Integration
Connect MyDesk and Solve CRM
When New Appointment fires in MyDesk, your agent runs Create Contact in Solve CRM, or New Company in Solve CRM to Create Company in MyDesk. 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 MyDesk and Solve CRM 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 MyDesk and Solve CRM can do together
From MyDesk to Solve CRM
When New Appointment in MyDesk
then Create Contact in Solve CRM
From Solve CRM to 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 Solve CRM
Triggers and actions 12 triggers · 16 actions
- New Appointment
Triggered when a new appointment is created in MyDesk.
- New Company
Triggers when a new company is created in MyDesk.
- New Contact
Triggers when a new contact is created in MyDesk.
- New Opportunity
Triggered when a new opportunity is created in MyDesk.
- New Task
Triggered when a new task is created in MyDesk.
- Task Completed
Triggers when a task is marked as completed in MyDesk.
- Task Overdue
Triggers when an open task passes its planned date without being completed.
- Create Address
Creates a new address in MyDesk and links it to a company, country and address type. Returns the new address's ids.
- Create Company
Creates a new company (account) in MyDesk and returns its id.
- Create Contact
Creates a new contact in MyDesk and links it to a company. Returns the new contact's MyDesk id and your own id.
- Create Task
Creates a new task in MyDesk and returns its id.
- Find Contact
Returns the MyDesk contacts that match the name, email address, your own identifier or filter you supply.
- Find Country
Returns the countries in your MyDesk environment that match a name, your own identifier or an extra condition.
- Find Opportunity
Returns the opportunities in MyDesk that match your own identifier or a filter condition.
- Find Representative
Returns the representatives in MyDesk that match the name, your own identifier or filter you specify.
- Find Task
Returns the MyDesk tasks that match your identifier, subject or filter condition.
- Update Company
Updates an existing company in MyDesk by its id. Only the fields you fill in change; everything else keeps its current value.
- Update Contact
Updates an existing contact in MyDesk, changing only the fields you fill in and keeping the rest as they are.
- Update Opportunity
Updates an existing opportunity in MyDesk by its id, changing only the values you supply and keeping everything else on the record.
- Update Task
Updates an existing task by its MyDesk id, changing only the fields you fill in and returning the updated task.
- New Company
Triggers when a new company is added in Solve CRM.
- New Contact
Triggers when a new contact is added in Solve CRM.
- New Tagged Contact
Triggers when a contact carries the chosen category tag for the first time.
- New User
Triggers when a new user is added to the Solve CRM account.
- New Workgroup
Triggers when a new workgroup is created in Solve CRM.
- Create Company
Creates a new company in Solve CRM.
- Create Contact
Creates a new contact in Solve CRM.
- Find companies
Returns companies in Solve CRM that match a search value, with optional filters and sorting.
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
MyDesk and Solve CRM, 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 Solve CRM when something happens in MyDesk?
Any of Solve CRM's 3 actions, including Create Company, Create Contact and Find companies. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Solve CRM to MyDesk?
Yes. When something happens in Solve CRM, your agent can act in MyDesk too. This page covers both directions: Solve CRM's triggers and MyDesk's actions are listed here as well.
Do I have to build a connector for MyDesk or Solve CRM?
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 Solve CRM 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.