Integration
Connect CRM in Cloud to TMetric
When something happens in CRM in Cloud, your agent does the next thing in TMetric. 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 TMetric 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 TMetric
When New or Updated Company in CRM in Cloud
then Add invoice in TMetric
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 TMetric
Triggers and actions 4 triggers · 23 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.
- Add invoice
Create a new invoice.
- Add project
Create a new project in the workspace.
- Create Task
Creates a task in a specified TMetric account.
- Create Time Entry
Creates a time entry in a specified account.
- Delete task
Deletes a task from a TMetric workspace.
- Delete time entry
Delete a time entry.
- Get task
Gets a single TMetric task by its id.
- Get user
Gets the profile of the currently authenticated TMetric user, including the workspaces they belong to.
- List clients
Returns a list of all clients in a TMetric workspace.
- List invoices
Lists the invoices in a TMetric workspace.
- List tasks
Returns a list of all tasks in a TMetric workspace.
- List time entries
Retrieve a list of time entries for the workspace.
- Start Timer
Starts a running timer in TMetric by adding a time entry that has a start time and no end time. Stop it with Stop Timer.
- Stop Timer
Stops the timer currently running in a TMetric workspace, ending its time entry now or at the time you give.
- Update task
Updates an existing TMetric task by ID. Only the fields you fill in are changed; everything else on the task is kept as it is.
- Update time entry
Modify an existing time entry.
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 TMetric, 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 TMetric when something happens in CRM in Cloud?
Any of TMetric's 16 actions, including Create Task, Create Time Entry, Update task and Update time entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TMetric to CRM in Cloud?
TMetric has no triggers in the catalog today, so automations start in CRM in Cloud. If you need the other direction, ask: your agent reads TMetric's API documentation and adds it.
Do I have to build a connector for CRM in Cloud or TMetric?
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.