# Connect Workably to Captain Data When **New Contact** fires in [Workably](https://apiant.ai/connections/workably), your agent runs **Find companies by criteria** in [Captain Data](https://apiant.ai/connections/captain-data). Describe the whole flow and it is built, tested on every scenario and kept running. Workably **3** triggers Workably **3** actions Captain Data **2** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Workably and Captain Data to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Workably can start in Captain Data - When **New Contact** in Workably then **Find companies by criteria** in Captain Data - When **New Deal** in Workably then **Get quotas** in Captain Data 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 Workably and Captain Data ## Triggers and actions 3 triggers · 5 actions - Trigger **New Contact** Triggers when a new contact is created in Workably. - Trigger **New Deal** Triggers when a new deal is created in Workably. - Trigger **New Task** Triggers when a new task is created in Workably. - Action **Create Contact** Creates a new contact in Workably. - Action **Create Deal** Creates a new deal in Workably. - Action **Create Task** Creates a new task in Workably. - Action **Find companies by criteria** Search companies by filters. - Action **Get quotas** Returns the workspace's remaining credits, plan, and billing cycle. Does not consume credits. ## Each app on its own - [ **Workably** Workably is a simple AI-powered CRM for small businesses — manage contacts, deals, tasks, and emails in one...](https://apiant.ai/connections/workably) - [ **Captain Data** Data enrichment API that finds and enriches people and company profiles from LinkedIn URLs, names, or domains.](https://apiant.ai/connections/captain-data) Reviews ## What our customers say ## More from Workably - [ **Workably to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/workably-to-zoom) - [ **Workably to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/workably-to-linkedin) - [ **Workably to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/workably-to-facebook) - [ **Workably to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/workably-to-anthropic) - [ **Workably to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/workably-to-gohighlevel) - [ **Workably to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/workably-to-supabase) ## More into Captain Data - [ **HubSpot to Captain Data** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-captain-data) - [ **Salesforce to Captain Data** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-captain-data) - [ **Slack to Captain Data** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-captain-data) - [ **Google Sheets to Captain Data** Google Sheets](https://apiant.ai/connect/google-sheets-to-captain-data) - [ **Gmail to Captain Data** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-captain-data) - [ **Google Calendar to Captain Data** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-captain-data) Questions ## Workably and Captain Data, answered ### ### What can start an automation from Workably? Any of Workably's 3 triggers in the catalog, including New Contact, New Deal and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Captain Data when something happens in Workably? Any of Captain Data's 2 actions, including Find companies by criteria and Get quotas. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Captain Data to Workably? Captain Data has no triggers in the catalog today, so automations start in Workably. If you need the other direction, ask: your agent reads Captain Data's API documentation and adds it. ### ### Do I have to build a connector for Workably or Captain Data? 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. ### ### 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.