Integration
Connect Salesforce and UniBee
When New object record fires in Salesforce, your agent runs Add Invoice in UniBee, or New Invoice Event in UniBee to Create object record in Salesforce. 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 Salesforce and UniBee 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)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 Salesforce and UniBee can do together
From Salesforce to UniBee
When New object record in Salesforce
then Add Invoice in UniBee
From UniBee to Salesforce
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 Salesforce and UniBee
Triggers and actions 11 triggers · 29 actions
- New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
- New Invoice Event
Triggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed).
- New Payment Event
Triggers when a payment event occurs (created, authorised need, success, cancelled, or failure).
- New Refund Event
Triggers when a refund event occurs (created, success, failure, cancelled, or reversed).
- New Subscription Activated
Triggers when a subscription becomes active.
- New Subscription Event
Triggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.).
- New Subscription Onetime Addon Event
Triggers when a subscription onetime addon event occurs (created, success, cancelled, or expired).
- New Subscription Pending Update Event
Triggers when a subscription pending update event occurs (create, success, or cancelled).
- New User Event
Triggers when a user event occurs (created, updated, metric update, or subscription update).
- New User Plan Change
Triggers when a user subscription or subscription change occurs.
- Add Discount Code
Create a new discount/promo code.
- Add Invoice
Create a new invoice.
- Add Payment
Record/create a new payment.
- Add Plan
Create a new subscription plan.
- Add Product
Create a new product.
- Add Subscription
Create a new subscription for a user against a plan.
- Add User
Create a new customer/user record in UniBee.
- Cancel Subscription
Cancel a subscription immediately.
- Get Invoice
Fetch a single invoice's detail by invoice id.
- Get Payment
Fetch a single payment's detail by payment id.
- Get Plan
Fetch a single plan's detail by plan id.
- Get Subscription
Fetch a single subscription's detail by subscription id.
- Get User
Fetch a single user's profile by user id.
- List Discount Codes
List discount codes with pagination/filters.
- List Invoices
List invoices with pagination/filters.
- List Plans
List plans with pagination/filters.
- List Products
List products with pagination/filters.
- List Subscriptions
List subscriptions with pagination/filters.
- List Users
List/search customer users with pagination.
- Update User
Update an existing user's profile fields.
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
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Questions
Salesforce and UniBee, answered
What can start an automation from Salesforce?
Any of Salesforce's 2 triggers in the catalog, including New object record and New or updated object record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in UniBee when something happens in Salesforce?
Any of UniBee's 20 actions, including Update User, Add Discount Code, Add Invoice and Add Payment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from UniBee to Salesforce?
Yes. When something happens in UniBee, your agent can act in Salesforce too. This page covers both directions: UniBee's triggers and Salesforce's actions are listed here as well.
Do I have to build a connector for Salesforce or UniBee?
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 Salesforce and UniBee 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.