# Connect EspoCRM to Kantree When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Add card** in [Kantree](https://apiant.ai/connections/kantree). Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **16** actions Kantree **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want EspoCRM and Kantree to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 EspoCRM can start in Kantree - When **New contact** in EspoCRM then **Add card** in Kantree - When **New Lead** in EspoCRM then **Add comment** in Kantree 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 EspoCRM and Kantree ## Triggers and actions 3 triggers · 29 actions - Trigger **New contact** Triggers when a new contact is created in EspoCRM. - Trigger **New Lead** Triggers when a new lead is created in EspoCRM. - Trigger **New opportunity** Triggers when a new opportunity is created in EspoCRM. - Action **Add account** Creates a new account (company) in EspoCRM and returns its attributes. - Action **Add case** Creates a new case (support ticket) in EspoCRM. - Action **Add contact** Creates a new contact in EspoCRM. - Action **Add opportunity** Creates a new opportunity (deal) in EspoCRM and returns the created record. - Action **Add task** Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case. - Action **Create Lead** Creates a new lead in EspoCRM and returns the created lead record. - Action **Find accounts** Finds EspoCRM accounts whose name matches the text you supply. - Action **Find contacts** Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact. - Action **Find Lead** Finds leads in EspoCRM matching a value on a chosen attribute (email address by default). - Action **Get contact** Returns a single EspoCRM contact by its ID, with all its attributes including custom fields. - Action **Get Lead** Returns a single EspoCRM lead by its ID, with all of its fields. - Action **Get Task** Returns one task by its ID, with its subject, status, dates, parent record and assignee. - Action **Update account** Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed. - Action **Update contact** Updates an existing contact in EspoCRM, changing only the fields you fill in. - Action **Update Lead** Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead. - Action **Update opportunity** Updates an existing opportunity in EspoCRM, changing only the fields you fill in. - Action **Add card** Creates a new card inside a parent card (use a project's top-level card to add the card to the project board). - Action **Add comment** Add a comment to a card. - Action **Add project** Creates a new Kantree project. - Action **Delete card** Permanently deletes a Kantree card. - Action **Get card** Get a card by id. - Action **Get project** Retrieve a single Kantree project by its ID. - Action **Get user** Retrieve a Kantree user's public profile by their user ID. - Action **List cards** Lists the cards in a Kantree project, optionally filtered, sorted, or including archived cards. - Action **List comments** Lists the comments posted on a Kantree card. - Action **List organizations** Lists the Kantree organizations the connected user belongs to. - Action **List project members** Lists the members of a Kantree project. - Action **Update card** Updates a card's title, state, color, cover image or default sub-card type in Kantree. Fields left blank are not changed. - Action **Update project** Updates the settings of an existing Kantree project. Only the fields you fill in are changed. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Kantree** Kantree allows teams to work together in real-time and visually manage any kind of activities.](https://apiant.ai/connections/kantree) Reviews ## What our customers say ## More from EspoCRM - [ **EspoCRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/espocrm-to-hubspot) - [ **EspoCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/espocrm-to-salesforce) - [ **EspoCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/espocrm-to-slack) - [ **EspoCRM to Google Sheets** Google Sheets](https://apiant.ai/connect/espocrm-to-google-sheets) - [ **EspoCRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/espocrm-to-gmail) - [ **EspoCRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/espocrm-to-google-calendar) ## More into Kantree - [ **HubSpot to Kantree** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-kantree) - [ **Salesforce to Kantree** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-kantree) - [ **Slack to Kantree** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-kantree) - [ **Google Sheets to Kantree** Google Sheets](https://apiant.ai/connect/google-sheets-to-kantree) - [ **Gmail to Kantree** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-kantree) - [ **Google Calendar to Kantree** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-kantree) Questions ## EspoCRM and Kantree, answered ### ### What can start an automation from EspoCRM? Any of EspoCRM's 3 triggers in the catalog, including New contact, New Lead and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Kantree when something happens in EspoCRM? Any of Kantree's 13 actions, including Update card, Update project, Add card and Add comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Kantree to EspoCRM? Kantree has no triggers in the catalog today, so automations start in EspoCRM. If you need the other direction, ask: your agent reads Kantree's API documentation and adds it. ### ### Do I have to build a connector for EspoCRM or Kantree? 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.