Integration
Connect Copper and Skyvern
When New Activity fires in Copper, your agent runs Create and Run a Task in Skyvern, or New or Updated Skyvern Workflow in Skyvern 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 Skyvern 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 Skyvern can do together
From Copper to Skyvern
When New Activity in Copper
then Create and Run a Task in Skyvern
When New Company in Copper
then Create and Run Task V2 in Skyvern
From Skyvern to Copper
When New or Updated Skyvern Workflow in Skyvern
then Create Lead in Copper
When New or Updated Skyvern Workflow in Skyvern
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 Skyvern
Triggers and actions 18 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.
Trigger
New or Updated Skyvern WorkflowTriggers when a Skyvern workflow (agent) is created or a new version of it is saved.
Action
Add browser sessionCreates a Skyvern browser session that persists across multiple task and workflow runs, and returns its session id and live-view link.
Action
Add credentialCreates a new stored credential (login, credit card or secret) in your Skyvern organization for use by tasks and agents.
Action
Add workflowCreates a new Skyvern workflow (agent) from a JSON or YAML definition and returns the saved workflow.
Action
Cancel runCancels a running Skyvern task run or workflow run by its id.
Action
Create and Run a TaskStarts a Skyvern browser-automation task from a plain-language prompt and returns the new run, including its id, status and link in the Skyvern app.
Action
Create and Run Task V2Starts a Skyvern 2.0 browser task from a natural-language prompt and returns the new run's id and status.
Action
Delete workflowDeletes a Skyvern workflow (agent) by its ID.
Action
Get a Browser SessionReturns the details of a Skyvern browser session, including its status, browser address for connecting, downloaded files and recordings.
Action
Get a TaskReturns a Skyvern task run by its id, including its status, extracted output, downloaded files, recording and screenshots.
Action
Get a Task V2Returns the status, output, recording and screenshots of a Skyvern task run.
Action
Get a WorkflowReturns a Skyvern workflow (agent) by its permanent id, including its blocks, parameters and settings.
Action
List credentialsReturns the credentials stored in your Skyvern organization, optionally filtered by vault, type or search text. Secrets are never included.
Action
List runsReturns your organization's task and agent runs, newest first, optionally filtered by status, run type, agent, tags, failure category or a search term.
Action
List workflowsReturns the workflows (agents) in your Skyvern organization, optionally filtered by search text, folder, status or tags. Returns up to 100 workflows.
Action
Run a WorkflowStarts a run of one of your Skyvern workflows (agents) with the parameters you supply, and returns the new run's id, status and link.
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 Skyvern, 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 Skyvern when something happens in Copper?
Any of Skyvern's 15 actions, including Create and Run a Task, Create and Run Task V2, Add browser session and Add credential. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Skyvern to Copper?
Yes. When something happens in Skyvern, your agent can act in Copper too. This page covers both directions: Skyvern's triggers and Copper's actions are listed here as well.
Do I have to build a connector for Copper or Skyvern?
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.