Integration
Connect Polar and Salesforce
When Benefit Created fires in Polar, your agent runs Create object record in Salesforce, or New object record in Salesforce to Create Customer in Polar. 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 Polar and Salesforce 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)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 Polar and Salesforce can do together
From Polar to Salesforce
When Benefit Created in Polar
then Create object record in Salesforce
When Benefit Updated in Polar
then Find most recent created or updated record in Salesforce
From Salesforce to Polar
When New object record in Salesforce
then Create Customer in Polar
When New or updated object record in Salesforce
then Add Subscription in Polar
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 Polar and Salesforce
Triggers and actions 23 triggers · 35 actions
Trigger
Benefit CreatedTriggered when a new benefit is created in Polar.
Trigger
Benefit UpdatedTriggered when a benefit is changed in Polar.
Trigger
Checkout CreatedTriggered when a new checkout session is created in Polar.
Trigger
Checkout ExpiredTriggered when a checkout session expires in Polar without being paid.
Trigger
Checkout UpdatedTriggered when a checkout session changes in Polar, for example when it is confirmed or paid.
Trigger
Customer CreatedTriggered when a new customer is created in Polar.
Trigger
Customer DeletedTriggered when a customer is deleted in Polar.
Trigger
Customer State ChangedTriggered when a customer's state changes in Polar - their active subscriptions, granted benefits or meters.
Trigger
Customer UpdatedTriggered when a customer's details change in Polar.
Trigger
Order CreatedTriggers when a new order is placed in your Polar organization.
Trigger
Order PaidTriggers when an order in your Polar organization is paid.
Trigger
Order UpdatedTriggers when an order in your Polar organization changes.
Trigger
Product CreatedTriggers when a new product is created in your Polar organization.
Trigger
Product UpdatedTriggers when a product in your Polar organization changes.
Trigger
Subscription ActiveTriggers when a subscription in your Polar organization becomes active.
Trigger
Subscription CanceledTriggers when a customer cancels a subscription in your Polar organization.
Trigger
Subscription CreatedTriggers when a new subscription is created in your Polar organization.
Trigger
Subscription Past DueTriggers when a subscription in your Polar organization falls past due because a payment failed.
Trigger
Subscription RevokedTriggers when a subscription in your Polar organization is revoked and the customer loses access.
Trigger
Subscription UncanceledTriggers when a customer reverses a pending cancellation and keeps a subscription in your Polar organization.
Trigger
Subscription UpdatedTriggers when a subscription in your Polar organization changes.
Action
Add SubscriptionSubscribes a customer to a free recurring product.
Action
Confirm Checkout SessionCompletes an open checkout session so Polar creates the order. Works without payment only when the checkout needs none, for example a free product.
Action
Create BenefitCreates a benefit in Polar that you can attach to products.
Action
Create Checkout SessionCreates a Polar checkout session for a product and returns the link the customer pays through.
Action
Create CustomerCreates a customer in Polar.
Action
Create DiscountCreates a discount in Polar, either a percentage off or a fixed amount off.
Action
Create ProductCreates a product in Polar with its price or prices.
Action
Delete CustomerDeletes a customer in Polar. Their subscriptions are cancelled and their benefits revoked.
Action
Get Checkout SessionReturns one Polar checkout session by its id, including its status and payment link.
Action
Get CustomerReturns one customer from Polar by their id, including any metadata you stored on them.
Action
Get ProductReturns one product from Polar by its id, with its prices and attached benefits.
Action
Get SubscriptionReturns one subscription from Polar by its id, with its status, amount and current period.
Action
List BenefitsReturns a page of benefits from Polar.
Action
List Checkout SessionsReturns a page of checkout sessions from Polar.
Action
List CustomersReturns a page of customers from Polar.
Action
List DiscountsReturns the discount codes set up in your Polar organization, newest first. You can narrow the list by organization or by name text, and page through the results.
Action
List OrdersReturns the orders placed in your Polar organization. You can narrow the list by product, customer, subscription, checkout, discount or status, and page through the results.
Action
List ProductsReturns the products in your Polar organization, with their prices and benefits. You can narrow the list by name text, archived state, one-time versus subscription, or a benefit, and page through the results.
Action
List SubscriptionsReturns the subscriptions in your Polar organization. You can narrow the list by product, customer, discount, active state or status, and page through the results.
Action
Revoke SubscriptionCancels a Polar subscription immediately, ending the customer's access right away rather than at the end of the billing period.
Action
Update BenefitChanges a benefit's description, visibility, settings or metadata.
Action
Update Checkout SessionChanges an open checkout session: buyer details, product, amount, metadata or redirect links.
Action
Update CustomerUpdates an existing Polar customer. Only the fields you fill in are changed; anything left blank keeps its current value.
Action
Update OrderChanges the billing name or billing address shown on an order's invoice.
Action
Update ProductUpdates an existing Polar product. Only the fields you fill in are changed; anything left blank keeps its current value.
Action
Update SubscriptionChanges an existing Polar subscription — switch its product, apply a discount, adjust seats, move the trial end, or schedule or reverse a cancellation. Only the fields you fill in are changed.
Trigger
New object recordPolling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
Trigger
New or updated object recordPolling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
Action
Create object recordCreates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
Action
Delete object recordDeletes an existing SObject record by object type and record ID.
Action
Describe objectReturns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
Action
Find most recent created or updated recordReturns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
Action
Find object recordsFinds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
Action
Get object recordRetrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
Action
List objectsLists all available SObject types (standard and custom) on the org.
Action
SOQL queryExecutes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
Action
Update object recordUpdates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
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
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Questions
Polar and Salesforce, answered
What can start an automation from Polar?
Any of Polar's 21 triggers in the catalog, including Benefit Created, Benefit Updated, Checkout Created and Checkout Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesforce when something happens in Polar?
Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesforce to Polar?
Yes. When something happens in Salesforce, your agent can act in Polar too. This page covers both directions: Salesforce's triggers and Polar's actions are listed here as well.
Do I have to build a connector for Polar or Salesforce?
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 Polar and Salesforce 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.