# Connect EspoCRM to OpenRegister When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Get Company Contact Information** in [OpenRegister](https://apiant.ai/connections/openregister). Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **16** actions OpenRegister **14** 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 OpenRegister 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 OpenRegister - When **New contact** in EspoCRM then **Get Company Contact Information** in OpenRegister - When **New Lead** in EspoCRM then **Find Company by Name** in OpenRegister 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 OpenRegister ## Triggers and actions 3 triggers · 30 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 **Find Company by Name** Returns German companies whose current or historical registered name matches the specified name. - Action **Find Company by URL** Finds the German company behind a website URL and returns its company ID plus the email, phone and VAT ID found on the site. - Action **Find Insolvency Proceedings** Returns German insolvency proceedings (companies and natural persons) that match a free-text search and/or structured filters. - Action **Find People by Name** Returns people from the German commercial register whose name matches the search text, optionally narrowed by city, date of birth or active status. - Action **Get Company Contact Information** Retrieve contact information for a German company: email, phone, VAT ID and the source web page. - Action **Get Company Details** Returns the full register record of a German company by its OpenRegister ID. - Action **Get Company Financials** Retrieves a company's published financial reports (balance sheets and income statements) and key financial indicators from the Bundesanzeiger. - Action **Get Company Historical Owners** Retrieves the full ownership history of a German company (GmbH only) across every shareholder list it has filed. - Action **Get Company Holdings** Retrieves the list of companies that a German company owns or has stakes in, including relation type and share amounts. Costs 10 OpenRegister credits per call. - Action **Get Company Owners** Retrieves the shareholders and owners of a German company, with their ownership percentages, nominal shares and register roles. - Action **Get Company Ubos** Retrieves the Ultimate Beneficial Owners (natural persons who ultimately own or control the company) of a German company, calculated across the full ownership chain. Costs 25 OpenRegister credits per call. - Action **Get Insolvency Proceeding** Retrieve the full record of a single German insolvency proceeding, including its status, debtor, administrator, deadlines, distribution figures and complete event history. - Action **Get Person Details** Retrieve detailed information about a person listed in the German commercial register: name, date of birth, age, city, and their current and past management positions across companies. - Action **Get Person Holdings** Retrieve the company holdings (ownership stakes) associated with a specific person by person id. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **OpenRegister** OpenRegister is a tool which allows you to search for companies, retrieve company information, financials...](https://apiant.ai/connections/openregister) 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 OpenRegister - [ **HubSpot to OpenRegister** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-openregister) - [ **Salesforce to OpenRegister** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-openregister) - [ **Slack to OpenRegister** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-openregister) - [ **Google Sheets to OpenRegister** Google Sheets](https://apiant.ai/connect/google-sheets-to-openregister) - [ **Gmail to OpenRegister** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-openregister) - [ **Google Calendar to OpenRegister** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-openregister) Questions ## EspoCRM and OpenRegister, 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 OpenRegister when something happens in EspoCRM? Any of OpenRegister's 14 actions, including Find Company by Name, Find Company by URL, Find Insolvency Proceedings and Find People by Name. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from OpenRegister to EspoCRM? OpenRegister has no triggers in the catalog today, so automations start in EspoCRM. If you need the other direction, ask: your agent reads OpenRegister's API documentation and adds it. ### ### Do I have to build a connector for EspoCRM or OpenRegister? 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.