to the file, and returns the new attachment.
- Create Contact Note
Adds a note to a contact in Manatal.
- Create Job Attachment
Adds a file attachment to a job, given a link to the file, and returns the created attachment.
- Create Job Note
Creates a note on a job in Manatal and returns the new note.
- Create Match
Adds a candidate to a job in Manatal, creating a match between them.
- Create Match Attachment
Adds an attachment, given by a link to the file, to a match between a candidate and a job, and returns the created attachment.
- Create Match Note
Adds a note to a match, the link between a candidate and a job, and returns the created note.
- Create Organization
Creates a new organization (client company) in Manatal.
- Create Organization Attachment
Adds a file attachment, given by a link to the file, to an organization in Manatal and returns the created attachment.
- Create Organization Note
Creates a note on an organization in Manatal.
- Get Candidate
Returns a candidate by id, including their contact details, source, skills, tags, industries and custom field values.
- Get Candidate Attachment
Returns one attachment on a candidate, including its name, description and file link.
- Get Candidate Note
Returns a single note on a candidate, including its text, author and creation time.
- Get Candidate Social Media
Returns one social media profile saved on a candidate, including its network, web address, username and enrichment state. An error occurs if the profile is not found.
- Get Contact
Returns a contact by its id, including the organization it belongs to and its custom field values.
- Get Contact Attachment
Returns one attachment on a contact, including its name, description and a link to the file.
- Get Contact Note
Returns a single note on a contact, including its text, the user who wrote it and when it was created.
- Get Job
Returns a job by its id, including its position, status, salary, location and custom field values.
- Get Job Attachment
Returns a single attachment on a job, including its name, description and a link to the file.
- Get Job Note
Returns a single note on a job, including its text, author and creation time. An error occurs if the note is not found.
- Get Match
Returns a match (a candidate's link to a job) by its id, including its pipeline stage, key dates and custom field values.
- Get Match Attachment
Returns a single attachment on a match (a candidate's application to a job), including its name, description and file link.
- Get Match Note
Returns one note on a match, including its text, author and creation time.
- Get Organization
Returns a single organization by its id, including its custom field values.
- Get Organization Attachment
Returns one attachment on an organization, including its name, description and a link to the file.
- Get Organization Note
Returns one note on an organization, including its text, author and creation time.
- Retrieve Candidate Matches List
Returns every job match for a candidate, including each match's job, pipeline stage and key dates.
- Retrieve Job Matches List
Returns every candidate match for a job, including each match's pipeline stage and key dates.
- Search Candidate Attachments
Returns a candidate's attachments, optionally narrowed to those whose name contains the text you enter.
- Search Candidate Notes
Returns a candidate's notes, optionally only those whose text contains the words you enter.
- Search Candidate Resume
Returns the resumes on file for a candidate, each with its ID, file link and creation time.
- Search Candidate Social Media
Returns a candidate's social media profiles, optionally limited to one social network.
- Search Contact Attachments
Returns a contact's attachments, optionally narrowed to those whose name contains the text you enter.
- Search Contact Notes
Returns the notes on a contact, optionally only those containing the text you specify.
- Search Contacts
Searches your Manatal contacts by name, email, phone, organization or created/updated dates and returns the matching contacts.
- Search Job Attachments
Returns the attachments on a job, optionally narrowed to those whose name contains the text you provide.
- Search Job Notes
Returns the notes on a job, optionally only those whose text contains the words you specify.
- Search Jobs
Returns the jobs that match the search criteria you provide, such as position name, organization, status, location or date ranges.
- Search Match Attachments
Returns the attachments on a match (a candidate in a job pipeline), optionally only those whose name contains the text you give.
- Search Matches
Returns the matches (candidates linked to jobs) in your Manatal account that meet the filters you set, such as external id, pipeline stage, or hire, submit, interview, offer, drop, create and update dates.
- Search Match Notes
Returns the notes on a match, optionally narrowed to those containing the text you specify.
- Search Organization Attachments
Returns the attachments on a Manatal organization, optionally narrowed to those whose name contains the text you provide.
- Search Organization Notes
Returns the notes on a Manatal organization, optionally only those whose text contains the words you give.
- Search Organizations
Searches organizations by name, owner, address, website, external ID or date ranges and returns the matching organizations.
- Update Candidate
Updates an existing candidate by id, changing only the details you fill in, and returns the updated candidate.
- Update Candidate Attachment
Updates an existing attachment on a candidate, such as its name, file link or description.
- Update Candidate Note
Updates the text of an existing note on a candidate and returns the updated note.
- Update Contact
Updates an existing contact in Manatal. Only the fields you fill in are changed.
- Update Contact Attachment
Updates the name, file link, description or creator of an attachment on a contact and returns the updated attachment.
- Update Contact Note
Updates the text of an existing note on a contact and returns the updated note.
- Update Job
Updates an existing job in Manatal. Only the fields you fill in are changed.
- Update Job Attachment
Updates the name, file link, description or creator of an attachment on a job, and returns the updated attachment.
- Update Job Note
Updates the text of an existing note on a job and returns the updated note.
- Update Match
Updates an existing match (a candidate's application to a job) in Manatal, such as its owner, pipeline stage, status or key dates.
- Update Match Attachment
Updates the name, file link, description or creator of an attachment on a match.
- Update Match Note
Updates the text of an existing note on a match and returns the updated note.
- Update Organization
Updates an existing organization in Manatal, changing only the details you provide.
- Update Organization Attachment
Updates the name, file link, description or creator of an attachment on a Manatal organization and returns the updated attachment.
- Update Organization Note
Updates the text of an existing note on an organization in Manatal.
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
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Questions
Close and Manatal, 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 Manatal when something happens in Close?
Any of Manatal's 66 actions, including Create a Candidate, Create a Job, Create Candidate Attachment and Create Candidate Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Manatal to Close?
Manatal has no triggers in the catalog today, so automations start in Close. If you need the other direction, ask: your agent reads Manatal's API documentation and adds it.
Do I have to build a connector for Close or Manatal?
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 Manatal 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.