Integration
Connect NeonCRM and Offri
When New event fires in NeonCRM, your agent runs Create Contact in Offri, or New Contact in Offri to Add event in NeonCRM. 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 NeonCRM and Offri 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 NeonCRM and Offri can do together
From NeonCRM to Offri
When New event in NeonCRM
then Create Contact in Offri
From Offri to NeonCRM
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 NeonCRM and Offri
Triggers and actions 5 triggers · 39 actions
- New event
Triggers when a new event is created in NeonCRM.
- New event registration
Triggers when someone registers for the chosen NeonCRM event.
- Add campaign
Creates a fundraising campaign in Neon CRM and returns its id.
- Add event
Creates a new event in Neon CRM with its name, dates, location and registration settings, and returns the new event's id.
- Add event registration
Creates a registration for a NeonCRM event on behalf of an account, optionally with tickets, attendees and payments.
- Add membership
Creates a membership for a Neon CRM account at the chosen membership level and term.
- Add pledge
Creates a pledge for a NeonCRM account, with its amount, fund, campaign and other gift details.
- Create Account
Creates an individual account in Neon CRM with its primary contact details and address, and returns the new account's id.
- Create Activity
Creates an activity (task, call, meeting) in Neon CRM, optionally linked to an account, event, grant or prospect.
- Create Donation
Creates a donation for a Neon CRM account, with optional fund, campaign, tribute, payment and custom field details.
- Get account
Returns one Neon CRM account (individual or company) by its id, including contact details, addresses and custom fields.
- Get donation
Returns a single donation by its ID, including amount, date, donor account, fund, campaign, payments and donation custom fields.
- Get event
Returns a single event by its ID, including dates, location, category and financial settings.
- Get event registration
Returns one event registration, including its tickets, attendees, payments and registrant custom fields.
- Get membership
Returns a single Neon CRM membership, including its level, term, dates, fee, status, payments and membership custom fields.
- Link Individual Account to Company Account
Links an individual account to a company account as a contact, optionally setting title, department, employment dates and primary-contact status.
- List campaigns
Returns every fundraising campaign in your Neon CRM account with its id, code, name and status.
- Update activity
Updates an existing activity in NeonCRM. Only the fields you fill in are changed.
- Update Company Account
Updates an existing company account in Neon CRM, changing only the details you fill in.
- Update donation
Updates an existing donation in NeonCRM, changing only the details you supply.
- Update event
Updates an existing NeonCRM event, changing only the details you fill in.
- Update Individual Account
Updates an individual account in Neon CRM, changing only the details you fill in.
- Update membership
Updates an existing membership in Neon CRM, changing only the fields you fill in.
- New Contact
Triggers when a new client is added in Offri.
- New Proposal
Triggers when a new proposal is created in Offri.
- Proposal Status Changed
Triggers when a proposal's status changes, for example to won, lost or expired.
- Add component
Creates a component (product) in your Offri workspace, optionally with its pricing, unit and category.
- Create Contact
Creates a client (company or private person) in Offri.
- Create Contact Person
Adds a contact person to an Offri client.
- Create Proposal
Creates a new proposal in Offri, optionally for a client.
- Delete component
Deletes a component (product) from your Offri workspace.
- Delete Proposal
Deletes a draft Offri proposal.
- Find Contact
Finds Offri clients by name, email or customer number.
- Find Contact Person
Finds the contact persons of an Offri client, optionally by email.
- Get component
Returns the details of a component (product) in your Offri workspace, including its category and product pricing.
- Get Contact
Returns one Offri client by ID.
- Get Proposal
Returns one Offri proposal with its totals and signing details.
- List components
Returns the components and products in your Offri workspace, optionally filtered by name or category.
- Remove Contact
Removes a client from Offri.
- Remove Contact Person
Removes a contact person from an Offri client.
- Send Proposal
Sends an Offri proposal to its client with an expiration date.
- Update component
Updates an existing component (product) in Offri, such as its name, category, language, pricing and quantity settings.
- Update Contact
Updates the details of an existing Offri client.
- Update Contact Person
Updates a contact person of an Offri client.
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
NeonCRM and Offri, answered
What can start an automation from NeonCRM?
Any of NeonCRM's 2 triggers in the catalog, including New event and New event registration. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Offri when something happens in NeonCRM?
Any of Offri's 18 actions, including Create Contact, Create Contact Person, Create Proposal and Send Proposal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Offri to NeonCRM?
Yes. When something happens in Offri, your agent can act in NeonCRM too. This page covers both directions: Offri's triggers and NeonCRM's actions are listed here as well.
Do I have to build a connector for NeonCRM or Offri?
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 NeonCRM and Offri 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.