--- title: "Ploomes integrations and MCP server - APIANT.ai" description: "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..." canonical: "https://apiant.ai/connections/ploomes" --- # 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 key [ploomes.com](https://ploomes.com/) **3** triggers **19** 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 Ploomes? 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 ## Ploomes with the apps people pair it with most - [ **HubSpot to Ploomes** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ploomes) - [ **Ploomes to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ploomes-to-salesforce) - [ **Ploomes to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ploomes-to-slack) - [ **Google Sheets to Ploomes** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-ploomes) - [ **Gmail to Ploomes** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ploomes) - [ **Google Calendar to Ploomes** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ploomes) - [ **Google Drive to Ploomes** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ploomes) - [ **Mailchimp to Ploomes** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ploomes) Pair it ## Connect Ploomes with another app - [ **HubSpot to Ploomes**](https://apiant.ai/connect/hubspot-to-ploomes) - [ **Ploomes to Salesforce**](https://apiant.ai/connect/ploomes-to-salesforce) - [ **Ploomes to Slack**](https://apiant.ai/connect/ploomes-to-slack) - [ **Google Sheets to Ploomes**](https://apiant.ai/connect/google-sheets-to-ploomes) - [ **Gmail to Ploomes**](https://apiant.ai/connect/gmail-to-ploomes) - [ **Google Calendar to Ploomes**](https://apiant.ai/connect/google-calendar-to-ploomes) - [ **Google Drive to Ploomes**](https://apiant.ai/connect/google-drive-to-ploomes) - [ **Mailchimp to Ploomes**](https://apiant.ai/connect/mailchimp-to-ploomes) - [ **Ploomes to Stripe**](https://apiant.ai/connect/ploomes-to-stripe) - [ **Ploomes to Shopify**](https://apiant.ai/connect/ploomes-to-shopify) - [ **Ploomes to QuickBooks Online**](https://apiant.ai/connect/ploomes-to-quickbooks-online) - [ **Pipedrive to Ploomes**](https://apiant.ai/connect/pipedrive-to-ploomes) - [ **ActiveCampaign to Ploomes**](https://apiant.ai/connect/activecampaign-to-ploomes) - [ **Notion to Ploomes**](https://apiant.ai/connect/notion-to-ploomes) - [ **Airtable to Ploomes**](https://apiant.ai/connect/airtable-to-ploomes) - [ **Ploomes to Trello**](https://apiant.ai/connect/ploomes-to-trello) - [ **Asana to Ploomes**](https://apiant.ai/connect/asana-to-ploomes) - [ **JIRA to Ploomes**](https://apiant.ai/connect/jira-to-ploomes) - [ **ClickUp to Ploomes**](https://apiant.ai/connect/clickup-to-ploomes) - [ **Ploomes to Zoom**](https://apiant.ai/connect/ploomes-to-zoom) - [ **Discord to Ploomes**](https://apiant.ai/connect/discord-to-ploomes) - [ **Ploomes to Twilio**](https://apiant.ai/connect/ploomes-to-twilio) - [ **Ploomes to SendGrid**](https://apiant.ai/connect/ploomes-to-sendgrid) - [ **Outlook to Ploomes**](https://apiant.ai/connect/outlook-to-ploomes) - [ **Intercom to Ploomes**](https://apiant.ai/connect/intercom-to-ploomes) - [ **Freshdesk to Ploomes**](https://apiant.ai/connect/freshdesk-to-ploomes) - [ **Klaviyo to Ploomes**](https://apiant.ai/connect/klaviyo-to-ploomes) - [ **Brevo to Ploomes**](https://apiant.ai/connect/brevo-to-ploomes) - [ **Ploomes to Typeform**](https://apiant.ai/connect/ploomes-to-typeform) - [ **JotForm to Ploomes**](https://apiant.ai/connect/jotform-to-ploomes) - [ **Calendly to Ploomes**](https://apiant.ai/connect/calendly-to-ploomes) - [ **PandaDoc to Ploomes**](https://apiant.ai/connect/pandadoc-to-ploomes) - [ **Ploomes to Webflow**](https://apiant.ai/connect/ploomes-to-webflow) - [ **Ploomes to Wix**](https://apiant.ai/connect/ploomes-to-wix) - [ **Ploomes to LinkedIn**](https://apiant.ai/connect/ploomes-to-linkedin) - [ **Ploomes to Facebook**](https://apiant.ai/connect/ploomes-to-facebook) - [ **Instagram to Ploomes**](https://apiant.ai/connect/instagram-to-ploomes) - [ **OpenAI to Ploomes**](https://apiant.ai/connect/openai-to-ploomes) - [ **Ploomes to Anthropic**](https://apiant.ai/connect/ploomes-to-anthropic) - [ **OneDrive to Ploomes**](https://apiant.ai/connect/onedrive-to-ploomes) - [ **Google Docs to Ploomes**](https://apiant.ai/connect/google-docs-to-ploomes) - [ **Ontraport to Ploomes**](https://apiant.ai/connect/ontraport-to-ploomes) - [ **Freshworks CRM to Ploomes**](https://apiant.ai/connect/freshworks-crm-to-ploomes) - [ **GoHighLevel to Ploomes**](https://apiant.ai/connect/gohighlevel-to-ploomes) - [ **Capsule CRM to Ploomes**](https://apiant.ai/connect/capsule-crm-to-ploomes) - [ **Copper to Ploomes**](https://apiant.ai/connect/copper-to-ploomes) - [ **Ploomes to Streak**](https://apiant.ai/connect/ploomes-to-streak) - [ **NetHunt CRM to Ploomes**](https://apiant.ai/connect/nethunt-crm-to-ploomes) - [ **MINDBODY to Ploomes**](https://apiant.ai/connect/mindbody-to-ploomes) - [ **Ploomes to Supabase**](https://apiant.ai/connect/ploomes-to-supabase) - [ **Ploomes to PostgreSQL**](https://apiant.ai/connect/ploomes-to-postgresql) - [ **MySQL to Ploomes**](https://apiant.ai/connect/mysql-to-ploomes) - [ **Ploomes to Vercel**](https://apiant.ai/connect/ploomes-to-vercel) - [ **Ploomes to ElevenLabs**](https://apiant.ai/connect/ploomes-to-elevenlabs) - [ **PagerDuty to Ploomes**](https://apiant.ai/connect/pagerduty-to-ploomes) - [ **Ploomes to Pushover**](https://apiant.ai/connect/ploomes-to-pushover) - [ **Gravity Forms to Ploomes**](https://apiant.ai/connect/gravity-forms-to-ploomes) - [ **HubSpot Enterprise to Ploomes**](https://apiant.ai/connect/hubspot-enterprise-to-ploomes) - [ **Google Forms to Ploomes**](https://apiant.ai/connect/google-forms-to-ploomes) - [ **Facebook Lead Ads to Ploomes**](https://apiant.ai/connect/facebook-lead-ads-to-ploomes) 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 and sign in once in your browser. Your client can then run Ploomes actions on demand, or have APIANT 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. ### ### Can I use Ploomes directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Ploomes two ways. Ask it to do something in Ploomes 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 Ploomes API? No. APIANT connects to the Ploomes API for you, with your Ploomes API key. Describe what you want in plain language and your agent builds it on the Ploomes triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Ploomes API documentation and adds it. ### ### 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.