Integration
Connect Solve CRM and Sunwise
When New Company fires in Solve CRM, your agent runs Add Contact Tracking in Sunwise, or Created Project in Sunwise to Create Contact in Solve CRM. 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 Solve CRM and Sunwise 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 Solve CRM and Sunwise can do together
From Solve CRM to Sunwise
When New Company in Solve CRM
then Add Contact Tracking in Sunwise
From Sunwise to Solve CRM
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 Solve CRM and Sunwise
Triggers and actions 8 triggers · 22 actions
- New Company
Triggers when a new company is added in Solve CRM.
- New Contact
Triggers when a new contact is added in Solve CRM.
- New Tagged Contact
Triggers when a contact carries the chosen category tag for the first time.
- New User
Triggers when a new user is added to the Solve CRM account.
- New Workgroup
Triggers when a new workgroup is created in Solve CRM.
- Create Company
Creates a new company in Solve CRM.
- Create Contact
Creates a new contact in Solve CRM.
- Find companies
Returns companies in Solve CRM that match a search value, with optional filters and sorting.
- Created Project
Triggers when a new project is created in Sunwise.
- New Contact
Triggers when a new contact is created in Sunwise.
- Updated Contact
Triggers when a contact is created or its details change in Sunwise.
- Add Contact Tracking
Logs a follow-up activity (call, email, visit, message) against a Sunwise contact, with an optional reminder.
- Add Proposal
Creates a new proposal inside an existing Sunwise project, optionally from a preset plan and optionally generated right away.
- Add Report
Creates a new report for a project from one of its historical records.
- Create or Update Contact
Creates a contact in Sunwise with name, email and telephone.
- Get All Proposals for a Project
Returns every proposal in a project along with its contact.
- Get Contact
Returns a single Sunwise contact by its ID, including name, email, telephone, company and status.
- Get Favorite Proposal ID
Returns the favorite proposal of a project.
- Get Project
Returns a Sunwise project by its ID, including its location, contact, agent and favorite commercial offer.
- Get Proposal
Returns the details of one proposal.
- List Contacts
Returns the contacts visible to the connected account, optionally filtered by text, agent, status or contact status.
- List Contact Trackings
Returns all tracking records (follow-ups) for a contact, most recent first, each with its comments.
- List Presets
Returns all active proposal presets (plans) for your Sunwise company.
- Search Contacts
Searches active contacts matching the given text and returns the matches.
- Search Projects
Searches active projects matching the given text and returns the matches.
- Search Project Summaries
Searches active project summaries matching the given text and returns the matches.
- Search Proposals
Searches active proposals matching the given text and returns the matches.
- Search Proposal Summaries
Searches active proposal summaries matching the given text and returns the matches.
- Search Reports
Searches active reports matching the given text and returns the matches.
- Update Contact
Updates an existing Sunwise contact's name, email, telephone and details.
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
Solve CRM and Sunwise, answered
What can start an automation from Solve CRM?
Any of Solve CRM's 5 triggers in the catalog, including New Company, New Contact, New Tagged Contact and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sunwise when something happens in Solve CRM?
Any of Sunwise's 19 actions, including Create or Update Contact, Update Contact, Add Contact Tracking and Add Proposal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sunwise to Solve CRM?
Yes. When something happens in Sunwise, your agent can act in Solve CRM too. This page covers both directions: Sunwise's triggers and Solve CRM's actions are listed here as well.
Do I have to build a connector for Solve CRM or Sunwise?
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 Solve CRM and Sunwise 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.