--- title: "Connect Ekklo and Severa - APIANT.ai" description: "When \"New Prospect Created\" fires in Ekklo, your agent runs \"Create Address for Customer\" in Severa." canonical: "https://apiant.ai/connect/ekklo-to-severa" --- # Connect Ekklo and Severa When **New Prospect Created** fires in [Ekklo](https://apiant.ai/connections/ekklo), your agent runs **Create Address for Customer** in [Severa](https://apiant.ai/connections/severa), or **New Phase Is Created** in Severa to **Add Note to Prospect** in Ekklo. Describe the whole flow and it is built, tested on every scenario and kept running. Ekklo **5** triggers Ekklo **14** actions Severa **4** triggers Severa **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Ekklo and Severa 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 Ekklo and Severa can do together ### From Ekklo to Severa - When **New Prospect Created** in Ekklo then **Create Address for Customer** in Severa - When **Prospect Stage Changed** in Ekklo then **Create Contact for Customer** in Severa ### From Severa to Ekklo - When **New Phase Is Created** in Severa then **Add Note to Prospect** in Ekklo - When **New Project Is Created** in Severa then **Create Client** in Ekklo 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 Ekklo and Severa ## Triggers and actions 9 triggers · 22 actions - Trigger **New Prospect Created** Fires when a new prospect is created in Ekklo. Registers a prospect.created webhook subscription automatically. - Trigger **Prospect Converted to Client** Triggers when a prospect is converted into a paying client. - Trigger **Prospect Deleted** Triggers when a prospect is removed from your CRM. - Trigger **Prospect Stage Changed** Triggers when a prospect moves to a different funnel stage (first_contact, discovery, proposal, closing). - Trigger **Prospect Updated** Triggers when an existing prospect is modified (any field). - Action **Add Note to Prospect** Adds a free-form note to a prospect (useful for logging calls, emails, meetings). - Action **Block Client** Blocks a client. This action is idempotent. - Action **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. - Action **Create Client** Creates a new client and sends them an invitation email. - Action **Create Prospect** Creates a new prospect in your CRM funnel. - Action **Delete Prospect** Permanently deletes a prospect from your CRM. - Action **Find Client by Email** Finds a client by their exact email address. - Action **Find Clients** Finds clients with optional filters. - Action **Find Prospects** Finds prospects with optional filters (free-text search, stage). - Action **Move Prospect to Stage** Moves a prospect to a different funnel stage (first_contact, discovery, proposal, closing). - Action **Resend Invitation** Resends the invitation email to a client. - Action **Unblock Client** Unblocks a client. This action is idempotent. - Action **Update Client** Updates an existing client. Only provided fields are changed. - Action **Update Prospect** Updates an existing prospect. Only provided fields are changed. - Trigger **New Phase Is Created** Triggered when a new phase is created in Severa, optionally limited to a phase code or specific projects. - Trigger **New Project Is Created** Triggers when a new project is created in Severa. - Trigger **Phase Status Change** Triggers when a phase's status changes in Severa, including the status a new phase starts with. - Trigger **Project Status Change** Triggers when a project's status changes in Severa. Returns the project with its new status. - Action **Create Activity** Creates an activity (calendar entry, task, sales event or absence) in Severa. - Action **Create Address for Customer** Creates a new address on a Severa customer and returns the created address. - Action **Create Contact for Customer** Creates a contact person under an existing Severa customer and returns the new contact. - Action **Create Phase** Creates a new phase under a project's phase hierarchy in Severa. - Action **Search Customer Contacts** Searches a customer's contact persons by name, phone number or email address, returning up to 100 matching contacts. - Action **Search Customers** Searches Severa customers by name, email, customer number, VAT or KVK number, owner, status or change date and returns the matching customers. - Action **Search Invoices** Searches Severa invoices by customer, project, status, number, reference number, dates or totals and returns the matching invoices. - Action **Search Projects** Returns the projects that match the criteria you specify, such as project number, customer, status, owner or change date. ## Each app on its own - [ **Ekklo** Ekklo is a coaching platform that helps fitness coaches manage their clients, send invitations, and automate...](https://apiant.ai/connections/ekklo) - [ **Severa** Lead your professional business in one software with Severa.](https://apiant.ai/connections/severa) Reviews ## What our customers say ## More from Ekklo - [ **Ekklo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/ekklo-to-hubspot) - [ **Ekklo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ekklo-to-salesforce) - [ **Ekklo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ekklo-to-slack) - [ **Ekklo to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/ekklo-to-google-sheets) - [ **Ekklo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/ekklo-to-gmail) - [ **Ekklo to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/ekklo-to-google-calendar) ## More into Severa - [ **HubSpot to Severa** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-severa) - [ **Salesforce to Severa** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-severa) - [ **Google Sheets to Severa** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-severa) - [ **Gmail to Severa** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-severa) - [ **Google Calendar to Severa** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-severa) - [ **Google Drive to Severa** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-severa) Questions ## Ekklo and Severa, answered ### ### What can start an automation from Ekklo? Any of Ekklo's 5 triggers in the catalog, including New Prospect Created, Prospect Stage Changed, Prospect Updated and Prospect Converted to Client. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Severa when something happens in Ekklo? Any of Severa's 8 actions, including Create Activity, Create Address for Customer, Create Contact for Customer and Create Phase. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Severa to Ekklo? Yes. When something happens in Severa, your agent can act in Ekklo too. This page covers both directions: Severa's triggers and Ekklo's actions are listed here as well. ### ### Do I have to build a connector for Ekklo or Severa? 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 Ekklo and Severa 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.