# Connect EspoCRM and Open Science Framework When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Get file** in [Open Science Framework](https://apiant.ai/connections/open-science-framework), or **New comment** in Open Science Framework to **Add contact** in EspoCRM. Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **16** actions Open Science Framework **3** triggers Open Science Framework **19** 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 Open Science Framework 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 and Open Science Framework can do together ### From EspoCRM to Open Science Framework - When **New contact** in EspoCRM then **Get file** in Open Science Framework - When **New Lead** in EspoCRM then **Get project** in Open Science Framework ### From Open Science Framework to EspoCRM - When **New comment** in Open Science Framework then **Add contact** in EspoCRM - When **New preprint** in Open Science Framework then **Add task** in EspoCRM 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 Open Science Framework ## Triggers and actions 6 triggers · 35 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. - Trigger **New comment** Polling trigger that fires when a new comment is added to an OSF project. - Trigger **New preprint** Polling trigger that fires when a new OSF preprint is created. - Trigger **New registration** Polling trigger that fires when a new OSF registration is created. - Action **Get collection** Retrieve a single OSF collection. - Action **Get contributor** Retrieve a single contributor on an OSF project. - Action **Get file** Retrieve metadata for a single OSF file. - Action **Get preprint** Retrieve a single OSF preprint. - Action **Get project** Retrieve a single OSF project by id. - Action **Get registration** Retrieve a single OSF registration. - Action **Get resource** Retrieve a single OSF outcome resource. - Action **Get user** Retrieve a single OSF user. - Action **Get wiki page** Retrieve a single OSF wiki page. - Action **List collections** List OSF collections. - Action **List comments** List comments on an OSF project. - Action **List contributors** List the contributors on an OSF project. - Action **List preprints** List OSF preprints. - Action **List project files** List the files stored in an OSF project. - Action **List projects** List OSF projects (nodes) visible to the user. - Action **List registrations** List OSF registrations. - Action **List resources** List OSF outcome resources. - Action **List users** List OSF users. - Action **List wiki pages** List the wiki pages on an OSF project. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Open Science Framework** The Open Science Framework (OSF) is a repository and archive for research projects — study designs...](https://apiant.ai/connections/open-science-framework) 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 Open Science Framework - [ **HubSpot to Open Science Framework** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-open-science-framework) - [ **Gmail to Open Science Framework** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-open-science-framework) - [ **Google Calendar to Open Science Framework** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-open-science-framework) - [ **Google Drive to Open Science Framework** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-open-science-framework) - [ **Mailchimp to Open Science Framework** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-open-science-framework) - [ **ActiveCampaign to Open Science Framework** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-open-science-framework) Questions ## EspoCRM and Open Science Framework, 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 Open Science Framework when something happens in EspoCRM? Any of Open Science Framework's 19 actions, including Get collection, Get contributor, Get file and Get preprint. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Open Science Framework to EspoCRM? Yes. When something happens in Open Science Framework, your agent can act in EspoCRM too. This page covers both directions: Open Science Framework's triggers and EspoCRM's actions are listed here as well. ### ### Do I have to build a connector for EspoCRM or Open Science Framework? 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.