Integration
Connect Ontraport to Agent Toolbelt
When New Contact fires in Ontraport, your agent runs Compare stocks in Agent Toolbelt. 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 Ontraport and Agent Toolbelt 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)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)Ontraport holds your contacts, tasks and transactions; Agent Toolbelt turns raw text and tickers into structured results like a stock thesis, a valuation snapshot or a cleaned-up address. Connecting them lets a record in Ontraport call Agent Toolbelt and write the answer back onto the contact, so your CRM carries the analysis your team already asks for.
Example flows
What Ontraport can start in Agent Toolbelt
When New Contact in Ontraport
then Compare stocks in Agent Toolbelt
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 Ontraport and Agent Toolbelt
Triggers and actions 5 triggers · 23 actions
- New Contact
Polling trigger: fires for each newly created contact, newest first (sorted by creation date).
- New or Updated Contact
Polling trigger: fires when a contact is created or modified, sorted by date last modified.
- New Task
Polling trigger: fires for each newly created task (objectID 1), newest first.
- New Transaction
Polling trigger: fires for each newly created transaction (objectID 46), newest first.
- Two-way sync new or updated contact
A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Polls Ontraport Contacts sorted by date-last-modified descending; fires for each new or updated contact.
- Create Object
Create a record of any Ontraport object type. Provide objectID and a JSON of fields. Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the field unset. Verify a dropdown value landed by reading the record back.
- Create or Update Contact
Create a new contact, or merge into an existing one matched by email (Ontraport saveorupdate). Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the prior value in place. Verify a dropdown value landed by reading the record back.
- Create Task
Create a Task object (objectID 1) in Ontraport.
- Delete Contact
Delete a contact by its Ontraport ID.
- Delete Object
Delete a record of any object type by objectID and id.
- Find Contact by Email
Find a contact by exact email match. Returns the first matching record.
- Find contact by field (Go only has Find Contact by Email — covers email lookup only, not arbitrary field)
Returns the details for a contact if the specified field matches the specified value. Throws an error if zero or multiple match.
- Get Contact
Retrieve a single contact by its Ontraport ID.
- Get Object
Retrieve a single record of any object type by objectID and id.
- List Contacts
List contacts with optional search, range, and sort.
- List Objects
List records of any object type with optional search and range.
- Remove Tag from Contact
Remove a tag from one or more contacts.
- Tag Contact
Add a tag to one or more contacts.
- Update Object
Update a record of any Ontraport object type by ID. Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the prior value in place. Verify a dropdown value landed by reading the record back.
- Compare stocks
/api/tools/compare-stocks. Head-to-head comparison of 2-3 tickers.
- Count tokens
/api/tools/token-counter {text, models}. Token counts across LLMs.
- Extract text data
/api/tools/text-extractor. Extracts structured data from raw text.
- Generate bull vs bear case
/api/tools/bear-vs-bull {ticker}. Steelmanned bull and bear cases.
- Generate stock thesis
/api/tools/stock-thesis {ticker}. Returns verdict, thesis, insider read, watch-for.
- Get valuation snapshot
/api/tools/valuation-snapshot {ticker}. Valuation verdict and buy zone.
- Normalize address
/api/tools/address-normalizer. Normalizes a US address to USPS format.
- Review portfolio
/api/tools/portfolio-review. Reviews held portfolio.
- Scan watchlist
/api/tools/watchlist-scan. Ranks a watchlist of 2-15 tickers.
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
Ontraport and Agent Toolbelt, answered
Can Agent Toolbelt start a workflow on its own?
No, Agent Toolbelt has no triggers, so every scenario begins in Ontraport, for example a new contact, a new or updated contact, a new task or a new transaction. Agent Toolbelt is always called as the action step after that.
Can the result from Agent Toolbelt be saved back onto the Ontraport record?
Yes. After Agent Toolbelt returns its structured result, the agent can write it back with Create or Update Contact, Update Object or Create Task in Ontraport, and it can read the record first with Find Contact by Email or Get Object.
What can start an automation from Ontraport?
Any of Ontraport's 5 triggers in the catalog, including New Contact, New or Updated Contact, New Task and New Transaction. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Agent Toolbelt when something happens in Ontraport?
Any of Agent Toolbelt's 9 actions, including Compare stocks, Extract text data, Generate bull vs bear case and Get valuation snapshot. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Agent Toolbelt to Ontraport?
Agent Toolbelt has no triggers in the catalog today, so automations start in Ontraport. If you need the other direction, ask: your agent reads Agent Toolbelt's API documentation and adds it.
Do I have to build a connector for Ontraport or Agent Toolbelt?
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 Ontraport and Agent Toolbelt 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.