--- title: "Connect eWay-CRM to Mongo - APIANT.ai" description: "When \"New or Updated Company\" fires in eWay-CRM, your agent runs \"Add database user\" in Mongo." canonical: "https://apiant.ai/connect/eway-crm-to-mongo" --- # Connect eWay-CRM to Mongo When **New or Updated Company** fires in [eWay-CRM](https://apiant.ai/connections/eway-crm), your agent runs **Add database user** in [Mongo](https://apiant.ai/connections/mongo). Describe the whole flow and it is built, tested on every scenario and kept running. eWay-CRM **6** triggers eWay-CRM **10** actions Mongo **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 eWay-CRM and Mongo 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 eWay-CRM can start in Mongo - When **New or Updated Company** in eWay-CRM then **Add database user** in Mongo - When **New or Updated Contact** in eWay-CRM then **List database users** in Mongo 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 eWay-CRM and Mongo ## Triggers and actions 6 triggers · 16 actions - Trigger **New or Updated Company** Triggers when a company is created or changed in eWay-CRM. - Trigger **New or Updated Contact** Triggers when a contact is created or updated in eWay-CRM. - Trigger **New or Updated Deal** Triggers when a deal is created or updated in eWay-CRM. - Trigger **New or Updated Journal** Triggers when a journal entry is created or updated in eWay-CRM. - Trigger **New or Updated Project** Triggers when a project is created or updated in eWay-CRM. - Trigger **New or Updated Task** Triggers when a task is created or changed in eWay-CRM. - Action **Find a Contact** Finds contacts in eWay-CRM matching an email, name, company or phone number. - Action **Find a Deal** Finds deals in eWay-CRM matching the supplied name, customer, contact or other criteria. - Action **Find a Drop-Down Menu Value** Finds drop-down menu values in eWay-CRM, filtered by the drop-down's name and the value's label. - Action **Find a Task** Finds eWay-CRM tasks matching the subject, status, dates or linked records you supply. - Action **Save a Company** Creates a new company in eWay-CRM, or updates an existing one when a company ID is given. - Action **Save a Contact** Creates a new contact in eWay-CRM, or updates an existing one when its ID is supplied. - Action **Save a Deal** Creates a new deal in eWay-CRM, or updates an existing one when a deal ID is given. - Action **Save a Journal** Creates a new journal entry in eWay-CRM, or updates an existing one when its ID is given. - Action **Save a Project** Creates a new project in eWay-CRM, or updates an existing project when its ID is given. - Action **Save a Task** Creates a new task in eWay-CRM, or updates an existing task when its ID is supplied. - Action **Add database user** Creates a database user in a MongoDB Atlas project with the roles, scopes and authentication method you choose. - Action **Delete database user** Removes a database user from an Atlas project. - Action **List alerts** Returns the alerts in one Atlas project, optionally limited to open, tracking or closed alerts. - Action **List clusters** Returns all clusters in one Atlas project, with each cluster's configuration, state and connection strings. - Action **List database users** Returns all database users that belong to an Atlas project, including their roles and authentication settings. - Action **List projects** Returns all MongoDB Atlas projects the connected account can access, with each project's name, id, organization and cluster count. ## Each app on its own - [ **eWay-CRM** eWay-CRM is a CRM software embedded right into Microsoft Outlook.](https://apiant.ai/connections/eway-crm) - [ **Mongo** MongoDB Atlas is a fully managed cloud document database for storing, querying, and syncing application data.](https://apiant.ai/connections/mongo) Reviews ## What our customers say ## More from eWay-CRM - [ **eWay-CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/eway-crm-to-hubspot) - [ **eWay-CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/eway-crm-to-salesforce) - [ **eWay-CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/eway-crm-to-slack) - [ **eWay-CRM to Google Sheets** Google Sheets](https://apiant.ai/connect/eway-crm-to-google-sheets) - [ **eWay-CRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/eway-crm-to-gmail) - [ **eWay-CRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/eway-crm-to-google-calendar) ## More into Mongo - [ **HubSpot to Mongo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mongo) - [ **Salesforce to Mongo** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mongo) - [ **Slack to Mongo** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mongo) - [ **Google Sheets to Mongo** Google Sheets](https://apiant.ai/connect/google-sheets-to-mongo) - [ **Gmail to Mongo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mongo) - [ **Google Calendar to Mongo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mongo) Questions ## eWay-CRM and Mongo, answered ### ### What can start an automation from eWay-CRM? Any of eWay-CRM's 6 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Deal and New or Updated Journal. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Mongo when something happens in eWay-CRM? Any of Mongo's 6 actions, including Add database user, List alerts, List clusters and List database users. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mongo to eWay-CRM? Mongo has no triggers in the catalog today, so automations start in eWay-CRM. If you need the other direction, ask: your agent reads Mongo's API documentation and adds it. ### ### Do I have to build a connector for eWay-CRM or Mongo? 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 eWay-CRM and Mongo 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.