Integration
Connect Dovetail and Ekklo
When New Project fires in Dovetail, your agent runs Add Note to Prospect in Ekklo, or New Prospect Created in Ekklo to Add Contact in Dovetail. 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 Dovetail and Ekklo 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 Dovetail and Ekklo can do together
From Dovetail to Ekklo
When New Project in Dovetail
then Add Note to Prospect in Ekklo
From Ekklo to Dovetail
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 Dovetail and Ekklo
Triggers and actions 8 triggers ยท 18 actions
- New Project
Triggers when a new project is created
- New Published Insight
Triggers when a new insight is published.
- Updated Project
Triggers when a project is updated.
- Add Contact
Adds a contact to the contacts database.
- Add Data Point to Channel
Adds a data point to a channel.
- Add Data to Project
Adds data to an existing project.
- Add Insight to Project
Adds an insight to an existing project.
- New Prospect Created
Fires when a new prospect is created in Ekklo. Registers a prospect.created webhook subscription automatically.
- Prospect Converted to Client
Triggers when a prospect is converted into a paying client.
- Prospect Deleted
Triggers when a prospect is removed from your CRM.
- Prospect Stage Changed
Triggers when a prospect moves to a different funnel stage (first_contact, discovery, proposal, closing).
- Prospect Updated
Triggers when an existing prospect is modified (any field).
- Add Note to Prospect
Adds a free-form note to a prospect (useful for logging calls, emails, meetings).
- Block Client
Blocks a client. This action is idempotent.
- Convert Prospect to Client
Converts a prospect into a paying client and sends an invitation email. The prospect must have a first name, last name, and email.
- Create Client
Creates a new client and sends them an invitation email.
- Create Prospect
Creates a new prospect in your CRM funnel.
- Delete Prospect
Permanently deletes a prospect from your CRM.
- Find Client by Email
Finds a client by their exact email address.
- Find Clients
Finds clients with optional filters.
- Find Prospects
Finds prospects with optional filters (free-text search, stage).
- Move Prospect to Stage
Moves a prospect to a different funnel stage (first_contact, discovery, proposal, closing).
- Resend Invitation
Resends the invitation email to a client.
- Unblock Client
Unblocks a client. This action is idempotent.
- Update Client
Updates an existing client. Only provided fields are changed.
- Update Prospect
Updates an existing prospect. Only provided fields 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
Reviews
What our customers say
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Questions
Dovetail and Ekklo, answered
What can start an automation from Dovetail?
Any of Dovetail's 3 triggers in the catalog, including New Project, New Published Insight and Updated Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Ekklo when something happens in Dovetail?
Any of Ekklo's 14 actions, including Create Client, Create Prospect, Update Client and Update Prospect. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Ekklo to Dovetail?
Yes. When something happens in Ekklo, your agent can act in Dovetail too. This page covers both directions: Ekklo's triggers and Dovetail's actions are listed here as well.
Do I have to build a connector for Dovetail or Ekklo?
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 Dovetail and Ekklo 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.