App

EngageBay Marketing integrations

Connect EngageBay Marketing to any other app, or use it from your AI client over MCP. EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

Connects with an API keyengagebay.com
13 triggers29 actions

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 EngageBay Marketing?

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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)
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)
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)

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What your agent can do with EngageBay Marketing

Triggers and actions 13 triggers · 29 actions

  • Trigger
    Company Property Change

    Triggers when an existing company is updated in EngageBay.

  • Trigger
    Contact Property Change

    Triggers when an existing contact is updated in EngageBay.

  • Trigger
    Deal Property Change

    Triggers when an existing deal is updated in EngageBay.

  • Trigger
    New Company

    Triggers when a new company is created in EngageBay.

  • Trigger
    New Contact

    Triggers when a new contact is created in EngageBay.

  • Trigger
    New Deal

    Triggers when a new deal is created in EngageBay.

  • Trigger
    New Event

    Triggers when a new calendar event is added in EngageBay (events scheduled from 30 days ago through the next year).

  • Trigger
    New Task

    Triggers when a new task is created in EngageBay.

  • Trigger
    New Ticket

    Triggers when a new support ticket is created in EngageBay.

  • Trigger
    Tag Added to Contact

    Triggers when a contact's tags change in EngageBay, such as when a tag is added to a contact.

  • Trigger
    Tag Added to Deal

    Triggers when a tag is added to a deal, firing once per newly seen deal and tag pair on recently updated deals.

  • Trigger
    Task Property Change

    Triggers when an existing task is updated in EngageBay.

  • Trigger
    Ticket Updated

    Triggers when a support ticket is updated in EngageBay.

  • Action
    Add Contact to Form

    Adds a contact, by email address, to an EngageBay form.

  • Action
    Add contact to list

    Adds an existing EngageBay contact, identified by email address, to one of your contact lists.

  • Action
    Add Contact to Sequence

    Adds a contact, by email address, to an EngageBay email sequence.

  • Action
    Add deal

    Creates a new deal in EngageBay with a name, amount, pipeline track and milestone.

  • Action
    Add Note to Contact

    Adds a note to an EngageBay contact.

  • Action
    Add Tag to Contact

    Adds a tag to a contact found by email address.

  • Action
    Create Contact

    Creates a new contact in EngageBay with an email, name, phone and lead score.

  • Action
    Create Event

    Creates a calendar event in EngageBay, optionally related to a contact.

  • Action
    Create or Update Contact

    Creates a contact, or updates the existing contact that has the same email address.

  • Action
    Create Ticket

    Creates a support ticket in EngageBay.

  • Action
    Delete company

    Deletes a company from EngageBay by its ID.

  • Action
    Delete contact

    Deletes a contact from your EngageBay account.

  • Action
    Delete deal

    Deletes a deal from EngageBay by its ID.

  • Action
    Delete task

    Deletes a task from EngageBay by its ID.

  • Action
    Find companies by keyword

    Searches your EngageBay companies by keyword across their default fields and returns the matching companies (up to 100).

  • Action
    Find Contact

    Finds an EngageBay contact by email address.

  • Action
    Get company

    Returns a single EngageBay company by its ID, including its properties, tags, owner and linked contacts.

  • Action
    Get contact

    Returns a single EngageBay contact by its ID, including its properties, tags, lists, companies and score.

  • Action
    Get deal

    Returns a single EngageBay deal by its ID, including its amount, track, milestone, owner, tags and custom properties.

  • Action
    Get Owners

    Returns every user (owner) in the EngageBay account.

  • Action
    Get Tracks

    Returns every deal pipeline (track) and its milestones.

  • Action
    List companies

    Returns the companies in your EngageBay account, up to 100 per run, with their properties, tags and owner.

  • Action
    List contacts

    Returns the contacts in your EngageBay account, with their properties, tags and list memberships.

  • Action
    List deals

    Returns the deals in a deal track, ordered by created time.

  • Action
    Remove Tag From a Contact

    Removes a tag from a contact found by email address.

  • Action
    Update company

    Updates properties on an existing EngageBay company, adding or overwriting only the properties you send and leaving the rest untouched.

  • Action
    Update contact

    Updates the properties of an existing EngageBay contact, including custom fields. Fields left blank keep their current values.

  • Action
    Update deal

    Updates properties (including custom fields) on an existing EngageBay deal without changing its other fields.

  • Action
    Update task

    Updates an existing EngageBay task — its name, description, type, status, due date and linked contacts, companies or deals.

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What our customers say

Questions

EngageBay Marketing, answered

Is there a EngageBay Marketing MCP server?

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

What can start an automation from EngageBay Marketing?

Any of EngageBay Marketing's 13 triggers in the catalog, including New Company, New Contact, New Deal and New Event. Describe the moment in plain language and your agent picks the right one.

What can your agent do in EngageBay Marketing?

Any of EngageBay Marketing's 29 actions, including Create Contact, Create Event, Create or Update Contact and Create Ticket. Your agent maps the data both ways and tests every scenario before it ships.

Can I use EngageBay Marketing directly from Claude, ChatGPT or Cursor?

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

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

Which apps can EngageBay Marketing connect to?

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