Integration
Connect DealMachine and Terros
When New Task fires in DealMachine, your agent runs Create User in Terros, or New Account in Terros to Get Account 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 Terros 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 DealMachine and Terros can do together
From DealMachine to Terros
When New Task in DealMachine
then Create User in Terros
From Terros to 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 Terros
Triggers and actions 9 triggers · 30 actions
- New Task
Triggers when a new task is created in DealMachine.
- Create Note for Lead
Adds a note to a DealMachine lead (prospect).
- Create Tag
Creates a tag you can apply to DealMachine prospects.
- Create Task
Creates a task in DealMachine, optionally linked to a property or person.
- Delete Tag
Deletes a DealMachine tag.
- Delete Task
Deletes a DealMachine task.
- Get Account
Returns the DealMachine organization, plan and remaining enrichment credits.
- Get Tag
Returns one DealMachine tag by its ID.
- Get Task
Returns one DealMachine task by its ID.
- List Tags
Returns all tags in the DealMachine workspace.
- List Tasks
Returns DealMachine tasks, optionally filtered by status or search text.
- Update Tag
Renames, recolors or deactivates a DealMachine tag.
- Update Task
Updates a DealMachine task's title, description, due date or completion.
- List Calendar Events
Triggers when a new calendar event appears in Terros.
- List Status Ids
Triggers when a new disposition (account status) is added in Terros.
- List Tasks
Triggers when a new task appears in Terros.
- List Workflow Action IDs
Triggers when a new action is added to a Terros workflow.
- List Workflow IDs
Triggers when a new workflow is added in Terros.
- List Workflow Stage IDs
Triggers when a new stage is added to a Terros workflow.
- New Account
Triggers when a new account is added in Terros.
- New User
Triggers when a new user is added to your Terros company.
- Add meeting
Creates a recurring team meeting in Terros with a schedule, reminders and optional check-in rules.
- Create/Update Account
Creates a Terros account, or updates it when the account ID is given.
- Create User
Adds a user to your Terros company.
- Delete Account
Deletes an account (a homeowner or lead record) from Terros by its account ID.
- Delete Calendar Event
Deletes a calendar event.
- Delete meeting
Archives a meeting in Terros, or permanently deletes it when Archive is set to false.
- Delete task
Removes one or more Terros tasks, archiving them by default or deleting them permanently.
- Delete User
Removes a user from your Terros company.
- Find Account
Finds a Terros account by account ID, external lead ID or source ID.
- Find User
Finds users whose name or email matches the search text.
- Get task
Returns a single Terros task by its ID, including its subject, status, owner and criteria.
- List Accounts
Returns accounts, optionally filtered by user, workflow or search text.
- List Available Closers
Lists closers and their open appointment times for a team or user.
- List Users
Returns the users in your Terros company, optionally limited to one team.
- List Workflow IDs
Returns the workflows you can see, with their IDs.
- Make Report
Runs a KPI report for the chosen KPIs, grouped by user, team or another dimension.
- Update meeting
Updates a Terros meeting, replacing its team, name, recurring schedule, reminders, check-in options, location and meeting link.
- Update User
Updates a Terros user's name, email, phone or time zone.
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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More into Terros
Questions
DealMachine and Terros, 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 Terros when something happens in DealMachine?
Any of Terros's 18 actions, including Create/Update Account, Create User, Update meeting and Update User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Terros to DealMachine?
Yes. When something happens in Terros, your agent can act in DealMachine too. This page covers both directions: Terros's triggers and DealMachine's actions are listed here as well.
Do I have to build a connector for DealMachine or Terros?
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 Terros 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.