Integration
Connect InfluencerSoft and PocketSmith
When New Coupon fires in InfluencerSoft, your agent runs Add category in PocketSmith, or New transaction in PocketSmith to Add Tag to Lead in InfluencerSoft. 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 InfluencerSoft 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 InfluencerSoft and PocketSmith can do together
From InfluencerSoft to PocketSmith
When New Coupon in InfluencerSoft
then Add category in PocketSmith
From PocketSmith to InfluencerSoft
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 InfluencerSoft and PocketSmith
Triggers and actions 4 triggers · 22 actions
- New Coupon
Triggers when a new discount coupon is created in InfluencerSoft.
- New Group
Triggers when a new contact group (subscription list) is created in InfluencerSoft.
- New Product
Triggers when a new product is created in InfluencerSoft.
- Add Tag to Lead
Adds one or more tags to an existing contact, found by email.
- Add/Update Lead
Creates a contact, or updates the existing one with the same email, and can add or remove its groups and tags in the same call.
- Create Order
Creates an order (invoice) for a customer with one or more products, optionally already paid, with coupon, affiliate and UTM details.
- List Additional Users
Returns every additional user (manager) in the account, with their id and name.
- List Coupons
Returns every discount coupon in the account, with its id and code.
- List Groups
Returns every contact group (subscription list) in the account, with its id, API id and title.
- List Products
Returns every product in the account, with its id, system name and title.
- Remove Lead From List
Removes an existing contact, found by email, from one or more groups.
- Remove Tag From Lead
Removes one or more tags from an existing contact, found by email.
- 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
InfluencerSoft and PocketSmith, answered
What can start an automation from InfluencerSoft?
Any of InfluencerSoft's 3 triggers in the catalog, including New Coupon, New Group and New Product. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PocketSmith when something happens in InfluencerSoft?
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 InfluencerSoft?
Yes. When something happens in PocketSmith, your agent can act in InfluencerSoft too. This page covers both directions: PocketSmith's triggers and InfluencerSoft's actions are listed here as well.
Do I have to build a connector for InfluencerSoft 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 InfluencerSoft 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.