# Connect Instantly to Mongo

When **New Event** fires in [Instantly](https://apiant.ai/connections/instantly), your agent runs **Add database user** in [Mongo](https://apiant.ai/connections/mongo). Describe the whole flow and it is built, tested on every scenario and kept running.

Instantly **1** trigger Instantly **22** actions Mongo **6** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Instantly and Mongo to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Instantly can start in Mongo

- When **New Event** in Instantly then **Add database user** in Mongo
- When **New Event** in Instantly then **List database users** in Mongo

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 Instantly and Mongo

## Triggers and actions 1 trigger · 28 actions

- Trigger

**New Event**

Triggers when an Instantly event occurs, such as an email sent, a reply received, or a lead status change.

- Action

**Activate campaign**

Starts a campaign, or resumes a paused one, and returns the updated campaign.

- Action

**Add campaign**

Creates a new Instantly campaign with its sending schedule, email sequence and sending options. Returns the created campaign.

- Action

**Add lead list**

Creates a new lead list in Instantly for storing leads.

- Action

**Add Lead to Campaign**

Adds a lead to an Instantly campaign, with their contact details, personalization and custom variables. Returns the created lead.

- Action

**Add Tags to Campaigns**

Assigns one or more custom tags to one or more campaigns.

- Action

**Add to Blocklist**

Adds an email address or domain to the workspace's blocklist so it no longer receives emails.

- Action

**Create a New Tag**

Creates a new custom tag in your Instantly workspace for organizing accounts and campaigns.

- Action

**Delete blocklist entry**

Deletes a blocked email or domain entry from your Instantly block list, returning the removed entry.

- Action

**Delete lead**

Permanently deletes a lead from your Instantly workspace and returns the deleted lead.

- Action

**Find Lead**

Finds leads in your Instantly workspace by email address or search term, optionally narrowed to a campaign, list or lead status. Returns the matching leads and the first match.

- Action

**Get Blocklist Entry**

Returns a single block list entry (a blocked email address or domain) by its ID.

- Action

**Get campaign**

Returns a campaign's full details, including its schedule, sequences, sending accounts and settings.

- Action

**Get lead**

Returns a single Instantly lead by its ID, including contact details, campaign, status, engagement counts and custom variables.

- Action

**List campaigns**

Returns the campaigns in your Instantly workspace, optionally filtered by name, tags, status or AI Sales Agent.

- Action

**List lead lists**

Returns the lead lists in your Instantly workspace, optionally filtered by name or by whether they run enrichment.

- Action

**List leads**

Returns leads from your Instantly workspace, optionally filtered by campaign, list, status, search term or email address.

- Action

**List Tag Mappings**

Returns the tag assignments in the workspace, showing which custom tags are attached to which email accounts and campaigns.

- Action

**Pause campaign**

Stops (pauses) a running campaign so it no longer sends emails, and returns the updated campaign.

- Action

**Remove Lead From Campaign**

Removes one or more leads from an Instantly campaign, deleting them from that campaign.

- Action

**Remove Tags From Campaigns**

Removes one or more custom tags from Instantly campaigns.

- Action

**Update lead**

Updates an existing lead's details in Instantly, such as name, company, phone, interest status and custom variables, and returns the updated lead.

- Action

**Update Lead Status**

Updates the interest status of a lead in Instantly (for example Interested, Meeting booked, or Not interested), optionally scoped to one campaign or list.

- Action

**Add database user**

Creates a database user in a MongoDB Atlas project with the roles, scopes and authentication method you choose.

- Action

**Delete database user**

Removes a database user from an Atlas project.

- Action

**List alerts**

Returns the alerts in one Atlas project, optionally limited to open, tracking or closed alerts.

- Action

**List clusters**

Returns all clusters in one Atlas project, with each cluster's configuration, state and connection strings.

- Action

**List database users**

Returns all database users that belong to an Atlas project, including their roles and authentication settings.

- Action

**List projects**

Returns all MongoDB Atlas projects the connected account can access, with each project's name, id, organization and cluster count.

## Each app on its own

- [ **Instantly** Instantly is an email automation platform that helps scale outreach campaigns.](https://apiant.ai/connections/instantly)
- [ **Mongo** MongoDB Atlas is a fully managed cloud document database for storing, querying, and syncing application data.](https://apiant.ai/connections/mongo)

Reviews

## What our customers say

## More from Instantly

- [ **Instantly to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/instantly-to-salesforce)
- [ **Instantly to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/instantly-to-slack)
- [ **Instantly to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/instantly-to-mailchimp)
- [ **Instantly to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/instantly-to-stripe)
- [ **Instantly to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/instantly-to-shopify)
- [ **Instantly to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/instantly-to-quickbooks-online)

## More into Mongo

- [ **HubSpot to Mongo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mongo)
- [ **Salesforce to Mongo** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mongo)
- [ **Slack to Mongo** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mongo)
- [ **Google Sheets to Mongo** Google Sheets](https://apiant.ai/connect/google-sheets-to-mongo)
- [ **Gmail to Mongo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mongo)
- [ **Google Calendar to Mongo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mongo)

Questions

## Instantly and Mongo, answered

###

### What can start an automation from Instantly?

Any of Instantly's 1 trigger in the catalog, including New Event. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Mongo when something happens in Instantly?

Any of Mongo's 6 actions, including Add database user, List alerts, List clusters and List database users. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Mongo to Instantly?

Mongo has no triggers in the catalog today, so automations start in Instantly. If you need the other direction, ask: your agent reads Mongo's API documentation and adds it.

###

### Do I have to build a connector for Instantly or Mongo?

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.

###

### 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.
