--- title: "Connect Inmobalia CRM to Mx Technologies - APIANT.ai" description: "When \"New Activity Log\" fires in Inmobalia CRM, your agent runs \"Add user\" in Mx Technologies." canonical: "https://apiant.ai/connect/inmobalia-crm-to-mx-technologies" --- # Connect Inmobalia CRM to Mx Technologies When **New Activity Log** fires in [Inmobalia CRM](https://apiant.ai/connections/inmobalia-crm), your agent runs **Add user** in [Mx Technologies](https://apiant.ai/connections/mx-technologies). Describe the whole flow and it is built, tested on every scenario and kept running. Inmobalia CRM **12** triggers Inmobalia CRM **39** actions Mx Technologies **35** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Inmobalia CRM and Mx Technologies to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Inmobalia CRM can start in Mx Technologies - When **New Activity Log** in Inmobalia CRM then **Add user** in Mx Technologies - When **New Activity Task** in Inmobalia CRM then **Add account** in Mx Technologies 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 Inmobalia CRM and Mx Technologies ## Triggers and actions 12 triggers · 74 actions - Trigger **Activity Log Update** Triggers when an activity log is created or updated in Inmobalia CRM, returning the log's type, subject, details, dates, users and main contact. - Trigger **Activity Task Update** Triggers when an activity task is created or updated in Inmobalia CRM. - Trigger **Contact Update** Triggers when a contact is created or updated in Inmobalia CRM, returning the contact's details and when it last changed. - Trigger **New Activity Log** Triggered when a new activity log is created. - Trigger **New Activity Task** Triggered when a new activity task is created. - Trigger **New Contact** Triggered when a new contact is created in Inmobalia CRM. - Trigger **New Property** Triggers when a new property is created in Inmobalia CRM. - Trigger **New Sale** Triggers when a new sale is created in Inmobalia CRM. - Trigger **New User** Triggered when a new user is created in the agency's Inmobalia CRM account. - Trigger **New WebLead** Triggers when a new web lead is received, such as a website form submission or a lead from an integration. - Trigger **Property Update** Triggers when an existing property is changed, or a new one is added, returning the property's summary details. - Trigger **Sale Update** Triggers when a sale is created or updated in Inmobalia CRM. - Action **Create Activity Log** Creates a completed activity log entry in Inmobalia CRM, optionally linked to contacts, properties, developments, bookings and agents, and returns its id. - Action **Create Activity Log Comment** Adds a comment to an existing activity log in Inmobalia CRM, recorded under the connected user, and returns the new comment. - Action **Create Activity Task** Creates a task in Inmobalia CRM, with its due date and status, optionally linked to contacts, agents, properties, developments and bookings. - Action **Create Activity Task Comment** Adds a comment to an activity task. The authenticated user is recorded as the comment's author. - Action **Create Contact** Creates a new contact in Inmobalia CRM and returns the id of the new contact. - Action **Create Property** Creates a new property listing in Inmobalia CRM and returns its id. New properties start unpublished. - Action **Create Property Description** Adds a description in a chosen language to a property, and returns the description that was created. - Action **Create Property File** Uploads a file, such as a document, floor plan or brochure, to a property and returns the new file's details. - Action **Create Property Image** Uploads a JPEG or PNG image to a property's gallery and returns the new image's details. - Action **Create Property Link** Adds a link, such as a video, virtual tour, floor plan or online brochure, to a property and returns the created link. - Action **Create WebLead** Creates a web lead in Inmobalia CRM from a website form or integration, and returns the new lead. - Action **Find and Get Activity** Returns one activity, either an activity log or an activity task, by its ID. - Action **Find and Get Activity Log** Returns one activity log by its ID, including its subject, details, dates, responsible user, and linked contacts, properties, developments and bookings. - Action **Find and Get Activity Task** Returns one activity task by its ID, including its status, schedule, and linked contacts, users, properties, developments and bookings. - Action **Find and Get Contact by Email** Finds contacts by exact email address and returns the first match along with every matching contact. - Action **Find and Get Contact by ID** Returns a single Inmobalia CRM contact by its ID, including its details, contact types, tags and marketing consent. An error occurs if the contact is not found. - Action **Find and Get Property by ID** Returns the full details of a single property, identified by its ID. - Action **Find and Get Property by Reference** Returns the full details of the property with the given reference, including its pricing, location, features and status. - Action **Find and Get Property Description** Returns a property's description text in the language you specify, including its short, main, extra and price descriptions. - Action **Find and Get Property File by Property Id and File Id** Returns one file attached to a property, including its name, type, link, size and publishing settings, using the property ID and file ID. - Action **Find and Get Property HTML by Property Id and HTML Id** Returns one HTML block of a property, such as a video, virtual tour or brochure embed, including its content and publishing settings. - Action **Find and Get Property Image by Property Id and Image Id** Returns one image of a property, including its temporary link, gallery position, dimensions and publishing status. - Action **Find and Get Property Link by Property Id and Link Id** Returns one link attached to a property, such as a video, virtual tour, floor plan or brochure, using the property's ID and the link's ID. - Action **Find and Get Sale by Code** Returns the sale that has the specified sale code, including its buyer, seller, property, prices, commission and status. - Action **Find and Get Sale by ID** Returns the sale with the given ID, including its buyer, seller, property, price, commission, stage and status. - Action **Find and Get User** Finds a CRM user by their username and returns the user's profile, including name, contact details, language, time zone and whether the user is enabled. - Action **Get All Available Property Features** Returns every property feature in the agency's catalogue, with its code, name and type. - Action **Get All Custom Features** Returns the custom property features your agency has defined, with each feature's code and name. - Action **Get All Property Tags** Returns all the property tags defined in your Inmobalia CRM agency. - Action **Get All Property Types** Returns every property type available in the agency's Inmobalia CRM, with each type's name and category. - Action **Select Location** Returns the locations one level below your selection: