Integration
Connect TidyCal and Upsales
When New Booking fires in TidyCal, your agent runs Add order in Upsales, or New Activity in Upsales to Add contact in TidyCal. 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 TidyCal and Upsales 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)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 TidyCal and Upsales can do together
From TidyCal to Upsales
When New Booking in TidyCal
then Add order in Upsales
From Upsales to TidyCal
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 TidyCal and Upsales
Triggers and actions 14 triggers · 29 actions
- Cancelled Booking
Triggers when a booking in your TidyCal account is cancelled. Returns the cancelled booking with its contact, times and booking type.
- New Booking
Triggers when a new booking is made in your TidyCal account.
- New Booking Type
Triggers when a new booking type (event type) is created in your TidyCal account.
- New Contact
Triggers when a new contact is added to your TidyCal account.
- New Team
Triggers when a new team you have access to appears in your TidyCal account.
- New Team Booking
Triggers when a new booking is made on one of a team's booking types.
- New Team User
Triggers when a user is added to a TidyCal team.
- Rescheduled Booking
Triggers when one of your bookings is rescheduled, returning the booking with its new time and the time it was previously scheduled for.
- Add booking
Creates a booking on one of your TidyCal booking types for a guest, either a single session or several sessions of a package.
- Add booking type
Creates a new booking type (a bookable meeting template) in your TidyCal account.
- Add contact
Creates a new contact in your TidyCal account with a name, email and optional timezone.
- Add guest to booking
Adds a guest to an existing upcoming booking. The guest gets their own linked booking at the same time and location and receives a confirmation email.
- Cancel booking
Cancels a TidyCal booking, optionally with a reason and without notifying the booker and host. Returns the cancelled booking.
- Delete booking type
Deletes a booking type from your TidyCal account. Team-managed copies of a booking type cannot be deleted.
- Get booking
Returns a single TidyCal booking by its ID, including its contact, booking-question answers, payment, add-ons, refund status and hosts.
- Get booking type
Returns a single booking type, including its title, duration, price, booking URL and availability settings.
- Get contact
Returns a single TidyCal contact by its id, including name, email, phone number, timezone and timestamps.
- List available timeslots
Returns the open times a client can book for one of your booking types between two dates, with how many bookings each slot can still take.
- List bookings
Returns the bookings on your TidyCal account, optionally limited to a date range, to cancelled bookings only, or including team bookings.
- List booking types
Returns every booking type (event type) on the connected TidyCal account, including its title, duration, price and booking URL.
- List contacts
Returns the contacts in your TidyCal account, optionally only those whose name or email starts with given text.
- List teams
Returns the TidyCal teams the connected account has access to, with each team's id, name and created/updated times.
- Reschedule booking
Moves an existing TidyCal booking to a new start time, keeping the booking type's duration. Returns the updated booking.
- Update booking type
Updates an existing booking type in TidyCal. Only the details you fill in are changed; everything else keeps its current value.
- Update contact
Updates an existing TidyCal contact's name, email, phone number or timezone. Only the fields you fill in are changed.
- New Activity
Triggers when a new activity (to-do or phone call) is created in Upsales.
- New Appointment
Triggers when a new appointment is created in Upsales.
- New Company
Triggers when a new company is created in Upsales.
- New Contact
Triggers when a new contact is created in Upsales.
- New Opportunity
Triggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales.
- New Order
Triggers when a new order (a won deal at 100% probability) is created in Upsales.
- Add order
Creates an order in Upsales for a company, with its stage, owner and product rows.
- Add product
Creates a new product in Upsales, optionally with per-currency prices or as a bundle of other products.
- Create Contact
Creates a contact person in Upsales, linked to a company.
- Delete company
Deletes a company in Upsales.
- Delete contact
Deletes a contact in Upsales.
- Find a Company
Finds companies in Upsales by name and returns the matching companies.
- Find a Contact
Finds contacts in Upsales by email address or name.
- Find opportunities by criteria
Returns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact.
- Find orders by criteria
Finds won orders in Upsales matching a description, company, stage, owner or contact.
- Find products by criteria
Finds products in Upsales matching a name, article number, category or active status.
- Update opportunity
Updates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields.
- Update order
Updates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom 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
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Questions
TidyCal and Upsales, answered
What can start an automation from TidyCal?
Any of TidyCal's 8 triggers in the catalog, including New Booking, New Booking Type, New Contact and New Team. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Upsales when something happens in TidyCal?
Any of Upsales's 12 actions, including Create Contact, Update opportunity, Update order and Add order. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Upsales to TidyCal?
Yes. When something happens in Upsales, your agent can act in TidyCal too. This page covers both directions: Upsales's triggers and TidyCal's actions are listed here as well.
Do I have to build a connector for TidyCal or Upsales?
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 TidyCal and Upsales 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.