Integration
Connect CRM in Cloud to Remote Retrieval
When something happens in CRM in Cloud, your agent does the next thing in Remote Retrieval. 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 Remote Retrieval 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 Remote Retrieval
When New or Updated Company in CRM in Cloud
then Get Company Details in Remote Retrieval
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 Remote Retrieval
Triggers and actions 4 triggers · 12 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 New Order
Creates a new device return order in Remote Retrieval: a shipping box is sent to the employee and the device is returned to the company or recycled.
- Get All Orders
Lists all orders in the Remote Retrieval account with their payment and order status, up to 25 per page.
- Get Company Details
Retrieve the authenticated company's profile (name, address, contact, created date).
- Get Order
Retrieves the details of one Remote Retrieval order by its order id: employee and company addresses plus the device type and shipment statuses.
- List Device Prices
Returns the retrieval prices for each device type available to your Remote Retrieval account.
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
CRM in Cloud and Remote Retrieval, 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 Remote Retrieval when something happens in CRM in Cloud?
Any of Remote Retrieval's 5 actions, including Create New Order, Get All Orders, Get Company Details and Get Order. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Remote Retrieval to CRM in Cloud?
Remote Retrieval has no triggers in the catalog today, so automations start in CRM in Cloud. If you need the other direction, ask: your agent reads Remote Retrieval's API documentation and adds it.
Do I have to build a connector for CRM in Cloud or Remote Retrieval?
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.