Integration
Connect DealMachine and Urable
When New Task fires in DealMachine, your agent runs Update/Create Customer in Urable, or Completed Job in Urable 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 Urable 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 Urable can do together
From DealMachine to Urable
When New Task in DealMachine
then Update/Create Customer in Urable
When New Task in DealMachine
then List customers in Urable
From Urable to DealMachine
When Completed Job in Urable
then Create Note for Lead in DealMachine
When New Customer in Urable
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 Urable
Triggers and actions 10 triggers · 14 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
Completed JobTriggers when a job in Urable is marked completed.
Trigger
Fulfilled OrderTriggers when an order in Urable is marked fulfilled.
Trigger
New CustomerTriggers when a new customer is added in Urable.
Trigger
New EventTriggers when a new event (meeting, consultation, reminder, time off, etc.) is created in Urable.
Trigger
New JobTriggers when a new job is created in Urable.
Trigger
New or Updated CustomerTriggers when a customer is added or an existing customer's details change in Urable.
Trigger
New or Updated EventTriggers when an event (meeting, consultation, reminder, time off and so on) is created or modified in Urable.
Trigger
New or Updated JobTriggers when a job is created or updated in Urable.
Trigger
Paid OrderTriggers when an order in Urable is marked paid, newest paid first.
Action
List customersReturns the customers in your Urable account, optionally only those matching an email address.
Action
Update/Create CustomerUpdates an existing Urable customer when a Customer ID is given, otherwise creates a new customer. Returns the customer's id.
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 Urable, 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 Urable when something happens in DealMachine?
Any of Urable's 2 actions, including Update/Create Customer and List customers. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Urable to DealMachine?
Yes. When something happens in Urable, your agent can act in DealMachine too. This page covers both directions: Urable's triggers and DealMachine's actions are listed here as well.
Do I have to build a connector for DealMachine or Urable?
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 Urable 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.