Integration
Connect Sansan to Daylite
When New Business Card fires in Sansan, your agent runs Create Email in Daylite. 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 Sansan and Daylite 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 Sansan can start in Daylite
When New Business Card in Sansan
then Create Email in Daylite
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 Sansan and Daylite
Triggers and actions 1 trigger · 36 actions
- New Business Card
Triggers when a business card is scanned or registered, excluding cards you cannot access.
- Find Business Cards
Searches business cards by company name, person name, email, phone or tag.
- Find Tags
Returns the tags assigned to a business card, excluding tags you cannot access.
- Get Business Card
Returns one business card by its ID.
- Get Current User
Returns the Sansan user who owns the API key.
- Get Person
Returns a person and their latest business card by person ID.
- List departments
Returns the departments in your company's Sansan organization. Requires a system administrator API key.
- List reports
Returns the activity reports (meetings, calls, emails, card exchanges) updated within a time range.
- List Tags
Returns the tags you can access.
- Create Appointment
Creates an appointment in Daylite with a subject, start and end time, and optional links to contacts, companies and other records.
- Create Company
Creates a company in Daylite and returns the new company's id.
- Create Email
Imports an existing email into Daylite as an email record and links it to contacts, companies and other records. It does not send the email.
- Create Form
Creates a Daylite form from a form definition, with its field values and linked records.
- Create Note
Creates a note in Daylite, optionally linked to contacts, companies, opportunities, projects and other records.
- Create Opportunity
Creates a new opportunity in Daylite and returns its reference and id.
- Create Opportunity for Person
Creates an opportunity in Daylite linked to a specific person (contact), with that person's role on the opportunity.
- Create Person
Creates a new person (contact) in Daylite with names, emails, phone numbers, addresses and links to other records.
- Create Project
Creates a new project in Daylite.
- Create Task
Creates a new task in Daylite, optionally linked to contacts, companies, opportunities, projects and other records.
- Delete company
Moves a Daylite company to the trash, or permanently deletes it if it is already in the trash.
- Delete opportunity
Moves a Daylite opportunity to the trash, or permanently deletes it if it is already in the trash.
- Delete person
Moves a person (contact) to the trash in Daylite, or permanently deletes the person if they are already in the trash.
- Delete project
Removes a Daylite project. A project not yet in the trash is moved there; a project already in the trash is deleted permanently.
- Find Appointment
Searches Daylite appointments by subject, with optional filters for type, status, dates, owner and linked contact.
- Find Company
Searches Daylite companies by name and other optional criteria such as email, phone, category or industry, and returns the matches.
- Find Note
Searches Daylite notes by title and optional filters such as category, keyword or linked records, and returns the matching notes.
- Find Opportunity
Finds Daylite opportunities whose name contains the text you give, optionally narrowed by state, type, category, keyword, role, linked contact or company, and owner.
- Find Person
Searches Daylite people (contacts) by name, email, phone, company and other attributes and returns the matching people.
- Find Project
Finds Daylite projects whose name contains the given text, optionally narrowed by status, priority, category, keyword, linked contacts or companies, and owner.
- Find Task
Finds tasks in Daylite whose title contains the given text, optionally narrowed by status, type, priority, due date, owner and linked records.
- List pipelines
Returns the opportunity and project pipelines defined in your Daylite account.
- List users
Returns all users in your Daylite account.
- Update Appointment
Updates an existing Daylite appointment's subject, times, status, links and other details. Only the fields you fill in are changed.
- Update Opportunity
Updates an existing opportunity in Daylite. Only the fields you fill in are changed.
- Update Person
Updates an existing person (contact) in Daylite. Only the fields you fill in are changed.
- Update Project
Updates an existing Daylite project's name, status, dates, priority, keywords, extra fields and linked records.
- Update Task
Updates an existing Daylite task. Fields left blank are not 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 Sansan
Sansan to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Sansan to StripeStripe is a payment processing platform for online businesses.
Sansan to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Sansan to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Sansan to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Sansan to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
More into Daylite
HubSpot to DayliteHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to DayliteSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to DayliteGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to DayliteGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to DayliteGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Sansan and Daylite, answered
What can start an automation from Sansan?
Any of Sansan's 1 trigger in the catalog, including New Business Card. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Daylite when something happens in Sansan?
Any of Daylite's 28 actions, including Create Appointment, Create Company, Create Email and Create Form. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Daylite to Sansan?
Daylite has no triggers in the catalog today, so automations start in Sansan. If you need the other direction, ask: your agent reads Daylite's API documentation and adds it.
Do I have to build a connector for Sansan or Daylite?
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 Sansan and Daylite 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.