--- title: "Clientify integrations and MCP server - APIANT.ai" description: "Connect Clientify to any other app, or use it from your AI client over MCP." canonical: "https://apiant.ai/connections/clientify" --- # Clientify integrations Connect Clientify to any other app, or use it from your AI client over MCP. Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication, sales, and marketing tools. Connects with an API key [clientify.com](https://clientify.com/) **3** triggers **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Clientify? 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)](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) Popular ## Clientify with the apps people pair it with most - [ **Clientify to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clientify-to-hubspot) - [ **Clientify to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clientify-to-salesforce) - [ **Clientify to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clientify-to-slack) - [ **Clientify to Google Sheets** Google Sheets](https://apiant.ai/connect/clientify-to-google-sheets) - [ **Clientify to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clientify-to-gmail) - [ **Clientify to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clientify-to-google-calendar) - [ **Clientify to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/clientify-to-google-drive) - [ **Clientify to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/clientify-to-mailchimp) Pair it ## Connect Clientify with another app - [ **Clientify to HubSpot**](https://apiant.ai/connect/clientify-to-hubspot) - [ **Clientify to Salesforce**](https://apiant.ai/connect/clientify-to-salesforce) - [ **Clientify to Slack**](https://apiant.ai/connect/clientify-to-slack) - [ **Clientify to Google Sheets**](https://apiant.ai/connect/clientify-to-google-sheets) - [ **Clientify to Gmail**](https://apiant.ai/connect/clientify-to-gmail) - [ **Clientify to Google Calendar**](https://apiant.ai/connect/clientify-to-google-calendar) - [ **Clientify to Google Drive**](https://apiant.ai/connect/clientify-to-google-drive) - [ **Clientify to Mailchimp**](https://apiant.ai/connect/clientify-to-mailchimp) - [ **Clientify to Stripe**](https://apiant.ai/connect/clientify-to-stripe) - [ **Clientify to Shopify**](https://apiant.ai/connect/clientify-to-shopify) - [ **Clientify to QuickBooks Online**](https://apiant.ai/connect/clientify-to-quickbooks-online) - [ **Clientify to Pipedrive**](https://apiant.ai/connect/clientify-to-pipedrive) - [ **ActiveCampaign to Clientify**](https://apiant.ai/connect/activecampaign-to-clientify) - [ **Clientify to Notion**](https://apiant.ai/connect/clientify-to-notion) - [ **Airtable to Clientify**](https://apiant.ai/connect/airtable-to-clientify) - [ **Clientify to Trello**](https://apiant.ai/connect/clientify-to-trello) - [ **Asana to Clientify**](https://apiant.ai/connect/asana-to-clientify) - [ **Clientify to JIRA**](https://apiant.ai/connect/clientify-to-jira) - [ **ClickUp to Clientify**](https://apiant.ai/connect/clickup-to-clientify) - [ **Clientify to Zoom**](https://apiant.ai/connect/clientify-to-zoom) - [ **Clientify to Discord**](https://apiant.ai/connect/clientify-to-discord) - [ **Clientify to Twilio**](https://apiant.ai/connect/clientify-to-twilio) - [ **Clientify to SendGrid**](https://apiant.ai/connect/clientify-to-sendgrid) - [ **Clientify to Outlook**](https://apiant.ai/connect/clientify-to-outlook) - [ **Clientify to Intercom**](https://apiant.ai/connect/clientify-to-intercom) - [ **Clientify to Freshdesk**](https://apiant.ai/connect/clientify-to-freshdesk) - [ **Clientify to Klaviyo**](https://apiant.ai/connect/clientify-to-klaviyo) - [ **Brevo to Clientify**](https://apiant.ai/connect/brevo-to-clientify) - [ **Clientify to Typeform**](https://apiant.ai/connect/clientify-to-typeform) - [ **Clientify to JotForm**](https://apiant.ai/connect/clientify-to-jotform) - [ **Calendly to Clientify**](https://apiant.ai/connect/calendly-to-clientify) - [ **Clientify to PandaDoc**](https://apiant.ai/connect/clientify-to-pandadoc) - [ **Clientify to Webflow**](https://apiant.ai/connect/clientify-to-webflow) - [ **Clientify to Wix**](https://apiant.ai/connect/clientify-to-wix) - [ **Clientify to LinkedIn**](https://apiant.ai/connect/clientify-to-linkedin) - [ **Clientify to Facebook**](https://apiant.ai/connect/clientify-to-facebook) - [ **Clientify to Instagram**](https://apiant.ai/connect/clientify-to-instagram) - [ **Clientify to OpenAI**](https://apiant.ai/connect/clientify-to-openai) - [ **Clientify to Anthropic**](https://apiant.ai/connect/clientify-to-anthropic) - [ **Clientify to OneDrive**](https://apiant.ai/connect/clientify-to-onedrive) - [ **Clientify to Google Docs**](https://apiant.ai/connect/clientify-to-google-docs) - [ **Clientify to Ontraport**](https://apiant.ai/connect/clientify-to-ontraport) - [ **Clientify to Freshworks