App

Redtail CRM integrations

Connect Redtail CRM to any other app, or use it from your AI client over MCP. Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Connects with a tokenredtailtechnology.com
2 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 Redtail CRM?

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)

Popular

Redtail CRM with the apps people pair it with most

Pair it

Connect Redtail CRM with another app

What your agent can do with Redtail CRM

Triggers and actions 2 actions

  • Action
    Find Contact

    Finds contacts in your Redtail CRM database by name or phone number.

  • Action
    Update Contact

    Updates an existing contact in your Redtail CRM database. Fields left blank are not changed.

Reviews

What our customers say

Questions

Redtail CRM, answered

Is there a Redtail CRM MCP server?

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

What can your agent do in Redtail CRM?

Any of Redtail CRM's 2 actions, including Update Contact and Find Contact. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Redtail CRM directly from Claude, ChatGPT or Cursor?

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

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

Which apps can Redtail CRM connect to?

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