Build solutions, not workarounds.
What do you want Salesmate and Fergus to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Salesmate can start in Fergus
When New De-Activated User in Salesmate
then Add Calendar Event in Fergus
When New User in Salesmate
then Add Contact in Fergus
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 Salesmate and Fergus
Triggers and actions 2 triggers · 41 actions
Trigger
New De-Activated UserTriggers when a user in Salesmate is de-activated.
Trigger
New UserTriggers when a new user is added to your Salesmate account.
Action
Add NoteAdds a note to a contact in Salesmate. Returns the id of the note that was created.
Action
Create ContactCreates a new contact in Salesmate. Returns the id of the contact that was created.
Action
Random UserPicks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.
Action
Search for Total Rows in ActivityReturns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
Action
Search for Total Rows in CompanyReturns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
Action
Search for Total Rows in ContactsReturns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
Action
Search for Total Rows in DealReturns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
Action
Search UserReturns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.
Action
Update ContactUpdates an existing contact in Salesmate. Only the fields you supply are changed.
Action
Update NoteUpdates an existing note on a contact in Salesmate.
Action
Add Calendar EventCreates a new calendar event/booking.
Action
Add ContactCreates a new contact.
Action
Add NoteCreates a new note against a record.
Action
Add QuoteCreates a new draft quote on a Fergus job. Supported for jobs whose job type is Quote or Estimate.
Action
Add TaskCreates a new task in Fergus, optionally linked to a job and assigned to employees.
Action
Archive SiteArchives a site in Fergus. The site can later be restored.
Action
Create CustomerCreates a new customer.
Action
Create JobCreates a job in Fergus — an active job, a draft job, or a variation of an existing job.
Action
Create SiteCreates a new site.
Action
Delete CustomerDeletes a Fergus customer by ID.
Action
Edit Draft JobUpdates a draft job in Fergus. Only draft jobs can be edited; leave a field blank to keep its current value.
Action
Finalize Draft JobFinalises a draft job in Fergus, turning it into an active job.
Action
Find All QuotesReturns up to 100 quotes from across all jobs that match the specified status and date criteria.
Action
Find CustomerReturns the customers whose name, or main or billing contact's name, email or phone, contains the search text.
Action
Find SiteFinds sites by name, city, postal code, or free-text search. Returns the first page of matches (up to 10).
Action
Get Calendar EventReturns a single Fergus calendar event by its ID, including title, start/end times, event type, assigned user, linked job/job phase and recurrence details.
Action
Get ContactReturns a single Fergus contact (customer or site contact) by its ID, including name, position, company and contact items.
Action
Get Customer by IDReturns a Fergus customer by its ID.
Action
Get Customer InvoiceRetrieves a customer invoice by ID.
Action
Get Job by IDRetrieves a specific job using its unique ID.
Action
Get Quotes for JobReturns all quotes for a Fergus job, optionally filtered by status.
Action
Get Site by IDRetrieves a specific site using its unique ID.
Action
List ContactsLists contacts, with optional filtering.
Action
List Customer InvoicesLists customer invoices, with optional filtering.
Action
List NotesReturns the notes (with their replies) attached to a Fergus record.
Action
List TasksLists the company's tasks, optionally filtered by status, assigned employee, job, due date range or overdue state.
Action
Update ContactUpdates an existing customer contact or site contact in Fergus.
Action
Update CustomerUpdates an existing customer's details.
Action
Update QuoteUpdates a draft quote on a Quote or Estimate job in Fergus: title, description and its sections with line items.
Action
Update SiteUpdates an existing site's details.
Action
Update TaskUpdates a task's description, due date, or assigned employees in Fergus. The job a task is linked to cannot be changed.
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
More from Salesmate
Salesmate to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Salesmate to StripeStripe is a payment processing platform for online businesses.
Salesmate to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Salesmate to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Salesmate to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Salesmate to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
More into Fergus
HubSpot to FergusHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to FergusSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to FergusSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to FergusGoogle Sheets
Gmail to FergusGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to FergusGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Salesmate and Fergus, answered
What can start an automation from Salesmate?
Any of Salesmate's 2 triggers in the catalog, including New De-Activated User and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Fergus when something happens in Salesmate?
Any of Fergus's 31 actions, including Create Customer, Create Job, Create Site and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Fergus to Salesmate?
Fergus has no triggers in the catalog today, so automations start in Salesmate. If you need the other direction, ask: your agent reads Fergus's API documentation and adds it.
Do I have to build a connector for Salesmate or Fergus?
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.
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.