Integration
Connect Mateo and SightMill
When Contact Created fires in Mateo, your agent runs Add phone contact in SightMill, or New Survey in SightMill to Add Contact to List in Mateo. 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 SightMill 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 and SightMill can do together
From Mateo to SightMill
When Contact Created in Mateo
then Add phone contact in SightMill
From SightMill to Mateo
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 SightMill
Triggers and actions 7 triggers · 39 actions
- Contact Created
Triggers when a new contact is created in hellomateo.
- Contact Details Updated
Triggers when a contact is created or its details are updated.
- Inbound Message
Triggers when a new inbound message arrives from a contact.
- New Appointment
Triggers when a new appointment is created.
- New Conversation
Triggers when a new conversation starts.
- New Deal
Triggers when a new deal is created.
- Add Contact to List
Adds a contact to a contact list.
- Add Conversation Comment
Adds an internal comment to a conversation.
- Assign Conversation
Assigns a conversation to an employee or agent.
- Close Conversation
Closes a conversation.
- Create Appointment
Creates an appointment for a contact.
- Create Contact Details
Creates a new contact with name, address and external IDs.
- Create Contact List
Creates a contact list.
- Create Deal
Creates a deal for a contact.
- Delete Contact
Deletes a contact.
- Delete Deal
Deletes a deal.
- Find Channel
Returns the messaging channels (WhatsApp, SMS, email and others) in the account.
- Find Contact
Finds one contact by exactly one locator: email, phone number, external ID or social ID.
- Find Contact Details
Returns a contact by its hellomateo ID.
- Find Custom Field
Returns the custom fields defined in the account.
- Find Message
Returns a message by its ID.
- Find Template
Returns the message templates in the account.
- Format a Phone Number
Formats a phone number to E.164.
- Get Appointment
Returns an appointment by ID.
- Get Conversation
Returns a conversation by ID.
- Get Deal
Returns a deal by ID.
- List Contact Lists
Returns the contact lists in the account.
- List Contacts
Returns contacts, optionally filtered by external ID or last update time.
- List Employees
Returns the employees in the organisation.
- Open Conversation
Reopens a closed conversation.
- Remove Contact from List
Removes a contact from a contact list.
- Send Template Message
Sends a template message to a contact on a hellomateo channel.
- Send Text Message
Sends a free-text message to a contact on a hellomateo channel.
- Start Journey
Starts a journey for a contact, matching or creating the contact by external ID.
- Update Contact Details
Updates an existing contact's name, address and other details.
- Update Deal
Updates a deal's name, status, value or assignee.
- New Survey
Triggers when a new survey response is recorded in a SightMill project.
- Add phone contact
Adds a phone contact to a SightMill project so it can receive SMS surveys.
- Get email survey response
Returns one email survey's status, score, verbatim comment, respondent email and additional form answers by its Survey ID.
- Get SMS survey response
Returns one SMS survey by its ID, including its status, score, written comment, tags and the recipient's phone number.
- List contact groups
Returns the contact groups in a SightMill project for the chosen contact category, email or phone.
- List email contacts
Returns the email contacts in a SightMill project, optionally limited to one contact group.
- List phone contacts
Returns the phone contacts in a SightMill project, optionally limited to one contact group.
- List projects
Returns all active SightMill projects in the account, with each project's name, website and which survey channels are active.
- Send Email Survey
Sends a SightMill email survey to a single email address and returns the ID of the survey that was sent.
- Send SMS Survey
Sends a SightMill SMS survey to a single phone number and returns the ID of the survey that was sent.
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 SightMill, 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 SightMill when something happens in Mateo?
Any of SightMill's 9 actions, including Send Email Survey, Send SMS Survey, Add phone contact and Get email survey response. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SightMill to Mateo?
Yes. When something happens in SightMill, your agent can act in Mateo too. This page covers both directions: SightMill's triggers and Mateo's actions are listed here as well.
Do I have to build a connector for Mateo or SightMill?
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 SightMill 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.