Integration
Connect Close and Meevo
When New Contact in Contact Smart View fires in Close, your agent runs Update Client Contact Fields in Meevo, or Client Created in Meevo 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 Meevo to do together?
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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 Meevo can do together
From Close to Meevo
When New Contact in Contact Smart View in Close
then Update Client Contact Fields in Meevo
From Meevo 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 Meevo
Triggers and actions 5 triggers · 128 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.
- Client Created
Triggers when a new client is added in Meevo.
- Client Updated
Triggers when a client is added or their details change in Meevo.
- Add Client Gallery Image
Insert a single Image into client gallery in Meevo.
- Book Appointment Service
Create an appointment book service in Meevo.
- Cancel Booked Service
Cancel an appointment book service in Meevo.
- Check In Booked Service
Check-in an appointment book service in Meevo.
- Confirm Appointment
Confirm an appointment in Meevo.
- Count Active Clients
Get a count of the active clients in Meevo.
- Count Active Employees
Get a count of the active employees in Meevo.
- Create Client
Insert a single client profile in Meevo.
- Create Client Visit Note
Insert a single client visit note on the client profile in Meevo.
- Find Client Memberships
Get details about client memberships according to criteria in Meevo.
- Find Clients
Get details about clients based on filter in Meevo.
- Find Employees
Get employee details by Employee ID or email in Meevo.
- Find Gift Cards by Number
Get a list of gift cards by gift card numbers in Meevo.
- Find Services by ID
Get detailed information about services by Ids in Meevo.
- Get Appointment
Get details about an appointment in Meevo.
- Get Appointment Cancellation Reason
Get details about an appointment cancellation reason in Meevo.
- Get Appointment Category
Get details about an appointment category in Meevo.
- Get Booked Service
Get details about a booked service in Meevo.
- Get Business Information
Get basic information about the business in Meevo.
- Get Client
Get details about a single client in Meevo.
- Get Client Membership Status
Get the status of a single client membership in Meevo.
- Get Client Points
Get number of points and point value for a given client id in Meevo.
- Get Client User-Defined Fields
Get the active UDFs by clients in Meevo.
- Get Employee
Get details about a single employee in Meevo.
- Get Employee Security
Get employee's security in Meevo.
- Get Employee Service Pricing
Get the specified employee's pricing for the specified service in Meevo.
- Get Enum Values
Get available values for a specific enum by searching for potential value or enum name in Meevo.
- Get Gift Card Type
Get details about a single gift card type definition in Meevo.
- Get Latest Entity Change
Request a single changed entity entry for a given entity type and ID in Meevo.
- Get Location
Get details about a single location in Meevo.
- Get Membership
Get details about a single membership definition in Meevo.
- Get Package
Get details about a single package definition in Meevo.
- Get Product
Get details about a single product definition in Meevo.
- Get Product Category
Get details about a product category, including all subcategories in Meevo.
- Get Service
Get details about a single service definition in Meevo.
- List Appointment Cancellation Reasons
Get a list of appointment cancellation reasons in Meevo.
- List Appointment Categories
Get a list of appointment categories in Meevo.
- List Appointment Services
Get a list of services for a booked appointment in Meevo.
- List Client Booked Services
Get a list of services for a client in Meevo.
- List Client Gift Cards
Get a pageable list of gift cards owned by the defined client in Meevo.
- List Client Packages
Get packages owned by the defined client in Meevo.
- List Clients
Get a pageable list of clients in Meevo.
- List Client Sale History
Get a pageable list of client sale history in Meevo.
- List Client Types
Get a pageable list of client types in Meevo.
- List Client Visit Notes
Get a pageable list of a client's visit notes in Meevo.
- List eGifts
Get a list of eGifts by IDs in Meevo.
- List Employees
Get a pageable list of employees in Meevo.
- List Employee Services
Get a pageable list of services the employee is configured to perform in Meevo.
- List Entity Changes
Request a page of changes for a given entity type in Meevo.
- List Gift Cards
Get a pageable list of gift cards by criteria in Meevo.
- List Gift Card Types
Get a list of gift card types in Meevo.
- List Image Gallery Categories
Get a list of all active image categories for a location in Meevo.
- List Locations
Get a pageable list of locations in Meevo.
- List Memberships
Get a pageable list of membership definitions in Meevo.
- List Packages
Get details on all package definitions in Meevo.
- List Payment Types
Get a list of all payment types for a location in Meevo.
- List Product Categories
Get a pageable list of product categories in Meevo.
- List Products
Get a pageable list of products in Meevo.
- List Referral Types
Get a pageable list of referral types in Meevo.
- List Service Add-ons
Get a list of available addons for a service with required and optional separation in Meevo.
- List Service Categories
Get a pageable list of service categories in Meevo.
- List Service Employee Pricing
Get a list of what each employee charges for this service in Meevo.
- List Services
Get a pageable list of services in Meevo.
- List Visit Note Types
Get a pageable list of visit note types in Meevo.
- Opt Appointment Out of Confirmation
Set the confirmation status to confirmation opt-out for this appointment only in Meevo.
- Record Appointment Contact Attempt
Set the confirmation status to a contact attempt with message left in Meevo.
- Unconfirm Appointment
Unconfirm an appointment in Meevo.
- Update Appointment
Update an appointment in Meevo.
- Update Booked Service
Update an appointment book service in Meevo.
- Update Booked Service (Bypass Conflicts)
Update an appointment book service bypassing conflict checks in Meevo.
- Update Client
Update information about a single client in Meevo.
- Update Client Contact Fields
Update specific fields of a client profile in Meevo.
- Update Client Visit Note
Update a single client visit note on the client profile in Meevo.
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 Meevo, 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 Meevo when something happens in Close?
Any of Meevo's 73 actions, including Create Client, Create Client Visit Note, Update Appointment and Update Booked Service. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Meevo to Close?
Yes. When something happens in Meevo, your agent can act in Close too. This page covers both directions: Meevo's triggers and Close's actions are listed here as well.
Do I have to build a connector for Close or Meevo?
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 Meevo 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.