Integration
Connect Kustomer and Playbook Creative
When Conversation Created fires in Kustomer, your agent runs Create Asset in Playbook Creative, or Asset Added in Playbook Creative to Add message in Kustomer. 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 Kustomer and Playbook Creative 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 Kustomer and Playbook Creative can do together
From Kustomer to Playbook Creative
When Conversation Created in Kustomer
then Create Asset in Playbook Creative
When Conversation Updated in Kustomer
then Create Board in Playbook Creative
From Playbook Creative to Kustomer
When Asset Added in Playbook Creative
then Add message in Kustomer
When Asset Updated in Board in Playbook Creative
then Create Customer in Kustomer
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 Kustomer and Playbook Creative
Triggers and actions 8 triggers · 39 actions
Trigger
Conversation CreatedTriggers when a new conversation is created in Kustomer.
Trigger
Conversation UpdatedTriggers when a Kustomer conversation is created or updated.
Trigger
Customer CreatedTriggers when a new customer is created in Kustomer.
Trigger
Customer UpdatedTriggers when a Kustomer customer is created or updated.
Trigger
Message CreatedTriggers when a new message is sent or received in Kustomer.
Trigger
Message UpdatedTriggers when a Kustomer message is created or updated.
Action
Add custom objectCreates a new custom object (KObject) of the chosen custom object type in Kustomer.
Action
Add messageAdds a message to an existing Kustomer conversation; the message belongs to the conversation's customer.
Action
Create CompanyCreates a company in Kustomer that customers can be linked to.
Action
Create ConversationCreates a new conversation for a Kustomer customer, with an optional name, status and tags.
Action
Create CustomerCreates a new customer in Kustomer with a name, email, phone and optional external ID.
Action
Create NotesAdds an internal note to a Kustomer conversation. Notes are visible to agents only, not the customer.
Action
Create UserInvites a new agent user to your Kustomer org by name and email.
Action
Delete CustomerDeletes a Kustomer customer by ID.
Action
Find ConversationFinds a Kustomer conversation by the external ID your own system gave it.
Action
Find CustomerFinds a Kustomer customer by email address and returns their ID, name and phone.
Action
Find custom objects by criteriaReturns the custom objects (KObjects) of a chosen Klass, optionally only those after a given date, sorted and limited to selected fields.
Action
Find UserFinds a Kustomer agent user by email address.
Action
Get CompanyReturns one Kustomer company by ID.
Action
Get ConversationReturns one Kustomer conversation by ID, with its subject, status, customer and timestamps.
Action
Get CustomerReturns one Kustomer customer by ID, with name, emails, phones and timestamps.
Action
Get messageReturns a single Kustomer message by its ID, including its attributes and related conversation and customer.
Action
Get userReturns a Kustomer user (agent) by their ID, including name, email and other profile attributes.
Action
List teamsReturns the teams in your Kustomer organization, optionally filtered by role group or deleted status.
Action
Update companyUpdates an existing Kustomer company's name, external ID, emails, phones, tags and custom attributes.
Action
Update ConversationUpdates a Kustomer conversation's subject or status. Only the fields you fill in are changed.
Action
Update CustomerUpdates an existing Kustomer customer's name, email, phone or external ID. Only the fields you fill in are changed.
Trigger
Asset AddedTriggers when a new asset is added to the chosen Playbook board. Returns the asset, the board and the organization it belongs to.
Trigger
Asset Updated in BoardTriggers when an asset on a chosen Playbook board is updated, returning the asset and what changed.
Action
Create AssetCreates an asset in a Playbook workspace, either from a file URL (fetched by Playbook or saved as a link) or as a text note, optionally placing it on a board.
Action
Create BoardCreates a new board in a Playbook workspace, optionally nested under an existing board as a sub-board.
Action
Create OrganizationCreates a new Playbook organization (workspace) with the given name and returns its id and slug.
Action
Delete assetDeletes an asset from a Playbook workspace.
Action
Delete boardDeletes a board from a Playbook workspace.
Action
Find AssetSearches a Playbook workspace for assets matching the words you enter, best match first, with optional filters for media type, boards, tags, statuses, uploader and more.
Action
Find BoardReturns the boards in a Playbook workspace whose title matches the text you search for.
Action
Get assetReturns one asset from a Playbook workspace, including its title, media type, tags, status, custom field values and preview URLs.
Action
Get boardReturns one Playbook board, including its title, description, asset count, published-page state and preview assets.
Action
List assetsReturns the assets in a Playbook workspace, optionally limited to one board, one uploader, or assets uploaded after a given time.
Action
List boardsReturns the boards in a Playbook workspace, optionally filtered by title and sorted by title or creation date.
Action
List organizationsReturns every Playbook organization (workspace) the connected user belongs to, with each one's name, slug, plan and usage limits.
Action
List usersReturns the members of a Playbook workspace, optionally narrowed to those whose name or email matches a search.
Action
Move AssetMoves one or more assets into a different board in a Playbook workspace.
Action
Update AssetUpdates an existing Playbook asset's title, board placement, status, tags or custom field values, and can save a new version of it.
Action
Update Asset StatusSets the status of an asset in a Playbook workspace and returns the updated asset.
Action
Update asset tagsAdds and/or removes tags on a Playbook asset, leaving its other tags untouched, and returns the updated asset.
Action
Update boardUpdates a board's title, description, or parent board in a Playbook workspace and returns the updated board.
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
Kustomer and Playbook Creative, answered
What can start an automation from Kustomer?
Any of Kustomer's 6 triggers in the catalog, including Conversation Created, Conversation Updated, Customer Created and Customer Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Playbook Creative when something happens in Kustomer?
Any of Playbook Creative's 18 actions, including Create Asset, Create Board, Create Organization and Update Asset. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Playbook Creative to Kustomer?
Yes. When something happens in Playbook Creative, your agent can act in Kustomer too. This page covers both directions: Playbook Creative's triggers and Kustomer's actions are listed here as well.
Do I have to build a connector for Kustomer or Playbook Creative?
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 Kustomer and Playbook Creative 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.