Integration
Connect OnePageCRM to Fergus
When something happens in OnePageCRM, your agent does the next thing in Fergus. Describe it 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 OnePageCRM and Fergus to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 OnePageCRM can start in Fergus
When Completed Next Action in OnePageCRM
then Add Calendar Event in Fergus
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 OnePageCRM and Fergus
Triggers and actions 9 triggers · 42 actions
- Closed Sales Cycle
Triggered when a sales cycle is closed — a deal is marked won or lost.
- Completed Next Action
Triggered when a next action is marked done in OnePageCRM.
- New Call
Triggered when a phone call is logged in OnePageCRM.
- New Contact
Triggered when a new contact is created in OnePageCRM.
- New Deal
Triggered when a new deal is created in OnePageCRM.
- New Next Action
Triggered when a new next action is created in OnePageCRM.
- New Note
Triggered when a new note is added to a contact in OnePageCRM.
- Updated Contact
Triggered when a contact is created or changed in OnePageCRM.
- Updated Deal
Triggered when a deal is created or changed in OnePageCRM.
- Close Sales Cycle
Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
- Create Call
Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
- Create Contact
Creates a contact in OnePageCRM, including your account's own custom fields.
- Create Deal
Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
- Create Next Action
Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
- Create Note
Adds a note to a contact's timeline in OnePageCRM.
- Find Contact
Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
- Find Deal
Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
- Find User
Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
- Update Contact
Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
- Update Deal
Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.
- Add Calendar Event
Creates a new calendar event/booking.
- Add Contact
Creates a new contact.
- Add Note
Creates a new note against a record.
- Add Quote
Creates a new draft quote on a Fergus job. Supported for jobs whose job type is Quote or Estimate.
- Add Task
Creates a new task in Fergus, optionally linked to a job and assigned to employees.
- Archive Site
Archives a site in Fergus. The site can later be restored.
- Create Customer
Creates a new customer.
- Create Job
Creates a job in Fergus — an active job, a draft job, or a variation of an existing job.
- Create Site
Creates a new site.
- Delete Customer
Deletes a Fergus customer by ID.
- Edit Draft Job
Updates a draft job in Fergus. Only draft jobs can be edited; leave a field blank to keep its current value.
- Finalize Draft Job
Finalises a draft job in Fergus, turning it into an active job.
- Find All Quotes
Returns up to 100 quotes from across all jobs that match the specified status and date criteria.
- Find Customer
Returns the customers whose name, or main or billing contact's name, email or phone, contains the search text.
- Find Site
Finds sites by name, city, postal code, or free-text search. Returns the first page of matches (up to 10).
- Get Calendar Event
Returns a single Fergus calendar event by its ID, including title, start/end times, event type, assigned user, linked job/job phase and recurrence details.
- Get Contact
Returns a single Fergus contact (customer or site contact) by its ID, including name, position, company and contact items.
- Get Customer by ID
Returns a Fergus customer by its ID.
- Get Customer Invoice
Retrieves a customer invoice by ID.
- Get Job by ID
Retrieves a specific job using its unique ID.
- Get Quotes for Job
Returns all quotes for a Fergus job, optionally filtered by status.
- Get Site by ID
Retrieves a specific site using its unique ID.
- List Contacts
Lists contacts, with optional filtering.
- List Customer Invoices
Lists customer invoices, with optional filtering.
- List Notes
Returns the notes (with their replies) attached to a Fergus record.
- List Tasks
Lists the company's tasks, optionally filtered by status, assigned employee, job, due date range or overdue state.
- Update Contact
Updates an existing customer contact or site contact in Fergus.
- Update Customer
Updates an existing customer's details.
- Update Quote
Updates a draft quote on a Quote or Estimate job in Fergus: title, description and its sections with line items.
- Update Site
Updates an existing site's details.
- Update Task
Updates a task's description, due date, or assigned employees in Fergus. The job a task is linked to cannot be changed.
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
OnePageCRM and Fergus, answered
What can start an automation from OnePageCRM?
Any of OnePageCRM's 9 triggers in the catalog, including Completed Next Action, New Call, New Contact and New Deal. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Fergus when something happens in OnePageCRM?
Any of Fergus's 31 actions, including Create Customer, Create Job, Create Site and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Fergus to OnePageCRM?
Fergus has no triggers in the catalog today, so automations start in OnePageCRM. If you need the other direction, ask: your agent reads Fergus's API documentation and adds it.
Do I have to build a connector for OnePageCRM or Fergus?
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.
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.