Integration
Connect Pipeliner Crm to Dungeons and Dragons
When something happens in Pipeliner Crm, your agent does the next thing in Dungeons and Dragons. Describe it 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 Pipeliner Crm and Dungeons and Dragons to do together?
Ask the assistant
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 Pipeliner Crm can start in Dungeons and Dragons
When New account in Pipeliner Crm
then Get background in Dungeons and Dragons
When New contact in Pipeliner Crm
then Get class in Dungeons and Dragons
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 Pipeliner Crm and Dungeons and Dragons
Triggers and actions 4 triggers · 45 actions
Trigger
New accountFires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity.
Trigger
New contactFires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity.
Trigger
New leadFires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity.
Trigger
New opportunityFires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity.
Action
Add accountAdds a new account
Action
Add appointmentCreate an Appointment record.
Action
Add contactCreate a Contact record.
Action
Add leadAdds a new lead
Action
Add opportunityAdds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space.
Action
Add productAdds a new product
Action
Add taskCreate a Task (Activity) record.
Action
Delete accountDeletes an account in Pipeliner CRM by its ID.
Action
Delete contactDeletes a contact in Pipeliner CRM by its ID.
Action
Delete leadDeletes a lead from Pipeliner CRM by its ID.
Action
Delete opportunityDeletes an opportunity in Pipeliner CRM by its ID.
Action
Find contactsReturns up to 100 contacts whose chosen field matches the specified value.
Action
Find opportunitiesReturns up to 100 opportunities that match the specified criteria (name, owner, pipeline step, type, sales unit, lead source, closing date, archived flag).
Action
Get accountReturns a single Pipeliner CRM account by its id, including custom field values.
Action
Get contactRetrieve a single Contact by id.
Action
Get leadRetrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields.
Action
Get opportunityRetrieves a single opportunity by its id, including any custom field values defined on opportunities in the account.
Action
List accountsList/search Account records.
Action
List appointmentsList Appointment records.
Action
List contactsReturns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted.
Action
List leadsLists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads.
Action
List opportunitiesReturns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded.
Action
List productsReturns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU.
Action
List tasksList Task (Activity) records.
Action
Update accountUpdates an existing account by ID, including any custom account fields.
Action
Update contactUpdates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed.
Action
Update leadUpdates an existing lead by ID
Action
Update opportunityUpdates an existing opportunity by ID
Action
Update taskUpdates an existing task by ID
Action
Get backgroundGet full details for a single character background by its index.
Action
Get classGet full details for a single character class by its index.
Action
Get conditionGet full details for a single condition by its index.
Action
Get equipmentGet full details for a single equipment item by its index.
Action
Get magic itemGet full details for a single magic item by its index.
Action
Get monsterGet full stat block details for a single monster by its index.
Action
Get raceGet full details for a single character race by its index.
Action
Get skillGet full details for a single skill by its index.
Action
Get spellGet full details for a single spell by its index.
Action
List backgroundsList all character backgrounds.
Action
List classesList all playable character classes.
Action
List conditionsList all conditions that can affect a creature.
Action
List equipmentList all equipment items available in the SRD.
Action
List magic itemsList all magic items in the SRD.
Action
List racesList all playable character races.
Action
List skillsList all skills characters can be proficient in.
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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Questions
Pipeliner Crm and Dungeons and Dragons, answered
What can start an automation from Pipeliner Crm?
Any of Pipeliner Crm's 4 triggers in the catalog, including New account, New contact, New lead and New opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Dungeons and Dragons when something happens in Pipeliner Crm?
Any of Dungeons and Dragons's 16 actions, including Get background, Get class, Get condition and Get equipment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dungeons and Dragons to Pipeliner Crm?
Dungeons and Dragons has no triggers in the catalog today, so automations start in Pipeliner Crm. If you need the other direction, ask: your agent reads Dungeons and Dragons's API documentation and adds it.
Do I have to build a connector for Pipeliner Crm or Dungeons and Dragons?
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.