Integration
Connect Relate to Octane AI
When Contact Created fires in Relate, your agent runs Add experiment in Octane AI. 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 Relate and Octane AI 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 Relate can start in Octane AI
When Contact Created in Relate
then Add experiment in Octane AI
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 Relate and Octane AI
Triggers and actions 6 triggers · 27 actions
- Contact Created
Triggers when a new contact is added in Relate.
- Entry Created
Triggers when a new entry is added to a Relate list or process.
- Entry Updated
Triggers when an entry in a Relate list or process is added or changed.
- New Recorded Meeting
Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).
- Note Created
Triggers when a new note is added in Relate.
- Organization Created
Triggers when a new organization is added in Relate.
- Create Contact
Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.
- Create Note
Creates a note on an organization in Relate, optionally linked to a deal.
- Create Organization
Creates an organization in Relate from a name and/or website domain.
- Delete Contact
Deletes a Relate contact.
- Delete Note
Deletes a note in Relate.
- Delete Organization
Deletes a Relate organization.
- Find Contact
Finds a contact in Relate by email address or phone number and returns the first match.
- Find Entry From Organization Process
Finds an organization's entry in a Relate process by organization ID.
- Find Note
Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.
- Find Organization
Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.
- Get Contact
Returns one Relate contact by its ID.
- Get Organization
Returns one Relate organization by its ID.
- Get Recording
Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).
- Update Contact
Updates a Relate contact's name or email addresses.
- Update Note
Updates a note's text or linked deal in Relate.
- Update Organization
Updates a Relate organization's name or domains.
- Add experiment
Creates a draft A/B experiment on a quiz, testing a saved version against the live version.
- Add export
Requests a new export of shopper profiles, quiz responses or quiz analytics. Returns the queued export, whose download link becomes available once it completes.
- Delete quiz
Soft-deletes a quiz in your Octane AI store.
- Get quiz
Returns a quiz's summary and structure: its pages in order, their content components, rules and jumps, and the scoring dimensions. An error occurs if the quiz is not found.
- Get quiz analytics overview
Returns a quiz's analytics for a date range: daily views, starts, completions, opt-ins, orders and revenue, with totals and publish markers.
- Get shopper profile
Returns one shopper profile: their emails and phones, latest quiz answers and results, quiz sessions and linked orders.
- Get store analytics overview
Returns store-wide quiz analytics for a date range: daily views, starts, completions, opt-ins, orders and revenue, plus totals and rates.
- List experiments
Returns the A/B experiments across the store, newest first, with each experiment's status, decision settings and arms.
- List quizzes
Returns the store's quizzes with their name, status, archive state and published version.
- List shopper profiles
Returns the store's shopper profiles, most recently seen first, optionally narrowed by a search term, a quiz or a date range.
- Publish quiz version
Publishes a saved version of a quiz so shoppers see it. Publishing an older version rolls the live quiz back; the draft is unchanged.
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
Relate and Octane AI, answered
What can start an automation from Relate?
Any of Relate's 6 triggers in the catalog, including Contact Created, Entry Created, Entry Updated and New Recorded Meeting. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Octane AI when something happens in Relate?
Any of Octane AI's 11 actions, including Add experiment, Add export, Get quiz and Get quiz analytics overview. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Octane AI to Relate?
Octane AI has no triggers in the catalog today, so automations start in Relate. If you need the other direction, ask: your agent reads Octane AI's API documentation and adds it.
Do I have to build a connector for Relate or Octane AI?
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 Relate and Octane AI 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.