Integration
Connect Contacts+ and Halo Service Solutions
When New Contact fires in Contacts+, your agent runs Add action to ticket in Halo Service Solutions, or New Ticket in Halo Service Solutions to Add Note to Contact in Contacts+. 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 Contacts+ and Halo Service Solutions 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)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 Contacts+ and Halo Service Solutions can do together
From Contacts+ to Halo Service Solutions
When New Contact in Contacts+
then Add action to ticket in Halo Service Solutions
From Halo Service Solutions to Contacts+
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 Contacts+ and Halo Service Solutions
Triggers and actions 8 triggers · 29 actions
- New Contact
Triggers when a contact is created or a business card is transcribed.
- New Deleted Contact
Triggers when a contact is deleted.
- New Deleted Tag
Triggers when a tag is deleted from your account.
- New Tag
Triggers when a tag is created on your account.
- New Updated Tag
Triggers when a tag is updated.
- Updated Contact
Triggers when a contact is updated.
- Add Note to Contact
Appends a note to a contact.
- Create Contact
Creates a contact.
- Create or Get Tag
Gets or creates a tag.
- Delete contact
Delete a contact by id.
- Delete tag
Delete a tag by id.
- Find Company
Find a company by domain or email.
- Find Contact
Find a contact by name, company, email, phone or any combination.
- Find Person
Find a person by email, phone or Twitter handle.
- Get contact
Retrieve a single contact by id.
- Get Tag
Fetches a private or team tag by ID.
- List Webhook Triggers
Lists the webhook event types available to subscribe to.
- Remove Tag From Contact
Removes Tags from a contact.
- Tag Contact
Tags a contact.
- Update Contact
Updates a contact.
- Update tag
Edit a tag (rename).
- New Ticket
Triggers when a new ticket is logged in Halo.
- Ticket Updated
Triggers when a ticket is created or updated in Halo.
- Add action to ticket
Adds a new action (note, update or outcome) to an existing Halo ticket.
- Add project
Creates a new project in Halo and returns the created project record.
- Create Site
Creates a new site for a customer in Halo.
- Create Ticket
Creates a new ticket in Halo with a summary, description and optional customer, user, type, priority, status and assignment.
- Create User
Creates a new end user in Halo under the chosen site.
- Get customer
Returns a single Halo customer (client) by its ID, optionally with extra details and ticket activity.
- Get project
Returns a single Halo project by its ID, including its details and custom fields.
- Get ticket
Returns a single Halo ticket by its ID, optionally with extra details and its last action.
- Get user
Returns a single Halo user (end-user contact) by ID, with optional details, ticket activity and pop-ups.
- List customers
Returns a list of customers (clients) in Halo, optionally filtered by search text or top level.
- List tickets
Returns tickets from Halo, optionally filtered by customer, agent, status, dates, search text and more.
- List users
Returns the users (end-user contacts) in Halo, optionally filtered by customer, site, search text and other criteria.
- Update ticket
Updates an existing Halo ticket's summary, details, customer, assignment, status, priority and category. Fields left blank are not changed.
- Update user
Updates an existing Halo user's name, site, email or phone number. Fields left blank keep their current 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
Reviews
What our customers say
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Questions
Contacts+ and Halo Service Solutions, answered
What can start an automation from Contacts+?
Any of Contacts+'s 6 triggers in the catalog, including New Contact, New Deleted Contact, New Deleted Tag and New Tag. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Halo Service Solutions when something happens in Contacts+?
Any of Halo Service Solutions's 14 actions, including Create Site, Create Ticket, Create User and Update ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Halo Service Solutions to Contacts+?
Yes. When something happens in Halo Service Solutions, your agent can act in Contacts+ too. This page covers both directions: Halo Service Solutions's triggers and Contacts+'s actions are listed here as well.
Do I have to build a connector for Contacts+ or Halo Service Solutions?
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 Contacts+ and Halo Service Solutions 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.