Integration
Connect CMS Max and DonorPerfect
When New Form Submission fires in CMS Max, your agent runs Add contact in DonorPerfect, or New donor in DonorPerfect to Create Blog Post in CMS Max. 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 CMS Max and DonorPerfect 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 CMS Max and DonorPerfect can do together
From CMS Max to DonorPerfect
When New Form Submission in CMS Max
then Add contact in DonorPerfect
From DonorPerfect to CMS Max
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 CMS Max and DonorPerfect
Triggers and actions 10 triggers · 112 actions
- New Form Submission
Triggers when a new form submission is created in CMS Max.
- New Order
Triggers when a new order is created in CMS Max.
- New Product
Triggers when a new product is created in CMS Max.
- New User
Triggers when a new user is created in CMS Max.
- Add Variant Option
Add a new option to a variant.
- Archive Blog Post
Archive (soft delete) a blog.
- Archive Event
Archive (soft delete) an event and its occurrences.
- Archive Page
Archive (soft delete) a page.
- Archive Product
Archive (soft delete) a product.
- Count Orders
Get the count of all orders for the tenant.
- Count Products
Get total count of products with optional filtering.
- Create Blog Post
Create a new blog.
- Create Category
Create a new category.
- Create Coupon
Create a new coupon.
- Create Event Category
Create an event category.
- Create Event Location
Create an event venue.
- Create Gift Card
Create a gift card.
- Create Page
Create a new page.
- Create Product
Create a new product.
- Create User
Create a new user.
- Create Variant
Create a new variant.
- Delete Brand
Delete a brand (soft delete).
- Delete Category
Delete a category (soft delete).
- Delete File
Delete a file.
- Delete Image
Delete an image.
- Delete Product Variation
Delete a product variation.
- Delete Redirect
Delete a redirect.
- Delete User
Delete a user.
- Delete Variant
Delete a variant.
- Delete Variant Option
Delete a variant option.
- Get Blog Post
Get a single blog by ID.
- Get Brand
Get a single brand by ID.
- Get Category
Get a single category by ID.
- Get Form
Get a single form by ID.
- Get Form Submission
Get a single form submission by ID.
- Get Page
Get a single page by ID.
- Get Product
Get a single product by ID.
- Get Product Variation
Get a single product variation.
- Get Redirect
Get a single redirect.
- Get User
Get a single user.
- Get Variant
Get a single variant by ID.
- List Blog Posts
Get paginated list of blogs with optional filtering.
- List Brands
Get paginated list of brands with optional filtering.
- List Categories
Get paginated list of categories with optional filtering.
- List Event Categories
Get paginated list of event categories.
- List Event Locations
Get paginated list of event venues.
- List Events
Get paginated list of events with optional filtering.
- List Forms
Get paginated list of forms.
- List Form Submissions
Get paginated list of form submissions.
- List Fulfillment Methods
Get list of available fulfillment methods.
- List GTIN Types
Get list of available GTIN types.
- List Orders
Get paginated list of orders with optional filtering.
- List Pages
Get paginated list of pages with optional filtering.
- List Product Option Configurations
List a product's option configurations and their prices.
- List Products
Get paginated list of products with optional filtering.
- List Product Variations
List all variations for a specific product.
- List Redirects
List redirects, newest first.
- List Users
List all users.
- List Variants
List all variants with their options.
- Unarchive Blog Post
Unarchive (restore) a soft deleted blog.
- Unarchive Brand
Unarchive (restore) a soft deleted brand.
- Unarchive Category
Unarchive (restore) a soft deleted category.
- Unarchive Event
Unarchive (restore) a soft deleted event.
- Unarchive Page
Unarchive (restore) a soft deleted page.
- Unarchive Product
Unarchive (restore) a soft deleted product.
- Update Blog Post
Update an existing blog.
- Update Brand
Update an existing brand.
- Update Category
Update an existing category.
- Update Coupon
Update a coupon, including its applicability criteria.
- Update Order Status
Update an order's status.
- Update Page
Update an existing page.
- Update Product Option Configuration Prices
Change the prices of a product's option configurations.
- Update Product Variation
Update a product variation.
- Update Redirect
Change where a redirect points.
- Update User
Update a user.
- Update Variant
Update an existing variant.
- Update Variant Option
Update a variant option.
- Upload File
Upload a file.
- Upload Image
Store a new image.
- Upload Image From URL
Store a new image from a URL.
- New donor
Polling trigger. Fires when a new donor is added in DonorPerfect. Polls the dp table ordered by donor_id descending; dedups on each record's donor_id.
- New gift
Polling trigger. Fires when a new gift (donation) is created in DonorPerfect. Polls the dpgift table ordered by gift_id descending; dedups on each record's gift_id.
- New or updated donor
Triggered when a donor is added or updated.
- New or updated gift
Triggered when a gift (donation) is created or modified.
