App

RAYNET CRM integrations

Connect RAYNET CRM to any other app, or use it from your AI client over MCP. RAYNET CRM is an online software that helps salespeople and managers record business easily.

Connects with an API keyraynetcrm.com

152 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 RAYNET CRM?

Ask the assistant

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

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

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide

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

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

Popular

RAYNET CRM with the apps people pair it with most

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What your agent can do with RAYNET CRM

Triggers and actions 152 actions

Action
Add Activity - Call
Creates a new phone call activity in RAYNET CRM, optionally linked to a contact, account, deal, quote, order, project or lead.
Action
Add Activity - Email
Creates a new email activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
Action
Add Activity - Event
Creates a new event activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
Action
Add Activity - Letter
Creates a new letter activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
Action
Add Activity - Mass Email
Creates a mass email activity in RAYNET CRM recording a campaign sent through an external mailing service.
Action
Add Activity - Meeting
Creates a new meeting activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
Action
Add Activity - Task
Creates a new task in RAYNET CRM, optionally linked to a contact, account, deal, quote, sales order, project or lead.
Action
Add Address to Contact - Account
Adds a new (non-primary) address with contact details to an existing account in RAYNET CRM.
Action
Add Attachment
Adds an attachment to a RAYNET CRM record: a web link, a previously uploaded file, or a Documents library folder.
Action
Add Business - Deal
Creates a new deal in RAYNET CRM for an account and returns the new deal's ID.
Action
Add Business - Price List
Creates a new price list in RAYNET CRM and returns its id.
Action
Add Business - Product
Creates a new product in the RAYNET CRM product catalog.
Action
Add Business - Project
Creates a new project for an account in RAYNET CRM and returns its ID.
Action
Add Business - Quote
Creates a new quote (offer) for an account and deal in RAYNET CRM.
Action
Add Business - Sales Order
Creates a new sales order in RAYNET CRM for an account and deal, and returns the new sales order's ID.
Action
Add Contact - Account
Creates a new account (company or individual) in RAYNET CRM, optionally with addresses, tags and custom field values.
Action
Add Contact - Contact
Creates a new contact (person) in RAYNET CRM and returns its ID.
Action
Add Contact - Lead
Creates a new lead in RAYNET CRM, optionally emailing a notification about it to chosen addresses.
Action
Add DMS - Document
Creates a new document in a RAYNET CRM Documents folder, either from a previously uploaded file or as a link.
Action
Add DMS - Folder
Creates a new folder in RAYNET Documents, optionally inside a parent folder.
Action
Add Invoice
Creates a new invoice in RAYNET CRM for an account, with optional line items and payments.
Action
Add Item to Business - Deal
Adds a line item to a deal, either linked to an existing product or as an uncategorized item with its own name and price.
Action
Add Item to Business - Quote
Adds a line item to a quote (offer), either linked to an existing product or as an uncategorized item.
Action
Add Item to Business - Sales Order
Adds an item (a linked product or a free-text line) to an existing sales order in RAYNET CRM.
Action
Add Participant to Business - Deal
Adds an account or a contact as a participant on a deal.
Action
Add Participant to Business - Project
Adds an account or contact as a participant on a RAYNET project.
Action
Add Tag to Contact - Account
Adds one or more tags to an account in RAYNET CRM.
Action
Add Tag to Contact - Contact
Adds one or more tags to a contact in RAYNET CRM.
Action
Delete Activity - Call
Deletes a call activity from RAYNET CRM.
Action
Delete Activity - Email
Deletes an email activity from RAYNET CRM.
Action
Delete Activity - Letter
Deletes a letter activity from RAYNET CRM.
Action
Delete Activity - Mass Email
Deletes a mass email activity from RAYNET CRM.
Action
Delete Activity - Meeting
Deletes a meeting activity from RAYNET CRM.
Action
Delete Activity - Task
Deletes a task activity from RAYNET CRM.
