Integration
Connect Clust and PipelineDeals
When New Application Closed fires in Clust, your agent runs Create deal in PipelineDeals, or Updated person lead status in PipelineDeals to Create Contact in Clust. 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 Clust and PipelineDeals 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 Clust and PipelineDeals can do together
From Clust to PipelineDeals
When New Application Closed in Clust
then Create deal in PipelineDeals
When New Application Created in Clust
then Add project in PipelineDeals
From PipelineDeals to Clust
When Updated person lead status in PipelineDeals
then Create Contact in Clust
When Updated person lead status in PipelineDeals
then Update Contact in Clust
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 Clust and PipelineDeals
Triggers and actions 9 triggers · 53 actions
Trigger
New Application ClosedTriggers when an application is closed.
Trigger
New Application CreatedTriggers when a new application is created.
Trigger
New Application LateTriggers when an application passes its deadline.
Trigger
New Application Progress Stage ChangedTriggers when an application moves to a different stage.
Trigger
New Application SubmittedTriggers when an application is submitted.
Trigger
New ContactTriggers when a contact is created.
Trigger
New or Updated ApplicationTriggers when an application is created or changed.
Trigger
New or Updated Application ItemTriggers when an item of the chosen application is added or changes status (submitted, approved, completed).
Action
Approve Application ItemApproves an application item.
Action
Assign a New Stakeholder to RoleAdds a stakeholder to a role on an existing application.
Action
Close ApplicationCloses an application.
Action
Create ApplicationCreates an application from a template and invites the contact to fill it in.
Action
Create CompanyCreates a company.
Action
Create ContactCreates a contact.
Action
Create TagCreates a tag.
Action
Delete ApplicationDeletes an application.
Action
Delete ContactDeletes a contact.
Action
Find ApplicationsReturns applications matching a status, contact email, external ID or keyword.
Action
Find CompaniesReturns companies matching a keyword.
Action
Find ContactsReturns contacts matching an email or keyword.
Action
Get ApplicationReturns one application by ID.
Action
Get Application ItemReturns one application item with its content.
Action
Get CompanyReturns one company by ID.
Action
Get ContactReturns one contact by ID.
Action
Get TemplateReturns one application template by ID.
Action
List Application ItemsReturns the items (documents, forms, tasks) of an application.
Action
List TagsReturns the team's tags.
Action
List Team MembersReturns the team's users.
Action
List TemplatesReturns the application templates.
Action
Reopen ApplicationReopens a closed application.
Action
Submit ApplicationSubmits an application on the client's behalf.
Action
Update ApplicationUpdates an application's title, stage, deadline, external ID or contact details.
Action
Update ContactUpdates a contact.
Action
Update Form FieldSets the answer of one field in a form item of an application.
Trigger
Updated person lead statusTriggered when a person is updated to the specified lead status. Polls people sorted by most-recently-updated and surfaces each person's lead status.
Action
Add or update personAdds a new person if the email does not exist, otherwise updates the existing person.
Action
Add projectCreates a project in Pipeline CRM, optionally linking deals, companies, people and collaborators.
Action
Add tags to personAdds one or more tags to a person (matched by email). Separate multiple tags with commas.
Action
Create companyCreates a new company in PipelineDeals.
Action
Create dealCreates a new deal in PipelineDeals.
Action
Create personCreates a new person (contact) in PipelineDeals.
Action
Create person activityCreates a new activity (note) attached to a person if the email address is found. If the person has a single deal the activity is also attached to that.
Action
Create person activity (custom)Creates a new activity (note) attached to a person if the email address is found. If the person has a single deal the activity is also attached to that. If the person has multiple deals the activity is created without a deal attachment.
Action
Create person documentUploads a new document attached to a person if the email address is found. If the person has a single deal the document is also attached to that.
Action
Delete companyDeletes a company.
Action
Delete dealDeletes a deal.
Action
Delete noteDeletes a note.
Action
Delete personDeletes a person by ID.
Action
Find calendar entriesReturns the tasks and events on your calendar that match the filters you set, such as type, completion, date range, or the person, deal or company they are about.
Action
Find companiesFinds companies whose name matches the search text.
Action
Find dealsFinds deals whose name matches the search text.
Action
Find peopleFinds people (contacts and leads) matching the search text, name, email, phone, company, type and other criteria you supply. Returns up to 200 matching people.
Action
Find projectsFinds projects whose name contains the text you give, optionally narrowed by owner, status, archived state and dates. Returns the matching projects.
Action
Get companyReturns a company by ID.
Action
Get dealRetrieves a single deal by ID.
Action
Get noteReturns a single note (activity) by its id, including its content, category, linked deal, person or company, and comments.
Action
Get personRetrieves a single person by ID.
Action
Get projectReturns a project by its ID, including its associated deals, people, companies, milestones and custom field values.
Action
Update companyUpdates a company's name, phone or website.
Action
Update noteChanges the text of a note.
Action
Update personUpdates an existing person by ID in PipelineDeals.
Action
Update projectUpdates an existing project in Pipeline CRM, changing only the details you fill in.
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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Questions
Clust and PipelineDeals, answered
What can start an automation from Clust?
Any of Clust's 8 triggers in the catalog, including New Application Closed, New Application Created, New Application Late and New Application Progress Stage Changed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PipelineDeals when something happens in Clust?
Any of PipelineDeals's 27 actions, including Create company, Create deal, Create person and Create person activity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PipelineDeals to Clust?
Yes. When something happens in PipelineDeals, your agent can act in Clust too. This page covers both directions: PipelineDeals's triggers and Clust's actions are listed here as well.
Do I have to build a connector for Clust or PipelineDeals?
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 Clust and PipelineDeals 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.