Integration
Connect Gist and Halo Service Solutions
When New Contact fires in Gist, your agent runs Add action to ticket in Halo Service Solutions, or New Ticket in Halo Service Solutions to Add Tag to an Existing Contact in Gist. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Gist and Halo Service Solutions to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Gist and Halo Service Solutions can do together
From Gist to Halo Service Solutions
When New Contact in Gist
then Add action to ticket in Halo Service Solutions
When New conversation in Gist
then Create Ticket in Halo Service Solutions
From Halo Service Solutions to Gist
When New Ticket in Halo Service Solutions
then Add Tag to an Existing Contact in Gist
When Ticket Updated in Halo Service Solutions
then Create or Update Contact in Gist
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 Gist and Halo Service Solutions
Triggers and actions 12 triggers · 27 actions
Trigger
Conversation closedFires when a conversation is closed. Webhook topic "Conversation Closed".
Trigger
New ContactTriggers when you add a new contact.
Trigger
New conversationFires when a contact initiates a new conversation. Webhook topic "Contact Initiated Conversation".
Trigger
New message from contactFires when a contact sends a message in a conversation. Webhook topic "Message From Contact".
Trigger
Performed an EventTriggers when a contact performs an event.
Trigger
Subscribed to a CampaignTriggers when a contact is subscribed to a campaign.
Trigger
Tag Added to ContactTriggers when a specific tag gets added to a contact.
Trigger
Tag Removed From ContactTriggers when a specific tag gets removed from a contact.
Trigger
Unsubscribed From a CampaignTriggers when a contact is unsubscribed from a campaign.
Trigger
Updated a Contact PropertyTriggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Action
Add conversationCreate a new conversation in Gist's helpdesk/live-chat.
Action
Add Tag to an Existing ContactApply a tag to an existing contact.
Action
Assign conversationAssign an existing conversation to a teammate or team.
Action
Close conversationClose an existing conversation.
Action
Create or Update ContactCreates a new Contact or updates an existing one.
Action
Delete contactDelete a contact by id.
Action
Find a ContactFinds an existing contact.
Action
Get a ContactFetches a contact by ID. An error occurs if the contact is not found.
Action
Get conversationRetrieve a single conversation by id.
Action
List contactsList all contacts in the workspace.
Action
List conversationsList all conversations in the workspace.
Action
Remove Tag From Existing ContactRemoves a tag from an existing contact.
Action
Reply to conversationAdd a reply message to an existing conversation.
Trigger
New TicketTriggers when a new ticket is logged in Halo.
Trigger
Ticket UpdatedTriggers when a ticket is created or updated in Halo.
Action
Add action to ticketAdds a new action (note, update or outcome) to an existing Halo ticket.
Action
Add projectCreates a new project in Halo and returns the created project record.
Action
Create SiteCreates a new site for a customer in Halo.
Action
Create TicketCreates a new ticket in Halo with a summary, description and optional customer, user, type, priority, status and assignment.
Action
Create UserCreates a new end user in Halo under the chosen site.
Action
Get customerReturns a single Halo customer (client) by its ID, optionally with extra details and ticket activity.
Action
Get projectReturns a single Halo project by its ID, including its details and custom fields.
Action
Get ticketReturns a single Halo ticket by its ID, optionally with extra details and its last action.
Action
Get userReturns a single Halo user (end-user contact) by ID, with optional details, ticket activity and pop-ups.
Action
List customersReturns a list of customers (clients) in Halo, optionally filtered by search text or top level.
Action
List ticketsReturns tickets from Halo, optionally filtered by customer, agent, status, dates, search text and more.
Action
List usersReturns the users (end-user contacts) in Halo, optionally filtered by customer, site, search text and other criteria.
Action
Update ticketUpdates an existing Halo ticket's summary, details, customer, assignment, status, priority and category. Fields left blank are not changed.
Action
Update userUpdates an existing Halo user's name, site, email or phone number. Fields left blank keep their current values.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Gist and Halo Service Solutions, answered
What can start an automation from Gist?
Any of Gist's 10 triggers in the catalog, including New Contact, New conversation, New message from contact and Tag Added to Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Halo Service Solutions when something happens in Gist?
Any of Halo Service Solutions's 14 actions, including Create Site, Create Ticket, Create User and Update ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Halo Service Solutions to Gist?
Yes. When something happens in Halo Service Solutions, your agent can act in Gist too. This page covers both directions: Halo Service Solutions's triggers and Gist's actions are listed here as well.
Do I have to build a connector for Gist or Halo Service Solutions?
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 Gist and Halo Service Solutions 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.