Integration
Connect Upsales to Namsor
When New Activity fires in Upsales, your agent runs Name Type Recognition in Namsor. 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 Namsor 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 Namsor
When New Activity in Upsales
then Name Type Recognition in Namsor
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 Namsor
Triggers and actions 6 triggers · 26 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.
- Get Country From First/Last Name
Returns the most likely country of residence for a person from their first name and/or last name, with the runner-up country, region, top 10 candidate countries and calibrated probabilities.
- Get Country From Full Name
Returns the most likely country of residence for a person's unsplit full name, with the runner-up country, region, the top 10 likely countries and calibrated probabilities.
- Get Ethnicity From First/Last Name
Returns the most likely ethnicity or diaspora for a person's first and last name, with a ranked top 10 and calibrated probabilities, optionally in the context of a country of residence.
- Get Ethnicity From Full Name
Returns the most likely ethnicity or diaspora of a person from their full name, optionally in the context of their country of residence, with the top 10 likely ethnicities and calibrated probabilities.
- Get Gender From a Full Name
Returns the most likely gender of a person from their unsplit full name, with a gender scale and a calibrated probability.
- Get Gender From First/Last Name
Returns the most likely gender (male or female) for a person's first name and optional last name, with a gender scale and a calibrated probability.
- Get Indian Caste Group From First/Last Name
Returns the most likely Indian caste group (General, OBC, SC or ST) for a person's first and last name and their Indian state or Union territory, with alternatives and confidence scores.
- Get Indian Caste Group From Full Name
Returns the most likely Indian caste group (General, OBC, SC or ST) for an unsplit Indian full name and the person's Indian state or union territory.
- Get Origin From First/Last Name
Returns the most likely country of origin for a person's first and/or last name, with region, the top 10 candidate countries and calibrated probabilities.
- Get Origin From Full Name
Returns the most likely country of origin for a person's full name, with the region, alternative country, top 10 candidate countries and calibrated probabilities.
- Get U.S. Race Ethnicity From First/Last Name
Returns the most likely U.S. Census race/ethnicity category for a person's first and/or last name, with the second most likely category, ranked alternatives and confidence scores.
- Get U.S. Race Ethnicity From Full Name
Returns the most likely U.S. race/ethnicity (U.S. Census categories) for a person's full name, with the runner-up category and calibrated probabilities.
- Name Type Recognition
Classifies a proper noun as a personal name (anthroponym), a place name (toponym), a brand name or a pseudonym, and returns the most likely and second most likely type with a reliability score.
- Split Full Name
Splits a person's full name into its most likely first name and last name, with the detected name structure and a reliability score.
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 Namsor, 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 Namsor when something happens in Upsales?
Any of Namsor's 14 actions, including Get Country From First/Last Name, Get Country From Full Name, Get Ethnicity From First/Last Name and Get Ethnicity From Full Name. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Namsor to Upsales?
Namsor has no triggers in the catalog today, so automations start in Upsales. If you need the other direction, ask: your agent reads Namsor's API documentation and adds it.
Do I have to build a connector for Upsales or Namsor?
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 Namsor 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.