Integration
Connect Perfex CRM and Specter
When New Contract fires in Perfex CRM, your agent runs Enrich Person by Email in Specter, or New Acquisition in Specter to Create Customer in Perfex CRM. 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 Perfex CRM and Specter 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 Perfex CRM and Specter can do together
From Perfex CRM to Specter
When New Contract in Perfex CRM
then Enrich Person by Email in Specter
From Specter to Perfex 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 Perfex CRM and Specter
Triggers and actions 16 triggers · 33 actions
- New Contract
Triggers when a new contract is added in Perfex CRM.
- New Estimate
Triggers when a new estimate is added in Perfex CRM.
- New Invoice
Triggers when a new invoice is added in Perfex CRM.
- New Lead
Triggers when a new lead is added in Perfex CRM.
- New Payment
Triggers when a new payment is added in Perfex CRM.
- New Project
Triggers when a new project is added in Perfex CRM.
- New Proposal
Triggers when a new proposal is added in Perfex CRM.
- New Task
Triggers when a new task is added in Perfex CRM.
- New Ticket
Triggers when a new support ticket is added in Perfex CRM.
- Create Contract
Creates a contract in Perfex CRM.
- Create Customer
Creates a customer (company) in Perfex CRM.
- Create Estimate
Creates a estimate in Perfex CRM.
- Create Invoice
Creates an invoice for a customer in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Create Project
Creates a project in Perfex CRM.
- Create Proposal
Creates a proposal in Perfex CRM.
- Create Task
Creates a task in Perfex CRM.
- Create Ticket
Creates a support ticket in Perfex CRM.
- Create Timesheet
Creates a timesheet entry in Perfex CRM.
- Find contacts by keyword
Returns the Perfex CRM contacts whose name, email or phone match a keyword.
- Find invoices by keyword
Returns the invoices in Perfex CRM that match a search keyword.
- Find leads by keyword
Returns the leads whose details match a search keyword, such as a name, email or company.
- Update ticket
Updates an existing support ticket in Perfex CRM. Only the fields you fill in are changed.
- New Acquisition
Triggers when Specter records a new acquisition.
- New Funding Round
Triggers when Specter records a new funding round at any company.
- New IPO
Triggers when Specter records a new IPO.
- New Strategic Intelligence
Triggers when Specter detects a new investor-interest signal (strategic intelligence) about a company or person.
- New Strategic Intelligence in Saved Search
Triggers when an investor-interest saved search in Specter gets new results.
- New Talent Signal
Triggers when Specter detects a new talent signal, such as a founder going into stealth or an executive changing roles.
- New Talent Signal in Saved Search
Triggers when a talent saved search in Specter gets new results.
- AI Search
Searches Specter with a plain-English query and returns matching records.
- Create Company List
Creates a new company list and returns its ID.
- Delete Company List
Permanently deletes a company list.
- Enrich Company
Looks up a company by its domain or website and returns Specter's full company record.
- Enrich Investor
Looks up investors by website and/or name and returns matching Specter investor records.
- Enrich Person
Looks up a person by LinkedIn URL and returns their Specter professional profile.
- Enrich Person by Email
Resolves an email address to the most probable person and returns their Specter profile.
- Get Company
Returns the full Specter record for one company by its Specter company ID.
- Get Company Employees
Returns the founders and employees Specter has on file for a company.
- Get Company Funding Rounds
Returns a company's funding rounds, newest first, with participating investors.
- Get Credit Balance
Returns your team's Specter API credit limit, usage and remaining balance.
- Get Funding Round
Returns one funding round by its Specter ID, with the company and investors.
- Get Investor
Returns the full Specter investor record by investor ID.
- Get Person
Returns the full professional profile of a person by Specter person ID.
- Get Person Email
Returns a contactable email address for a person.
- List Company Lists
Returns the company lists your API key can reach.
- List Saved Searches
Returns the saved searches your API key can reach, with their new and total result counts.
- Search Entities by Name
Fuzzy-matches a name across Specter companies, people and investors.
- Update Company List
Adds and/or removes companies in an existing company list.
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
Perfex CRM and Specter, answered
What can start an automation from Perfex CRM?
Any of Perfex CRM's 9 triggers in the catalog, including New Contract, New Estimate, New Invoice and New Lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Specter when something happens in Perfex CRM?
Any of Specter's 19 actions, including Create Company List, Update Company List, AI Search and Enrich Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Specter to Perfex CRM?
Yes. When something happens in Specter, your agent can act in Perfex CRM too. This page covers both directions: Specter's triggers and Perfex CRM's actions are listed here as well.
Do I have to build a connector for Perfex CRM or Specter?
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 Perfex CRM and Specter 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.