Integration
Connect Perspective and SolarMarket
When New Contact fires in Perspective, your agent runs Find Customer in SolarMarket, or New Client in SolarMarket to Create Contact in Perspective. 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 Perspective and SolarMarket 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 Perspective and SolarMarket can do together
From Perspective to SolarMarket
When New Contact in Perspective
then Find Customer in SolarMarket
When New Lead via Funnel in Perspective
then Create Client in SolarMarket
From SolarMarket to Perspective
When New Client in SolarMarket
then Create Contact in Perspective
When New Project in SolarMarket
then Update Contact Field in Perspective
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 Perspective and SolarMarket
Triggers and actions 4 triggers · 23 actions
Trigger
New ContactTriggers when a new contact is added to the selected funnel.
Trigger
New Lead via FunnelTriggers when a visitor submits the selected funnel and becomes a new lead (contacts whose source is the funnel itself).
Action
Create ContactCreates a new contact in the CRM of a Perspective funnel. Returns the created contact.
Action
Get ContactReturns a single CRM contact from a funnel by its ID. An error occurs if the contact is not found.
Action
Get Funnel ChartReturns chart data points for a funnel over a time window, such as page-to-page conversion, visitor devices, top traffic sources or button clicks.
Action
Get Funnel KPIReturns a single key performance indicator, such as conversion rate or total sessions, for a funnel over a chosen time period.
Action
Get Funnel Question InsightReturns aggregated response counts for a specific funnel question or survey element over a date range.
Action
List ContactsReturns the CRM contacts captured by a funnel, with their details, custom properties and attribution data.
Action
List WorkspacesReturns all workspaces in your Perspective company, along with the campaigns (funnels) that belong to each one.
Action
Update Contact FieldUpdates one field on a contact in a funnel, either a standard contact field, an address field or a custom property, and returns the new value.
Trigger
New ClientTriggers when a new client is created in SolarMarket.
Trigger
New ProjectTriggers when a new project is created in SolarMarket.
Action
Create ClientCreates a client.
Action
Create ProjectCreates a project in SolarMarket, linked to an existing client or a new client created at the same time.
Action
Delete ClientDeletes a client.
Action
Delete ProjectDeletes a project.
Action
Find Active ProposalReturns the active proposal of a project, including its pricing table and variables.
Action
Find Custom Account FieldsFinds the account's custom field definitions by ID or key.
Action
Find CustomerFinds clients by ID, email, CNPJ/CPF, name, phone or creation date.
Action
Find Custom Fields Associated With a ProjectReturns the custom field values set on a project.
Action
Find FunnelsFinds sales funnels and their stages by ID or name.
Action
Find Funnels Associated With a ProjectReturns the funnels a project is in and its current stage in each.
Action
Find ProjectFinds projects by ID, name, client or creation date.
Action
Find UserFinds users of your SolarMarket account by ID, name or email.
Action
Update ClientUpdates a client; only the fields you fill are changed.
Action
Update Custom Field Associated With a ProjectSets the value of a custom field on a project.
Action
Update ProjectUpdates a project; only the fields you fill are changed.
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
Perspective and SolarMarket, answered
What can start an automation from Perspective?
Any of Perspective's 2 triggers in the catalog, including New Contact and New Lead via Funnel. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SolarMarket when something happens in Perspective?
Any of SolarMarket's 15 actions, including Create Client, Create Project, Update Client and Update Custom Field Associated With a Project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SolarMarket to Perspective?
Yes. When something happens in SolarMarket, your agent can act in Perspective too. This page covers both directions: SolarMarket's triggers and Perspective's actions are listed here as well.
Do I have to build a connector for Perspective or SolarMarket?
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 Perspective and SolarMarket 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.