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What do you want Ortto and Cubo Crm to do together?
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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 Ortto can start in Cubo Crm
When Fields Updated in Ortto
then Add activity in Cubo Crm
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 Ortto and Cubo Crm
Triggers and actions 4 triggers · 30 actions
- Fields Updated
Triggers when the specified field(s) of a record have been updated in your Ortto account.
- New Activity Occurred
Triggers when a new Ortto activity occurs.
- New Record Created
Triggers when a new record (contact or organization) has been added to your Ortto account.
- Tag Added/Removed
Triggers when a tag has beed added to, or removed from, a record.
- Add Custom Field
Create a new custom field on the person or organization schema in Ortto.
- Create Record
Create a new record (person, organization), or update an existing record in your Ortto account.
- Delete Record
Archive, restore, or permanently delete a person or organization record in Ortto.
- Get Record
Fetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for.
- List Activities
Retrieve the activity feed for a given contact in Ortto.
- Opt Out From SMS
Opt out a person from all SMS communications.
- Search or Create Records
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
- Tag/Untag Records
Adds or removes tags on a person or an account in Ortto, matching the record by email address or account name.
- Unsubscribe a Person
Unsubscribe a person from all emails.
- Update Audience Subscription
Subscribe or unsubscribe a person to/from an Ortto audience.
- Add activity
Create an activity. POST activities; docs "Criar nova atividade".
- Add deal
Create a deal (Negociação). POST on the deals resource; see docs.cubosuite.com.br "Criar novo negócio".
- Add note
Create a note (Anotação). POST notes; docs "Criar nova anotação".
- Add organization
Create an organization. POST organizations; docs "Criar nova organização".
- Add person
Create a person (Pessoa). POST on persons; docs "Criar nova pessoa".
- Add product
Create a product. POST products; docs "Criar novo produto".
- Delete deal
Delete a deal by ID. DELETE on deals/{id}; docs "Excluir negócio".
- Delete person
Delete a person by ID.
- Get deal
Get a deal by ID. GET on deals/{id}; docs.cubosuite.com.br "Obter negócio por ID".
- Get organization
Get an organization by ID.
- Get person
Get a person by ID.
- List organizations
List all organizations. GET organizations; docs "Listar todas as organizações".
- List people
List all people. GET persons; docs "Listar todas as pessoas".
- List pipelines
List all pipelines (Funis). GET pipelines; docs "Listar todos os funis".
- List products
List all products. GET products; docs "Listar todos os produtos".
- List stages
List all stages of a pipeline by pipeline ID; docs "Buscar todos os estágios do funil pelo ID".
- Update activity
Update an activity by ID.
- Update deal
Update a deal by ID. PUT on deals/{id}; docs "Atualizar negócio".
- Update organization
Update an organization by ID.
- Update person
Update a person by ID.
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
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What our customers say
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Questions
Ortto and Cubo Crm, answered
What can start an automation from Ortto?
Any of Ortto's 4 triggers in the catalog, including Fields Updated, New Activity Occurred, New Record Created and Tag Added/Removed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Cubo Crm when something happens in Ortto?
Any of Cubo Crm's 20 actions, including Update activity, Update deal, Update organization and Update person. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Cubo Crm to Ortto?
Cubo Crm has no triggers in the catalog today, so automations start in Ortto. If you need the other direction, ask: your agent reads Cubo Crm's API documentation and adds it.
Do I have to build a connector for Ortto or Cubo 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.
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.