# Connect Gately and Gridfox When **New Member** fires in [Gately](https://apiant.ai/connections/gately), your agent runs **Add record** in [Gridfox](https://apiant.ai/connections/gridfox), or **Record Created** in Gridfox to **Add contact** in Gately. Describe the whole flow and it is built, tested on every scenario and kept running. Gately **1** trigger Gately **11** actions Gridfox **2** triggers Gridfox **9** 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 Gridfox 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 and Gridfox can do together ### From Gately to Gridfox - When **New Member** in Gately then **Add record** in Gridfox - When **New Member** in Gately then **Update record** in Gridfox ### From Gridfox to Gately - When **Record Created** in Gridfox then **Add contact** in Gately - When **Record Created or Updated** in Gridfox then **Send email** in Gately 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 Gridfox ## Triggers and actions 3 triggers · 20 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. - Trigger **Record Created** Triggers when a new record is created. - Trigger **Record Created or Updated** Fires when a record in the chosen Gridfox table is created or updated. - Action **Add record** Create a record in a table. - Action **Add user** Add a user to the project. - Action **Delete record** Delete a record. - Action **Find records** Search records in a table by search parameters. - Action **Get record** Get a record by reference field value. - Action **Get record audit** Get audit history for a record. - Action **List tables** List tables in the project. - Action **List User Groups** lists the project's user groups with their member users (id, email). - Action **Update record** Update a record by reference field value. ## 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) - [ **Gridfox** Manage your work, your way with Gridfox. The tool for team collaboration that helps you build custom...](https://apiant.ai/connections/gridfox) 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](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 Gridfox - [ **Google Sheets to Gridfox** Google Sheets](https://apiant.ai/connect/google-sheets-to-gridfox) - [ **Gmail to Gridfox** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-gridfox) - [ **Google Calendar to Gridfox** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-gridfox) - [ **Google Drive to Gridfox** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-gridfox) - [ **ActiveCampaign to Gridfox** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-gridfox) - [ **Airtable to Gridfox** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-gridfox) Questions ## Gately and Gridfox, 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 Gridfox when something happens in Gately? Any of Gridfox's 9 actions, including Update record, Add record, Add user and Find records. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Gridfox to Gately? Yes. When something happens in Gridfox, your agent can act in Gately too. This page covers both directions: Gridfox's triggers and Gately's actions are listed here as well. ### ### Do I have to build a connector for Gately or Gridfox? 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 Gridfox 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.