Integration
Connect Salescaptain to Retently
When New Contact fires in Salescaptain, your agent runs Create or Update Customer in Retently. 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 Retently 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 Retently
When New Contact in Salescaptain
then Create or Update Customer in Retently
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 Retently
Triggers and actions 1 trigger · 39 actions
- New Contact
Triggers when a contact is created in a company.
- Add Tag to Contact
Assigns an existing tag to a contact.
- Create Contact
Creates a contact in a company. Give a phone or an email.
- Create Tag
Creates a tag in a company.
- Delete Contact
Permanently deletes a contact.
- Delete Tag
Permanently deletes a tag.
- Get Account
Returns one user account by its ID.
- Get Call Analytics
Returns inbound and outbound call analytics per account for one or more companies.
- Get Company
Returns one company by its ID.
- Get Contact
Returns one contact by its ID.
- Get Conversation
Returns one conversation by its ID.
- Get Conversation Profile
Returns one conversation profile by its ID.
- Get Custom Field
Returns one custom field definition by its ID.
- List Accounts
Returns the user accounts in a company.
- List Companies
Returns the companies the API token has access to.
- List Contacts
Returns a page of contacts for a company, optionally filtered by a search term.
- List Conversation Profiles
Returns the conversation profiles (phone lines, inboxes) of a company.
- List Conversations
Returns a page of conversations for a company.
- List Custom Fields
Returns the contact custom field definitions of a company.
- List SMS Templates
Returns the active SMS templates of a company, grouped by type.
- List Tags
Returns the tags of a company.
- Remove Tag from Contact
Removes a tag from a contact.
- Send Message
Sends an outbound message in a conversation.
- Update Contact
Updates a contact's name, phone or email.
- Apply Tag to Response
Adds a tag to a survey response.
- Apply Topic to Response
Adds a topic to a survey response.
- Create or Update Customer
Creates a Retently customer, or updates the existing customer with the same email address, including tags and custom properties.
- Delete Customer
Deletes a customer and all their associated data from Retently, identified by email address.
- Find Company
Finds a Retently company by its website domain (or company ID) and returns its full record.
- Find Customer by Email
Returns up to 20 Retently customers that match the specified email address.
- Get campaign report
Returns NPS/CX score and response-volume report data for a campaign over a date range.
- Get Company
Fetches a company by ID. An error occurs if the company is not found.
- Get Customer
Fetches a customer by ID. An error occurs if the customer is not found.
- Get feedback
Retrieves a single survey response (feedback) by its Retently ID.
- Get latest score
Returns the most recent NPS/CX score snapshot for the account or a given campaign.
- List Campaigns
Lists the survey campaigns in the Retently account.
- List Companies
Returns all companies in the Retently account, with industry, tags, NPS/CSAT/CES metrics and customer counts.
- List Customers
Returns the account's customers, optionally narrowed by email, creation date range or a customer property filter.
- Resubscribe customer
Resubscribes a customer that was previously unsubscribed by the account owner via the API or in-app.
- Unsubscribe Customer
Unsubscribes a customer from receiving future Retently surveys, optionally recording an opt-out message.
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 Retently, 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 Retently when something happens in Salescaptain?
Any of Retently's 16 actions, including Create or Update Customer, Apply Tag to Response, Apply Topic to Response and Find Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Retently to Salescaptain?
Retently has no triggers in the catalog today, so automations start in Salescaptain. If you need the other direction, ask: your agent reads Retently's API documentation and adds it.
Do I have to build a connector for Salescaptain or Retently?
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 Retently 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.