Integration
Connect Cursion and Perfex CRM
When New Flow fires in Cursion, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Create Page in Cursion. 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 Cursion and Perfex CRM 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 Cursion and Perfex CRM can do together
From Cursion to Perfex CRM
When New Flow in Cursion
then Create Customer in Perfex CRM
From Perfex CRM to Cursion
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 Cursion and Perfex CRM
Triggers and actions 15 triggers · 22 actions
- New Flow
Triggers when a new Flow is created in your Cursion account.
- New Page
Triggers when a new page is added to a Cursion site.
- New Scan
Triggers when a new Scan is created for the selected Cursion page.
- New Site
Triggers when a new site is added to your Cursion account.
- New Test
Triggers when a new Test (a comparison of two scans) is created for a page.
- Add case
Generates a new test case for a site from a plain-language prompt and returns the process tracking its creation.
- Add flow
Creates a Flow in Cursion — a named sequence of steps (scans, cases, alerts) that FlowRuns execute.
- Create CaseRun
Runs a saved Case against a Site, creating a CaseRun that executes in the background and returns immediately.
- Create FlowRun
Runs a Flow against a Site and returns the new FlowRun, which completes asynchronously.
- Create Page
Creates a Page under a Cursion Site and, unless skipped, starts its initial baseline Scan.
- Create Scan
Starts a new Scan of a Site's pages in Cursion. The scan runs in the background and may take several minutes to complete.
- Create Site
Creates a Site in Cursion for a domain, then crawls it for pages and runs initial baseline scans in the background.
- Delete site
Deletes a site and, with it, all of the site's scans, tests, schedules and alerts.
- Get FlowRun
Returns a single FlowRun — the result of running a Flow against a Site — including its nodes, status and logs.
- Get scan
Returns a single Cursion scan with its HTML, logs, Lighthouse and security scores, and screenshots.
- Get site
Returns a single Cursion site with its URL, tags, crawl times and latest scan and test summary.
- Get test
Returns a single Test, the comparison of two scans of a page, with its scores, status and deltas.
- List flows
Returns the flows in your Cursion account, including each flow's steps (nodes) and connections (edges).
- List pages
Returns the pages that belong to a Cursion site, with each page's URL, tags and latest scan and test results.
- List scans
Returns the scans captured for a Cursion page, ordered by creation time.
- List sites
Returns the sites in your Cursion account, newest first, with each site's URL, tags and latest scan and test details.
- List tests
Returns the Tests run against a Cursion Page, ordered by creation time.
- New Contract
Triggers when a new contract is added in Perfex CRM.
- New Customer
Triggers when a new customer is added in Perfex CRM.
- New Estimate
Triggers when a new estimate is added in Perfex CRM.
- New Invoice
Triggers when a new invoice is added in Perfex CRM.
- New Lead
Triggers when a new lead is added in Perfex CRM.
- New Payment
Triggers when a new payment is added in Perfex CRM.
- New Project
Triggers when a new project is added in Perfex CRM.
- New Proposal
Triggers when a new proposal is added in Perfex CRM.
- New Task
Triggers when a new task is added in Perfex CRM.
- New Ticket
Triggers when a new support ticket is added in Perfex CRM.
- Create Customer
Creates a customer (company) in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Find Customer
Finds the first Perfex CRM customer matching a search text.
- Update invoice
Updates an existing invoice in Perfex CRM. Only the fields you fill in are changed.
- Update ticket
Updates an existing support ticket in Perfex CRM. 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
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Questions
Cursion and Perfex CRM, answered
What can start an automation from Cursion?
Any of Cursion's 5 triggers in the catalog, including New Flow, New Page, New Scan and New Site. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Perfex CRM when something happens in Cursion?
Any of Perfex CRM's 5 actions, including Create Customer, Create Lead, Update invoice and Update ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to Cursion?
Yes. When something happens in Perfex CRM, your agent can act in Cursion too. This page covers both directions: Perfex CRM's triggers and Cursion's actions are listed here as well.
Do I have to build a connector for Cursion or Perfex 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 Cursion and Perfex 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.