--- title: "Connect Ortto to Keywords AI - APIANT.ai" description: "When \"Fields Updated\" fires in Ortto, your agent runs \"Update user\" in Keywords AI." canonical: "https://apiant.ai/connect/ortto-to-keywords-ai" --- # Connect Ortto to Keywords AI When **Fields Updated** fires in [Ortto](https://apiant.ai/connections/ortto), your agent runs **Update user** in [Keywords AI](https://apiant.ai/connections/keywords-ai). Describe the whole flow and it is built, tested on every scenario and kept running. Ortto **4** triggers Ortto **10** actions Keywords AI **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Ortto and Keywords AI to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Ortto can start in Keywords AI - When **Fields Updated** in Ortto then **Update user** in Keywords AI - When **New Activity Occurred** in Ortto then **Add prompt** in Keywords AI 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 Keywords AI ## Triggers and actions 4 triggers · 26 actions - Trigger **Fields Updated** Triggers when the specified field(s) of a record have been updated in your Ortto account. - Trigger **New Activity Occurred** Triggers when a new Ortto activity occurs. - Trigger **New Record Created** Triggers when a new record (contact or organization) has been added to your Ortto account. - Trigger **Tag Added/Removed** Triggers when a tag has beed added to, or removed from, a record. - Action **Add Custom Field** Create a new custom field on the person or organization schema in Ortto. - Action **Create Record** Create a new record (person, organization), or update an existing record in your Ortto account. - Action **Delete Record** Archive, restore, or permanently delete a person or organization record in Ortto. - Action **Get Record** Fetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for. - Action **List Activities** Retrieve the activity feed for a given contact in Ortto. - Action **Opt Out From SMS** Opt out a person from all SMS communications. - Action **Search or Create Records** Search your Ortto data for a record based on the provided field or optionally create one if none is found. - Action **Tag/Untag Records** Adds or removes tags on a person or an account in Ortto, matching the record by email address or account name. - Action **Unsubscribe a Person** Unsubscribe a person from all emails. - Action **Update Audience Subscription** Subscribe or unsubscribe a person to/from an Ortto audience. - Action **Add prompt** Creates a new prompt in your Keywords AI workspace with an optional description. Returns the new prompt, including its id and slug. - Action **Add prompt version** Creates a new version of a prompt with its messages, model and settings. The new version becomes the prompt's current draft and earlier versions become read-only. - Action **Add span** Logs an LLM call or workflow step as a span in Keywords AI (Respan), with its model, input, output, token usage, latency and trace links. Returns the stored span. - Action **Delete prompt** Deletes a prompt and all of its versions from your prompt library. - Action **Get prompt** Returns a prompt template with its name, description, slug, tags, and its current and deployed (live) versions. - Action **Get span** Returns a single span (logged LLM request) with its input, output, token usage, cost, latency, metadata and evaluation scores. - Action **Get trace** Returns one trace with its aggregate cost, token and error metrics and its full tree of spans. - Action **Get user** Returns a user's profile and current budget usage, looked up by your own identifier for that user. - Action **List models** Returns the models your Keywords AI project can use through the gateway, with each model's context window and pricing. - Action **List prompts** Returns the prompts in your Keywords AI workspace, optionally filtered and sorted. - Action **List prompt versions** Returns every version of a prompt, newest first, including each version's messages, model and settings. - Action **List spans** Returns the spans (request logs) in your Keywords AI account, optionally filtered by time range, environment, type and span fields, and sorted as you choose. - Action **List traces** Returns the traces recorded in your Keywords AI account, optionally narrowed by time range, environment and filter conditions. - Action **List users** Returns the users (your end customers) tracked in your organization, with their usage analytics such as requests, tokens, cost and budget settings. - Action **Update prompt** Updates the name or description of a prompt in Keywords AI. - Action **Update user** Updates a user's profile and spending budget in Keywords AI, such as their name, email, metadata, budgets and markup. Returns the updated user. ## Each app on its own - [ **Ortto** Grow your brand faster with a customer data and marketing automation platform designed for businesses who...](https://apiant.ai/connections/ortto) - [ **Keywords AI** Keywords AI is an LLM observability and gateway platform for tracking, debugging, and managing AI workflows...](https://apiant.ai/connections/keywords-ai) Reviews ## What our customers say ## More from Ortto - [ **Ortto to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ortto-to-salesforce) - [ **Ortto to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ortto-to-slack) - [ **Ortto to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ortto-to-stripe) - [ **Ortto to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ortto-to-shopify) - [ **Ortto to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/ortto-to-quickbooks-online) - [ **Ortto to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/ortto-to-pipedrive) ## More into Keywords AI - [ **HubSpot to Keywords AI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-keywords-ai) - [ **Salesforce to Keywords AI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-keywords-ai) - [ **Slack to Keywords AI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-keywords-ai) - [ **Google Sheets to Keywords AI** Google Sheets](https://apiant.ai/connect/google-sheets-to-keywords-ai) - [ **Gmail to Keywords AI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-keywords-ai) - [ **Google Calendar to Keywords AI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-keywords-ai) Questions ## Ortto and Keywords AI, 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 Keywords AI when something happens in Ortto? Any of Keywords AI's 16 actions, including Update prompt, Update user, Add prompt and Add prompt version. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Keywords AI to Ortto? Keywords AI has no triggers in the catalog today, so automations start in Ortto. If you need the other direction, ask: your agent reads Keywords AI's API documentation and adds it. ### ### Do I have to build a connector for Ortto or Keywords AI? 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 Ortto and Keywords AI 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.