Integration
Connect Looker and Upsales
When New Dashboard fires in Looker, your agent runs Add order in Upsales, or New Activity in Upsales to Create Credentials - Email in Looker. 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 Looker and Upsales 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 Looker and Upsales can do together
From Looker to Upsales
When New Dashboard in Looker
then Add order in Upsales
From Upsales to Looker
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 Looker and Upsales
Triggers and actions 9 triggers · 36 actions
- New Dashboard
Triggers when a new dashboard is created in Looker.
- New Look
Triggers when a new Look is saved in Looker.
- New User
Triggers when a new user is added to Looker.
- Add Group
Creates a new user group in Looker (admin only).
- Add Role(s) to User
Sets the roles assigned directly to a Looker user, replacing their current direct roles.
- Add Scheduled Plan
Creates a scheduled plan that delivers a Look, dashboard, LookML dashboard or query to one or more destinations on a recurring schedule.
- Add User to Group
Adds a user to a Looker group.
- Create Credentials - Email
Adds an email login to a Looker user.
- Create Render Task
Starts rendering a Look to an image or PDF; use Get Render Task Results with the returned ID once it finishes.
- Create User
Creates a new user in Looker with the given name and details.
- Delete User
Deletes a user from Looker.
- Find User
Finds Looker users matching an email or name.
- Get Dashboard
Returns the full details of a Looker dashboard, including its tiles, filters and layouts.
- Get Look
Returns a saved Look's details, including its title, folder, owner, URLs and the query behind it.
- Get Render Task Results
Returns the image or PDF file produced by a completed render task.
- Get User
Returns a Looker user's details by user ID, including name, email, roles, groups and credentials.
- List Dashboards
Returns all active dashboards in your Looker instance with summary details such as id, title and folder.
- List Groups
Returns the user groups in your Looker instance, optionally filtered by ID or content access.
- List Looks
Returns all active Looks the connected user has access to, with their titles, folders and owners.
- Run Look
Runs a saved Look and returns its result rows.
- Send Password Reset or Account Setup Email
Sends a Looker user a password reset email, or an account setup email if they have not set up their account yet.
- Update User
Updates a Looker user's name, home folder, locale or disabled status, and returns the updated user.
- New Activity
Triggers when a new activity (to-do or phone call) is created in Upsales.
- New Appointment
Triggers when a new appointment is created in Upsales.
- New Company
Triggers when a new company is created in Upsales.
- New Contact
Triggers when a new contact is created in Upsales.
- New Opportunity
Triggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales.
- New Order
Triggers when a new order (a won deal at 100% probability) is created in Upsales.
- Add activity
Creates an activity (such as a phone call or to-do) in Upsales.
- Add opportunity
Creates a new opportunity (pipeline order) on a company in Upsales, with its stage, probability, salesperson and product rows.
- Add order
Creates an order in Upsales for a company, with its stage, owner and product rows.
- Add product
Creates a new product in Upsales, optionally with per-currency prices or as a bundle of other products.
- Create Appointment
Creates an appointment in Upsales for a company, with its start and end time, participants and appointment type.
- Create Contact
Creates a contact person in Upsales, linked to a company.
- Delete company
Deletes a company in Upsales.
- Delete contact
Deletes a contact in Upsales.
- Find a Company
Finds companies in Upsales by name and returns the matching companies.
- Find a Contact
Finds contacts in Upsales by email address or name.
- Find opportunities by criteria
Returns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact.
- Find orders by criteria
Finds won orders in Upsales matching a description, company, stage, owner or contact.
- Find products by criteria
Finds products in Upsales matching a name, article number, category or active status.
- Update Appointment
Updates an existing appointment in Upsales, changing only the details you fill in.
- Update Company
Updates an existing company in Upsales, changing only the fields you fill in.
- Update opportunity
Updates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields.
- Update order
Updates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom fields.
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
Looker and Upsales, answered
What can start an automation from Looker?
Any of Looker's 3 triggers in the catalog, including New Dashboard, New Look and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Upsales when something happens in Looker?
Any of Upsales's 17 actions, including Create Appointment, Create Contact, Update Appointment and Update Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Upsales to Looker?
Yes. When something happens in Upsales, your agent can act in Looker too. This page covers both directions: Upsales's triggers and Looker's actions are listed here as well.
Do I have to build a connector for Looker or Upsales?
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 Looker and Upsales 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.