--- title: "Connect Gately to Chatrace - APIANT.ai" description: "When \"New Member\" fires in Gately, your agent runs \"Add contact\" in Chatrace." canonical: "https://apiant.ai/connect/gately-to-chatrace" --- # Connect Gately to Chatrace When **New Member** fires in [Gately](https://apiant.ai/connections/gately), your agent runs **Add contact** in [Chatrace](https://apiant.ai/connections/chatrace). Describe the whole flow and it is built, tested on every scenario and kept running. Gately **1** trigger Gately **11** actions Chatrace **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Gately and Chatrace 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 Gately can start in Chatrace - When **New Member** in Gately then **Add contact** in Chatrace - When **New Member** in Gately then **Add tag to contact** in Chatrace 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 Gately and Chatrace ## Triggers and actions 1 trigger · 33 actions - Trigger **New Member** Triggers when a new member signs up to your project. - Action **Add contact** Create a new CRM contact. - Action **Add member** Create a new project member. - Action **Delete contact** Permanently delete a contact and all associated data. - Action **Find contacts by criteria** Search/filter contacts via list endpoint query params (email, tag, list, segment). - Action **Get contact** Retrieve a single CRM contact by ID. - Action **Get member** Retrieve a single member by ID. - Action **List contacts** Retrieve contacts for a project with optional filtering and pagination. - Action **List members** Retrieve a paginated list of members in the project. - Action **Send email** Send a transactional email to one or more recipients. - Action **Update contact** Partially update a contact — only sent fields change. - Action **Update member** Update an existing member. - Action **Add contact** Create a new contact. - Action **Add custom field** Create a new custom field definition. - Action **Add tag** Create a new tag. - Action **Add tag to contact** Apply a tag to a contact. - Action **Clear contact cart** Empty a contact's shopping cart. - Action **Delete contact custom field value** Remove a custom field's value from a contact. - Action **Delete tag** Delete a tag. - Action **Find contacts by custom field** Search for contacts by a custom field value. - Action **Get AI agent** Retrieve an AI agent by ID. - Action **Get contact** Retrieve a contact by ID. - Action **Get contact custom field value** Retrieve a custom field's value on a contact. - Action **Get custom field** Retrieve a custom field definition by ID. - Action **Get tag** Retrieve a tag by ID. - Action **List AI agents** List configured AI agents. - Action **List custom fields** List account-level custom field definitions. - Action **List tags** List all account tags. - Action **Remove tag from contact** Remove a tag from a contact. - Action **Send file** Send a file to a contact. - Action **Send text message** Send a text message to a contact. - Action **Update AI agent** Update an AI agent's configuration. - Action **Update contact custom field value** Set a custom field's value on a contact. - Action **Update product** Update a product's details. ## Each app on its own - [ **Gately** Gately is a membership platform that helps creators and teams build courses, manage members, publish...](https://apiant.ai/connections/gately) - [ **Chatrace** Omnichannel chatbot platform for automating customer support and sales via WhatsApp, SMS, Messenger...](https://apiant.ai/connections/chatrace) Reviews ## What our customers say ## More from Gately - [ **Gately to Ellie** Ellie helps you organize your thoughts and plan your day in a beautiful and simple app.](https://apiant.ai/connect/gately-to-ellie) - [ **Gately to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gately-to-hubspot) - [ **Gately to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/gately-to-salesforce) - [ **Gately to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/gately-to-slack) - [ **Gately to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/gately-to-google-sheets) - [ **Gately to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gately-to-gmail) ## More into Chatrace - [ **Chaport to Chatrace** Chaport is a live chat for websites designed as a modern messenger.](https://apiant.ai/connect/chaport-to-chatrace) - [ **HubSpot to Chatrace** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-chatrace) - [ **Salesforce to Chatrace** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-chatrace) - [ **Slack to Chatrace** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-chatrace) - [ **Google Sheets to Chatrace** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-chatrace) - [ **Gmail to Chatrace** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-chatrace) Questions ## Gately and Chatrace, answered ### ### What can start an automation from Gately? Any of Gately's 1 trigger in the catalog, including New Member. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Chatrace when something happens in Gately? Any of Chatrace's 22 actions, including Send file, Send text message, Update AI agent and Update contact custom field value. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Chatrace to Gately? Chatrace has no triggers in the catalog today, so automations start in Gately. If you need the other direction, ask: your agent reads Chatrace's API documentation and adds it. ### ### Do I have to build a connector for Gately or Chatrace? 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 Gately and Chatrace 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.