Integration
Connect Copper and FreeScout
When New Activity fires in Copper, your agent runs Create Customer in FreeScout, or Conversation Created in FreeScout to Create Lead in Copper. 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 FreeScout 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 Copper and FreeScout can do together
From Copper to FreeScout
When New Activity in Copper
then Create Customer in FreeScout
When New Company in Copper
then Update Customer in FreeScout
From FreeScout to Copper
When Conversation Created in FreeScout
then Create Lead in Copper
When New Customer in FreeScout
then Create Task in Copper
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 FreeScout
Triggers and actions 20 triggers ยท 47 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.
Trigger
Conversation CreatedTriggers when a new conversation is created in FreeScout.
Trigger
New CustomerTriggers when a new customer is created in FreeScout.
Trigger
New or Updated ConversationTriggers when a FreeScout conversation is created or updated.
Action
Create CustomerCreates a FreeScout customer. If a customer with the email already exists, none is created.
Action
Create ThreadAdds a customer reply, agent reply or internal note to a FreeScout conversation.
Action
Create TimelogLogs a finished time entry of the given duration on a FreeScout conversation (Time Tracking module).
Action
Create UserCreates a regular FreeScout user (no invitation email; no mailbox access by default).
Action
Delete ConversationDeletes a FreeScout conversation permanently.
Action
Delete UserDeletes a FreeScout user.
Action
Get ConversationReturns one FreeScout conversation by ID, with its threads and tags.
Action
Get Current UserReturns the FreeScout user who owns the API key (works only with a per-user API key).
Action
Get CustomerReturns one FreeScout customer by ID, with their name, company, emails and phones.
Action
Get ReportReturns metrics and chart data for a FreeScout report (conversations, productivity, satisfaction or time); requires the Reports module.
Action
Get UserReturns one FreeScout user by ID.
Action
List ConversationsReturns FreeScout conversations matching the filters you give, newest first.
Action
List Conversation TimelogsReturns the time-tracking entries logged on a FreeScout conversation (Time Tracking module).
Action
List CustomersReturns FreeScout customers matching the filters you give, such as email or name.
Action
List Mailbox Custom FieldsReturns the custom fields defined for a FreeScout mailbox.
Action
List MailboxesReturns the FreeScout mailboxes, optionally only those a given user can access.
Action
List Mailbox FoldersReturns the folders of a FreeScout mailbox with their conversation counts.
Action
List TagsReturns FreeScout tags, optionally only the tags on one conversation.
Action
List TimelogsReturns FreeScout time-tracking entries, optionally filtered by conversation, user and date range.
Action
List UsersReturns FreeScout users, optionally looked up by email.
Action
Update ConversationChanges a FreeScout conversation's status, assignee, mailbox, customer or subject.
Action
Update Conversation Custom FieldsSets one custom field value on a FreeScout conversation. For a dropdown field, pass the option's ID.
Action
Update Conversation TagsReplaces all tags on a FreeScout conversation with the list you give; missing tags are created, and an empty list removes all tags.
Action
Update CustomerUpdates a FreeScout customer's name, contact details, company or notes.
Action
Update Customer FieldsSets one customer field value on a FreeScout customer (Customer Fields module).
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
Copper and FreeScout, 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 FreeScout when something happens in Copper?
Any of FreeScout's 25 actions, including Create Customer, Create Thread, Create Timelog and Create User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from FreeScout to Copper?
Yes. When something happens in FreeScout, your agent can act in Copper too. This page covers both directions: FreeScout's triggers and Copper's actions are listed here as well.
Do I have to build a connector for Copper or FreeScout?
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 FreeScout 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.