Integration
Connect Mateo to Octane AI
When Contact Created fires in Mateo, your agent runs Add experiment in Octane AI. 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 Mateo and Octane AI 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 Mateo can start in Octane AI
When Contact Created in Mateo
then Add experiment in Octane AI
When Contact Details Updated in Mateo
then Add export in Octane AI
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 Mateo and Octane AI
Triggers and actions 6 triggers · 41 actions
Trigger
Contact CreatedTriggers when a new contact is created in hellomateo.
Trigger
Contact Details UpdatedTriggers when a contact is created or its details are updated.
Trigger
Inbound MessageTriggers when a new inbound message arrives from a contact.
Trigger
New AppointmentTriggers when a new appointment is created.
Trigger
New ConversationTriggers when a new conversation starts.
Trigger
New DealTriggers when a new deal is created.
Action
Add Contact to ListAdds a contact to a contact list.
Action
Add Conversation CommentAdds an internal comment to a conversation.
Action
Assign ConversationAssigns a conversation to an employee or agent.
Action
Close ConversationCloses a conversation.
Action
Create AppointmentCreates an appointment for a contact.
Action
Create Contact DetailsCreates a new contact with name, address and external IDs.
Action
Create Contact ListCreates a contact list.
Action
Create DealCreates a deal for a contact.
Action
Delete ContactDeletes a contact.
Action
Delete DealDeletes a deal.
Action
Find ChannelReturns the messaging channels (WhatsApp, SMS, email and others) in the account.
Action
Find ContactFinds one contact by exactly one locator: email, phone number, external ID or social ID.
Action
Find Contact DetailsReturns a contact by its hellomateo ID.
Action
Find Custom FieldReturns the custom fields defined in the account.
Action
Find MessageReturns a message by its ID.
Action
Find TemplateReturns the message templates in the account.
Action
Format a Phone NumberFormats a phone number to E.164.
Action
Get AppointmentReturns an appointment by ID.
Action
Get ConversationReturns a conversation by ID.
Action
Get DealReturns a deal by ID.
Action
List Contact ListsReturns the contact lists in the account.
Action
List ContactsReturns contacts, optionally filtered by external ID or last update time.
Action
List EmployeesReturns the employees in the organisation.
Action
Open ConversationReopens a closed conversation.
Action
Remove Contact from ListRemoves a contact from a contact list.
Action
Send Template MessageSends a template message to a contact on a hellomateo channel.
Action
Send Text MessageSends a free-text message to a contact on a hellomateo channel.
Action
Start JourneyStarts a journey for a contact, matching or creating the contact by external ID.
Action
Update Contact DetailsUpdates an existing contact's name, address and other details.
Action
Update DealUpdates a deal's name, status, value or assignee.
Action
Add experimentCreates a draft A/B experiment on a quiz, testing a saved version against the live version.
Action
Add exportRequests a new export of shopper profiles, quiz responses or quiz analytics. Returns the queued export, whose download link becomes available once it completes.
Action
Delete quizSoft-deletes a quiz in your Octane AI store.
Action
Get quizReturns a quiz's summary and structure: its pages in order, their content components, rules and jumps, and the scoring dimensions. An error occurs if the quiz is not found.
Action
Get quiz analytics overviewReturns a quiz's analytics for a date range: daily views, starts, completions, opt-ins, orders and revenue, with totals and publish markers.
Action
Get shopper profileReturns one shopper profile: their emails and phones, latest quiz answers and results, quiz sessions and linked orders.
Action
Get store analytics overviewReturns store-wide quiz analytics for a date range: daily views, starts, completions, opt-ins, orders and revenue, plus totals and rates.
Action
List experimentsReturns the A/B experiments across the store, newest first, with each experiment's status, decision settings and arms.
Action
List quizzesReturns the store's quizzes with their name, status, archive state and published version.
Action
List shopper profilesReturns the store's shopper profiles, most recently seen first, optionally narrowed by a search term, a quiz or a date range.
Action
Publish quiz versionPublishes a saved version of a quiz so shoppers see it. Publishing an older version rolls the live quiz back; the draft is unchanged.
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
Mateo and Octane AI, answered
What can start an automation from Mateo?
Any of Mateo's 6 triggers in the catalog, including Contact Created, Contact Details Updated, New Appointment and New Conversation. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Octane AI when something happens in Mateo?
Any of Octane AI's 11 actions, including Add experiment, Add export, Get quiz and Get quiz analytics overview. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Octane AI to Mateo?
Octane AI has no triggers in the catalog today, so automations start in Mateo. If you need the other direction, ask: your agent reads Octane AI's API documentation and adds it.
Do I have to build a connector for Mateo or Octane AI?
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 Mateo and Octane AI 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.