Integration
Connect HelpCrunch and PocketSmith
When Chat Assignee Updated fires in HelpCrunch, your agent runs Add category in PocketSmith, or New transaction in PocketSmith to Add Customer Event in HelpCrunch. 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 HelpCrunch and PocketSmith 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 HelpCrunch and PocketSmith can do together
From HelpCrunch to PocketSmith
When Chat Assignee Updated in HelpCrunch
then Add category in PocketSmith
From PocketSmith to HelpCrunch
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 HelpCrunch and PocketSmith
Triggers and actions 9 triggers · 32 actions
- Chat Assignee Updated
Triggers when a HelpCrunch chat is assigned to a different agent.
- Chat Closed
Triggers when a HelpCrunch chat is closed.
- Chat Status Updated
Triggers when a HelpCrunch chat's status changes.
- Customer Email Updated
Triggers when a HelpCrunch customer's email changes.
- Customer Tags Updated
Triggers when a HelpCrunch customer's tags change.
- Customer Unsubscribed
Triggers when a HelpCrunch customer unsubscribes.
- New Chat Created
Triggers when a new chat is created in HelpCrunch.
- New Customer Created
Triggers when a new customer is created in HelpCrunch.
- Add Customer Event
Records a custom event against a HelpCrunch customer.
- Assign Chat
Assigns a HelpCrunch chat to an agent.
- Create Chat
Creates a HelpCrunch chat with a customer.
- Delete Customer
Deletes a HelpCrunch customer.
- Find Chats
Finds HelpCrunch chats whose field matches a value, such as the customer email or status.
- Find Customer
Finds HelpCrunch customers whose field matches a value, such as by email.
- Get Chat
Returns one HelpCrunch chat by ID.
- Get Customer
Returns one HelpCrunch customer by ID.
- Get Organization
Returns the HelpCrunch organization and whether the team is online.
- List Agents
Returns the agents in the HelpCrunch account.
- List Applications
Returns the HelpCrunch applications (website widget, mobile apps and messenger channels).
- List Chat Messages
Returns the messages of a HelpCrunch chat, newest first.
- List Departments
Returns the HelpCrunch departments and their agents.
- Send Message
Posts a message or private note into a HelpCrunch chat.
- Snooze Chat
Snoozes a HelpCrunch chat until a time.
- Tag Customer
Adds tags to a HelpCrunch customer; unknown tags are created.
- Untag Customer
Removes tags from a HelpCrunch customer.
- Update Chat Department
Moves a HelpCrunch chat to a department.
- Update Chat Status
Changes a HelpCrunch chat's status, such as closing it.
- New transaction
Fires when a new transaction appears in the authorised user's PocketSmith accounts.
- Add category
Create a new category for the authorised user.
- Add transaction
Create a new transaction in a PocketSmith transaction account.
- Delete category
Delete a category by id.
- Delete transaction
Delete a transaction by id.
- Get account
Retrieve a single account by id.
- Get category
Retrieve a single category by id.
- Get transaction
Retrieve a single transaction by id.
- List accounts
List all bank/investment accounts for the authorised user.
- List categories
List all categories for the authorised user.
- List transaction accounts
List the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions.
- List transactions
List transactions for the authorised user, with filters for date range, category, account, type and search text.
- Update category
Update an existing category's title, colour or parent.
- Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels).
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
HelpCrunch and PocketSmith, answered
What can start an automation from HelpCrunch?
Any of HelpCrunch's 8 triggers in the catalog, including Chat Assignee Updated, Chat Status Updated, Customer Email Updated and Customer Tags Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PocketSmith when something happens in HelpCrunch?
Any of PocketSmith's 13 actions, including Update category, Update transaction, Add category and Add transaction. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PocketSmith to HelpCrunch?
Yes. When something happens in PocketSmith, your agent can act in HelpCrunch too. This page covers both directions: PocketSmith's triggers and HelpCrunch's actions are listed here as well.
Do I have to build a connector for HelpCrunch or PocketSmith?
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 HelpCrunch and PocketSmith 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.