Integration
Connect Salescaptain and Truss
When New Contact fires in Salescaptain, your agent runs Create Contact in Truss, or New Comment in Truss to Add Tag to Contact in Salescaptain. 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 Truss 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 and Truss can do together
From Salescaptain to Truss
When New Contact in Salescaptain
then Create Contact in Truss
When New Contact in Salescaptain
then Add Contact to Entity in Truss
From Truss to Salescaptain
When New Comment in Truss
then Add Tag to Contact in Salescaptain
When New Contact in Truss
then Create Contact in Salescaptain
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 Truss
Triggers and actions 10 triggers · 35 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.
Trigger
Contact ModifiedTriggers when a contact's details change.
Trigger
New CommentTriggers when a new comment is added to a task.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New EntityTriggers when a new entity is created.
Trigger
New Project CreatedTriggers when a new project is created in the firm.
Trigger
New TaskTriggers when a new task is added to a project.
Trigger
Project ModifiedTriggers when a project is created or changed.
Trigger
Project Status ChangeTriggers when a project's status changes.
Trigger
Project Task ModifiedTriggers when a task in a project is added or changed (name, description, status or due date).
Action
Add Contact to EntityLinks an existing contact to an existing entity and returns the entity.
Action
Add Project to EntityLinks an existing project to an existing entity and returns the entity.
Action
Change Project StatusChanges a project's status to the status you choose.
Action
Create Assignee by Contact IDAssigns an existing contact to a project.
Action
Create ContactCreates a client contact with a name and primary email.
Action
Create EntityCreates an entity (a business or individual taxpayer) in the firm.
Action
Get All Projects in FirmReturns every project in the firm.
Action
Get All Tasks in ProjectReturns every task in a project.
Action
Get Contact by IDReturns a contact by its ID.
Action
Get Entity by IDReturns an entity by its ID, with its linked contacts and projects.
Action
Get One Task From ProjectReturns one task of a project, with its attached files.
Action
Update Project Name or MetadataUpdates a project's name, due date or metadata.
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 Truss, 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 Truss when something happens in Salescaptain?
Any of Truss's 12 actions, including Create Assignee by Contact ID, Create Contact, Create Entity and Update Project Name or Metadata. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Truss to Salescaptain?
Yes. When something happens in Truss, your agent can act in Salescaptain too. This page covers both directions: Truss's triggers and Salescaptain's actions are listed here as well.
Do I have to build a connector for Salescaptain or Truss?
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 Truss 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.