Integration
Connect Copper to Optimizely
When New Activity fires in Copper, your agent runs Add page in Optimizely. 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 Optimizely 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 Optimizely
When New Activity in Copper
then Add page in Optimizely
When New Company in Copper
then Add project in Optimizely
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 Optimizely
Triggers and actions 17 triggers · 48 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 attributeCreates a new attribute in an Optimizely project, which can be used to target audiences.
Action
Add audienceAdds a new audience to an Optimizely project and returns the id of the audience that was created.
Action
Add campaignCreates a new personalization campaign in an Optimizely project and returns its id.
Action
Add experimentCreates a new experiment in an Optimizely project and returns its id.
Action
Add featureCreates a new feature flag in an Optimizely project. Works only with legacy Full Stack projects, and returns the id of the new feature.
Action
Add pageCreates a new page in an Optimizely project, defining the URL where experiments and campaigns can run and when it activates. Returns the created page.
Action
Add projectCreates a new Optimizely project in your account and returns the created project.
Action
Delete experimentArchives an Optimizely experiment by its ID. Optimizely keeps archived experiments rather than permanently removing them.
Action
Get audienceReturns a single Optimizely audience by its ID, including its name, targeting conditions and status. An error occurs if the audience is not found.
Action
Get campaignReturns a single Optimizely campaign by its ID, including its status, metrics, targeting and custom field values.
Action
Get experimentReturns a single experiment by its ID, including its status, variations, metrics and targeting. Fails if the experiment is not found.
Action
Get experiment resultsReturns the results of an Optimizely experiment, including metric performance per variation, reach and statistical significance, optionally limited to a time range or visitor segment.
Action
Get featureReturns a single feature by its ID, including its variables and its rollout rules in each environment. Works only with legacy Full Stack projects.
Action
Get projectReturns all the properties of a single Optimizely project, including its platform, status and web snippet settings.
Action
List attributesReturns all attributes in an Optimizely project, including their keys, names and archived status.
Action
List audiencesReturns the audiences in an Optimizely project, optionally filtered by archived or journey status.
Action
List campaignsReturns all campaigns in an Optimizely project, optionally narrowed by journey or archived status.
Action
List environmentsReturns all of the environments that have been created in an Optimizely project.
Action
List eventsReturns all events in an Optimizely project, including pageview events and, optionally, classic goals.
Action
List experimentsReturns all experiments in an Optimizely project or campaign.
Action
List featuresReturns all features created in an Optimizely project, including their variables and per-environment rollout rules.
Action
List pagesReturns the pages defined in an Optimizely project, optionally including single-use pages generated for campaign URL targeting.
Action
List projectsReturns all the projects in your Optimizely account, with their settings and status.
Action
Update campaignUpdates an existing Optimizely campaign's details, targeting and metrics, and can publish, start, pause, resume or unarchive it. Returns the updated campaign.
Action
Update experimentUpdates an Optimizely experiment's settings, such as its name, audiences, metrics, variations and schedule, and can optionally publish, start, pause, resume or unarchive it. Returns the updated experiment.
Action
Update featureUpdates an existing feature's name, key, description, variables, environment rollout rules or archived state, and returns the updated feature.
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 Optimizely, 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 Optimizely when something happens in Copper?
Any of Optimizely's 26 actions, including Update campaign, Update experiment, Update feature and Add attribute. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Optimizely to Copper?
Optimizely has no triggers in the catalog today, so automations start in Copper. If you need the other direction, ask: your agent reads Optimizely's API documentation and adds it.
Do I have to build a connector for Copper or Optimizely?
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 Optimizely 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.