Integration

Connect Sage CRM to Astra

When New Case fires in Sage CRM, your agent runs Add application token in Astra. Describe the whole flow and it is built, tested on every scenario and kept running.

Sage CRM5 triggers Sage CRM35 actions Astra8 actions

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 Sage CRM and Astra to do together?

Ask the assistant

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One 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.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide

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

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide

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

Grok

Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.

Setup guide

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

Example flows

What Sage CRM can start in Astra

When New Case in Sage CRMthen Add application token in Astra
When New Company in Sage CRMthen Add database in Astra

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 Sage CRM and Astra

Triggers and actions 5 triggers · 43 actions

Trigger
New Case
Triggers when a new case is created in Sage CRM.
Trigger
New Company
Triggers when a new company is created in Sage CRM.
Trigger
New Lead
Triggers when a new lead is created in Sage CRM.
Trigger
New Opportunity
Triggers when a new opportunity is created in Sage CRM.
Trigger
New Person
Triggers when a new person is created in Sage CRM.
Action
Create Case
Creates Sage CRM case record.
Action
Create Communication
Creates Sage CRM communication record.
Action
Create Company
Creates Sage CRM company record.
Action
Create Lead
Creates Sage CRM lead record.
Action
Create Note
Creates Sage CRM note record.
Action
Create Opportunity
Creates Sage CRM opportunity record.
Action
Create Person
Creates Sage CRM person record.
Action
Delete Case
Deletes Sage CRM case record.
Action
Delete Communication
Deletes Sage CRM communication record.
Action
Delete Company
Deletes Sage CRM company record.
Action
Delete Lead
Deletes Sage CRM lead record.
Action
Delete Note
Deletes Sage CRM note record.
Action
Delete Opportunity
Deletes Sage CRM opportunity record.
Action
Delete Person
Deletes Sage CRM person record.
Action
Get Case
Returns one Sage CRM case record.
Action
Get Communication
Returns one Sage CRM communication record.
Action
Get Company
Returns one Sage CRM company record.
Action
Get Lead
Returns one Sage CRM lead record.
Action
Get Note
Returns one Sage CRM note record.
Action
Get Opportunity
Returns one Sage CRM opportunity record.
Action
Get Person
Returns one Sage CRM person record.
Action
List Cases
Returns Sage CRM case records.
Action
List Communications
Returns Sage CRM communication records.
Action
List Companies
Returns Sage CRM company records.
Action
List Leads
Returns Sage CRM lead records.
Action
List Notes
Returns Sage CRM note records.
Action
List Opportunities
Returns Sage CRM opportunity records.
Action
List People
Returns Sage CRM person records.
Action
Update Case
Updates Sage CRM case record.
Action
Update Communication
Updates Sage CRM communication record.
Action
Update Company
Updates Sage CRM company record.
Action
Update Lead
Updates Sage CRM lead record.
Action
Update Note
Updates Sage CRM note record.
Action
Update Opportunity
Updates Sage CRM opportunity record.
Action
Update Person
Updates Sage CRM person record.
Action
Add application token
Generates a new Astra application token with the roles you choose, and returns the token value, client ID and secret.
Action
Add database
Creates a new Astra DB Serverless database (vector or non-vector) in your organization and returns its database ID.
Action
Add secure connect bundle URL
Generates a short-lived (five-minute) download link for a database's Secure Connect Bundle, optionally for every region and custom domain.
Action
Delete database
Terminates an Astra database, permanently deleting all of its data. Termination starts immediately and completes in the background.
Action
Get database
Returns the details of an Astra database, including its name, status, regions, keyspaces and connection endpoints.
Action
List application tokens
Returns the application tokens (client IDs) in your Astra organization, with the roles assigned to each.
Action
List databases
Returns the databases in your Astra organization, optionally filtered by status and cloud provider.
Action
List roles
Returns all roles in your Astra organization, including each role's permissions policy.

Each app on its own

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Questions

Sage CRM and Astra, answered

What can start an automation from Sage CRM?

Any of Sage CRM's 5 triggers in the catalog, including New Case, New Company, New Lead and New Opportunity. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Astra when something happens in Sage CRM?

Any of Astra's 8 actions, including Add application token, Add database, Add secure connect bundle URL and Get database. Your agent maps the data both ways and tests every scenario before it ships.

Can it also run from Astra to Sage CRM?

Astra has no triggers in the catalog today, so automations start in Sage CRM. If you need the other direction, ask: your agent reads Astra's API documentation and adds it.

Do I have to build a connector for Sage CRM or Astra?

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 Sage CRM and Astra 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.

Connect Sage CRM to Astra

What do you want Sage CRM and Astra to do together?

What Sage CRM can start in Astra

Triggers and actions 5 triggers · 43 actions

Each app on its own

What our customers say

More from Sage CRM

More into Astra

Sage CRM and Astra, answered

What can start an automation from Sage CRM?

What can your agent do in Astra when something happens in Sage CRM?

Can it also run from Astra to Sage CRM?

Do I have to build a connector for Sage CRM or Astra?

Can my AI client use Sage CRM and Astra without building an automation?

What happens when something fails?

Is there a free plan?