Integration
Connect Partial.ly and Sally
When New Customer fires in Partial.ly, your agent runs Create Task in Sally, or New Recording in Sally to Create a Customer in Partial.ly. 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 Partial.ly and Sally 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 Partial.ly and Sally can do together
From Partial.ly to Sally
When New Customer in Partial.ly
then Create Task in Sally
From Sally to Partial.ly
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 Partial.ly and Sally
Triggers and actions 6 triggers · 31 actions
- New Customer
Triggers when a new customer is created in Partial.ly.
- New Payment Plan (Polling)
Triggers when a new payment plan is created in Partial.ly.
- New Refund
Triggers when a payment is refunded in Partial.ly.
- Add a Line Item
Adds a line item to a Partial.ly payment plan.
- Cancel a Payment Plan
Cancels a Partial.ly payment plan.
- Create a Customer
Creates a customer in Partial.ly and returns the new customer record.
- Create a Payment Plan
Creates a Partial.ly payment plan, optionally emailing the customer a request to open it.
- Delete a Payment Plan
Deletes a Partial.ly payment plan.
- Find a Payment Plan
Returns one Partial.ly payment plan by ID.
- Find Customers
Searches Partial.ly customers by name or email and returns the matches.
- Get a Customer
Returns one Partial.ly customer by ID.
- Get an Offer
Returns one Partial.ly offer (payment plan template) by ID.
- Get a Payment
Returns one Partial.ly payment by ID.
- List Payment Plans
Returns Partial.ly payment plans, optionally filtered by status or customer.
- List Payments
Returns Partial.ly payments, optionally for one payment plan.
- Refund a Payment
Refunds all or part of a Partial.ly payment and returns the refund.
- Send Plan Request Email
Emails the customer a request to open the payment plan.
- Update a Customer
Updates an existing Partial.ly customer and returns the updated record.
- Update a Payment Plan
Updates an existing Partial.ly payment plan.
- New Recording
Triggers when a new recording appears in a Sally directory.
- New Summary for Appointment Created
Triggers when Sally finishes a new meeting summary.
- New Task
Triggers when a new task is created in a Sally directory.
- Create Recording from URL
Creates a Sally recording from an audio or video file URL and starts transcription.
- Create Tag
Creates a tag in the Sally tag catalog (admins and owners only).
- Create Task
Creates a task in Sally.
- Create Vocabulary Entry
Adds a vocabulary phrase that improves Sally transcription.
- Delete Task
Deletes a Sally task.
- Find Summaries
Searches Sally recording summaries by words in their content.
- Find Tasks
Searches Sally tasks by text.
- Get Recording
Returns one Sally recording by id.
- Get Recording Transcript
Returns the transcript of a Sally recording with its time-coded segments and speakers.
- Get Summary
Returns one Sally recording summary with its sections.
- Get Task
Returns one Sally task by id.
- List Directories
Returns the Sally company accounts (directories) your token can access.
- List Recording Summaries
Returns the AI summaries of a Sally recording, one per language.
- Toggle Task Done
Marks a Sally task done, or reopens it.
- Update Task
Updates the fields you supply on a Sally task.
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
Partial.ly and Sally, answered
What can start an automation from Partial.ly?
Any of Partial.ly's 3 triggers in the catalog, including New Customer, New Payment Plan (Polling) and New Refund. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sally when something happens in Partial.ly?
Any of Sally's 15 actions, including Create Recording from URL, Create Tag, Create Task and Create Vocabulary Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sally to Partial.ly?
Yes. When something happens in Sally, your agent can act in Partial.ly too. This page covers both directions: Sally's triggers and Partial.ly's actions are listed here as well.
Do I have to build a connector for Partial.ly or Sally?
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 Partial.ly and Sally 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.