Integration
Connect GorillaDesk to ChartMogul
When New Customer fires in GorillaDesk, your agent runs Create a Customer in ChartMogul. 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 GorillaDesk and ChartMogul 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 GorillaDesk can start in ChartMogul
When New Customer in GorillaDesk
then Create a Customer in ChartMogul
When New Lead in GorillaDesk
then Add a Custom Attribute to a Customer via Email in ChartMogul
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 GorillaDesk and ChartMogul
Triggers and actions 2 triggers · 43 actions
Trigger
New CustomerTriggers when a new customer is added in GorillaDesk.
Trigger
New LeadTriggers when a new inbound lead arrives in GorillaDesk.
Action
Add CustomerCreates a new customer in GorillaDesk with their service location.
Action
Add Customer LocationAdds a new service location to an existing GorillaDesk customer.
Action
Get CustomerReturns one GorillaDesk customer by ID.
Action
Get EstimateReturns one GorillaDesk estimate by ID.
Action
Get InvoiceReturns one GorillaDesk invoice by ID.
Action
Get JobReturns one GorillaDesk job by ID.
Action
Get PaymentReturns one GorillaDesk payment by ID.
Action
Get scheduleReturns one schedule (technician route) in your GorillaDesk company, including its name, nickname and assigned user.
Action
List customer creditsReturns customer credits, with each credit's original value, remaining balance, issue date and payment method. Optionally filtered to one customer.
Action
List CustomersReturns a page of GorillaDesk customers, optionally filtered by account number or status.
Action
List estimatesReturns the estimates in your GorillaDesk company, optionally filtered by customer, job, status, signature status, date range or estimate number.
Action
List invoicesReturns invoices in your GorillaDesk company, optionally filtered by customer, job, status, state, signature status, date range or invoice number.
Action
List jobsReturns jobs in your GorillaDesk account, optionally filtered by customer, date range, keyword or schedule.
Action
List paymentsReturns payments recorded in GorillaDesk, optionally filtered by customer, invoice, status or payment date.
Action
List recurring invoicesReturns the recurring invoices (invoice schedules for jobs) in your GorillaDesk company, optionally filtered by customer, job, keyword or start date.
Action
List schedulesReturns the schedules (technician routes) set up in your GorillaDesk company, with each schedule's assigned user.
Action
List servicesReturns the service templates (such as "Monthly Service") set up in your GorillaDesk account that can be booked as jobs.
Action
List usersReturns the users (admins and technicians) in your GorillaDesk company.
Action
Update CustomerUpdates an existing GorillaDesk customer's name, company, email or account number.
Action
Add a Custom Attribute to a Customer via EmailAdds a custom attribute to every ChartMogul customer with the given email address.
Action
Add a Custom Attribute to a Customer via External IDAdds a custom attribute to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the attribute.
Action
Add a Custom Attribute to a Customer via UUIDAdds a custom attribute to one ChartMogul customer, identified by ChartMogul's customer ID.
Action
Add Tags to a Customer via EmailAdds one or more tags to every ChartMogul customer with the given email address.
Action
Add Tags to a Customer via External IDAdds one or more tags to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the tags.
Action
Add Tags to a Customer via UUIDAdds one or more tags to one ChartMogul customer, identified by ChartMogul's customer ID.
Action
Create a ContactCreates a contact person on a ChartMogul customer.
Action
Create a CustomerCreates a new customer in ChartMogul under one of your data sources.
Action
Create an OpportunityCreates a sales opportunity (deal) on a ChartMogul customer.
Action
Create a Note or Call LogLogs a note or a call against a ChartMogul customer.
Action
Create a TaskCreates a task on a ChartMogul customer and assigns it to a team member.
Action
List Customer's OpportunitiesReturns the sales opportunities (deals) on a ChartMogul customer.
Action
List Customer's TasksReturns the tasks on a ChartMogul customer.
Action
Merge CustomersMerges one ChartMogul customer into another. Identify each side either by its ChartMogul ID or by your own external ID plus its data source.
Action
Retrieve a Customer ProfileReturns one ChartMogul customer's full profile, including its tags and custom attributes.
Action
Retrieve a MetricReturns one ChartMogul subscription metric over a date range, such as MRR, ARR, customer count or churn rate.
Action
Search ContactsFinds ChartMogul contacts by email, customer or data source.
Action
Search for Customer via EmailFinds ChartMogul customers by email address.
Action
Search for Customer via External IDFinds ChartMogul customers by the ID they carry in your own billing system.
Action
Update a ContactUpdates a ChartMogul contact. Only the fields you fill in are changed.
Action
Update a CustomerUpdates a ChartMogul customer. Only the fields you fill in are changed.
Action
Update an OpportunityUpdates a ChartMogul sales opportunity. Only the fields you fill in are changed.
Action
Update a Note or Call LogUpdates a note or call log on a ChartMogul customer. Only the fields you fill in are changed.
Action
Update a TaskUpdates a task on a ChartMogul customer. Only the fields you fill in are changed.
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
What our customers say
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Questions
GorillaDesk and ChartMogul, answered
What can start an automation from GorillaDesk?
Any of GorillaDesk's 2 triggers in the catalog, including New Customer and New Lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ChartMogul when something happens in GorillaDesk?
Any of ChartMogul's 24 actions, including Create a Contact, Create a Customer, Create an Opportunity and Create a Note or Call Log. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ChartMogul to GorillaDesk?
ChartMogul has no triggers in the catalog today, so automations start in GorillaDesk. If you need the other direction, ask: your agent reads ChartMogul's API documentation and adds it.
Do I have to build a connector for GorillaDesk or ChartMogul?
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 GorillaDesk and ChartMogul 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.