App

Ploomes integrations

Connect Ploomes to any other app, or use it from your AI client over MCP. Sales force automation system that links CRM, Sales Funnel, Proposal Automation and Sales Orders.

Connects with an API keyploomes.com
3 triggers19 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 Ploomes?

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)

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What your agent can do with Ploomes

Triggers and actions 3 triggers · 19 actions

  • Trigger
    New contact

    Triggers when a new contact (person or company) is created in Ploomes.

  • Trigger
    New deal

    Triggers when a new deal is created in Ploomes.

  • Trigger
    New task

    Triggers when a new task is created in Ploomes.

  • Action
    Add contact

    Creates a contact (a person or a company) in Ploomes and returns the new contact record.

  • Action
    Add deal

    Creates a deal in Ploomes for a client, with its title, stage, owner, amount and custom field values.

  • Action
    Add interaction record

    Creates an interaction record (a note, call or email log) on a Ploomes contact or deal.

  • Action
    Add product

    Creates a product in your Ploomes account and returns the new product.

  • Action
    Add quote

    Creates a quote (proposal) on a deal in Ploomes from a document template, optionally with product sections and custom field values.

  • Action
    Add task

    Creates a task in Ploomes, optionally linked to a contact or deal.

  • Action
    Delete contact

    Deletes a contact (person or company) from your Ploomes account.

  • Action
    Delete deal

    Deletes a deal from your Ploomes account.

  • Action
    Find contacts by criteria

    Returns the Ploomes contacts (people and companies) that match the criteria you give.

  • Action
    Find deals by criteria

    Returns the deals that match the criteria you give, such as a title, stage or customer.

  • Action
    Find interaction records by criteria

    Returns the interaction records (activity history entries) that match the criteria you give.

  • Action
    Find tasks by criteria

    Returns the tasks that match the criteria you specify, such as title, contact or deal.

  • Action
    Finish task

    Marks a Ploomes task as finished.

  • Action
    Get quote

    Returns a single quote (proposal) by its ID, including its custom field values.

  • Action
    Lose deal

    Marks a Ploomes deal as lost with the chosen loss reason and returns the updated deal.

  • Action
    Update contact

    Updates an existing Ploomes contact (person or company). Only the fields you fill in are changed.

  • Action
    Update deal

    Updates an existing deal in Ploomes. Only the fields you fill in are changed.

  • Action
    Update task

    Updates an existing task in Ploomes. Only the fields you fill in are changed.

  • Action
    Win deal

    Marks a Ploomes deal as won and returns the updated deal.

Reviews

What our customers say

Questions

Ploomes, answered

Is there a Ploomes MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Ploomes. 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 Ploomes. Nothing to install.

What can start an automation from Ploomes?

Any of Ploomes's 3 triggers in the catalog, including New contact, New deal and New task. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Ploomes?

Any of Ploomes's 19 actions, including Update contact, Update deal, Update task and Add contact. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can Ploomes connect to?

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