Integration
Connect MarketSharp and ProcessPlan
When New or Updated Contact fires in MarketSharp, your agent runs Complete a Task in ProcessPlan, or Field Updated in ProcessPlan to Find Contacts in MarketSharp. 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 MarketSharp and ProcessPlan 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 MarketSharp and ProcessPlan can do together
From MarketSharp to ProcessPlan
When New or Updated Contact in MarketSharp
then Complete a Task in ProcessPlan
From ProcessPlan to MarketSharp
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 MarketSharp and ProcessPlan
Triggers and actions 12 triggers · 29 actions
- New or Updated Contact
Triggers when a MarketSharp contact is created or modified.
- New or Updated Inquiry
Triggers when a MarketSharp inquiry (lead) is created or modified.
- Add calendar event
Creates a calendar event in MarketSharp, optionally emailing the event's resources.
- Create Activity
Creates an activity (task) on a MarketSharp contact.
- Create or Update Appointment
Creates an appointment on a MarketSharp inquiry, or updates an existing appointment.
- Create or Update Job
Creates a job and its contract for a MarketSharp contact, or updates an existing job.
- Delete calendar event
Deletes a calendar event, either a single occurrence or an entire recurring series.
- Delete opportunity note
Deletes a note from an opportunity (inquiry) in MarketSharp.
- Find Appointments
Returns appointments matching a modified-date range, appointment-date range, salesperson, or list of inquiries.
- Find Contacts
Searches MarketSharp contacts by name, business, email, phone or zip and returns the matches.
- Find Inquiries
Searches inquiries by name, business, address, email or phone and returns the matching inquiries.
- Get Appointment
Returns one MarketSharp appointment by its ID.
- Get Contact
Returns one MarketSharp contact by its ID, with name, address, emails and phones.
- Get Inquiry
Returns one MarketSharp inquiry (lead) by its ID.
- Get Job
Returns one MarketSharp job by its ID.
- List Contact Inquiries
Returns every inquiry (lead) on a MarketSharp contact.
- List Contact Notes
Returns the notes on a MarketSharp contact.
- List divisions
Returns all divisions defined for the connected MarketSharp company.
- List Employees
Returns the employees of the MarketSharp company.
- List pricebook items
Returns the company's pricebook: every product type with its product details, unit prices and units of measure.
- List Primary Lead Sources
Returns the company's active primary lead sources.
- List secondary lead sources
Returns the company's secondary lead sources, optionally including inactive ones.
- Result appointment
Records the result of an appointment, with an optional result reason, notes and resulting employee, and returns the updated appointment.
- Update calendar event
Updates an existing MarketSharp calendar event, optionally emailing the event's resources.
- Field Updated
Triggers when a field value on a running process is changed.
- Process Instance Completed
Triggers when a process is completed.
- Process Instance Started
Triggers when a new process is started.
- Task Assigned
Triggers when a task is assigned to someone.
- Task Canceled
Triggers when a task is canceled.
- Task Completed
Triggers when a task is completed.
- Task Due Date Changed
Triggers when a pending task's due date is set or changed.
- Task Notes Updated
Triggers when the notes on a pending task are updated.
- Task Past Due
Triggers when a pending task becomes past due.
- Task Start Date Changed
Triggers when a pending task's start date is set or changed.
- Cancel a Process
Cancels a running process.
- Cancel a Process Task
Cancels a pending task in a running process.
- Complete a Task
Completes a pending task by submitting one of its responses.
- Find a Process Instance
Finds process instances whose properties match a filter, such as the instance description.
- Start a New Process
Starts a new process from a process template and fills in its starting fields.
- Start a Process Task
Starts a task in a running process out of its normal order. Use with caution.
- Update Process Fields
Saves new values into one or more fields of a running process.
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
MarketSharp and ProcessPlan, answered
What can start an automation from MarketSharp?
Any of MarketSharp's 2 triggers in the catalog, including New or Updated Contact and New or Updated Inquiry. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ProcessPlan when something happens in MarketSharp?
Any of ProcessPlan's 7 actions, including Update Process Fields, Complete a Task, Find a Process Instance and Start a New Process. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ProcessPlan to MarketSharp?
Yes. When something happens in ProcessPlan, your agent can act in MarketSharp too. This page covers both directions: ProcessPlan's triggers and MarketSharp's actions are listed here as well.
Do I have to build a connector for MarketSharp or ProcessPlan?
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 MarketSharp and ProcessPlan 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.