Integration
Connect Copper to Kartra
When New Activity fires in Copper, 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 Copper 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)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 Kartra
When New Activity in Copper
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 Copper and Kartra
Triggers and actions 17 triggers · 45 actions
- New Activity
Triggers when a new activity is created.
- New Company
Triggers when a new Company is created in Copper.
- New Lead
Triggers when a Lead is created in Copper.
- New Opportunity
Triggers when an Opportunity is created in Copper.
- New Person
Triggers when a new Person is created in Copper.
- New Project
Triggers when a new Project is created in Copper.
- New Task
Triggers when a new Task is created in Copper.
- Updated Company
Triggers when a Person's Company is changed.
- Updated Contact Type
Triggers when a Person's Contact Type is changed.
- Updated Lead
Triggers when a Lead is changed.
- Updated Lead Status
Triggers when a Lead's status is changed.
- Updated Opportunity
Triggers when an Opportunity is changed.
- Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
- Updated Opportunity Status
Triggers when an Opportunity's status is changed.
- Updated Person
Triggers when a Person is changed.
- Updated Project
Triggers when a Project is changed.
- Updated Task
Triggers when a Task is changed.
- Associate to Project
This 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.
- Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
- Create Company
Creates a new Company.
- Create Lead
Creates a new Lead.
- Create Opportunity
Creates a new Opportunity.
- Create Person
Creates a new Person.
- Create Project
Creates a new Project.
- Create Task
Creates a new Task.
- Create/Update Company
Creates or Updates a Company depending on the match criteria.
- Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
- Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
- Create/Update Person
Creates or Updates a Person depending on the match criteria.
- Create/Update Project
Creates or Updates a Project depending on the match criteria.
- Search for a Company
Searches for an existing company in Copper.
- Search for an Activity
Searches for an existing activity in Copper.
- Search for a Opportunity
Searches for an existing opportunity in Copper.
- Search for a Person
Searches for an existing person in Copper.
- Search for a Project
Searches for an existing project in Copper.
- Update Company
Updates a Company depending on the match criteria.
- Update Opportunity
Updates an Opportunity based off of a match criteria.
- Update Person
Updates a Person depending on the match criteria.
- Update Project
Updates a Project depending on the match criteria.
- 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 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
What our customers say
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Questions
Copper and Kartra, 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 Kartra when something happens in Copper?
Any of Kartra's 23 actions, including Create New Lead, Assign Tag to Lead, Edit Lead and Edit Subscription. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Kartra to Copper?
Kartra has no triggers in the catalog today, so automations start in Copper. 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 Copper 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 Copper 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.