--- title: "Connect FunnelCockpit to Koncile - APIANT.ai" description: "When \"New CRM Contact\" fires in FunnelCockpit, your agent runs \"Upload File (Koncile via Streaming)\" in Koncile." canonical: "https://apiant.ai/connect/funnelcockpit-to-koncile" --- # Connect FunnelCockpit to Koncile When **New CRM Contact** fires in [FunnelCockpit](https://apiant.ai/connections/funnelcockpit), your agent runs **Upload File (Koncile via Streaming)** in [Koncile](https://apiant.ai/connections/koncile). Describe the whole flow and it is built, tested on every scenario and kept running. FunnelCockpit **3** triggers FunnelCockpit **4** actions Koncile **18** 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 Koncile 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 Koncile - When **New CRM Contact** in FunnelCockpit then **Upload File (Koncile via Streaming)** in Koncile - When **New Survey Result** in FunnelCockpit then **Rerun documents** in Koncile 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 Koncile ## Triggers and actions 3 triggers · 22 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 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 **Add field** Creates a template field. - Action **Add folder** Creates a folder. - Action **Add template** Creates a template, or copies an existing one via template_id. - Action **Delete document** Deletes a document. - Action **Delete field** Deletes a field. - Action **Delete folder** Deletes a folder. - Action **Delete template** Deletes a template. - Action **Get document data** Gets extracted data for a document. - Action **Get document raw text** Gets raw OCR text of a document. - Action **Get field** Gets a field by id. - Action **Get folder** Gets a folder by id. - Action **Get template** Gets a template by id. - Action **List folders** Lists all folders. - Action **Rerun documents** Reruns extraction on documents. - Action **Update field** Updates a field. - Action **Update folder** Updates a folder. - Action **Update template** Updates a template. - Action **Upload File (Koncile via Streaming)** Downloads a file from a URL and uploads it to Koncile.ai. ## Each app on its own - [ **FunnelCockpit** FunnelCockpit is your all-in-one marketing solution.](https://apiant.ai/connections/funnelcockpit) - [ **Koncile** Koncile is a AI-powered solution that automates data extraction from documents such as invoices, pay slips...](https://apiant.ai/connections/koncile) 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](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 Koncile - [ **HubSpot to Koncile** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-koncile) - [ **Salesforce to Koncile** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-koncile) - [ **Slack to Koncile** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-koncile) - [ **Google Sheets to Koncile** Google Sheets](https://apiant.ai/connect/google-sheets-to-koncile) - [ **Gmail to Koncile** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-koncile) - [ **Google Calendar to Koncile** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-koncile) Questions ## FunnelCockpit and Koncile, answered ### ### What can start an automation from FunnelCockpit? Any of FunnelCockpit's 3 triggers in the catalog, including New CRM 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 Koncile when something happens in FunnelCockpit? Any of Koncile's 18 actions, including Update field, Update folder, Update template and Upload File (Koncile via Streaming). Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Koncile to FunnelCockpit? Koncile has no triggers in the catalog today, so automations start in FunnelCockpit. If you need the other direction, ask: your agent reads Koncile's API documentation and adds it. ### ### Do I have to build a connector for FunnelCockpit or Koncile? 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 Koncile 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.