Integration
Connect SegMetrics to Fergus
When New Contact in Report fires in SegMetrics, your agent runs Add Contact in Fergus. 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 SegMetrics and Fergus 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 SegMetrics can start in Fergus
When New Contact in Report in SegMetrics
then Add Contact in Fergus
When New Contact in Report in SegMetrics
then Add Task 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 SegMetrics and Fergus
Triggers and actions 1 trigger · 45 actions
Trigger
New Contact in ReportTriggers when a new contact appears in a SegMetrics report (leads, revenue, ads or subscriptions).
Action
Add or Update a ContactAdds a contact to a SegMetrics integration, or updates it when the contact ID or email already exists.
Action
Add or Update an OrderAdds a purchase (invoice) to a contact in a SegMetrics integration, or updates it when the invoice ID already exists.
Action
Add or Update ProductAdds a product to a SegMetrics integration, or updates it when the product ID already exists.
Action
Add or Update SubscriptionAdds a subscription to a contact in a SegMetrics integration, or updates it when the subscription ID already exists.
Action
Add Tag to ContactAdds one or more tags, by name, to a contact in a SegMetrics integration.
Action
Delete ContactPermanently deletes a contact, by contact ID or email, from a SegMetrics integration.
Action
Delete OrderPermanently deletes an order (invoice) from a SegMetrics integration.
Action
Delete SubscriptionPermanently deletes a subscription from a SegMetrics integration.
Action
Get ContactReturns one SegMetrics contact and, optionally, their tags, orders and web events, looked up by email or contact ID.
Action
Get Report DataReturns the KPIs, graph series and table rows of a SegMetrics report (leads, revenue, ads or subscriptions) for a date range.
Action
List Report ContactsReturns one page of the contacts (with their customer journey) in a SegMetrics report for a date range.
Action
Record Ad PerformanceRecords one day of performance (spend, clicks, impressions) for an ad in SegMetrics.
Action
Remove Tag From ContactRemoves one or more tags, by name, from a contact in a SegMetrics integration.
Action
Run Report QueryRuns an ad-hoc SegMetrics report query (type, dimensions, metrics, date range) and returns its fields, rows and totals.
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 SegMetrics
SegMetrics to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
SegMetrics to StripeStripe is a payment processing platform for online businesses.
SegMetrics to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
SegMetrics to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
SegMetrics to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
SegMetrics to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
More into Fergus
Outlook to FergusOutlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...
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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to FergusGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
SegMetrics and Fergus, answered
What can start an automation from SegMetrics?
Any of SegMetrics's 1 trigger in the catalog, including New Contact in Report. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Fergus when something happens in SegMetrics?
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 SegMetrics?
Fergus has no triggers in the catalog today, so automations start in SegMetrics. 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 SegMetrics 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.
Can my AI client use SegMetrics and Fergus 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.