CRM

OnePageCRM integrations

Connect OnePageCRM to any other app, or use it from your AI client over MCP. OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

Connects with an API keyonepagecrm.com
9 triggers11 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 OnePageCRM?

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

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)
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 OnePageCRM

Triggers and actions 9 triggers · 11 actions

  • Trigger
    Closed Sales Cycle

    Triggered when a sales cycle is closed — a deal is marked won or lost.

  • Trigger
    Completed Next Action

    Triggered when a next action is marked done in OnePageCRM.

  • Trigger
    New Call

    Triggered when a phone call is logged in OnePageCRM.

  • Trigger
    New Contact

    Triggered when a new contact is created in OnePageCRM.

  • Trigger
    New Deal

    Triggered when a new deal is created in OnePageCRM.

  • Trigger
    New Next Action

    Triggered when a new next action is created in OnePageCRM.

  • Trigger
    New Note

    Triggered when a new note is added to a contact in OnePageCRM.

  • Trigger
    Updated Contact

    Triggered when a contact is created or changed in OnePageCRM.

  • Trigger
    Updated Deal

    Triggered when a deal is created or changed in OnePageCRM.

  • Action
    Close Sales Cycle

    Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.

  • Action
    Create Call

    Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.

  • Action
    Create Contact

    Creates a contact in OnePageCRM, including your account's own custom fields.

  • Action
    Create Deal

    Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.

  • Action
    Create Next Action

    Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.

  • Action
    Create Note

    Adds a note to a contact's timeline in OnePageCRM.

  • Action
    Find Contact

    Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.

  • Action
    Find Deal

    Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.

  • Action
    Find User

    Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.

  • Action
    Update Contact

    Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.

  • Action
    Update Deal

    Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.

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Questions

OnePageCRM, answered

Is there a OnePageCRM MCP server?

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

What can start an automation from OnePageCRM?

Any of OnePageCRM's 9 triggers in the catalog, including Completed Next Action, New Call, New Contact and New Deal. Describe the moment in plain language and your agent picks the right one.

What can your agent do in OnePageCRM?

Any of OnePageCRM's 11 actions, including Create Call, Create Contact, Create Deal and Create Next Action. Your agent maps the data both ways and tests every scenario before it ships.

Can I use OnePageCRM directly from Claude, ChatGPT or Cursor?

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

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

Which apps can OnePageCRM connect to?

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