--- title: "eWay-CRM integrations and MCP server - APIANT.ai" description: "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." canonical: "https://apiant.ai/connections/eway-crm" --- # 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 token [eway-crm.com](https://eway-crm.com/) **6** 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 eWay-CRM? 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 ## eWay-CRM with the apps people pair it with most - [ **eWay-CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/eway-crm-to-hubspot) - [ **eWay-CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/eway-crm-to-salesforce) - [ **eWay-CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/eway-crm-to-slack) - [ **eWay-CRM to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/eway-crm-to-google-sheets) - [ **eWay-CRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/eway-crm-to-gmail) - [ **eWay-CRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/eway-crm-to-google-calendar) - [ **eWay-CRM to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/eway-crm-to-google-drive) - [ **eWay-CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/eway-crm-to-mailchimp) Pair it ## Connect eWay-CRM with another app - [ **eWay-CRM to HubSpot**](https://apiant.ai/connect/eway-crm-to-hubspot) - [ **eWay-CRM to Salesforce**](https://apiant.ai/connect/eway-crm-to-salesforce) - [ **eWay-CRM to Slack**](https://apiant.ai/connect/eway-crm-to-slack) - [ **eWay-CRM to Google Sheets**](https://apiant.ai/connect/eway-crm-to-google-sheets) - [ **eWay-CRM to Gmail**](https://apiant.ai/connect/eway-crm-to-gmail) - [ **eWay-CRM to Google Calendar**](https://apiant.ai/connect/eway-crm-to-google-calendar) - [ **eWay-CRM to Google Drive**](https://apiant.ai/connect/eway-crm-to-google-drive) - [ **eWay-CRM to Mailchimp**](https://apiant.ai/connect/eway-crm-to-mailchimp) - [ **eWay-CRM to Stripe**](https://apiant.ai/connect/eway-crm-to-stripe) - [ **eWay-CRM to Shopify**](https://apiant.ai/connect/eway-crm-to-shopify) - [ **eWay-CRM to QuickBooks Online**](https://apiant.ai/connect/eway-crm-to-quickbooks-online) - [ **eWay-CRM to Pipedrive**](https://apiant.ai/connect/eway-crm-to-pipedrive) - [ **ActiveCampaign to eWay-CRM**](https://apiant.ai/connect/activecampaign-to-eway-crm) - [ **eWay-CRM to Notion**](https://apiant.ai/connect/eway-crm-to-notion) - [ **Airtable to eWay-CRM**](https://apiant.ai/connect/airtable-to-eway-crm) - [ **eWay-CRM to Trello**](https://apiant.ai/connect/eway-crm-to-trello) - [ **Asana to eWay-CRM**](https://apiant.ai/connect/asana-to-eway-crm) - [ **eWay-CRM to JIRA**](https://apiant.ai/connect/eway-crm-to-jira) - [ **ClickUp to eWay-CRM**](https://apiant.ai/connect/clickup-to-eway-crm) - [ **eWay-CRM to Zoom**](https://apiant.ai/connect/eway-crm-to-zoom) - [ **Discord to eWay-CRM**](https://apiant.ai/connect/discord-to-eway-crm) - [ **eWay-CRM to Twilio**](https://apiant.ai/connect/eway-crm-to-twilio) - [ **eWay-CRM to SendGrid**](https://apiant.ai/connect/eway-crm-to-sendgrid) - [ **eWay-CRM to Outlook**](https://apiant.ai/connect/eway-crm-to-outlook) - [ **eWay-CRM to Intercom**](https://apiant.ai/connect/eway-crm-to-intercom) - [ **eWay-CRM to Freshdesk**](https://apiant.ai/connect/eway-crm-to-freshdesk) - [ **eWay-CRM to Klaviyo**](https://apiant.ai/connect/eway-crm-to-klaviyo) - [ **Brevo