Integration
Connect Copper and Recharge
When New Activity fires in Copper, your agent runs Create Customer in Recharge, or New Address Created in Recharge 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 Recharge 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 and Recharge can do together
From Copper to Recharge
When New Activity in Copper
then Create Customer in Recharge
When New Company in Copper
then Update Customer in Recharge
From Recharge to Copper
When New Address Created in Recharge
then Create Lead in Copper
When New Charge Created in Recharge
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 Recharge
Triggers and actions 23 triggers · 52 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
New Address CreatedTriggers when a new address is added for a customer.
Trigger
New Cancelled SubscriptionTriggers when a subscription is cancelled.
Trigger
New Charge CreatedTriggers when a new charge is created in Recharge.
Trigger
New CustomerTriggers when a new customer is added to your Recharge store.
Trigger
New OrderTriggers when a new order is created in Recharge.
Trigger
New SubscriptionTriggers when a new subscription is created.
Action
Activate SubscriptionReactivates a cancelled subscription.
Action
Cancel SubscriptionCancels an active subscription with a reason.
Action
Change Next Charge DateChanges the next charge date of a subscription.
Action
Create CustomerCreates a customer in Recharge and returns the new customer's ID.
Action
Create Discount CodesCreates a discount code in Recharge.
Action
Create One Time ChargeAdds a one-time product to an address's upcoming charge.
Action
Delete AddressDeletes a Recharge address that has no active subscriptions.
Action
Delete CustomerDeletes a Recharge customer, which also cancels and deletes their subscriptions and addresses.
Action
Delete One Time ChargeDeletes an unprocessed one-time product.
Action
Delete OrderDeletes a queued (scheduled) order.
Action
Delete SubscriptionPermanently deletes a subscription.
Action
Find a ChargeReturns one charge by ID, with its status, schedule and total.
Action
Find CustomerFinds a Recharge customer by email or ecommerce customer ID.
Action
List AddressesReturns addresses, optionally for one customer.
Action
List ChargesReturns charges, optionally filtered by customer or status.
Action
List CustomersReturns a list of customers in your Recharge store.
Action
List One-Time ChargesReturns one-time products, optionally for one customer or address.
Action
List OrdersReturns orders, optionally filtered by customer or status.
Action
List SubscriptionsReturns subscriptions, optionally filtered by customer or status.
Action
Process ChargeProcesses a queued charge immediately (Recharge Plus plan).
Action
Retrieve AddressReturns one Recharge address by ID.
Action
Retrieve CustomerReturns one Recharge customer by ID, with their name, email, phone and active subscription count.
Action
Retrieve DiscountReturns one discount by ID.
Action
Retrieve One-Time ChargeReturns one one-time product by ID.
Action
Retrieve OrderReturns one Recharge order by ID, including its line items.
Action
Skip ChargeSkips an upcoming charge.
Action
Unskip ChargeUnskips a previously skipped charge.
Action
Update AddressUpdates a Recharge shipping address.
Action
Update CustomerUpdates a Recharge customer's name, email or phone.
Action
Update One-Time ChargeUpdates a one-time product's quantity, price or charge date.
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
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Questions
Copper and Recharge, 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 Recharge when something happens in Copper?
Any of Recharge's 30 actions, including Create Customer, Create Discount Codes, Create One Time Charge and Update Address. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Recharge to Copper?
Yes. When something happens in Recharge, your agent can act in Copper too. This page covers both directions: Recharge's triggers and Copper's actions are listed here as well.
Do I have to build a connector for Copper or Recharge?
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 Recharge 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.