Integration
Connect Copper to ChargeAutomation
When New Activity fires in Copper, your agent runs Add booking source in ChargeAutomation. 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 Copper and ChargeAutomation 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 Copper can start in ChargeAutomation
When New Activity in Copper
then Add booking source in ChargeAutomation
When New Company in Copper
then Add property in ChargeAutomation
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 Copper and ChargeAutomation
Triggers and actions 17 triggers · 34 actions
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New CompanyTriggers when a new Company is created in Copper.
Trigger
New LeadTriggers when a Lead is created in Copper.
Trigger
New OpportunityTriggers when an Opportunity is created in Copper.
Trigger
New PersonTriggers when a new Person is created in Copper.
Trigger
New ProjectTriggers when a new Project is created in Copper.
Trigger
New TaskTriggers when a new Task is created in Copper.
Trigger
Updated CompanyTriggers when a Person's Company is changed.
Trigger
Updated Contact TypeTriggers when a Person's Contact Type is changed.
Trigger
Updated LeadTriggers when a Lead is changed.
Trigger
Updated Lead StatusTriggers when a Lead's status is changed.
Trigger
Updated OpportunityTriggers when an Opportunity is changed.
Trigger
Updated Opportunity StageTriggers when an Opportunity's stage is changed.
Trigger
Updated Opportunity StatusTriggers when an Opportunity's status is changed.
Trigger
Updated PersonTriggers when a Person is changed.
Trigger
Updated ProjectTriggers when a Project is changed.
Trigger
Updated TaskTriggers when a Task is changed.
Action
Associate to ProjectThis Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
Action
Create ActivityLogs a new Activity on a Person, Company, Opportunity, or Lead.
Action
Create CompanyCreates a new Company.
Action
Create LeadCreates a new Lead.
Action
Create OpportunityCreates a new Opportunity.
Action
Create PersonCreates a new Person.
Action
Create ProjectCreates a new Project.
Action
Create TaskCreates a new Task.
Action
Create/Update CompanyCreates or Updates a Company depending on the match criteria.
Action
Create/Update LeadCreates or Updates a Lead depending on the match criteria.
Action
Create/Update OpportunityCreates or Updates an Opportunity based off of a match criteria.
Action
Create/Update PersonCreates or Updates a Person depending on the match criteria.
Action
Create/Update ProjectCreates or Updates a Project depending on the match criteria.
Action
Search for a CompanySearches for an existing company in Copper.
Action
Search for an ActivitySearches for an existing activity in Copper.
Action
Search for a OpportunitySearches for an existing opportunity in Copper.
Action
Search for a PersonSearches for an existing person in Copper.
Action
Search for a ProjectSearches for an existing project in Copper.
Action
Update CompanyUpdates a Company depending on the match criteria.
Action
Update OpportunityUpdates an Opportunity based off of a match criteria.
Action
Update PersonUpdates a Person depending on the match criteria.
Action
Update ProjectUpdates a Project depending on the match criteria.
Action
Add booking sourceCreates a new custom booking source (channel) in ChargeAutomation.
Action
Add propertyCreates a new property in your ChargeAutomation account and returns the created property.
Action
Add rentalCreates a rental (unit) under a property in ChargeAutomation.
Action
Cancel BookingCancels an existing booking in ChargeAutomation and returns the cancelled booking.
Action
Create New BookingCreates a new booking for a property rental in ChargeAutomation and returns the created booking.
Action
Delete propertyDeletes a property from your ChargeAutomation account.
Action
Get bookingReturns a single booking by its ChargeAutomation ID, including guest details, stay dates, pricing and pre-check-in information.
Action
Get propertyReturns a ChargeAutomation property by its ID, including name, address, currency, time zone and check-in/out times.
Action
List rentalsReturns the rentals (units) that belong to a ChargeAutomation property.
Action
Update BookingUpdates an existing ChargeAutomation booking's dates, price, status and guest details. Only the fields you fill in are changed.
Action
Update propertyUpdates an existing property in ChargeAutomation, such as its name, contact email, address, check-in/check-out times and guest access details.
Action
Update rentalUpdates an existing rental unit's name, codes, check-in/out times, status and other details.
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
More from Copper
Copper to LeadSimpleLeadSimple is the CRM that property management and real estate companies use to scale and grow.
Copper to NvidiaAPI platform for deploying GPU-accelerated AI models, including inference microservices and a container...
Copper to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Copper to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Copper to Google SheetsGoogle Sheets
Copper to Google DriveGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
More into ChargeAutomation
HubSpot to ChargeAutomationHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to ChargeAutomationSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to ChargeAutomationSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to ChargeAutomationGoogle Sheets
Gmail to ChargeAutomationGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ChargeAutomationGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Copper and ChargeAutomation, answered
What can start an automation from Copper?
Any of Copper's 17 triggers in the catalog, including New Activity, New Company, New Lead and New Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ChargeAutomation when something happens in Copper?
Any of ChargeAutomation's 12 actions, including Create New Booking, Update Booking, Update property and Update rental. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ChargeAutomation to Copper?
ChargeAutomation has no triggers in the catalog today, so automations start in Copper. If you need the other direction, ask: your agent reads ChargeAutomation's API documentation and adds it.
Do I have to build a connector for Copper or ChargeAutomation?
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 Copper and ChargeAutomation 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.