to eWay-CRM**](https://apiant.ai/connect/brevo-to-eway-crm) - [ **eWay-CRM to Typeform**](https://apiant.ai/connect/eway-crm-to-typeform) - [ **eWay-CRM to JotForm**](https://apiant.ai/connect/eway-crm-to-jotform) - [ **Calendly to eWay-CRM**](https://apiant.ai/connect/calendly-to-eway-crm) - [ **eWay-CRM to PandaDoc**](https://apiant.ai/connect/eway-crm-to-pandadoc) - [ **eWay-CRM to Webflow**](https://apiant.ai/connect/eway-crm-to-webflow) - [ **eWay-CRM to Wix**](https://apiant.ai/connect/eway-crm-to-wix) - [ **eWay-CRM to LinkedIn**](https://apiant.ai/connect/eway-crm-to-linkedin) - [ **eWay-CRM to Facebook**](https://apiant.ai/connect/eway-crm-to-facebook) - [ **eWay-CRM to Instagram**](https://apiant.ai/connect/eway-crm-to-instagram) - [ **eWay-CRM to OpenAI**](https://apiant.ai/connect/eway-crm-to-openai) - [ **eWay-CRM to Anthropic**](https://apiant.ai/connect/eway-crm-to-anthropic) - [ **eWay-CRM to OneDrive**](https://apiant.ai/connect/eway-crm-to-onedrive) - [ **eWay-CRM to Google Docs**](https://apiant.ai/connect/eway-crm-to-google-docs) - [ **eWay-CRM to Ontraport**](https://apiant.ai/connect/eway-crm-to-ontraport) - [ **eWay-CRM to Freshworks CRM**](https://apiant.ai/connect/eway-crm-to-freshworks-crm) - [ **eWay-CRM to GoHighLevel**](https://apiant.ai/connect/eway-crm-to-gohighlevel) - [ **Capsule CRM to eWay-CRM**](https://apiant.ai/connect/capsule-crm-to-eway-crm) - [ **Copper to eWay-CRM**](https://apiant.ai/connect/copper-to-eway-crm) - [ **eWay-CRM to Streak**](https://apiant.ai/connect/eway-crm-to-streak) - [ **eWay-CRM to NetHunt CRM**](https://apiant.ai/connect/eway-crm-to-nethunt-crm) - [ **eWay-CRM to MINDBODY**](https://apiant.ai/connect/eway-crm-to-mindbody) - [ **eWay-CRM to Supabase**](https://apiant.ai/connect/eway-crm-to-supabase) - [ **eWay-CRM to PostgreSQL**](https://apiant.ai/connect/eway-crm-to-postgresql) - [ **eWay-CRM to MySQL**](https://apiant.ai/connect/eway-crm-to-mysql) - [ **eWay-CRM to Vercel**](https://apiant.ai/connect/eway-crm-to-vercel) - [ **eWay-CRM to ElevenLabs**](https://apiant.ai/connect/eway-crm-to-elevenlabs) - [ **eWay-CRM to PagerDuty**](https://apiant.ai/connect/eway-crm-to-pagerduty) - [ **eWay-CRM to Pushover**](https://apiant.ai/connect/eway-crm-to-pushover) - [ **eWay-CRM to Gravity Forms**](https://apiant.ai/connect/eway-crm-to-gravity-forms) - [ **eWay-CRM to HubSpot Enterprise**](https://apiant.ai/connect/eway-crm-to-hubspot-enterprise) - [ **eWay-CRM to Google Forms**](https://apiant.ai/connect/eway-crm-to-google-forms) - [ **eWay-CRM to Facebook Lead Ads**](https://apiant.ai/connect/eway-crm-to-facebook-lead-ads) 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 and sign in once in your browser. Your client can then run eWay-CRM actions on demand, or have APIANT 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. ### ### Can I use eWay-CRM directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with eWay-CRM two ways. Ask it to do something in eWay-CRM 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 eWay-CRM API? No. APIANT connects to the eWay-CRM API for you, with a token. Describe what you want in plain language and your agent builds it on the eWay-CRM triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the eWay-CRM API documentation and adds it. ### ### 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.