---
title: "ClientSuccess integrations and MCP server - APIANT.ai"
description: "Connect ClientSuccess to any other app, or use it from your AI client over MCP."
canonical: "https://apiant.ai/connections/clientsuccess"
---

# ClientSuccess integrations

Connect ClientSuccess to any other app, or use it from your AI client over MCP. ClientSuccess is customer success platform that helps retain and grow existing customer bases.

Connects with a token [clientsuccess.com](https://clientsuccess.com/)

**5** triggers **10** 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 ClientSuccess?

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)

### Grok

Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.

[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

## ClientSuccess with the apps people pair it with most

- [ **ClientSuccess to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clientsuccess-to-hubspot)
- [ **ClientSuccess to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clientsuccess-to-salesforce)
- [ **ClientSuccess to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clientsuccess-to-slack)
- [ **ClientSuccess to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/clientsuccess-to-google-sheets)
- [ **ClientSuccess to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clientsuccess-to-gmail)
- [ **ClientSuccess to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clientsuccess-to-google-calendar)
- [ **ClientSuccess to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/clientsuccess-to-google-drive)
- [ **ClientSuccess to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/clientsuccess-to-mailchimp)

Pair it

## Connect ClientSuccess with another app

- [ **ClientSuccess to HubSpot**](https://apiant.ai/connect/clientsuccess-to-hubspot)
- [ **ClientSuccess to Salesforce**](https://apiant.ai/connect/clientsuccess-to-salesforce)
- [ **ClientSuccess to Slack**](https://apiant.ai/connect/clientsuccess-to-slack)
- [ **ClientSuccess to Google Sheets**](https://apiant.ai/connect/clientsuccess-to-google-sheets)
- [ **ClientSuccess to Gmail**](https://apiant.ai/connect/clientsuccess-to-gmail)
- [ **ClientSuccess to Google Calendar**](https://apiant.ai/connect/clientsuccess-to-google-calendar)
- [ **ClientSuccess to Google Drive**](https://apiant.ai/connect/clientsuccess-to-google-drive)
- [ **ClientSuccess to Mailchimp**](https://apiant.ai/connect/clientsuccess-to-mailchimp)
- [ **ClientSuccess to Stripe**](https://apiant.ai/connect/clientsuccess-to-stripe)
- [ **ClientSuccess to Shopify**](https://apiant.ai/connect/clientsuccess-to-shopify)
- [ **ClientSuccess to QuickBooks Online**](https://apiant.ai/connect/clientsuccess-to-quickbooks-online)
- [ **ClientSuccess to Pipedrive**](https://apiant.ai/connect/clientsuccess-to-pipedrive)
- [ **ActiveCampaign to ClientSuccess**](https://apiant.ai/connect/activecampaign-to-clientsuccess)
- [ **ClientSuccess to Notion**](https://apiant.ai/connect/clientsuccess-to-notion)
- [ **Airtable to ClientSuccess**](https://apiant.ai/connect/airtable-to-clientsuccess)
- [ **ClientSuccess to Trello**](https://apiant.ai/connect/clientsuccess-to-trello)
- [ **Asana to ClientSuccess**](https://apiant.ai/connect/asana-to-clientsuccess)
- [ **ClientSuccess to JIRA**](https://apiant.ai/connect/clientsuccess-to-jira)
- [ **ClickUp to ClientSuccess**](https://apiant.ai/connect/clickup-to-clientsuccess)
- [ **ClientSuccess to Zoom**](https://apiant.ai/connect/clientsuccess-to-zoom)
- [ **ClientSuccess to Discord**](https://apiant.ai/connect/clientsuccess-to-discord)
- [ **ClientSuccess to Twilio**](https://apiant.ai/connect/clientsuccess-to-twilio)
- [ **ClientSuccess to SendGrid**](https://apiant.ai/connect/clientsuccess-to-sendgrid)
- [ **ClientSuccess to Outlook**](https://apiant.ai/connect/clientsuccess-to-outlook)
- [ **ClientSuccess to Intercom**](https://apiant.ai/connect/clientsuccess-to-intercom)
- [ **ClientSuccess to Freshdesk**](https://apiant.ai/connect/clientsuccess-to-freshdesk)
- [ **ClientSuccess to Klaviyo**](https://apiant.ai/connect/clientsuccess-to-klaviyo)
- [ **Brevo to ClientSuccess**](https://apiant.ai/connect/brevo-to-clientsuccess)
- [ **ClientSuccess to Typeform**](https://apiant.ai/connect/clientsuccess-to-typeform)
- [ **ClientSuccess to JotForm**](https://apiant.ai/connect/clientsuccess-to-jotform)
- [ **Calendly to ClientSuccess**](https://apiant.ai/connect/calendly-to-clientsuccess)
- [ **ClientSuccess to PandaDoc**](https://apiant.ai/connect/clientsuccess-to-pandadoc)
- [ **ClientSuccess to Webflow**](https://apiant.ai/connect/clientsuccess-to-webflow)
- [ **ClientSuccess to Wix**](https://apiant.ai/connect/clientsuccess-to-wix)
- [ **ClientSuccess to LinkedIn**](https://apiant.ai/connect/clientsuccess-to-linkedin)
- [ **ClientSuccess to Facebook**](https://apiant.ai/connect/clientsuccess-to-facebook)
- [ **ClientSuccess to Instagram**](https://apiant.ai/connect/clientsuccess-to-instagram)
- [ **ClientSuccess to OpenAI**](https://apiant.ai/connect/clientsuccess-to-openai)
- [ **ClientSuccess to Anthropic**](https://apiant.ai/connect/clientsuccess-to-anthropic)
- [ **ClientSuccess to OneDrive**](https://apiant.ai/connect/clientsuccess-to-onedrive)
- [ **ClientSuccess to Google Docs**](https://apiant.ai/connect/clientsuccess-to-google-docs)
- [ **ClientSuccess to Ontraport**](https://apiant.ai/connect/clientsuccess-to-ontraport)
- [ **ClientSuccess to Freshworks CRM**](https://apiant.ai/connect/clientsuccess-to-freshworks-crm)
- [ **ClientSuccess to GoHighLevel**](https://apiant.ai/connect/clientsuccess-to-gohighlevel)
- [ **Capsule CRM to ClientSuccess**](https://apiant.ai/connect/capsule-crm-to-clientsuccess)
- [ **ClientSuccess to Copper**](https://apiant.ai/connect/clientsuccess-to-copper)
- [ **ClientSuccess to Streak**](https://apiant.ai/connect/clientsuccess-to-streak)
- [ **ClientSuccess to NetHunt CRM**](https://apiant.ai/connect/clientsuccess-to-nethunt-crm)
- [ **ClientSuccess to MINDBODY**](https://apiant.ai/connect/clientsuccess-to-mindbody)
- [ **ClientSuccess to Supabase**](https://apiant.ai/connect/clientsuccess-to-supabase)
- [ **ClientSuccess to PostgreSQL**](https://apiant.ai/connect/clientsuccess-to-postgresql)
- [ **ClientSuccess to MySQL**](https://apiant.ai/connect/clientsuccess-to-mysql)
- [ **ClientSuccess to Vercel**](https://apiant.ai/connect/clientsuccess-to-vercel)
- [ **ClientSuccess to ElevenLabs**](https://apiant.ai/connect/clientsuccess-to-elevenlabs)
- [ **ClientSuccess to PagerDuty**](https://apiant.ai/connect/clientsuccess-to-pagerduty)
- [ **ClientSuccess to Pushover**](https://apiant.ai/connect/clientsuccess-to-pushover)
- [ **ClientSuccess to Gravity Forms**](https://apiant.ai/connect/clientsuccess-to-gravity-forms)
- [ **ClientSuccess to HubSpot Enterprise**](https://apiant.ai/connect/clientsuccess-to-hubspot-enterprise)
- [ **ClientSuccess to Google Forms**](https://apiant.ai/connect/clientsuccess-to-google-forms)
- [ **ClientSuccess to Facebook Lead Ads**](https://apiant.ai/connect/clientsuccess-to-facebook-lead-ads)

