Integration
Connect EARLY and Salesmate
When something happens in EARLY or Salesmate, your agent does the next thing in the other. Describe it 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 EARLY and Salesmate to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 EARLY and Salesmate can do together
From EARLY to Salesmate
When Activity Created in EARLY
then Search for Total Rows in Activity in Salesmate
From Salesmate to EARLY
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 EARLY and Salesmate
Triggers and actions 15 triggers · 29 actions
- Activity Created
Triggers when an activity is created.
- Activity Deleted
Triggers when an activity is deleted.
- Activity Updated
Triggers when an activity is updated.
- Folder Created
Triggers when a folder is created.
- Folder Deleted
Triggers when a folder is deleted.
- Folder Updated
Triggers when a folder is updated.
- Time Entry Created
Triggers when a time entry is created.
- Time Entry Deleted
Triggers when a time entry is deleted.
- Time Entry Updated
Triggers when a time entry is updated.
- Tracking Canceled
Triggers when a tracking is canceled.
- Tracking Started
Triggers when a new tracking is started.
- Tracking Stopped
Triggers when a tracking is stopped.
- Tracking Updated
Triggers when a tracking is updated.
- Add Member to Folder
Adds a person with a given email to a folder.
- Cancel Current Tracking
Cancels the tracking that is currently running without saving a time entry
- Create Activity
Creates an activity.
- Create Folder
Creates a folder.
- Create Tag
Creates an tag.
- Create Time Entry
Creates a time entry for a given activity, start- and end-time.
- Delete Activity
Deletes an activity by ID
- Delete Folder
Deletes a folder by ID
- Delete Time Entry
Deletes a time entry by ID
- Get Current Tracking
Gets the tracking that is currently running
- Get Folder
Gets a folder by ID
- Get Time Entry
Gets a time entry by ID
- List Activities
Lists the activities in the account
- Start Tracking
Start Tracking an Activity.
- Stop Current Tracking
Stop the current time tracking.
- Update Activity
Updates an existing activity by ID
- Update Current Tracking
Updates the tracking that is currently running
- Update Folder
Updates an existing folder by ID
- Update Time Entry
Updates an existing time entry by ID
- New De-Activated User
Triggers when a user in Salesmate is de-activated.
- New User
Triggers when a new user is added to your Salesmate account.
- Add Note
Adds a note to a contact in Salesmate. Returns the id of the note that was created.
- Create Contact
Creates a new contact in Salesmate. Returns the id of the contact that was created.
- Random User
Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.
- Search for Total Rows in Activity
Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
- Search for Total Rows in Company
Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
- Search for Total Rows in Contacts
Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
- Search for Total Rows in Deal
Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
- Search User
Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.
- Update Contact
Updates an existing contact in Salesmate. Only the fields you supply are changed.
- Update Note
Updates an existing note on a contact in Salesmate.
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
EARLY and Salesmate, answered
What can start an automation from EARLY?
Any of EARLY's 13 triggers in the catalog, including Activity Created, Activity Updated, Folder Created and Folder Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesmate when something happens in EARLY?
Any of Salesmate's 10 actions, including Create Contact, Update Contact, Update Note and Add Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesmate to EARLY?
Yes. When something happens in Salesmate, your agent can act in EARLY too. This page covers both directions: Salesmate's triggers and EARLY's actions are listed here as well.
Do I have to build a connector for EARLY or Salesmate?
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.
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.