--- title: "Connect EspoCRM and SkedPal - APIANT.ai" description: "When \"New contact\" fires in EspoCRM, your agent runs \"Find Task by Name\" in SkedPal, or \"New Completed Task\" in SkedPal to \"Add task\" in EspoCRM." canonical: "https://apiant.ai/connect/espocrm-to-skedpal" --- # Connect EspoCRM and SkedPal When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Find Task by Name** in [SkedPal](https://apiant.ai/connections/skedpal), or **New Completed Task** in SkedPal to **Add task** in EspoCRM. Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **10** actions SkedPal **3** triggers SkedPal **6** 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 SkedPal 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 EspoCRM and SkedPal can do together ### From EspoCRM to SkedPal - When **New contact** in EspoCRM then **Find Task by Name** in SkedPal - When **New Lead** in EspoCRM then **Update Schedule** in SkedPal ### From SkedPal to EspoCRM - When **New Completed Task** in SkedPal then **Add task** in EspoCRM - When **New Task** in SkedPal then **Update Lead** 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 SkedPal ## Triggers and actions 6 triggers · 16 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 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 **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 Lead** Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead. - Trigger **Favorite Tasks** Triggers when a task is marked as a favorite in SkedPal. - Trigger **New Completed Task** Triggers when a SkedPal task is marked complete. - Trigger **New Task** Triggers when a new task is added in SkedPal. - Action **Find Task by Name** Finds SkedPal tasks whose name exactly matches the given text. - Action **Get calendar account** Returns one connected calendar account (Google, Office 365, Exchange or iCloud) by its id, including its type, username and sync configuration. - Action **List calendar accounts** Returns every calendar account connected to the SkedPal user, including its provider type, username and sync details. - Action **List calendars** Returns the calendars belonging to a connected calendar account in SkedPal. - Action **Sync calendar account** Starts a sync of a connected SkedPal calendar account and returns whether the sync succeeded. - Action **Update Schedule** Asks SkedPal to recalculate the schedule for the connected user, and returns SkedPal's scheduling result. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **SkedPal** SkedPal is a smart calendar app that schedules your to-do's based on your commitments and preferences.](https://apiant.ai/connections/skedpal) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 SkedPal - [ **HubSpot to SkedPal** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-skedpal) - [ **Salesforce to SkedPal** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-skedpal) - [ **Google Sheets to SkedPal** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-skedpal) - [ **Gmail to SkedPal** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-skedpal) - [ **Google Calendar to SkedPal** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-skedpal) - [ **Google Drive to SkedPal** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-skedpal) Questions ## EspoCRM and SkedPal, 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 SkedPal when something happens in EspoCRM? Any of SkedPal's 6 actions, including Update Schedule, Find Task by Name, Get calendar account and List calendar accounts. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SkedPal to EspoCRM? Yes. When something happens in SkedPal, your agent can act in EspoCRM too. This page covers both directions: SkedPal's triggers and EspoCRM's actions are listed here as well. ### ### Do I have to build a connector for EspoCRM or SkedPal? 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 EspoCRM and SkedPal 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.