Action
Delete Address From Contact - Account
Deletes an address from an account. The account's primary address cannot be deleted.
Action
Delete Business - Deal
Deletes a deal from RAYNET CRM.
Action
Delete Business - Price List
Deletes a price list from RAYNET CRM.
Action
Delete Business - Product
Deletes a product from the RAYNET CRM product catalog.
Action
Delete Business - Project
Deletes a project from RAYNET CRM.
Action
Delete Business - Quote
Deletes a quote (offer) from RAYNET CRM.
Action
Delete Business - Sales Order
Deletes a sales order in RAYNET CRM.
Action
Delete Contact - Account
Deletes an account (company) from RAYNET CRM.
Action
Delete Contact - Contact
Deletes a contact (person) from RAYNET CRM.
Action
Delete Contact - Lead
Deletes a lead from RAYNET CRM.
Action
Delete DMS - Document
Deletes a document from the RAYNET CRM document management system.
Action
Delete Invoice
Deletes an invoice from RAYNET CRM.
Action
Delete Item of Business - Deal
Deletes a product line item from a deal.
Action
Delete Item of Business - Quote
Deletes an item (product line) from a quote in RAYNET CRM.
Action
Delete Item of Business - Sales Order
Deletes an item (product line) from a sales order in RAYNET CRM.
Action
Delete Participant From Business - Deal
Removes a participant from a deal in RAYNET CRM.
Action
Delete Participant From Business - Project
Removes a participant from a project in RAYNET CRM.
Action
Delete Tag From Contact - Account
Removes one or more tags from an account in RAYNET CRM.
Action
Delete Tag From Contact - Contact
Removes one or more tags from a contact in RAYNET CRM.
Action
Detail of Activity - Call
Returns the full details of a call activity in RAYNET CRM, including its participants and custom fields.
Action
Detail of Activity - Email
Returns the details of an email activity in RAYNET CRM, including its custom fields.
Action
Detail of Activity - Event
Returns the full details of an event activity, including its participants and custom fields.
Action
Detail of Activity - Letter
Returns the details of a letter activity in RAYNET CRM, including its custom fields.
Action
Detail of Activity - Mass Email
Returns the details of a mass email campaign in RAYNET CRM, including its delivery statistics.
Action
Detail of Activity - Meeting
Returns the details of a meeting activity in RAYNET CRM, including its custom fields.
Action
Detail of Activity - Task
Returns the full details of a task activity in RAYNET CRM, including its custom fields.
Action
Detail of Business - Deal
Returns the full details of a deal, including its items and custom fields.
Action
Detail of Business - Price List
Returns the details of a price list, including its items and product prices.
Action
Detail of Business - Product
Returns the full details of a product in RAYNET CRM, including its price, category, product line and custom fields.
Action
Detail of Business - Project
Returns the full details of a RAYNET project, including its custom fields.
Action
Detail of Business - Quote
Returns the full details of a quote (offer), including its items and custom fields.
Action
Detail of Business - Sales Order
Returns the full details of a sales order, including its items, addresses, tags and custom fields.
Action
Detail of Contacts - Account
Returns the full details of a RAYNET CRM account, including its addresses, tags and custom fields.
Action
Detail of Contacts - Contact
Returns the full details of a RAYNET CRM contact (person), including its account relationships and custom fields.
Action
Detail of Contacts - Lead
Returns the full details of a lead, including its custom fields.
Action
Detail of DMS - Document
Returns the details of a DMS document, including its folder, category, status, validity dates and attachments.
Action
Detail of Invoice
Returns the full details of an invoice, including its items, payments and custom fields.
Action
Invalidate Business - Deal
Marks a deal in RAYNET CRM as invalid.
Action
Invalidate Business - Product
Marks a product in RAYNET CRM as invalid so it no longer appears as an active product.
Action
Invalidate Business - Project
Marks a project as invalid in RAYNET CRM.
Action
Invalidate Business - Quote
Marks a quote (offer) in RAYNET CRM as invalid.
Action
Invalidate Business - Sales Order
Marks an existing sales order as invalid in RAYNET CRM.
Action
Invalidate Contact - Account
Marks a RAYNET CRM account as invalid.
Action
Invalidate Contact - Contact
Marks a contact as invalid in RAYNET CRM.
Action
