Integration
Connect CommCare to Kartra
When New Case fires in CommCare, your agent runs Create New Lead in Kartra. 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 CommCare and Kartra 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 CommCare can start in Kartra
When New Case in CommCare
then Create New Lead in Kartra
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 CommCare and Kartra
Triggers and actions 3 triggers · 37 actions
- New Case
Triggers when a new case is opened in your CommCare project, optionally only for one case type.
- New Form Submission
Triggers when a form is submitted in your CommCare project, optionally only for one form or app.
- New or Updated Case
Triggers when a case is opened or changed in your CommCare project, optionally only for one case type.
- Create Case
Creates a new case in your CommCare project with the given type, name, owner and custom properties.
- Create Mobile Worker
Creates a new mobile worker in your CommCare project.
- Delete Mobile Worker
Deletes a mobile worker from your CommCare project.
- Find Case by External ID
Finds the CommCare case carrying the given external ID and returns it.
- Get Case
Returns one CommCare case, including its properties and parent links, by its case ID.
- Get Form
Returns one submitted CommCare form, with its answers and metadata, by its form ID.
- Get Mobile Worker
Returns one CommCare mobile worker by ID.
- List Cases
Returns cases in your CommCare project, optionally filtered by case type, owner, external ID, open/closed status and last-modified date.
- List Forms
Returns submitted forms in your CommCare project, optionally filtered by form type, app and received date.
- List Groups
Returns the user groups in your CommCare project with their member user IDs.
- List Mobile Workers
Returns the mobile workers in your CommCare project, optionally filtered by username or group.
- Update Case
Updates an existing CommCare case's name, owner or custom properties, or closes it.
- Update Mobile Worker
Updates a CommCare mobile worker's name, email, language, location or password.
- Assign Tag to Lead
Assigns an existing tag to a lead, identified by email address.
- Cancel a Subscription
Cancels a recurring payment subscription, found by transaction ID or subscription ID.
- Cancel Lead Subscription to Calendar
Cancels a lead's booking in a calendar class.
- Create Custom Field
Creates a custom lead field in the account.
- Create New Lead
Creates a new lead. Fails if a lead with that email already exists.
- Edit Lead
Updates an existing lead, found by lead ID or email address.
- Edit Subscription
Changes the product, price, schedule or quantity of an active recurring payment subscription. PayPal subscriptions cannot be edited.
- Modify Subscription Status
Pauses, resumes or cancels a recurring payment subscription.
- Refund a Transaction
Refunds a payment transaction, in full or in part.
- Remove Points From a Lead
Deducts points from a lead's score.
- Retrieve All the Custom Fields in Your Account
Returns every custom field in the account, with its type and options.
- Retrieve All the Lists in Your Account
Returns the names of every list in the account.
- Retrieve All the Sequences in Your Account
Returns the names of every sequence in the account.
- Retrieve All the Tags in Your Account
Returns the names of every tag in the account.
- Retrieve Lead Details
Returns a lead's full profile, including tags, lists, sequences, memberships and transactions, found by email.
- Retrieve Subscription Details
Returns the details of one recurring payment subscription.
- Retrieve Transaction Details
Returns the details of one payment transaction.
- Search Lead
Finds a lead by lead ID or email address and returns the lead's profile.
- Subscribe Lead to Calendar
Books a lead into a class on a Kartra calendar.
- Subscribe Lead to List
Subscribes a lead to an existing mailing list.
- Subscribe Lead to Sequence
Adds a lead to a sequence, starting at the given step.
- Unassign Tag From Lead
Removes a tag from a lead, identified by email address.
- Unsubscribe Lead From List
Unsubscribes a lead from a mailing list.
- Unsubscribe Lead From Sequence
Removes a lead from a sequence.
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
CommCare and Kartra, answered
What can start an automation from CommCare?
Any of CommCare's 3 triggers in the catalog, including New Case, New Form Submission and New or Updated Case. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Kartra when something happens in CommCare?
Any of Kartra's 24 actions, including Create Custom Field, Create New Lead, Assign Tag to Lead and Edit Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Kartra to CommCare?
Kartra has no triggers in the catalog today, so automations start in CommCare. If you need the other direction, ask: your agent reads Kartra's API documentation and adds it.
Do I have to build a connector for CommCare or Kartra?
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 CommCare and Kartra 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.