Integration
Connect Offri and ServeManager
When New Contact fires in Offri, your agent runs Create Invoice in ServeManager, or New Attempt in ServeManager to Create Contact in Offri. 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 Offri and ServeManager 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 Offri and ServeManager can do together
From Offri to ServeManager
When New Contact in Offri
then Create Invoice in ServeManager
From ServeManager to Offri
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 Offri and ServeManager
Triggers and actions 8 triggers · 38 actions
- 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.
- Invoice Issued
Triggers when an invoice is issued.
- New Attempt
Triggers when a new service attempt is logged on any job.
- New Company
Triggers when a new company is added in ServeManager.
- New Job
Triggers when a new job is created in ServeManager.
- New Note
Triggers when a new note is added to any job.
- Cancel Job
Cancels a job and records a cancellation note on it.
- Create Attempt
Logs a service attempt on an existing job: the serve type, when it happened, who was served and at which address.
- Create Company
Creates a company (client, law firm or process server) in ServeManager, optionally with a primary contact, address, email and phone.
- Create Court
Creates a court location with its branch name, county and address.
- Create Court Case
Creates a court case with its plaintiff, defendant, case number, dates and court location.
- Create Invoice
Creates an invoice on a job with one line item.
- Create Job
Creates a service-of-process job with its recipient, service address, client, process server, court case and an optional document to be served from a URL.
- Create Payment
Records a payment on an invoice. Each call adds a new payment, so check the invoice's existing payments before retrying.
- Delete Attempt
Deletes a service attempt.
- Find Company
Finds ServeManager companies by a text search over company and contact details, most reliably a full email address.
- Find Court Case
Finds court cases by case number, plaintiff, defendant or court branch name.
- Find Job
Finds jobs by a text search over company names, recipients, zip codes and other job details.
- Get Attempt
Returns one service attempt by ID, including serve type, outcome, recipient and address.
- Get Company
Returns one ServeManager company by ID, with its contacts, addresses, phone numbers and emails.
- Get Court Case
Returns one court case by ID, including its plaintiff, defendant, case number and court.
- Get Job
Returns one ServeManager job by its ID, including recipient, status and client details.
- List Employees
Lists the employees on your ServeManager account with their contact details and permission level.
- Update Company
Updates a company's name, type, website or note. An address given here is added to the company; existing addresses are kept.
- Update Job
Updates a job's status, due date, instructions, client job number or assignments. An address given here is added to the job's service addresses.
- Upload File
Attaches a file from a public URL to an existing job, either as a document to be served or as a miscellaneous attachment. ServeManager downloads the file itself.
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
More from Offri
Offri to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Offri to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Offri to StripeStripe is a payment processing platform for online businesses.
Offri to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Offri to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Offri to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into ServeManager
HubSpot to ServeManagerHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to ServeManagerGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ServeManagerGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ServeManagerGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to ServeManagerGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Offri and ServeManager, answered
What can start an automation from Offri?
Any of Offri's 3 triggers in the catalog, including New Contact, New Proposal and Proposal Status Changed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ServeManager when something happens in Offri?
Any of ServeManager's 20 actions, including Create Attempt, Create Company, Create Court and Create Court Case. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ServeManager to Offri?
Yes. When something happens in ServeManager, your agent can act in Offri too. This page covers both directions: ServeManager's triggers and Offri's actions are listed here as well.
Do I have to build a connector for Offri or ServeManager?
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 Offri and ServeManager 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.