Integration
Connect Copper and Partnero
When New Activity fires in Copper, your agent runs Create a New Customer in Partnero, or Customer Created in Partnero 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 Partnero 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 and Partnero can do together
From Copper to Partnero
When New Activity in Copper
then Create a New Customer in Partnero
From Partnero to 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 Partnero
Triggers and actions 25 triggers · 34 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.
- Customer Created
Triggers when a new customer is created in Partnero.
- Customer Deleted
Triggers when a customer is deleted in Partnero.
- Customer Updated
Triggers when a customer is updated in your Partnero program.
- Partner Created
Triggers when a new partner is created in your Partnero program.
- Partner Deleted
Triggers when a partner is deleted from your Partnero program.
- Partner Updated
Triggers when a partner is updated in your Partnero program.
- Transaction Created
Triggers when a new transaction is recorded in your Partnero program.
- Transaction Deleted
Triggers when a transaction is deleted (refunded) in Partnero.
- Archive Partner
Archives (soft-deletes) a partner so they lose portal access; the partner can be restored later.
- Create a New Customer
Creates a customer in your Partnero affiliate program and attributes them to a partner for commission tracking.
- Create a New Partner
Creates a new affiliate partner in your Partnero program and returns the partner record, including its referral link.
- Create a New Transaction
Records a sales transaction for a customer so Partnero calculates the referring partner's commission. Can optionally create the customer in the same call.
- Delete Existing Customer
Deletes an existing customer from your Partnero program by their customer key.
- Delete Existing Partner
Deletes an existing partner from your Partnero program.
- Delete Existing Transaction
Deletes an existing transaction in your Partnero program by its key.
- Find Partner
Finds a partner in your Partnero program by partner ID and returns their details, referral statistics, commissions and referral links.
- Get Transaction
Returns a single transaction by its key.
- Restore Partner
Restores a previously archived partner and reactivates their portal access.
- Update Existing Customer
Updates an existing customer's name, email, key or tags in your Partnero program.
- Update Existing Partner
Updates an existing partner's name, email, password, referral key or tags in your Partnero program.
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 Partnero, 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 Partnero when something happens in Copper?
Any of Partnero's 12 actions, including Create a New Customer, Create a New Partner, Create a New Transaction and Update Existing Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Partnero to Copper?
Yes. When something happens in Partnero, your agent can act in Copper too. This page covers both directions: Partnero's triggers and Copper's actions are listed here as well.
Do I have to build a connector for Copper or Partnero?
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.