What your agent can do with ClientSuccess

## Triggers and actions 5 triggers · 10 actions

- Trigger

**New Client**

Triggers when a new client is added in ClientSuccess.

- Trigger

**New Contact**

Triggers when a new contact is created in ClientSuccess.

- Trigger

**New Contract**

Triggers when a new contract is added to a ClientSuccess client.

- Trigger

**New Pulse**

Triggers when a new pulse is recorded on a ClientSuccess client.

- Trigger

**New Task**

Triggers when a new task is added in ClientSuccess.

- Action

**Create Client**

Creates a new client (customer account) in ClientSuccess.

- Action

**Create Contact**

Creates a new contact on a ClientSuccess client.

- Action

**Create Contract**

Creates a new contract for a ClientSuccess client.

- Action

**Create Engagement Interaction**

Logs an engagement interaction (client note) on a ClientSuccess client.

- Action

**Create Pulse**

Records a new pulse (health sentiment) on a ClientSuccess client.

- Action

**Create Task**

Creates a new task in ClientSuccess, optionally tied to a client.

- Action

**Find Client by External ID**

Finds ClientSuccess clients whose external system ID matches the one given.

- Action

**Find Client by ID**

Returns one ClientSuccess client by its UUID.

- Action

**Find Contact**

Finds ClientSuccess contacts by email, name or client.

- Action

**Update Task**

Updates a ClientSuccess task's name, description, due date or completion; only the fields you fill in change.

Reviews

## What our customers say

Questions

## ClientSuccess, answered

###

### Is there a ClientSuccess MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with ClientSuccess. 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 ClientSuccess actions on demand, or have APIANT build, test and run automations that use ClientSuccess. Nothing to install.

###

### What can start an automation from ClientSuccess?

Any of ClientSuccess's 5 triggers in the catalog, including New Client, New Contact, New Contract and New Pulse. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in ClientSuccess?

Any of ClientSuccess's 10 actions, including Create Client, Create Contact, Create Contract and Create Engagement Interaction. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can I use ClientSuccess directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with ClientSuccess two ways. Ask it to do something in ClientSuccess 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 ClientSuccess API?

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

###

### Which apps can ClientSuccess connect to?

Any app in the catalog; the list on this page pairs ClientSuccess 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.