Invalidate DMS - Document
Marks a document in the RAYNET CRM document store as invalid.
Action
List of Activities - Events
Returns the events in RAYNET CRM, optionally filtered by subject, dates, status, owner, related account, lead, deal or tags.
Action
List of Activities - Letters
Returns letters recorded in RAYNET CRM, optionally filtered by subject, status, dates, owner, related account, lead, deal or tags.
Action
List of Activities - Mass Email
Returns the mass emails in RAYNET CRM, optionally filtered by name, tags, campaign, source, dates or recipient.
Action
List of Activities - Meetings
Returns the meetings in RAYNET CRM that match the filters you set, with their full details including custom fields.
Action
List of Activities - Tasks
Returns the tasks in RAYNET CRM that match your filters, with their details and custom fields.
Action
List of Business - Deals
Returns the deals in your RAYNET CRM, optionally filtered by name, code, account, owner, stage, status, dates and more.
Action
List of Business - Price Lists
Returns the price lists in RAYNET CRM, optionally filtered by code, currency, validity dates or full-text search.
Action
List of Contacts - Accounts
Returns the accounts (companies and individuals) in RAYNET CRM that match the filters you set, up to 1000 at a time.
Action
List of Contacts - Contacts
Returns the contacts (people) in RAYNET CRM that match your filters, with all their details including custom fields.
Action
List of DMS - Folders and Files
Returns the folders, files and links in the RAYNET document storage, filtered by folder path, name or ID.
Action
List of Participants of Business - Deal
Returns the participants (accounts and contacts) attached to a deal, with their participation category and note.
Action
List of Participants of Business - Project
Returns the participants (accounts and contacts) of a project, with their category and note.
Action
Lock Activity - Call
Locks a call activity in RAYNET CRM so it can no longer be edited.
Action
Lock Activity - Email
Locks an email activity in RAYNET CRM so it can no longer be edited.
Action
Lock Activity - Event
Locks a RAYNET CRM event so it can no longer be edited.
Action
Lock Activity - Letter
Locks a letter activity in RAYNET CRM so it can no longer be edited.
Action
Lock Activity - Meeting
Locks a meeting in RAYNET CRM so it can no longer be edited.
Action
Lock Activity - Task
Locks a task in RAYNET CRM so it can no longer be edited.
Action
Lock Business - Deal
Locks a deal in RAYNET CRM so it can no longer be edited.
Action
Lock Business - Price List
Locks a price list in RAYNET CRM so it can no longer be edited.
Action
Lock Business - Project
Locks a RAYNET CRM project so its record can no longer be edited.
Action
Lock Business - Quote
Locks a quote in RAYNET CRM so it can no longer be edited.
Action
Lock Contact - Account
Locks an account in RAYNET CRM so its record cannot be edited.
Action
Lock Contact - Contact
Locks a contact record in RAYNET CRM so it cannot be edited.
Action
Lock Contact - Lead
Locks a lead in RAYNET CRM so it cannot be edited.
Action
Lock Contact - Sales Order
Locks a sales order in RAYNET CRM so it can no longer be edited.
Action
Lock DMS - Document
Locks a DMS document in RAYNET CRM so it cannot be edited.
Action
Lock Invoice
Locks an invoice in RAYNET CRM so it can no longer be edited.
Action
Modifying Activity - Call
Updates an existing call activity in RAYNET CRM — its subject, status, schedule, outcome, related records, tags and participants.
Action
Modifying Activity - Email
Updates an existing email activity in RAYNET CRM, such as its subject, status, content, related records or participants.
Action
Modifying Activity - Event
Updates an existing event activity in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Activity - Letter
Updates an existing letter activity in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Activity - Mass Email
Updates an existing mass email activity in RAYNET CRM, such as its name, campaign details, tags or statistics.
Action
Modifying Activity - Meeting
Updates an existing meeting in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Activity - Task
Updates an existing task in RAYNET CRM, changing only the details you fill in.
Action
Modifying Business - Deal
Updates an existing deal in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Business - Price List
Updates an existing price list's name, code, currency, category, owner, validity dates or note. Fields left blank are not changed.
