Integration
Connect DealMachine and Gist
When New Task fires in DealMachine, your agent runs Add Tag to an Existing Contact in Gist, or New Contact in Gist to Create Note for Lead in DealMachine. 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 DealMachine and Gist 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)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 DealMachine and Gist can do together
From DealMachine to Gist
When New Task in DealMachine
then Add Tag to an Existing Contact in Gist
When New Task in DealMachine
then Create or Update Contact in Gist
From Gist to DealMachine
When New Contact in Gist
then Create Note for Lead in DealMachine
When New conversation in Gist
then Create Task in DealMachine
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 DealMachine and Gist
Triggers and actions 11 triggers · 25 actions
Trigger
New TaskTriggers when a new task is created in DealMachine.
Action
Create Note for LeadAdds a note to a DealMachine lead (prospect).
Action
Create TagCreates a tag you can apply to DealMachine prospects.
Action
Create TaskCreates a task in DealMachine, optionally linked to a property or person.
Action
Delete TagDeletes a DealMachine tag.
Action
Delete TaskDeletes a DealMachine task.
Action
Get AccountReturns the DealMachine organization, plan and remaining enrichment credits.
Action
Get TagReturns one DealMachine tag by its ID.
Action
Get TaskReturns one DealMachine task by its ID.
Action
List TagsReturns all tags in the DealMachine workspace.
Action
List TasksReturns DealMachine tasks, optionally filtered by status or search text.
Action
Update TagRenames, recolors or deactivates a DealMachine tag.
Action
Update TaskUpdates a DealMachine task's title, description, due date or completion.
Trigger
Conversation closedFires when a conversation is closed. Webhook topic "Conversation Closed".
Trigger
New ContactTriggers when you add a new contact.
Trigger
New conversationFires when a contact initiates a new conversation. Webhook topic "Contact Initiated Conversation".
Trigger
New message from contactFires when a contact sends a message in a conversation. Webhook topic "Message From Contact".
Trigger
Performed an EventTriggers when a contact performs an event.
Trigger
Subscribed to a CampaignTriggers when a contact is subscribed to a campaign.
Trigger
Tag Added to ContactTriggers when a specific tag gets added to a contact.
Trigger
Tag Removed From ContactTriggers when a specific tag gets removed from a contact.
Trigger
Unsubscribed From a CampaignTriggers when a contact is unsubscribed from a campaign.
Trigger
Updated a Contact PropertyTriggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Action
Add conversationCreate a new conversation in Gist's helpdesk/live-chat.
Action
Add Tag to an Existing ContactApply a tag to an existing contact.
Action
Assign conversationAssign an existing conversation to a teammate or team.
Action
Close conversationClose an existing conversation.
Action
Create or Update ContactCreates a new Contact or updates an existing one.
Action
Delete contactDelete a contact by id.
Action
Find a ContactFinds an existing contact.
Action
Get a ContactFetches a contact by ID. An error occurs if the contact is not found.
Action
Get conversationRetrieve a single conversation by id.
Action
List contactsList all contacts in the workspace.
Action
List conversationsList all conversations in the workspace.
Action
Remove Tag From Existing ContactRemoves a tag from an existing contact.
Action
Reply to conversationAdd a reply message to an existing conversation.
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
DealMachine and Gist, answered
What can start an automation from DealMachine?
Any of DealMachine's 1 trigger in the catalog, including New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Gist when something happens in DealMachine?
Any of Gist's 13 actions, including Create or Update Contact, Add conversation, Add Tag to an Existing Contact and Assign conversation. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Gist to DealMachine?
Yes. When something happens in Gist, your agent can act in DealMachine too. This page covers both directions: Gist's triggers and DealMachine's actions are listed here as well.
Do I have to build a connector for DealMachine or Gist?
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 DealMachine and Gist 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.