--- title: "Connect Gately to Spruce - APIANT.ai" description: "When \"New Member\" fires in Gately, your agent runs \"Add job\" in Spruce. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/gately-to-spruce" --- # Connect Gately to Spruce When **New Member** fires in [Gately](https://apiant.ai/connections/gately), your agent runs **Add job** in [Spruce](https://apiant.ai/connections/spruce). Describe the whole flow and it is built, tested on every scenario and kept running. Gately **1** trigger Gately **11** actions Spruce **2** 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 Spruce 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 Spruce - When **New Member** in Gately then **Add job** in Spruce - When **New Member** in Gately then **Calculate estimate** in Spruce 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 Spruce ## Triggers and actions 1 trigger · 13 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 job** Creates a new job in Spruce with the property and customer details, and returns the new job's UUID, reference and admin link. - Action **Calculate estimate** Calculates a heat pump estimate for a property, returning its heat loss, suggested equipment, running costs, carbon savings and installation price. ## 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) - [ **Spruce** Transform your heat pump business. Streamline your workflow and save days every month with Spruce.](https://apiant.ai/connections/spruce) 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 Spruce - [ **HubSpot to Spruce** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-spruce) - [ **Salesforce to Spruce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-spruce) - [ **Slack to Spruce** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-spruce) - [ **Google Sheets to Spruce** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-spruce) - [ **Gmail to Spruce** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-spruce) - [ **Google Calendar to Spruce** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-spruce) Questions ## Gately and Spruce, 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 Spruce when something happens in Gately? Any of Spruce's 2 actions, including Add job and Calculate estimate. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Spruce to Gately? Spruce has no triggers in the catalog today, so automations start in Gately. If you need the other direction, ask: your agent reads Spruce's API documentation and adds it. ### ### Do I have to build a connector for Gately or Spruce? 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 Spruce 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.