Integration
Connect Coworks and NotePM
When Contact Updated fires in Coworks, your agent runs Create Comment in NotePM, or New Comment in NotePM to List CRM contacts and leads in Coworks. 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 Coworks and NotePM 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Coworks and NotePM can do together
From Coworks to NotePM
When Contact Updated in Coworks
then Create Comment in NotePM
From NotePM to Coworks
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 Coworks and NotePM
Triggers and actions 14 triggers · 25 actions
- Contact Updated
Triggers when a contact in your Coworks CRM is created or changed.
- CRM Entry Updated
Triggers when a CRM contact or lead is added or changed in Coworks.
- Lead Updated
Triggers when a lead in Coworks is created or changed, including changes to its status, custom fields, or any other returned detail.
- Member Deactivate
Triggered when a member is deactivated and is no longer an active member.
- Member Updated
Triggers when a member is added or any of a member's details change.
- New Checkin
Triggered when a new check-in is recorded for a member, visitor or passport holder in your Coworks community.
- New Contact
Triggered when a new contact is created in your Coworks CRM.
- New CRM Entry
Triggered when a new CRM entry, either a contact or a lead, is created.
- New Lead
Triggers when a new lead is created in the Coworks CRM.
- New Member
Triggered when a new member is created in your Coworks community.
- Get room occupancy
Returns the rooms at a campus with their occupancy, optionally limited to one room type.
- List active memberships
Returns the community's paid memberships, optionally limited to one status. Free subscriptions are not included.
- List checkins
Returns check-ins for your Coworks community, optionally filtered by campus, check-in type, date range or person name.
- List CRM contacts and leads
Returns the contacts and leads in your Coworks CRM, optionally filtered by campus, type, lead status, source and date.
- List members
Returns the members of your Coworks community, optionally narrowed to specific teams or a campus, and optionally including inactive members.
- List rooms
Returns the rooms at a campus, optionally narrowed to one room type.
- List teams
Returns the teams in your Coworks community, optionally narrowed by team, campus, or join date.
- New Comment
Triggers when a new comment is added to a NotePM page.
- New Note
Triggers when a new note is created in your NotePM team.
- New Page
Triggers when a new page is created in NotePM.
- New Page or Updated Page
Triggers when a NotePM page is created or updated.
- Archive Note
Archives a NotePM note.
- Create Comment
Adds a comment to a NotePM page.
- Create Folder
Creates a folder in a NotePM note.
- Create Note
Creates a note in your NotePM team.
- Create Page
Creates a page in a NotePM note.
- Create Tag
Creates a tag in NotePM.
- Delete Note
Deletes a NotePM note.
- Delete Page
Deletes a NotePM page.
- Get Note
Returns one NotePM note by its note code, including its name, description, scope and members.
- Get Page
Returns one NotePM page with its title, body and tags.
- Get User
Returns one NotePM user by user code.
- List Folders
Returns the folders in a NotePM note.
- List Notes
Returns the notes in your NotePM team.
- List Tags
Returns the tags in your NotePM team with their page counts.
- List Users
Returns the users in your NotePM team.
- Search Pages
Searches NotePM pages by text, note or tag.
- Update Note
Updates a NotePM note's name, description or scope.
- Update Page
Updates a NotePM page's title or body.
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
Coworks and NotePM, answered
What can start an automation from Coworks?
Any of Coworks's 10 triggers in the catalog, including Contact Updated, CRM Entry Updated, Lead Updated and Member Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in NotePM when something happens in Coworks?
Any of NotePM's 18 actions, including Create Comment, Create Folder, Create Note and Create Page. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from NotePM to Coworks?
Yes. When something happens in NotePM, your agent can act in Coworks too. This page covers both directions: NotePM's triggers and Coworks's actions are listed here as well.
Do I have to build a connector for Coworks or NotePM?
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 Coworks and NotePM 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.