Integration
Connect Upsales to Iucto
When New Activity fires in Upsales, your agent runs Add customer in Iucto. 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 Upsales and Iucto 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 Upsales can start in Iucto
When New Activity in Upsales
then Add customer in Iucto
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 Iucto
Triggers and actions 6 triggers · 37 actions
- 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.
- Add attachment
Uploads a file (up to 5 MB) and attaches it to an iÚčto document or contact.
- Add bank transaction
Imports a new bank transaction into iÚčto. iÚčto automatically tries to match it with existing documents by variable symbol and amount.
- Add customer
/customer - create an address-book customer.
- Add issued credit note
/creditnote_issued - create a credit note.
- Add issued invoice
/invoice_issued - create an issued invoice.
- Add issued proforma invoice
Creates an issued proforma (advance) invoice in iÚčto. The invoice must have at least one item.
- Add price list item
/price_list - create a price list item.
- Add received invoice
/invoice_received - create a received invoice.
- Add received payment
/payment_received - record a received payment.
- Add supplier
Adds a supplier to the iÚčto address book.
- Delete customer
Deletes a customer from the iÚčto address book. Fails if the customer is linked to an invoice, payment or other record.
- Delete issued invoice
Deletes an issued invoice. Invoices linked to another record, in a closed accounting/VAT period, or sent to EET cannot be deleted.
- Get attachment
Returns one file attachment: its name, type and size.
- Get customer
Retrieves the full detail of one customer, including address and invoicing preferences.
- Get issued credit note
Returns one issued credit note with its number, total and line items.
- Get issued invoice
Retrieves the details of an issued invoice by its ID.
- Get issued invoice PDF
Downloads the PDF of an issued invoice.
- Get issued proforma invoice
Returns one issued proforma invoice with its number, total and line items.
- List bank accounts
Lists the bank accounts set up in the iÚčto company.
- List customers
Returns all customers in the iÚčto address book, optionally narrowed by name, company ID, email, VAT ID, phone, bank account, customer group or external code.
- List price list items
Lists the items in your iÚčto price list, including hidden ones, optionally filtered by stock tracking, bar code or external code.
- List suppliers
Lists suppliers in the iÚčto address book, optionally filtered by name, IČO, email, DIČ, VAT-payer status, phone, bank account, supplier group or external code.
- Send issued invoice by email
Sends an issued invoice by email to the given recipients with a link to the invoice, optionally attaching the invoice PDF and delivery note PDF.
- Update customer
Updates an existing customer in iÚčto. The customer record is overwritten with the values supplied.
- Update issued invoice
Overwrites an issued invoice in iÚčto with the values supplied. The whole invoice is replaced, so supply every required field and the complete list of items.
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
Upsales and Iucto, 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 Iucto when something happens in Upsales?
Any of Iucto's 25 actions, including Add received invoice, Add received payment, Send issued invoice by email and Update customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Iucto to Upsales?
Iucto has no triggers in the catalog today, so automations start in Upsales. If you need the other direction, ask: your agent reads Iucto's API documentation and adds it.
Do I have to build a connector for Upsales or Iucto?
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 Iucto 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.