--- title: "Connect Upsales to CORE - APIANT.ai" description: "When \"New Activity\" fires in Upsales, your agent runs \"Discover full text links\" in CORE." canonical: "https://apiant.ai/connect/upsales-to-core" --- # Connect Upsales to CORE When **New Activity** fires in [Upsales](https://apiant.ai/connections/upsales), your agent runs **Discover full text links** in [CORE](https://apiant.ai/connections/core). Describe the whole flow and it is built, tested on every scenario and kept running. Upsales **6** triggers Upsales **12** actions CORE **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Upsales and CORE to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Upsales can start in CORE - When **New Activity** in Upsales then **Discover full text links** in CORE - When **New Appointment** in Upsales then **Recommend similar outputs** in CORE 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 Upsales and CORE ## Triggers and actions 6 triggers · 22 actions - Trigger **New Activity** Triggers when a new activity (to-do or phone call) is created in Upsales. - Trigger **New Appointment** Triggers when a new appointment is created in Upsales. - Trigger **New Company** Triggers when a new company is created in Upsales. - Trigger **New Contact** Triggers when a new contact is created in Upsales. - Trigger **New Opportunity** Triggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales. - Trigger **New Order** Triggers when a new order (a won deal at 100% probability) is created in Upsales. - Action **Add order** Creates an order in Upsales for a company, with its stage, owner and product rows. - Action **Add product** Creates a new product in Upsales, optionally with per-currency prices or as a bundle of other products. - Action **Create Contact** Creates a contact person in Upsales, linked to a company. - Action **Delete company** Deletes a company in Upsales. - Action **Delete contact** Deletes a contact in Upsales. - Action **Find a Company** Finds companies in Upsales by name and returns the matching companies. - Action **Find a Contact** Finds contacts in Upsales by email address or name. - Action **Find opportunities by criteria** Returns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact. - Action **Find orders by criteria** Finds won orders in Upsales matching a description, company, stage, owner or contact. - Action **Find products by criteria** Finds products in Upsales matching a name, article number, category or active status. - Action **Update opportunity** Updates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields. - Action **Update order** Updates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom fields. - Action **Discover full text links** Finds a link to the full text of a research paper from its DOI, searching CORE and other external sources for the best match. - Action **Find data providers** Searches CORE's data providers (repositories and journals that supply research papers) and returns the matching providers. - Action **Find outputs** Searches CORE research outputs (papers and other repository records) by title, author, DOI or a field query and returns the matching outputs. - Action **Find works** Searches CORE works (deduplicated research papers grouped across repositories) and returns the matching works. - Action **Get data provider** Returns the details of one CORE data provider (repository or journal), looked up by its CORE id or OpenDOAR id. - Action **Get journal** Returns a single CORE journal, looked up by its CORE identifier or by ISSN. - Action **Get output** Returns a single research output (paper) from CORE by its CORE ID, including its metadata, authors, abstract and links. - Action **Get work** Returns a single research work from CORE, including its title, authors, abstract, DOI, download link and full text. - Action **List outputs of data provider** Returns the research outputs harvested from a CORE data provider, optionally narrowed by a search query. - Action **Recommend similar outputs** Returns research outputs in CORE similar to a given paper, identified by its CORE ID or DOI, or described by its title, abstract, authors or free text. ## Each app on its own - [ **Upsales** The revenue engine for fast-growing businesses. You need to move fast and sell more.](https://apiant.ai/connections/upsales) - [ **CORE** Access the world's Open Access research papers](https://apiant.ai/connections/core) Reviews ## What our customers say ## More from Upsales - [ **Upsales to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/upsales-to-zoom) - [ **Upsales to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/upsales-to-webflow) - [ **Upsales to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/upsales-to-wix) - [ **Upsales to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/upsales-to-linkedin) - [ **Upsales to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/upsales-to-facebook) - [ **Upsales to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/upsales-to-anthropic) ## More into CORE - [ **Stripe to CORE** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-core) - [ **Notion to CORE** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-core) - [ **Calendly to CORE** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-core) - [ **HubSpot to CORE** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-core) - [ **Salesforce to CORE** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-core) - [ **Slack to CORE** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-core) Questions ## Upsales and CORE, answered ### ### What can start an automation from Upsales? Any of Upsales's 6 triggers in the catalog, including New Activity, New Appointment, New Company and New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in CORE when something happens in Upsales? Any of CORE's 10 actions, including Discover full text links, Find data providers, Find outputs and Find works. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from CORE to Upsales? CORE has no triggers in the catalog today, so automations start in Upsales. If you need the other direction, ask: your agent reads CORE's API documentation and adds it. ### ### Do I have to build a connector for Upsales or CORE? 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 Upsales and CORE 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.