Action
Modifying Business - Product
Modifies an existing product's code, name, pricing, category, tags and custom fields.
Action
Modifying Business - Project
Updates an existing project in RAYNET CRM, changing only the details you fill in.
Action
Modifying Business - Quote
Updates an existing quote (offer) in RAYNET CRM — its subject, account, deal, dates, amounts, status, items and custom fields.
Action
Modifying Business - Sales Order
Updates an existing sales order in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Contacts - Account
Updates an existing account in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Contacts - Contact
Updates an existing contact person in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Contacts - Lead
Updates an existing lead in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying DMS - Document
Updates an existing document in the RAYNET CRM document management system (DMS), such as its file, link, status, category, validity dates or folder.
Action
Modifying Invoice
Updates an existing invoice in RAYNET CRM. Only the fields you fill in are changed.
Action
Modify Item of Business - Deal
Updates an item (product line) on a RAYNET CRM deal, such as its name, price, quantity, discount or tax.
Action
Modify Item of Business - Quote
Updates an item (product line) on an existing quote (offer) in RAYNET CRM.
Action
Modify Item of Business - Sales Order
Modifies an existing item (product line) on a sales order, such as its name, price, quantity, discount or note.
Action
Renew Validity of Business - Deal
Renews the validity of an invalidated deal in RAYNET CRM, making it valid again.
Action
Renew Validity of Business - Product
Renews the validity of a product that was previously marked invalid, making it usable again.
Action
Renew Validity of Business - Project
Renews the validity of a previously invalidated project in RAYNET CRM.
Action
Renew Validity of Business - Quote
Renews the validity of a previously invalidated quote (offer) in RAYNET CRM.
Action
Renew Validity of Business - Sales Order
Renews the validity of a previously invalidated sales order in RAYNET CRM.
Action
Renew Validity of Contact - Account
Renews the validity of an invalidated account in RAYNET CRM.
Action
Renew Validity of Contact - Contact
Renews the validity of a previously invalidated contact in RAYNET CRM.
Action
Renew Validity of DMS - Document
Renews the validity of a previously invalidated document in the RAYNET CRM document management system.
Action
Unlock Activity - Call
Unlocks a locked call activity in RAYNET CRM so it can be edited again.
Action
Unlock Activity - Email
Unlocks an email activity in RAYNET CRM so it can be edited again.
Action
Unlock Activity - Event
Unlocks a locked event activity in RAYNET CRM so it can be edited again.
Action
Unlock Activity - Letter
Unlocks a locked letter activity so it can be edited again.
Action
Unlock Activity - Meeting
Unlocks a RAYNET meeting activity so it can be edited again.
Action
Unlock Activity - Task
Unlocks a locked task in RAYNET CRM so it can be edited again.
Action
Unlock Business - Deal
Unlocks a locked deal so it can be edited again.
Action
Unlock Business - Price List
Unlocks a price list in RAYNET CRM so it can be edited again.
Action
Unlock Business - Project
Unlocks a locked project in RAYNET CRM so it can be edited again.
Action
Unlock Business - Quote
Unlocks a locked quote (offer) in RAYNET CRM so it can be edited again.
Action
Unlock Contact - Account
Unlocks an account record in RAYNET CRM so it can be edited again.
Action
Unlock Contact - Contact
Unlocks a locked contact in RAYNET CRM so it can be edited again.
Action
Unlock Contact - Lead
Unlocks a locked lead in RAYNET CRM so it can be edited again.
Action
Unlock Contact - Sales Order
Unlocks a sales order in RAYNET CRM so it can be edited again.
Action
Unlock DMS - Document
Unlocks a DMS document in RAYNET CRM so it can be edited again.
Action
Unlock Invoice
Unlocks an invoice in RAYNET CRM so it can be edited again.

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Questions

RAYNET CRM, answered

Is there a RAYNET CRM MCP server?

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

What can your agent do in RAYNET CRM?

Any of RAYNET CRM's 152 actions, including Add Activity - Call, Add Activity - Email, Add Activity - Event and Add Activity - Letter. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can RAYNET CRM connect to?

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