Integration
Connect Shape to AISA - AI Sales Assistant
When New Record fires in Shape, your agent runs Send Message in AISA - AI Sales Assistant. 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 Shape and AISA - AI Sales Assistant 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 Shape can start in AISA - AI Sales Assistant
When New Record in Shape
then Send Message in AISA - AI Sales Assistant
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 Shape and AISA - AI Sales Assistant
Triggers and actions 1 trigger · 31 actions
- New Record
Triggers when a new record is created in Shape.
- Add Calendar Event
Creates a calendar event on a Shape record.
- Assign User to Record
Assigns a Shape user as the owner of a record.
- Call Flow Report
Returns every call in a date range, newest first, with record, user, direction, duration and status.
- Create Record
Creates a new record (lead) in Shape with a name, email and optional contact details.
- Delete Record Documents
Deletes one or more documents from a Shape record.
- Find Record
Finds Shape records by record ID, email, phone or loan number; every field sent must match.
- Get Prioritized View Count
Returns how many records are currently in a prioritized view, optionally as one user sees it.
- Get Record Status
Returns the current status of a Shape record.
- Get User Talk Time
Returns a Shape user's total talk time and number of calls, optionally for a date range.
- List Record Documents
Lists the documents attached to a Shape record, each with a temporary download link.
- List Record Types
Returns the system's record types, for use as the record type on Create Record.
- List Statuses
Returns the system's status groups and the statuses in each.
- List Users
Returns the system's users, including their Marketing Profile fields.
- Task Report
Returns Shape tasks, optionally filtered by due date, one page at a time.
- Update Record
Updates fields on an existing Shape record, identified by record ID or loan number. Send {delete} to clear a field.
- Update Status
Moves a Shape record to a different status by its exact status title.
- Add campaign
Create a new campaign.
- Create Chat Conversation
Create a chat conversation by phone number
- Get campaign
Get a campaign by id.
- Get contact
Get contact detail.
- Get Contact Messages
Return all the messages for a contact
- List AISA workspaces
List the AISA customer workspaces your credentials can reach, so you can pick the Customer ID the other AISA operations need.
- List campaign contacts
List contacts belonging to a campaign.
- List campaigns
List campaigns for a customer.
- List contacts
List contacts for a customer/channel.
- List message templates
List message templates for a customer.
- Make Phone Call
Initiates an outbound phone call
- Send Message
Send a message to a contact phone number
- Send Template Message
Send a template message to a contact phone number
- Update campaign
Update a campaign.
- Update contact
Update a contact's 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
Reviews
What our customers say
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Questions
Shape and AISA - AI Sales Assistant, answered
What can start an automation from Shape?
Any of Shape's 1 trigger in the catalog, including New Record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in AISA - AI Sales Assistant when something happens in Shape?
Any of AISA - AI Sales Assistant's 15 actions, including Create Chat Conversation, Send Message, Send Template Message and Update campaign. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from AISA - AI Sales Assistant to Shape?
AISA - AI Sales Assistant has no triggers in the catalog today, so automations start in Shape. If you need the other direction, ask: your agent reads AISA - AI Sales Assistant's API documentation and adds it.
Do I have to build a connector for Shape or AISA - AI Sales Assistant?
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 Shape and AISA - AI Sales Assistant 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.