Integration
Connect Grafana and Pipeliner Crm
When New Dashboard fires in Grafana, your agent runs Add contact in Pipeliner Crm, or New account in Pipeliner Crm to Add Team Member in Grafana. 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 Grafana and Pipeliner Crm 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 Grafana and Pipeliner Crm can do together
From Grafana to Pipeliner Crm
When New Dashboard in Grafana
then Add contact in Pipeliner Crm
From Pipeliner Crm to Grafana
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 Grafana and Pipeliner Crm
Triggers and actions 5 triggers · 53 actions
- New Dashboard
Triggers when a new dashboard is created in your Grafana instance.
- Add Team Member
Adds an existing Grafana user to a team.
- Create Alert Rule
Creates a Grafana-managed alert rule (or recording rule) in a folder and rule group, and returns the new rule.
- Create Annotation
Creates an annotation in Grafana, either on a specific dashboard panel or as an organization-wide annotation. Supports point-in-time and region annotations with tags.
- Create Folder
Creates a new folder in Grafana, optionally nested under a parent folder.
- Create or Update Dashboard
Creates a new dashboard or updates an existing one from a complete dashboard model, optionally placing it in a folder and recording a version-history message.
- Create Team
Creates a new team in your Grafana organization with a name and optional email.
- Delete Alert Rule
Deletes a Grafana-managed alert rule or recording rule by its UID.
- Delete Annotation
Deletes an annotation from Grafana by its id.
- Delete Dashboard
Deletes a dashboard from your Grafana instance by its unique identifier.
- Delete Folder
Deletes a Grafana folder along with all dashboards and alerts stored in it.
- Find Annotations
Returns annotations matching the given time range, dashboard, panel, user, alert, type or tags.
- Find Teams
Finds teams in your Grafana organization by name or partial name.
- Get Alert Rule
Returns a single Grafana-managed alert rule or recording rule by its UID, including its queries, labels, annotations and folder.
- Get Annotation
Returns a single annotation by its id, including its text, tags, time range and the dashboard and panel it belongs to.
- Get Dashboard
Returns a Grafana dashboard, including its full dashboard model and metadata such as its folder and URL, given the dashboard's unique identifier.
- Get Data Source
Returns a single Grafana data source, including its type, URL, access mode and settings, looked up by its UID.
- Get Folder
Returns a Grafana folder by its UID, including its title and parent folder.
- Get Team
Returns a Grafana team's details (name, email, organization, created and updated times) by its ID.
- List Data Sources
Returns all data sources configured in your Grafana organization, with their names, types and connection settings.
- List Folders
Returns all folders in your Grafana organization that you have permission to view, with each folder's UID, title and parent folder.
- Remove Team Member
Removes a user from a Grafana team.
- Update Alert Rule
Updates an existing Grafana alert or recording rule, replacing its title, queries, condition, labels and other settings.
- Update Annotation
Updates the text, tags, or time range of an existing annotation. Fields left blank keep their current values.
- Update Folder
Updates an existing folder's title, or moves it under a different parent folder.
- New account
Fires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity.
- New contact
Fires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity.
- New lead
Fires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity.
- New opportunity
Fires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity.
- Add account
Adds a new account
- Add appointment
Create an Appointment record.
- Add contact
Create a Contact record.
- Add lead
Adds a new lead
- Add opportunity
Adds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space.
- Add product
Adds a new product
- Add task
Create a Task (Activity) record.
- Delete account
Deletes an account in Pipeliner CRM by its ID.
- Delete contact
Deletes a contact in Pipeliner CRM by its ID.
- Delete lead
Deletes a lead from Pipeliner CRM by its ID.
- Delete opportunity
Deletes an opportunity in Pipeliner CRM by its ID.
- Find contacts
Returns up to 100 contacts whose chosen field matches the specified value.
- Find opportunities
Returns up to 100 opportunities that match the specified criteria (name, owner, pipeline step, type, sales unit, lead source, closing date, archived flag).
- Get account
Returns a single Pipeliner CRM account by its id, including custom field values.
- Get contact
Retrieve a single Contact by id.
- Get lead
Retrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields.
- Get opportunity
Retrieves a single opportunity by its id, including any custom field values defined on opportunities in the account.
- List accounts
List/search Account records.
- List appointments
List Appointment records.
- List contacts
Returns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted.
- List leads
Lists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads.
- List opportunities
Returns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded.
- List products
Returns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU.
- List tasks
List Task (Activity) records.
- Update account
Updates an existing account by ID, including any custom account fields.
- Update contact
Updates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed.
- Update lead
Updates an existing lead by ID
- Update opportunity
Updates an existing opportunity by ID
- Update task
Updates an existing task by ID
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
Grafana and Pipeliner Crm, answered
What can start an automation from Grafana?
Any of Grafana's 1 trigger in the catalog, including New Dashboard. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pipeliner Crm when something happens in Grafana?
Any of Pipeliner Crm's 29 actions, including Update account, Update contact, Update lead and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pipeliner Crm to Grafana?
Yes. When something happens in Pipeliner Crm, your agent can act in Grafana too. This page covers both directions: Pipeliner Crm's triggers and Grafana's actions are listed here as well.
Do I have to build a connector for Grafana or Pipeliner Crm?
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 Grafana and Pipeliner Crm 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.