Integration
Connect Copper to SimplyBook.me
When New Activity fires in Copper, your agent runs Accept Invoice Payment in SimplyBook.me. 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 SimplyBook.me 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 SimplyBook.me
When New Activity in Copper
then Accept Invoice Payment in SimplyBook.me
When New Company in Copper
then Create Calendar Note in SimplyBook.me
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 SimplyBook.me
Triggers and actions 17 triggers · 53 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
Accept Invoice PaymentMarks an invoice as paid.
Action
Approve BookingApproves a booking waiting for approval.
Action
Block ClientBlocks a client from booking.
Action
Cancel BookingCancels a booking.
Action
Create Booking Changed WebhookSubscribes a URL to SimplyBook.me's booking-changed event, so it is called whenever a booking is edited.
Action
Create Calendar NoteAdds a note to the calendar, optionally blocking that time from bookings.
Action
Create ClientAdds a new client.
Action
Decline BookingDeclines a booking waiting for approval.
Action
Delete Calendar NoteDeletes a calendar note.
Action
Delete ClientDeletes a client.
Action
Find BookingsFinds bookings by status, date, client, service, provider or text.
Action
Find ClientsFinds clients by name, email or phone.
Action
Find InvoicesFinds invoices by client, status, booking or date.
Action
Get Available SlotsReturns the open time slots for a service and provider on a day.
Action
Get BookingReturns one booking by its ID, with its client, service, provider and status.
Action
Get Booking LinksReturns the links for a booking, such as the pages a client uses to view or cancel it.
Action
Get Calendar NoteReturns one calendar note by ID.
Action
Get ClientReturns one client by ID.
Action
Get First Available SlotReturns the first open time slot for a service and provider, starting from a day.
Action
Get InvoiceReturns one invoice by ID, with its lines.
Action
Get ProviderReturns one provider by ID.
Action
Get ServiceReturns one service by ID.
Action
List Booking StatusesReturns the custom booking statuses set up for the company.
Action
List LocationsReturns the company's locations.
Action
List ProvidersReturns the company's providers (staff members or resources).
Action
List Service CategoriesReturns the company's service categories.
Action
List ServicesReturns the company's services.
Action
Set Booking CommentSaves a comment on a booking.
Action
Unblock ClientLets a blocked client book again.
Action
Update Calendar NoteChanges a calendar note.
Action
Update ClientChanges a client's name, contact details or address.
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 SimplyBook.me, 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 SimplyBook.me when something happens in Copper?
Any of SimplyBook.me's 31 actions, including Create Booking Changed Webhook, Create Calendar Note, Create Client and Update Calendar Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SimplyBook.me to Copper?
SimplyBook.me has no triggers in the catalog today, so automations start in Copper. If you need the other direction, ask: your agent reads SimplyBook.me's API documentation and adds it.
Do I have to build a connector for Copper or SimplyBook.me?
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 SimplyBook.me 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.