Integration
Connect SegMetrics to Payaca
When New Contact in Report fires in SegMetrics, your agent runs Add invoice in Payaca. 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 Payaca 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 Payaca
When New Contact in Report in SegMetrics
then Add invoice in Payaca
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 Payaca
Triggers and actions 1 trigger · 29 actions
- New Contact in Report
Triggers when a new contact appears in a SegMetrics report (leads, revenue, ads or subscriptions).
- Add or Update a Contact
Adds a contact to a SegMetrics integration, or updates it when the contact ID or email already exists.
- Add or Update an Order
Adds a purchase (invoice) to a contact in a SegMetrics integration, or updates it when the invoice ID already exists.
- Add or Update Product
Adds a product to a SegMetrics integration, or updates it when the product ID already exists.
- Add or Update Subscription
Adds a subscription to a contact in a SegMetrics integration, or updates it when the subscription ID already exists.
- Add Tag to Contact
Adds one or more tags, by name, to a contact in a SegMetrics integration.
- Delete Contact
Permanently deletes a contact, by contact ID or email, from a SegMetrics integration.
- Delete Order
Permanently deletes an order (invoice) from a SegMetrics integration.
- Delete Subscription
Permanently deletes a subscription from a SegMetrics integration.
- Get Contact
Returns one SegMetrics contact and, optionally, their tags, orders and web events, looked up by email or contact ID.
- Get Report Data
Returns the KPIs, graph series and table rows of a SegMetrics report (leads, revenue, ads or subscriptions) for a date range.
- List Report Contacts
Returns one page of the contacts (with their customer journey) in a SegMetrics report for a date range.
- Record Ad Performance
Records one day of performance (spend, clicks, impressions) for an ad in SegMetrics.
- Remove Tag From Contact
Removes one or more tags, by name, from a contact in a SegMetrics integration.
- Run Report Query
Runs an ad-hoc SegMetrics report query (type, dimensions, metrics, date range) and returns its fields, rows and totals.
- Add invoice
Creates an invoice against a Payaca project for a fixed amount, a percentage of the accepted project value, or everything still payable, and can optionally send it or mark it as sent.
- Add payment
Records a payment against a Payaca project, optionally reconciling it to a specific invoice and emailing the customer a receipt. Returns the created payment and how it was reconciled.
- Add project note
Adds one or more notes to a Payaca project and returns the notes that were created.
- Add proposal
Creates a proposal on a Payaca project, with its line items, optional payment schedule and any grants. Returns the new proposal with its totals.
- Add scheduled event
Creates a scheduled event in Payaca with a name, start and end time, and optionally links it to a project, assigns team members, and sets its location and the contacts to notify.
- Get customer
Returns a customer by id, including their contacts, addresses, custom field values and tags.
- Get invoice
Returns a Payaca invoice by its ID, including its status, totals, line items and linked project. An error occurs if the invoice is not found.
- Get project
Returns a project by its id, including its customer, pipeline stage, site address, custom fields, totals, grants and expected payments.
- Get scheduled event
Returns a single scheduled event, including its times, location, customer, project, assignees, notes, tags and contacts to notify. An error occurs if the event is not found.
- List customers
Returns all customers in the Payaca account, optionally narrowed to those with a contact on a given email address or phone number.
- List pipelines
Returns all pipelines in the Payaca account, including each pipeline's stages in order.
- List projects
Returns the projects in the Payaca account, optionally only those belonging to one customer.
- Mark proposal as accepted
Marks a proposal that was already sent to the customer as accepted and returns the updated proposal.
- Update project
Updates the custom field values on an existing project and returns the updated project. Service-type projects cannot be updated.
- Update scheduled event
Updates the name, description, start time or end time of an existing scheduled event, and returns the updated event.
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
SegMetrics and Payaca, 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 Payaca when something happens in SegMetrics?
Any of Payaca's 15 actions, including Update project, Update scheduled event, Add invoice and Add payment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Payaca to SegMetrics?
Payaca has no triggers in the catalog today, so automations start in SegMetrics. If you need the other direction, ask: your agent reads Payaca's API documentation and adds it.
Do I have to build a connector for SegMetrics or Payaca?
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 Payaca 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.