--- title: "Connect MyDesk and Perspective - APIANT.ai" description: "When \"New Appointment\" fires in MyDesk, your agent runs \"Create Contact\" in Perspective, or \"New Contact\" in Perspective to \"Find Contact\" in MyDesk." canonical: "https://apiant.ai/connect/mydesk-to-perspective" --- # Connect MyDesk and Perspective When **New Appointment** fires in [MyDesk](https://apiant.ai/connections/mydesk), your agent runs **Create Contact** in [Perspective](https://apiant.ai/connections/perspective), or **New Contact** in Perspective to **Find Contact** in MyDesk. Describe the whole flow and it is built, tested on every scenario and kept running. MyDesk **7** triggers MyDesk **5** actions Perspective **2** triggers Perspective **8** 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 Perspective 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 and Perspective can do together ### From MyDesk to Perspective - When **New Appointment** in MyDesk then **Create Contact** in Perspective - When **New Company** in MyDesk then **Update Contact Field** in Perspective ### From Perspective to MyDesk - When **New Contact** in Perspective then **Find Contact** in MyDesk - When **New Lead via Funnel** in Perspective then **Find Task** in MyDesk 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 Perspective ## Triggers and actions 9 triggers · 13 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 Representative** Returns the representatives in MyDesk that match the name, your own identifier or filter you specify. - Action **Find Task** Returns the MyDesk tasks that match your identifier, subject or filter condition. - Trigger **New Contact** Triggers when a new contact is added to the selected funnel. - Trigger **New Lead via Funnel** Triggers when a visitor submits the selected funnel and becomes a new lead (contacts whose source is the funnel itself). - Action **Create Contact** Creates a new contact in the CRM of a Perspective funnel. Returns the created contact. - Action **Get Contact** Returns a single CRM contact from a funnel by its ID. An error occurs if the contact is not found. - Action **Get Funnel Chart** Returns chart data points for a funnel over a time window, such as page-to-page conversion, visitor devices, top traffic sources or button clicks. - Action **Get Funnel KPI** Returns a single key performance indicator, such as conversion rate or total sessions, for a funnel over a chosen time period. - Action **Get Funnel Question Insight** Returns aggregated response counts for a specific funnel question or survey element over a date range. - Action **List Contacts** Returns the CRM contacts captured by a funnel, with their details, custom properties and attribution data. - Action **List Workspaces** Returns all workspaces in your Perspective company, along with the campaigns (funnels) that belong to each one. - Action **Update Contact Field** Updates one field on a contact in a funnel, either a standard contact field, an address field or a custom property, and returns the new value. ## Each app on its own - [ **MyDesk** MyDesk: Get started quickly with a user-friendly CRM for sales.](https://apiant.ai/connections/mydesk) - [ **Perspective** Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.](https://apiant.ai/connections/perspective) 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 Perspective - [ **HubSpot to Perspective** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-perspective) - [ **Google Sheets to Perspective** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-perspective) - [ **Gmail to Perspective** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-perspective) - [ **Google Calendar to Perspective** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-perspective) - [ **Google Drive to Perspective** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-perspective) - [ **Mailchimp to Perspective** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-perspective) Questions ## MyDesk and Perspective, 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 Perspective when something happens in MyDesk? Any of Perspective's 8 actions, including Create Contact, Update Contact Field, Get Contact and Get Funnel Chart. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Perspective to MyDesk? Yes. When something happens in Perspective, your agent can act in MyDesk too. This page covers both directions: Perspective's triggers and MyDesk's actions are listed here as well. ### ### Do I have to build a connector for MyDesk or Perspective? 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 Perspective 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.