App

Act! integrations

Connect Act! to any other app, or use it from your AI client over MCP. Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.

Connects with a tokenact.com

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 to automate with Act!?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

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)
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)

Pair it

Connect Act! with another app

What your agent can do with Act!

Triggers and actions 4 triggers · 26 actions

  • Trigger
    Contact Updated

    Triggers when an Act! contact is created or updated.

  • Trigger
    New Company

    Triggers when a new company is created in Act!.

  • Trigger
    New Contact

    Triggers when a new contact is created in Act!.

  • Trigger
    New Opportunity

    Triggers when a new opportunity is created in Act!.

  • Action
    Add Activity

    Schedules an activity (call, meeting or to-do) in Act!, optionally linked to a contact.

  • Action
    Add Company

    Creates a new company in Act!.

  • Action
    Add Contact

    Creates a new contact in your Act! database.

  • Action
    Add Group

    Creates a new group in Act!.

  • Action
    Add History

    Records a history item (a logged interaction) in Act!, optionally on a contact.

  • Action
    Add Note

    Adds a note in Act!, optionally attached to a contact.

  • Action
    Add Opportunity

    Creates a new sales opportunity in Act!.

  • Action
    Delete company

    Deletes an existing company from your Act! database.

  • Action
    Delete Contact

    Deletes an Act! contact by its ID.

  • Action
    Delete group

    Deletes an existing group in Act!.

  • Action
    Delete note

    Deletes an existing note in Act!.

  • Action
    Delete opportunity

    Deletes an opportunity from your Act! database.

  • Action
    Find Company

    Finds companies in Act! by exact name.

  • Action
    Find Contact

    Finds contacts in Act! by email address.

  • Action
    Find Group

    Finds groups in Act! by exact name.

  • Action
    Get company

    Returns a single Act! company by its ID, including its addresses, contact details and custom fields.

  • Action
    Get Contact

    Returns one Act! contact by its ID.

  • Action
    Get group

    Returns a single Act! group by its ID, including its name, description, address, contact count and custom fields.

  • Action
    Get opportunity

    Returns a single Act! opportunity by its ID, including its stage, status, totals, associated contacts, companies and groups, and custom fields.

  • Action
    List companies

    Returns the companies in your Act! database, optionally filtered and sorted.

  • Action
    List contacts

    Returns contacts from your Act! database, optionally filtered and sorted.

  • Action
    Update company

    Updates an existing company in Act!, changing only the fields you fill in.

  • Action
    Update Contact

    Updates the fields you supply on an existing Act! contact.

  • Action
    Update group

    Updates an existing Act! group's name, description, parent group, privacy, record manager, address or custom fields. Fields left blank are not changed.

  • Action
    Update note

    Updates an existing Act! note's text, type, display date, privacy, or linked contacts, companies, groups and opportunities. Fields left blank keep their current values.

  • Action
    Update Opportunity

    Updates the fields you supply on an existing Act! opportunity.

Reviews

What our customers say

Questions

Act!, answered

Is there a Act! MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Act!. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Act! actions on demand, or have APIANT build, test and run automations that use Act!. Nothing to install.

What can start an automation from Act!?

Any of Act!'s 4 triggers in the catalog, including Contact Updated, New Company, New Contact and New Opportunity. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Act!?

Any of Act!'s 26 actions, including Update company, Update Contact, Update group and Update note. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Act! directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Act! two ways. Ask it to do something in Act! 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Act! API?

No. APIANT connects to the Act! API for you, with a token. Describe what you want in plain language and your agent builds it on the Act! triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Act! API documentation and adds it.

Which apps can Act! connect to?

Any app in the catalog; the list on this page pairs Act! with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.