Build solutions, not workarounds.
What do you want Copper and MILKEE to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 MILKEE
When New Activity in Copper
then Create Account in MILKEE
When New Company in Copper
then Create Customer in MILKEE
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 MILKEE
Triggers and actions 17 triggers · 37 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
Create AccountCreates a new ledger account in a MILKEE company's chart of accounts.
Action
Create CustomerCreates a new customer.
Action
Create EntryCreates a new booking entry (Buchung) in a MILKEE company. The entry type (income, expense or swap) is determined automatically from the debit and credit accounts.
Action
Create InvoiceCreates a new invoice with line items for a customer/project.
Action
Create ProductCreates a new reusable product or service in a MILKEE company, for use on invoices and proposals.
Action
Create ProjectCreates a new project in a MILKEE company, linked to an existing customer or to a new customer created on the fly.
Action
Create TagCreates a new tag in a MILKEE company.
Action
Create TaskCreates a new task within a MILKEE project.
Action
Create Tax RateCreates a new tax rate (e.g. a VAT rate) for a MILKEE company.
Action
Create Time TrackCreates a time tracking entry on a MILKEE project.
Action
Find EntryReturns the MILKEE bookkeeping entries (Buchungen) of a company that match the given filters, such as entry ID, date range, type, customer, project, account or tag.
Action
Find ProjectReturns the MILKEE projects whose name matches the specified name, optionally narrowed by customer and archive status.
Action
Find TaskReturns the tasks in a MILKEE company whose title contains the text you give, optionally narrowed to one status.
Action
Find Time TrackReturns the time entries in a MILKEE company that match the specified criteria (entry id, user, customer, project, invoice, status, billable flag or date range).
Action
Update InvoiceUpdates an existing MILKEE invoice by ID. Only invoices in status open can be edited.
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 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...
Copper to StripeStripe is a payment processing platform for online businesses.
More into MILKEE
YNAB to MILKEEYNAB is an award-winning personal finance app and method that helps you gain total control of your money.
HubSpot to MILKEEHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to MILKEESalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to MILKEESlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to MILKEEGoogle Sheets
Gmail to MILKEEGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Copper and MILKEE, 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 MILKEE when something happens in Copper?
Any of MILKEE's 15 actions, including Create Account, Create Customer, Create Entry and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from MILKEE to Copper?
MILKEE has no triggers in the catalog today, so automations start in Copper. If you need the other direction, ask: your agent reads MILKEE's API documentation and adds it.
Do I have to build a connector for Copper or MILKEE?
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.
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.