Integration
Connect Sortd for Gmail and Sunwise
When New Task Created fires in Sortd for Gmail, your agent runs Add Contact Tracking in Sunwise, or Created Project in Sunwise to Add contact in Sortd for Gmail. 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 Sortd for Gmail 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 Sortd for Gmail and Sunwise can do together
From Sortd for Gmail to Sunwise
When New Task Created in Sortd for Gmail
then Add Contact Tracking in Sunwise
From Sunwise to Sortd for Gmail
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 Sortd for Gmail and Sunwise
Triggers and actions 8 triggers · 39 actions
- New Task Created
Triggers when a new task is created on the chosen Sortd board.
- Task Archived
Triggers when a task on the chosen Sortd board is archived.
- Task Assigned
Triggers when a task on the chosen Sortd board is assigned to the given team member.
- Task Completed
Triggers when a task on the chosen Sortd board is marked complete.
- Task Moved to List
Triggers when a task arrives on the chosen Sortd list, whether created there or moved in.
- Add comment
Adds a plain-text comment to a Sortd task, with optional @email mentions of board members.
- Add company
Creates a CRM company in a Sortd team, with optional type, stage, company details and tags.
- Add contact
Creates a CRM contact in a Sortd team, optionally linked to an existing or new company.
- Archive task
Archives a Sortd task, moving its card off the board into the board's archive.
- Assign a Task
Assigns a Sortd task to a member of its board and returns the updated task.
- Complete Task
Marks a Sortd task as complete and returns the updated task.
- Create Task
Creates a new task on a Sortd list and returns it.
- Create Task From Gmail Thread
Creates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.
- Delete task
Deletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.
- Find contacts by criteria
Searches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.
- Get a Lists Tasks
Returns the tasks on a Sortd list.
- Get task
Returns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.
- List boards
Returns all boards owned by a Sortd team, with each board's id, name and type.
- List lists
Returns the task lists (columns) on a Sortd board.
- Mark Task as Incomplete
Reopens a completed Sortd task and returns the updated task.
- Move a Task to a New List
Moves a Sortd task to another list (on the same or another board) and returns the updated task.
- Send email
Composes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.
- Unassign Task
Clears the assignee on a Sortd task and returns the updated task.
- Update contact
Updates an existing CRM contact in Sortd, changing only the fields you fill in.
- Update task
Updates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated task.
- 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
Sortd for Gmail and Sunwise, answered
What can start an automation from Sortd for Gmail?
Any of Sortd for Gmail's 5 triggers in the catalog, including New Task Created, Task Completed, Task Moved to List and Task Assigned. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sunwise when something happens in Sortd for Gmail?
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 Sortd for Gmail?
Yes. When something happens in Sunwise, your agent can act in Sortd for Gmail too. This page covers both directions: Sunwise's triggers and Sortd for Gmail's actions are listed here as well.
Do I have to build a connector for Sortd for Gmail 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 Sortd for Gmail 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.