Integration
Connect CRM in Cloud to Pascal
When something happens in CRM in Cloud, your agent does the next thing in Pascal. Describe it 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 CRM in Cloud and Pascal 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 CRM in Cloud can start in Pascal
When New or Updated Company in CRM in Cloud
then Create a Business Case in Pascal
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 CRM in Cloud and Pascal
Triggers and actions 4 triggers · 19 actions
- New or Updated Company
Triggers when a given action is performed on Company.
- New or Updated Contact
Triggers when a given action is performed on Contact.
- New or Updated Lead
Triggers when a given action is performed on Lead.
- New or Updated Opportunity
Triggers when a given action is performed on Opportunity.
- Create or Update Activity
Creates a new activity in CRM in Cloud, or updates an existing one when an Activity ID is supplied. Returns the id of the activity.
- Create or Update Company
Creates a new Company, or update an exising one specifying its ID field value.
- Create or Update Contact
Creates a new Contact, or update an exising one specifying its ID field value.
- Create or Update Lead
Creates a new Lead, or update an exising one specifying its ID field value.
- Create or Update Opportunity
Creates a new Opportunity, or update an exising one specifying its ID field value.
- Find Anagraphic Emails in List
Finds the email addresses of the companies, contacts or leads that belong to a CRM in Cloud list, optionally narrowed to one email address, one record, or one email type.
- Find Company
Returns up to 100 companies that match the specified search filter.
- Create a Business Case
Creates a Business case in Pascal and screens it immediately, returning the case with its search results.
- Create a Client
Create a new client in Pascal — an organisation-level record that groups related screening cases.
- Find a Case
Returns up to 100 cases that match the search text and any other filters you set.
- Generate & Email a Case Report
Starts generating PDF case reports for the cases matching the filters and has Pascal email them to you. Returns a batch id you can use to track progress and download the reports.
- Get case
Retrieve a single Pascal case by its Pascal ID, UUID, or external identifier, including hit counts, labels, clients and sources.
- Get client
Fetches a client by ID. An error occurs if the client is not found.
- Link clients
Link a Pascal client to one or more other clients.
- List cases
Returns all cases, optionally narrowed by filters such as name, status, type, assignee, labels, clients, dates and hit resolution.
- List clients
List clients in Pascal, optionally filtered by id, identifier, assignee, status, risk, labels, dates and linked cases.
- Unlink clients
Unlink a client from one or more other clients in Pascal.
- Update a Case
Updates an existing case by ID. Only the fields you fill in are changed.
- Update a Client
Updates an existing client by ID. Only the fields you fill in are changed.
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
CRM in Cloud and Pascal, answered
What can start an automation from CRM in Cloud?
Any of CRM in Cloud's 4 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Lead and New or Updated Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pascal when something happens in CRM in Cloud?
Any of Pascal's 12 actions, including Create a Business Case, Create a Client, Update a Case and Update a Client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pascal to CRM in Cloud?
Pascal has no triggers in the catalog today, so automations start in CRM in Cloud. If you need the other direction, ask: your agent reads Pascal's API documentation and adds it.
Do I have to build a connector for CRM in Cloud or Pascal?
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.