--- title: "Connect MyDesk to Agentset - APIANT.ai" description: "When \"New Appointment\" fires in MyDesk, your agent runs \"Get document\" in Agentset." canonical: "https://apiant.ai/connect/mydesk-to-agentset" --- # Connect MyDesk to Agentset When **New Appointment** fires in [MyDesk](https://apiant.ai/connections/mydesk), your agent runs **Get document** in [Agentset](https://apiant.ai/connections/agentset). Describe the whole flow and it is built, tested on every scenario and kept running. MyDesk **7** triggers MyDesk **4** actions Agentset **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want MyDesk and Agentset to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What MyDesk can start in Agentset - When **New Appointment** in MyDesk then **Get document** in Agentset - When **New Company** in MyDesk then **Add ingest job** in Agentset 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 MyDesk and Agentset ## Triggers and actions 7 triggers · 17 actions - Trigger **New Appointment** Triggered when a new appointment is created in MyDesk. - Trigger **New Company** Triggers when a new company is created in MyDesk. - Trigger **New Contact** Triggers when a new contact is created in MyDesk. - Trigger **New Opportunity** Triggered when a new opportunity is created in MyDesk. - Trigger **New Task** Triggered when a new task is created in MyDesk. - Trigger **Task Completed** Triggers when a task is marked as completed in MyDesk. - Trigger **Task Overdue** Triggers when an open task passes its planned date without being completed. - Action **Find Contact** Returns the MyDesk contacts that match the name, email address, your own identifier or filter you supply. - Action **Find Country** Returns the countries in your MyDesk environment that match a name, your own identifier or an extra condition. - Action **Find Opportunity** Returns the opportunities in MyDesk that match your own identifier or a filter condition. - Action **Find Task** Returns the MyDesk tasks that match your identifier, subject or filter condition. - Action **Add ingest job** Create an ingest job (text, file or URL payload). - Action **Add namespace** Create a namespace. - Action **Delete document** Delete a document. - Action **Delete ingest job** Delete an ingest job. - Action **Find chunks in namespace** Search a namespace (semantic search with query, topK, filters). - Action **Generate upload URL** Create presigned URL for file upload. - Action **Get document** Retrieve a document. - Action **Get ingest job** Retrieve an ingest job (status). - Action **Get namespace** Retrieve a namespace by id. - Action **List documents** Retrieve a list of documents. - Action **List ingest jobs** Retrieve a list of ingest jobs. - Action **List namespaces** Retrieve a list of namespaces. - Action **Update namespace** Update a namespace. ## Each app on its own - [ **MyDesk** MyDesk: Get started quickly with a user-friendly CRM for sales.](https://apiant.ai/connections/mydesk) - [ **Agentset** Open-source RAG platform for building AI chat/search apps with citations, ingestion, and retrieval...](https://apiant.ai/connections/agentset) Reviews ## What our customers say ## More from MyDesk - [ **MyDesk to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/mydesk-to-salesforce) - [ **MyDesk to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/mydesk-to-slack) - [ **MyDesk to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/mydesk-to-stripe) - [ **MyDesk to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/mydesk-to-shopify) - [ **MyDesk to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/mydesk-to-quickbooks-online) - [ **MyDesk to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/mydesk-to-pipedrive) ## More into Agentset - [ **HubSpot to Agentset** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-agentset) - [ **Salesforce to Agentset** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-agentset) - [ **Slack to Agentset** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-agentset) - [ **Google Sheets to Agentset** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-agentset) - [ **Gmail to Agentset** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-agentset) - [ **Google Calendar to Agentset** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-agentset) Questions ## MyDesk and Agentset, answered ### ### What can start an automation from MyDesk? Any of MyDesk's 7 triggers in the catalog, including New Appointment, New Company, New Contact and New Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Agentset when something happens in MyDesk? Any of Agentset's 13 actions, including Update namespace, Add ingest job, Add namespace and Find chunks in namespace. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Agentset to MyDesk? Agentset has no triggers in the catalog today, so automations start in MyDesk. If you need the other direction, ask: your agent reads Agentset's API documentation and adds it. ### ### Do I have to build a connector for MyDesk or Agentset? 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 MyDesk and Agentset 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.