- Two-way sync new or updated donors
A trigger for two-way syncing new and updated donors, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
- Two-way sync new or updated gifts
A trigger for two-way syncing new and updated gifts (donations), with enhanced on-the-fly mapping. Polls the DonorPerfect dpgift table.
- Add code
Adds a new code and description to the DPCODES table. Allows you to add things like new GL Code, Solicitation, Campaign code and other code values administered in the Code Maintenance screen of DPO.
- Add contact
Adds a contact (activity/task) record to a donor in DonorPerfect via the dp_savecontact stored procedure. Supply Donor Id, Activity Code, and contact details.
- Add donor
Creates a new donor in DonorPerfect via the dp_savedonor stored procedure. Leave Donor Id empty (0) to create; the new donor_id is returned. Common fields: first/last name, address, city, state, zip, email, phones.
- Add gift
Creates a new gift (donation) for a donor in DonorPerfect via the dp_savegift stored procedure. Supply Donor Id, Amount, Gift Date and code fields (GL, Solicit, Sub-solicit, Gift Type, Campaign).
- Add new donor gift
Creates a new donation (gift) for the donor with the specified ID.
- Add new donor gift by email
Creates a new donation for the donor with the specified email. The gift will only be added if the donor's email is found.
- Add new pledge
Adds a new pledge to the specified donor. If successful, the pledge's ID is output.
- Add other info
Adds an Other Info record to a donor in DonorPerfect via the dp_saveotherinfo stored procedure. Supply Donor Id, and optionally the date and comments.
- Add other info by email
Adds "other info" for the first donor found with the given email address. The other info is not added if the email address is not found.
- Delete donor
Deletes the donor with the specified Donor Id from DonorPerfect via the dp_deletedonor stored procedure.
- Find donor by first and last name
Returns the first donor whose first and last name exactly match, plus how many donors matched
- Find filters by name
Returns one or more filters that match the specified name. Supports wildcard matching. An empty result is returned if no matching filter is found.
- Get 20 donor field values
Returns up to 20 field values for the specified donor. An error occurs if the donor is not found.
- Get active code by description
Returns the code having the specified description. An error occurs if the code is not found or is inactive.
- Get active code description
Gets the specified code's description. An error occurs if the code is not found or is inactive.
- Get code description
Returns the description for a code value in the specified DPO code field (e.g. GL, CAMPAIGN, SOLICIT) from the dpcodes table.
- Get contact
Returns a single DonorPerfect contact (activity) record by its contact ID, with its standard contact columns.
- Get donor
Returns all available fields for the donor with the specified Donor ID from the DPO donor (dp) table.
- Get donor by email
Returns the DonorPerfect donor whose email address matches the one supplied, with the donor's standard fields. Use Get donor user-defined field values for custom fields. An error occurs if no donor has that email address.
- Get donor by email, first name, and last name
Returns all available donor fields if one or more donor matches the email, first name, and last name. No error occurs if a donor is not found, the emitted 'donor_id' will be empty instead.
- Get donor default field info
Returns information about the specified donor field.
- Get donor default fields
Returns all default fields for donors.
- Get donor gifts
Returns all gifts (donations) for the donor with the specified Donor ID from the DPO dpgift table.
- Get donors by filter
Returns the donor IDs that match the saved DPO filter with the specified Filter ID, via the dp_filterids stored procedure.
- Get donor user-defined field info
Returns information about the specified donor user-defined field.
- Get donor user-defined fields
Returns all user-defined donor fields.
- Get donor user-defined field values
Returns all user-defined field values for the specified donor. An error occurs if the donor is not found.
- Get field display type
Gets the specified field's display type, which can either be "code" or "description"
- Get flags by donor ID
Returns the specified donor's flags. No error occurs if the donor is not found.
- Get gift
Returns all fields for the gift (donation) with the specified Gift ID from the DPO dpgift table.
- Get gift user-defined field values
Returns all user-defined field values for the specified gift (donation). An error occurs if the gift is not found.
- Get other info
Returns one DonorPerfect Other Info record by its id, with its standard columns.
- List filters
Returns the ID and name of all saved DPO filters that have non-empty names from the dpfilter table.
- Post pledge payment
Posts a payment to the specified pledge for the specified donor.
- Set gift custom field
Sets one of your organization's custom fields (such as Class) on an existing gift
- Update donor
Updates an existing donor in DonorPerfect via the dp_savedonor stored procedure. Supply the Donor Id of the record to update along with the field values.
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
CMS Max and DonorPerfect, answered
What can start an automation from CMS Max?
Any of CMS Max's 4 triggers in the catalog, including New Form Submission, New Order, New Product and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DonorPerfect when something happens in CMS Max?
Any of DonorPerfect's 36 actions, including Post pledge payment, Update donor, Add code and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DonorPerfect to CMS Max?
Yes. When something happens in DonorPerfect, your agent can act in CMS Max too. This page covers both directions: DonorPerfect's triggers and CMS Max's actions are listed here as well.
Do I have to build a connector for CMS Max or DonorPerfect?
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 CMS Max and DonorPerfect 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.