Integration
Connect Salescaptain to Persona
When New Contact fires in Salescaptain, your agent runs List Events in Persona. 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 Salescaptain and Persona 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 Salescaptain can start in Persona
When New Contact in Salescaptain
then List Events in Persona
When New Contact in Salescaptain
then Add Account in Persona
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 Salescaptain and Persona
Triggers and actions 1 trigger ยท 28 actions
Trigger
New ContactTriggers when a contact is created in a company.
Action
Add Tag to ContactAssigns an existing tag to a contact.
Action
Create ContactCreates a contact in a company. Give a phone or an email.
Action
Create TagCreates a tag in a company.
Action
Delete ContactPermanently deletes a contact.
Action
Delete TagPermanently deletes a tag.
Action
Get AccountReturns one user account by its ID.
Action
Get Call AnalyticsReturns inbound and outbound call analytics per account for one or more companies.
Action
Get CompanyReturns one company by its ID.
Action
Get ContactReturns one contact by its ID.
Action
Get ConversationReturns one conversation by its ID.
Action
Get Conversation ProfileReturns one conversation profile by its ID.
Action
Get Custom FieldReturns one custom field definition by its ID.
Action
List AccountsReturns the user accounts in a company.
Action
List CompaniesReturns the companies the API token has access to.
Action
List ContactsReturns a page of contacts for a company, optionally filtered by a search term.
Action
List Conversation ProfilesReturns the conversation profiles (phone lines, inboxes) of a company.
Action
List ConversationsReturns a page of conversations for a company.
Action
List Custom FieldsReturns the contact custom field definitions of a company.
Action
List SMS TemplatesReturns the active SMS templates of a company, grouped by type.
Action
List TagsReturns the tags of a company.
Action
Remove Tag from ContactRemoves a tag from a contact.
Action
Send MessageSends an outbound message in a conversation.
Action
Update ContactUpdates a contact's name, phone or email.
Action
Add AccountCreate a new Account.
Action
Get AccountFetches a Persona Account by ID. An error occurs if the Account is not found.
Action
List AccountsReturns a list of your organization's Persona accounts, most recently created first, optionally filtered by reference ID.
Action
List EventsReturns all events in your Persona organization, most recent first, optionally filtered by event name, object id or event id.
Action
Update AccountUpdates an existing Persona Account by ID.
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
Salescaptain and Persona, answered
What can start an automation from Salescaptain?
Any of Salescaptain's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Persona when something happens in Salescaptain?
Any of Persona's 5 actions, including Update Account, Add Account, Get Account and List Accounts. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Persona to Salescaptain?
Persona has no triggers in the catalog today, so automations start in Salescaptain. If you need the other direction, ask: your agent reads Persona's API documentation and adds it.
Do I have to build a connector for Salescaptain or Persona?
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 Salescaptain and Persona 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.