--- title: "Connect Easy Project to Cubo Crm - APIANT.ai" description: "When \"New Project\" fires in Easy Project, your agent runs \"Add deal\" in Cubo Crm." canonical: "https://apiant.ai/connect/easy-project-to-cubo-crm" --- # Connect Easy Project to Cubo Crm When **New Project** fires in [Easy Project](https://apiant.ai/connections/easy-project), your agent runs **Add deal** in [Cubo Crm](https://apiant.ai/connections/cubo-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Easy Project **3** triggers Easy Project **11** actions Cubo Crm **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Easy Project and Cubo Crm to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Easy Project can start in Cubo Crm - When **New Project** in Easy Project then **Add deal** in Cubo Crm - When **New Task** in Easy Project then **Update deal** in Cubo Crm 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 Easy Project and Cubo Crm ## Triggers and actions 3 triggers · 31 actions - Trigger **New Project** Triggers when a new project is created in Easy Project. - Trigger **New Task** Triggers when a new task is created in Easy Project. - Trigger **Task Comments Web Hook Trigger** Triggers when a comment is added to a task in Easy Project. - Action **Create Planned Project Expense** Creates a planned (expected) expense in a project's budget in Easy Project, with its amount, currency, VAT and planned date. - Action **Create Project** Creates a new project in Easy Project with its name, dates, manager, parent project, tags and custom field values. - Action **Create Project Expense** Creates an actual (other) expense on a project's budget in Easy Project, with amounts, VAT, currency, date, tags and custom fields. - Action **Create Project Income** Creates an actual income (other revenue) on an Easy Project project's budget, with amounts, VAT, currency, date and optional milestone, tags and custom fields. - Action **Create Task** Creates a task (issue) in an Easy Project project, with its tracker, status, priority, assignee, dates and custom field values. - Action **Create Time Entry** Logs spent time in Easy Project against a project, and optionally a task, for a user on a given date. - Action **Find Project** Returns the projects whose details match the search text you supply. - Action **Get Planned Project Expense** Returns a single planned project expense by its ID, including its amounts, currency, project, milestone, custom fields and tags. - Action **Get Project Expense** Returns a single project expense by its ID, including its project, milestone, amounts, VAT, currency, date, custom fields and tags. - Action **Get Project Income** Returns a single project income (other revenue) record by its ID, including amounts, currency, project, custom fields and tags. - Action **Update Task** Updates an existing task in Easy Project, changing only the fields you fill in, and can add a comment to it. - Action **Add activity** Create an activity. POST activities; docs "Criar nova atividade". - Action **Add deal** Create a deal (Negociação). POST on the deals resource; see docs.cubosuite.com.br "Criar novo negócio". - Action **Add note** Create a note (Anotação). POST notes; docs "Criar nova anotação". - Action **Add organization** Create an organization. POST organizations; docs "Criar nova organização". - Action **Add person** Create a person (Pessoa). POST on persons; docs "Criar nova pessoa". - Action **Add product** Create a product. POST products; docs "Criar novo produto". - Action **Delete deal** Delete a deal by ID. DELETE on deals/{id}; docs "Excluir negócio". - Action **Delete person** Delete a person by ID. - Action **Get deal** Get a deal by ID. GET on deals/{id}; docs.cubosuite.com.br "Obter negócio por ID". - Action **Get organization** Get an organization by ID. - Action **Get person** Get a person by ID. - Action **List organizations** List all organizations. GET organizations; docs "Listar todas as organizações". - Action **List people** List all people. GET persons; docs "Listar todas as pessoas". - Action **List pipelines** List all pipelines (Funis). GET pipelines; docs "Listar todos os funis". - Action **List products** List all products. GET products; docs "Listar todos os produtos". - Action **List stages** List all stages of a pipeline by pipeline ID; docs "Buscar todos os estágios do funil pelo ID". - Action **Update activity** Update an activity by ID. - Action **Update deal** Update a deal by ID. PUT on deals/{id}; docs "Atualizar negócio". - Action **Update organization** Update an organization by ID. - Action **Update person** Update a person by ID. ## Each app on its own - [ **Easy Project** Easy Project is a professional project management software for you, your team and the whole company.](https://apiant.ai/connections/easy-project) - [ **Cubo Crm** Brazilian CRM/negotiation-management platform for sales pipelines, branded customer portals, and...](https://apiant.ai/connections/cubo-crm) Reviews ## What our customers say ## More from Easy Project - [ **Easy Project to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/easy-project-to-hubspot) - [ **Easy Project to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/easy-project-to-salesforce) - [ **Easy Project to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/easy-project-to-slack) - [ **Easy Project to Google Sheets** Google Sheets](https://apiant.ai/connect/easy-project-to-google-sheets) - [ **Easy Project to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/easy-project-to-gmail) - [ **Easy Project to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/easy-project-to-google-calendar) ## More into Cubo Crm - [ **HubSpot to Cubo Crm** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-cubo-crm) - [ **Salesforce to Cubo Crm** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-cubo-crm) - [ **Slack to Cubo Crm** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-cubo-crm) - [ **Google Sheets to Cubo Crm** Google Sheets](https://apiant.ai/connect/google-sheets-to-cubo-crm) - [ **Gmail to Cubo Crm** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-cubo-crm) - [ **Google Calendar to Cubo Crm** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-cubo-crm) Questions ## Easy Project and Cubo Crm, answered ### ### What can start an automation from Easy Project? Any of Easy Project's 3 triggers in the catalog, including New Project, New Task and Task Comments Web Hook Trigger. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Cubo Crm when something happens in Easy Project? Any of Cubo Crm's 20 actions, including Update activity, Update deal, Update organization and Update person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Cubo Crm to Easy Project? Cubo Crm has no triggers in the catalog today, so automations start in Easy Project. If you need the other direction, ask: your agent reads Cubo Crm's API documentation and adds it. ### ### Do I have to build a connector for Easy Project or Cubo Crm? 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 Easy Project and Cubo Crm 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.