App

eWay-CRM integrations

Connect eWay-CRM to any other app, or use it from your AI client over MCP. eWay-CRM is a CRM software embedded right into Microsoft Outlook. It helps companies all around the world efficiently manage contacts, customers, deals, projects, and marketing campaigns.

Connects with a tokeneway-crm.com
6 triggers10 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 eWay-CRM?

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

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)

Popular

eWay-CRM with the apps people pair it with most

Pair it

Connect eWay-CRM with another app

What your agent can do with eWay-CRM

Triggers and actions 6 triggers · 10 actions

  • Trigger
    New or Updated Company

    Triggers when a company is created or changed in eWay-CRM.

  • Trigger
    New or Updated Contact

    Triggers when a contact is created or updated in eWay-CRM.

  • Trigger
    New or Updated Deal

    Triggers when a deal is created or updated in eWay-CRM.

  • Trigger
    New or Updated Journal

    Triggers when a journal entry is created or updated in eWay-CRM.

  • Trigger
    New or Updated Project

    Triggers when a project is created or updated in eWay-CRM.

  • Trigger
    New or Updated Task

    Triggers when a task is created or changed in eWay-CRM.

  • Action
    Find a Contact

    Finds contacts in eWay-CRM matching an email, name, company or phone number.

  • Action
    Find a Deal

    Finds deals in eWay-CRM matching the supplied name, customer, contact or other criteria.

  • Action
    Find a Drop-Down Menu Value

    Finds drop-down menu values in eWay-CRM, filtered by the drop-down's name and the value's label.

  • Action
    Find a Task

    Finds eWay-CRM tasks matching the subject, status, dates or linked records you supply.

  • Action
    Save a Company

    Creates a new company in eWay-CRM, or updates an existing one when a company ID is given.

  • Action
    Save a Contact

    Creates a new contact in eWay-CRM, or updates an existing one when its ID is supplied.

  • Action
    Save a Deal

    Creates a new deal in eWay-CRM, or updates an existing one when a deal ID is given.

  • Action
    Save a Journal

    Creates a new journal entry in eWay-CRM, or updates an existing one when its ID is given.

  • Action
    Save a Project

    Creates a new project in eWay-CRM, or updates an existing project when its ID is given.

  • Action
    Save a Task

    Creates a new task in eWay-CRM, or updates an existing task when its ID is supplied.

Reviews

What our customers say

Questions

eWay-CRM, answered

Is there a eWay-CRM MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with eWay-CRM. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use eWay-CRM. Nothing to install.

What can start an automation from eWay-CRM?

Any of eWay-CRM's 6 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Deal and New or Updated Journal. Describe the moment in plain language and your agent picks the right one.

What can your agent do in eWay-CRM?

Any of eWay-CRM's 10 actions, including Find a Contact, Find a Deal, Find a Drop-Down Menu Value and Find a Task. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can eWay-CRM connect to?

Any app in the catalog; the list on this page pairs eWay-CRM 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.