Integration
Connect EspoCRM and TESS
When New contact fires in EspoCRM, your agent runs Create Memory in TESS, or New Memory in TESS to Add contact in EspoCRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want EspoCRM and TESS to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What EspoCRM and TESS can do together
From EspoCRM to TESS
When New contact in EspoCRM
then Create Memory in TESS
When New Lead in EspoCRM
then Create Memory Collection in TESS
From TESS to EspoCRM
When New Memory in TESS
then Add contact in EspoCRM
When New Memory in TESS
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 TESS
Triggers and actions 4 triggers · 30 actions
Trigger
New contactTriggers when a new contact is created in EspoCRM.
Trigger
New LeadTriggers when a new lead is created in EspoCRM.
Trigger
New opportunityTriggers when a new opportunity is created in EspoCRM.
Action
Add accountCreates a new account (company) in EspoCRM and returns its attributes.
Action
Add caseCreates a new case (support ticket) in EspoCRM.
Action
Add contactCreates a new contact in EspoCRM.
Action
Add opportunityCreates a new opportunity (deal) in EspoCRM and returns the created record.
Action
Add taskCreates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case.
Action
Create LeadCreates a new lead in EspoCRM and returns the created lead record.
Action
Find accountsFinds EspoCRM accounts whose name matches the text you supply.
Action
Find contactsFinds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact.
Action
Find LeadFinds leads in EspoCRM matching a value on a chosen attribute (email address by default).
Action
Get contactReturns a single EspoCRM contact by its ID, with all its attributes including custom fields.
Action
Get LeadReturns a single EspoCRM lead by its ID, with all of its fields.
Action
Get TaskReturns one task by its ID, with its subject, status, dates, parent record and assignee.
Action
Update accountUpdates an existing account (company) in EspoCRM. Only the fields you fill in are changed.
Action
Update contactUpdates an existing contact in EspoCRM, changing only the fields you fill in.
Action
Update LeadUpdates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead.
Action
Update opportunityUpdates an existing opportunity in EspoCRM, changing only the fields you fill in.
Trigger
New MemoryTriggers when a new memory is added in Tess, optionally only in one collection.
Action
Create MemoryCreates a Tess memory, optionally inside a memory collection.
Action
Create Memory CollectionCreates a Tess memory collection.
Action
Delete FileDeletes a file uploaded to Tess.
Action
Delete MemoryDeletes a Tess memory.
Action
Execute an AgentSends a message to a Tess agent, waits for it to finish, and returns the generated content.
Action
Execute Long Running AgentStarts a Tess agent without waiting and returns the execution response ID to fetch the result later.
Action
Find Agent DetailsReturns one Tess agent's details, including the input fields it asks for when executed.
Action
Find Agent Execution ResponseReturns the status and generated content of one agent execution.
Action
Find AgentsSearches your Tess agents by text or type and returns their details.
Action
Get FileReturns one file uploaded to Tess.
Action
List FilesLists files uploaded to Tess, newest first by default.
Action
List MemoriesLists Tess memories, optionally only those in one collection.
Action
List Memory CollectionsLists Tess memory collections, optionally filtered by name.
Action
Update MemoryUpdates the text or collection of a Tess memory.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from EspoCRM
EspoCRM to AmberOneTurn any website into a build-ready Android, iOS, PWA or Electron app project
EspoCRM to New Relic InsightsNew Relic Insights is a real-time analytics platform that collects metrics directly from your live...
EspoCRM to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
EspoCRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
EspoCRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
EspoCRM to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
More into TESS
HubSpot to TESSHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to TESSSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to TESSSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to TESSGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to TESSGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TESSGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
EspoCRM and TESS, 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 TESS when something happens in EspoCRM?
Any of TESS's 14 actions, including Create Memory, Create Memory Collection, Update Memory and Execute an Agent. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TESS to EspoCRM?
Yes. When something happens in TESS, your agent can act in EspoCRM too. This page covers both directions: TESS's triggers and EspoCRM's actions are listed here as well.
Do I have to build a connector for EspoCRM or TESS?
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 TESS 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.