--- title: "Connect CrewForm to Cubo Crm - APIANT.ai" description: "When \"AI Agent Task Failed\" fires in CrewForm, your agent runs \"Add deal\" in Cubo Crm." canonical: "https://apiant.ai/connect/crewform-to-cubo-crm" --- # Connect CrewForm to Cubo Crm When **AI Agent Task Failed** fires in [CrewForm](https://apiant.ai/connections/crewform), your agent runs **Add deal** in [Cubo Crm](https://apiant.ai/connections/cubo-crm). Describe the whole flow and it is built, tested on every scenario and kept running. CrewForm **1** trigger CrewForm **10** actions Cubo Crm **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CrewForm and Cubo Crm to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What CrewForm can start in Cubo Crm - When **AI Agent Task Failed** in CrewForm then **Add deal** in Cubo Crm - When **AI Agent Task Failed** in CrewForm then **Update deal** in Cubo Crm 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 CrewForm and Cubo Crm ## Triggers and actions 1 trigger · 30 actions - Trigger **AI Agent Task Failed** Triggers when a CrewForm AI agent task fails. - Action **Add agent** Creates a new AI agent in your CrewForm workspace with the model, instructions and settings you choose. - Action **Delete agent** Deletes an AI agent from your CrewForm workspace. - Action **Delete task** Deletes a task from your CrewForm workspace. - Action **Get agent** Returns a single CrewForm agent by its id, including its model, prompt and settings. - Action **Get task** Returns a single CrewForm task by its id, including its title, status, priority, assigned agent and results. - Action **List agents** Returns all AI agents in your CrewForm workspace, with each agent's name, model, prompt and settings. - Action **List tasks** Returns the tasks in your CrewForm workspace, newest first, optionally only those with a given status. - Action **Send Task to AI Agent** Creates a task in CrewForm assigned to an AI agent, which dispatches it to that agent to work on right away. Returns the created task. - Action **Update agent** Updates an existing CrewForm agent's name, model, prompt, temperature, tools, status or configuration. Only the fields you fill in are changed. - Action **Update task** Updates an existing CrewForm task's title, description, priority, status, assigned agent or team, or metadata. - Action **Add activity** Create an activity. POST activities; docs "Criar nova atividade". - Action **Add deal** Create a deal (Negociação). POST on the deals resource; see docs.cubosuite.com.br "Criar novo negócio". - Action **Add note** Create a note (Anotação). POST notes; docs "Criar nova anotação". - Action **Add organization** Create an organization. POST organizations; docs "Criar nova organização". - Action **Add person** Create a person (Pessoa). POST on persons; docs "Criar nova pessoa". - Action **Add product** Create a product. POST products; docs "Criar novo produto". - Action **Delete deal** Delete a deal by ID. DELETE on deals/{id}; docs "Excluir negócio". - Action **Delete person** Delete a person by ID. - Action **Get deal** Get a deal by ID. GET on deals/{id}; docs.cubosuite.com.br "Obter negócio por ID". - Action **Get organization** Get an organization by ID. - Action **Get person** Get a person by ID. - Action **List organizations** List all organizations. GET organizations; docs "Listar todas as organizações". - Action **List people** List all people. GET persons; docs "Listar todas as pessoas". - Action **List pipelines** List all pipelines (Funis). GET pipelines; docs "Listar todos os funis". - Action **List products** List all products. GET products; docs "Listar todos os produtos". - Action **List stages** List all stages of a pipeline by pipeline ID; docs "Buscar todos os estágios do funil pelo ID". - Action **Update activity** Update an activity by ID. - Action **Update deal** Update a deal by ID. PUT on deals/{id}; docs "Atualizar negócio". - Action **Update organization** Update an organization by ID. - Action **Update person** Update a person by ID. ## Each app on its own - [ **CrewForm** CrewForm is a AI team builder. Create specialised agents — researchers, writers, coders — orchestrate them...](https://apiant.ai/connections/crewform) - [ **Cubo Crm** Brazilian CRM/negotiation-management platform for sales pipelines, branded customer portals, and...](https://apiant.ai/connections/cubo-crm) Reviews ## What our customers say ## More from CrewForm - [ **CrewForm to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/crewform-to-hubspot) - [ **CrewForm to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/crewform-to-salesforce) - [ **CrewForm to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/crewform-to-slack) - [ **CrewForm to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/crewform-to-google-sheets) - [ **CrewForm to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/crewform-to-gmail) - [ **CrewForm to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/crewform-to-google-calendar) ## More into Cubo Crm - [ **HubSpot to Cubo Crm** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-cubo-crm) - [ **Salesforce to Cubo Crm** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-cubo-crm) - [ **Slack to Cubo Crm** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-cubo-crm) - [ **Google Sheets to Cubo Crm** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-cubo-crm) - [ **Gmail to Cubo Crm** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-cubo-crm) - [ **Google Calendar to Cubo Crm** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-cubo-crm) Questions ## CrewForm and Cubo Crm, answered ### ### What can start an automation from CrewForm? Any of CrewForm's 1 trigger in the catalog, including AI Agent Task Failed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Cubo Crm when something happens in CrewForm? Any of Cubo Crm's 20 actions, including Update activity, Update deal, Update organization and Update person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Cubo Crm to CrewForm? Cubo Crm has no triggers in the catalog today, so automations start in CrewForm. If you need the other direction, ask: your agent reads Cubo Crm's API documentation and adds it. ### ### Do I have to build a connector for CrewForm or Cubo Crm? 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 CrewForm and Cubo Crm 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.