--- title: "Connect FunnelCockpit to Kantata OX - APIANT.ai" description: "When \"New CRM Contact\" fires in FunnelCockpit, your agent runs \"List invoices\" in Kantata OX." canonical: "https://apiant.ai/connect/funnelcockpit-to-kantata-ox" --- # Connect FunnelCockpit to Kantata OX When **New CRM Contact** fires in [FunnelCockpit](https://apiant.ai/connections/funnelcockpit), your agent runs **List invoices** in [Kantata OX](https://apiant.ai/connections/kantata-ox). Describe the whole flow and it is built, tested on every scenario and kept running. FunnelCockpit **4** triggers FunnelCockpit **4** actions Kantata OX **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want FunnelCockpit and Kantata OX 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 FunnelCockpit can start in Kantata OX - When **New CRM Contact** in FunnelCockpit then **List invoices** in Kantata OX - When **New Email Contact** in FunnelCockpit then **Delete task** in Kantata OX 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 FunnelCockpit and Kantata OX ## Triggers and actions 4 triggers · 7 actions - Trigger **New CRM Contact** Triggers when a new contact is added to the selected FunnelCockpit CRM, optionally limited to one lead group. - Trigger **New Email Contact** Triggers when a new email contact is added to your FunnelCockpit email marketing list. - Trigger **New Survey Result** Triggers when a new result is submitted to the selected FunnelCockpit survey. - Trigger **New Webinar Viewer** Triggers when a new viewer registers for the selected webinar. - Action **Create or Update CRM Contact** Creates a contact in a FunnelCockpit CRM, or updates the existing contact with the same email address, optionally adding it to lead groups. - Action **Create or Update Email Contact** Creates a new email contact in FunnelCockpit, or updates the existing contact with the same email address. - Action **Create Webinar Viewer** Registers a person as a viewer of a FunnelCockpit webinar for a chosen start date. - Action **Get Webinar Dates** Returns the upcoming scheduled dates for a webinar. - Action **Delete task** Deletes a task (story) in Kantata OX. The task is soft-deleted and can still be listed with the deleted-tasks filter. - Action **List invoices** Returns the invoices in the Kantata OX account, optionally narrowed by project, dates, payment status, invoice number or external reference. - Action **List time entries** Returns time entries visible to the connected user, optionally filtered by project, user, date range, billable or invoice status. ## Each app on its own - [ **FunnelCockpit** FunnelCockpit is your all-in-one marketing solution.](https://apiant.ai/connections/funnelcockpit) - [ **Kantata OX** Kantata OX project collaboration suite allows you to manage your business relationships, share files, and...](https://apiant.ai/connections/kantata-ox) Reviews ## What our customers say ## More from FunnelCockpit - [ **FunnelCockpit to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/funnelcockpit-to-hubspot) - [ **FunnelCockpit to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/funnelcockpit-to-salesforce) - [ **FunnelCockpit to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/funnelcockpit-to-slack) - [ **FunnelCockpit to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/funnelcockpit-to-google-sheets) - [ **FunnelCockpit to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/funnelcockpit-to-gmail) - [ **FunnelCockpit to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/funnelcockpit-to-google-calendar) ## More into Kantata OX - [ **HubSpot to Kantata OX** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-kantata-ox) - [ **Salesforce to Kantata OX** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-kantata-ox) - [ **Slack to Kantata OX** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-kantata-ox) - [ **Google Sheets to Kantata OX** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-kantata-ox) - [ **Gmail to Kantata OX** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-kantata-ox) - [ **Google Calendar to Kantata OX** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-kantata-ox) Questions ## FunnelCockpit and Kantata OX, answered ### ### What can start an automation from FunnelCockpit? Any of FunnelCockpit's 4 triggers in the catalog, including New CRM Contact, New Email Contact, New Survey Result and New Webinar Viewer. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Kantata OX when something happens in FunnelCockpit? Any of Kantata OX's 3 actions, including List invoices, List time entries and Delete task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Kantata OX to FunnelCockpit? Kantata OX has no triggers in the catalog today, so automations start in FunnelCockpit. If you need the other direction, ask: your agent reads Kantata OX's API documentation and adds it. ### ### Do I have to build a connector for FunnelCockpit or Kantata OX? 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 FunnelCockpit and Kantata OX 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.