Integration
Connect DealMachine and TESS
When New Task fires in DealMachine, your agent runs Create Memory in TESS, or New Memory in TESS 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 TESS 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 TESS can do together
From DealMachine to TESS
When New Task in DealMachine
then Create Memory in TESS
When New Task in DealMachine
then Create Memory Collection in TESS
From TESS to DealMachine
When New Memory in TESS
then Create Note for Lead in DealMachine
When New Memory in TESS
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 TESS
Triggers and actions 2 triggers · 26 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
New MemoryTriggers when a new memory is added in Tess, optionally only in one collection.
Action
Create MemoryCreates a Tess memory, optionally inside a memory collection.
Action
Create Memory CollectionCreates a Tess memory collection.
Action
Delete FileDeletes a file uploaded to Tess.
Action
Delete MemoryDeletes a Tess memory.
Action
Execute an AgentSends a message to a Tess agent, waits for it to finish, and returns the generated content.
Action
Execute Long Running AgentStarts a Tess agent without waiting and returns the execution response ID to fetch the result later.
Action
Find Agent DetailsReturns one Tess agent's details, including the input fields it asks for when executed.
Action
Find Agent Execution ResponseReturns the status and generated content of one agent execution.
Action
Find AgentsSearches your Tess agents by text or type and returns their details.
Action
Get FileReturns one file uploaded to Tess.
Action
List FilesLists files uploaded to Tess, newest first by default.
Action
List MemoriesLists Tess memories, optionally only those in one collection.
Action
List Memory CollectionsLists Tess memory collections, optionally filtered by name.
Action
Update MemoryUpdates the text or collection of a Tess memory.
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
More from DealMachine
DealMachine to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DealMachine to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DealMachine to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DealMachine to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
DealMachine to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
DealMachine to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into TESS
HubSpot to TESSHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to TESSSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to TESSSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to TESSGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to TESSGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TESSGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
DealMachine and TESS, 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 TESS when something happens in DealMachine?
Any of TESS's 14 actions, including Create Memory, Create Memory Collection, Update Memory and Execute an Agent. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TESS to DealMachine?
Yes. When something happens in TESS, your agent can act in DealMachine too. This page covers both directions: TESS's triggers and DealMachine's actions are listed here as well.
Do I have to build a connector for DealMachine or TESS?
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 TESS 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.