the provinces of a country, the cities of a province, the areas of a city, or the subareas of an area. - Action **Update Activity Log** Updates an existing activity log by ID, changing only the fields you fill in, and returns the updated activity log. - Action **Update Activity Task** Updates an existing activity task in Inmobalia CRM and returns the updated task. - Action **Update Contact** Updates an existing contact by ID, changing only the fields you fill in and returning the updated contact. - Action **Update Property** Updates an existing property by ID, changing only the fields you fill in, and returns the updated property. - Action **Update Property Description** Updates the description of a property in a given language, and returns the updated description. - Action **Update Property File** Updates the name, type, language, description and sharing options of a file attached to a property. The file's content itself cannot be replaced. - Action **Update Property Image** Updates an image of a property, including whether it is published on portals, whether it is the main image, and its gallery position. Returns the updated image. - Action **Update Property Link** Updates an existing link on a property, replacing its name, type, web address and sharing options, and returns the updated link. - Action **Add account** Creates a manual account for an MX user. Manual accounts sit under the Manual Institution member and never aggregate data from a financial institution. - Action **Add budget** Creates a budget for a category on an MX user. - Action **Add category** Create a custom category for a user. - Action **Add goal** Create a goal for a user. - Action **Add member** Create a member (connection between a user and a financial institution) to start aggregation. - Action **Add transaction** Creates a manual transaction on a manual account belonging to an MX user. - Action **Add user** Creates a new MX user. The returned user guid is what other MX actions (such as Add member) use to identify the user. - Action **Aggregate member** Starts an aggregation for a member, pulling the latest account and transaction data from the connected institution. MX may skip the aggregation if the data was updated recently. - Action **Delete account** Delete a manually created account. - Action **Delete budget** Deletes a budget belonging to an MX user. - Action **Delete category** Delete a custom category. - Action **Delete goal** Delete a goal. - Action **Delete member** Delete a member connection. - Action **Delete user** Delete a user. - Action **Get account** Read an account's attributes. - Action **Get budget** Retrieves a specific budget for an MX user. - Action **Get institution** Read an institution's attributes. - Action **Get member** Read a member's attributes and connection status. - Action **Get merchant** Returns information about a particular merchant, such as its logo, name, and website. - Action **Get transaction** Read a transaction's attributes. - Action **Get user** Retrieves the attributes of a specific MX user. - Action **List accounts** Lists all accounts belonging to an MX user. Returns up to 1000 accounts in one call. - Action **List categories** Lists all categories for an MX user, including default and custom categories. - Action **List goals** Lists all goals for an MX user. - Action **List institutions** Lists financial institutions available through MX, optionally filtered by name, country and supported product. - Action **List members** List all members belonging to a user. - Action **List merchants** Lists merchants in the MX system, optionally filtered by a name substring. - Action **List transactions** List all transactions for a user. - Action **Update account** Updates an account belonging to a member. Manual accounts can have every field updated; aggregated accounts only accept changes to Is Business, Is Hidden and Metadata. - Action **Update budget** Update a specific budget. - Action **Update category** Update a custom category. - Action **Update goal** Updates an existing savings or payoff goal for an MX user. Only the fields you fill in are changed. - Action **Update member** Updates a member's credentials, id, metadata, background aggregation setting or use cases. At least one value to update must be supplied. - Action **Update transaction** Update a transaction's category, description, or other editable attributes. - Action **Update user** Update a user's attributes. ## Each app on its own - [ **Inmobalia CRM** Inmobalia CRM is the online real estate software and secure property MLS network servicing the most...](https://apiant.ai/connections/inmobalia-crm) - [ **Mx Technologies** API for aggregating and enriching consumer bank account and transaction data for financial apps.](https://apiant.ai/connections/mx-technologies) Reviews ## What our customers say ## More from Inmobalia CRM - [ **Inmobalia CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/inmobalia-crm-to-salesforce) - [ **Inmobalia CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/inmobalia-crm-to-slack) - [ **Inmobalia CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/inmobalia-crm-to-mailchimp) - [ **Inmobalia CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/inmobalia-crm-to-stripe) - [ **Inmobalia CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/inmobalia-crm-to-shopify) - [ **Inmobalia CRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/inmobalia-crm-to-quickbooks-online) ## More into Mx Technologies - [ **Felt to Mx Technologies** Cloud-based GIS platform for creating interactive maps and dashboards from geospatial and database data.](https://apiant.ai/connect/felt-to-mx-technologies) - [ **HubSpot to Mx Technologies** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mx-technologies) - [ **Salesforce to Mx Technologies** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mx-technologies) - [ **Slack to Mx Technologies** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mx-technologies) - [ **Google Sheets to Mx Technologies** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-mx-technologies) - [ **Gmail to Mx Technologies** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mx-technologies) Questions ## Inmobalia CRM and Mx Technologies, answered ### ### What can start an automation from Inmobalia CRM? Any of Inmobalia CRM's 12 triggers in the catalog, including New Activity Log, New Activity Task, New Contact and New Property. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Mx Technologies when something happens in Inmobalia CRM? Any of Mx Technologies's 35 actions, including Update account, Update budget, Update category and Update goal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mx Technologies to Inmobalia CRM? Mx Technologies has no triggers in the catalog today, so automations start in Inmobalia CRM. If you need the other direction, ask: your agent reads Mx Technologies's API documentation and adds it. ### ### Do I have to build a connector for Inmobalia CRM or Mx Technologies? 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 Inmobalia CRM and Mx Technologies 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.