CRM**](https://apiant.ai/connect/clientify-to-freshworks-crm) - [ **Clientify to GoHighLevel**](https://apiant.ai/connect/clientify-to-gohighlevel) - [ **Capsule CRM to Clientify**](https://apiant.ai/connect/capsule-crm-to-clientify) - [ **Clientify to Copper**](https://apiant.ai/connect/clientify-to-copper) - [ **Clientify to Streak**](https://apiant.ai/connect/clientify-to-streak) - [ **Clientify to NetHunt CRM**](https://apiant.ai/connect/clientify-to-nethunt-crm) - [ **Clientify to MINDBODY**](https://apiant.ai/connect/clientify-to-mindbody) - [ **Clientify to Supabase**](https://apiant.ai/connect/clientify-to-supabase) - [ **Clientify to PostgreSQL**](https://apiant.ai/connect/clientify-to-postgresql) - [ **Clientify to MySQL**](https://apiant.ai/connect/clientify-to-mysql) - [ **Clientify to Vercel**](https://apiant.ai/connect/clientify-to-vercel) - [ **Clientify to ElevenLabs**](https://apiant.ai/connect/clientify-to-elevenlabs) - [ **Clientify to PagerDuty**](https://apiant.ai/connect/clientify-to-pagerduty) - [ **Clientify to Pushover**](https://apiant.ai/connect/clientify-to-pushover) - [ **Clientify to Gravity Forms**](https://apiant.ai/connect/clientify-to-gravity-forms) - [ **Clientify to HubSpot Enterprise**](https://apiant.ai/connect/clientify-to-hubspot-enterprise) - [ **Clientify to Google Forms**](https://apiant.ai/connect/clientify-to-google-forms) - [ **Clientify to Facebook Lead Ads**](https://apiant.ai/connect/clientify-to-facebook-lead-ads) What your agent can do with Clientify ## Triggers and actions 3 triggers · 15 actions - Trigger **New Contact** Triggers when a new contact is created in Clientify. - Trigger **New Deal** Triggers when a new deal is created in Clientify. - Trigger **New Task** Triggers when a new task is created in Clientify. - Action **Add company** Creates a company in Clientify with its contact details, address, tags and custom field values. - Action **Add task** Creates a task in Clientify, optionally assigned to a user and linked to contacts, companies and deals. - Action **Create Abandoned Cart** Creates an abandoned shopping cart for a Clientify contact, with the cart's items, shop and currency. - Action **Create Contact** Creates a contact in Clientify. If a contact with the same email or phone already exists it is updated instead, unless forced insert is turned on. - Action **Create Deal** Creates a deal in Clientify, optionally linked to a contact and company and placed in a pipeline stage. - Action **Create Order** Creates an order in Clientify for a contact, with its line items. - Action **Delete contact** Deletes a contact from Clientify. - Action **Find Contact** Finds contacts by name, surname or email, optionally narrowed by phone, source, type or dates, and returns the matches. - Action **Get company** Returns the full details of a Clientify company by its id, including contact info, tags, custom fields and employees. - Action **Get contact** Returns a Clientify contact's full details, including emails, phones, addresses, tags and custom fields. - Action **Get deal** Returns a Clientify deal by its id, including amount, stage, pipeline, involved contacts and companies, tasks and custom fields. - Action **List contacts** Returns the contacts in your Clientify account, optionally filtered by name/email, phone, source, type, or created/modified dates. - Action **Update company** Updates an existing company in Clientify and returns the updated record. - Action **Update contact** Updates an existing Clientify contact's name, title, company, status and notes. Fields left blank keep their current values. - Action **Update deal** Updates an existing Clientify deal, changing only the fields you fill in. Reviews ## What our customers say Questions ## Clientify, answered ### ### Is there a Clientify MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Clientify. 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 Clientify actions on demand, or have APIANT build, test and run automations that use Clientify. Nothing to install. ### ### What can start an automation from Clientify? Any of Clientify'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 Clientify? Any of Clientify's 15 actions, including Create Abandoned Cart, Create Contact, Create Deal and Create Order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Clientify directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Clientify two ways. Ask it to do something in Clientify 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 Clientify API? No. APIANT connects to the Clientify API for you, with your Clientify API key. Describe what you want in plain language and your agent builds it on the Clientify triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Clientify API documentation and adds it. ### ### Which apps can Clientify connect to? Any app in the catalog; the list on this page pairs Clientify 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.