Integration
Connect vTiger CRM to Funil de Vendas
When New Contact (polling) fires in vTiger CRM, your agent runs List Sales channels in Funil de Vendas. 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 vTiger CRM and Funil de Vendas 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 vTiger CRM can start in Funil de Vendas
When New Contact (polling) in vTiger CRM
then List Sales channels in Funil de Vendas
When New event in vTiger CRM
then Add Activity in Funil de Vendas
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 vTiger CRM and Funil de Vendas
Triggers and actions 6 triggers · 31 actions
Trigger
New Contact (polling)Fires when a new Contact is created in vTiger. Polls via VTQL ordered by createdtime.
Trigger
New eventTriggered when any new event is added to your calendar.
Trigger
New Lead (polling)Fires when a new Lead is created in vTiger. Polls via VTQL ordered by createdtime.
Trigger
New opportunityTriggered when a new opportunity (Potential) is created in vTiger CRM.
Trigger
New organizationTriggered when any new organization (Account) is added in vTiger CRM.
Trigger
New ticketTriggered when any new ticket (HelpDesk record) is added.
Action
Create AccountCreate an Account (organization) in vTiger. Provide accountname (required) plus any other Account fields.
Action
Create ContactCreate a Contact in vTiger. Provide lastname (required) and any other Contact fields.
Action
Create LeadCreate a Lead in vTiger. Provide lastname and company (required) plus any other Lead fields.
Action
Create OpportunityCreate an Opportunity (Potential) in vTiger. Provide potentialname, related_to, sales_stage, closingdate (required) plus other fields.
Action
Create RecordCreate a record in any vTiger module. Pass elementType (module name) and element (a JSON object of field values).
Action
Create TicketCreate a Help Desk Ticket in vTiger. Provide ticket_title, assigned_user_id (required) plus other fields.
Action
Delete RecordDelete a vTiger record by its id (e.g. 11x123).
Action
Describe ModuleDescribe the fields and metadata of a vTiger module.
Action
Get Current User (me)Return the logged-in vTiger user — useful as a connection/auth smoke test.
Action
List AccountsList Accounts (organizations) via VTQL. Optional limit (default 100).
Action
List ContactsList Contacts via VTQL. Optional limit (default 100).
Action
List LeadsList Leads via VTQL. Optional limit (default 100).
Action
List Modules (listtypes)List all accessible vTiger modules (element types).
Action
List OpportunitiesList Opportunities (Potentials) via VTQL. Optional limit (default 100).
Action
List TicketsList Help Desk Tickets via VTQL. Optional limit (default 100).
Action
Query (VTQL)Run a vTiger Query Language (VTQL) SELECT statement and return matching records.
Action
Retrieve RecordRetrieve a single record by its vTiger record id (e.g. 11x123).
Action
Update RecordUpdate an existing vTiger record. The element JSON must include the record id and all mandatory fields.
Action
Add ActivityCreates an activity (call, meeting, task, etc.) on an opportunity in Funil de Vendas.
Action
Add ProductCreates a new product in the catalog. See "Api Criação de produtos" doc.
Action
Delete ActivityDeletes an activity in Funil de Vendas by its code.
Action
List Activity typesLists the activity types (categories) configured in the Funil de Vendas account.
Action
List FunnelsLists the sales funnels (pipelines) in the Funil de Vendas account.
Action
List Loss reasonsLists the loss reasons (respostas de perda) configured in the Funil de Vendas account.
Action
List Sales channelsLists sales channels (codigo_canal_venda values). See "Api Listagem de Canais de Venda" doc.
Action
List SegmentsLists the company segments configured in the Funil de Vendas account.
Action
List StagesLists the stages (steps) of a sales funnel.
Action
List UsersLists the users (sales reps) of the Funil de Vendas CRM account.
Action
List Win reasonsLists reasons an opportunity can be marked won. See "Api Listagem de Respostas de Ganho" doc.
Action
Transfer OpportunityTransfers one or more opportunities to another salesperson, placing them in the chosen funnel and, optionally, stage.
Action
Update ActivityEdits an existing activity's fields. See "Api de Atividades (Criação, Edição, Exclusão, Exibição)" doc.
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
vTiger CRM and Funil de Vendas, answered
What can start an automation from vTiger CRM?
Any of vTiger CRM's 6 triggers in the catalog, including New Contact (polling), New event, New Lead (polling) and New opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Funil de Vendas when something happens in vTiger CRM?
Any of Funil de Vendas's 13 actions, including Update Activity, Add Activity, Add Product and List Activity types. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Funil de Vendas to vTiger CRM?
Funil de Vendas has no triggers in the catalog today, so automations start in vTiger CRM. If you need the other direction, ask: your agent reads Funil de Vendas's API documentation and adds it.
Do I have to build a connector for vTiger CRM or Funil de Vendas?
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 vTiger CRM and Funil de Vendas 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.