App

Relate integrations

Connect Relate to any other app, or use it from your AI client over MCP. Relate is a simple collaborative sales and CRM software.

Connects with an API keyrelate.so
6 triggers16 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 Relate?

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)
Grok

Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.

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

Relate with the apps people pair it with most

Pair it

Connect Relate with another app

What your agent can do with Relate

Triggers and actions 6 triggers · 16 actions

  • Trigger
    Contact Created

    Triggers when a new contact is added in Relate.

  • Trigger
    Entry Created

    Triggers when a new entry is added to a Relate list or process.

  • Trigger
    Entry Updated

    Triggers when an entry in a Relate list or process is added or changed.

  • Trigger
    New Recorded Meeting

    Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).

  • Trigger
    Note Created

    Triggers when a new note is added in Relate.

  • Trigger
    Organization Created

    Triggers when a new organization is added in Relate.

  • Action
    Create Contact

    Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.

  • Action
    Create Note

    Creates a note on an organization in Relate, optionally linked to a deal.

  • Action
    Create Organization

    Creates an organization in Relate from a name and/or website domain.

  • Action
    Delete Contact

    Deletes a Relate contact.

  • Action
    Delete Note

    Deletes a note in Relate.

  • Action
    Delete Organization

    Deletes a Relate organization.

  • Action
    Find Contact

    Finds a contact in Relate by email address or phone number and returns the first match.

  • Action
    Find Entry From Organization Process

    Finds an organization's entry in a Relate process by organization ID.

  • Action
    Find Note

    Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.

  • Action
    Find Organization

    Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.

  • Action
    Get Contact

    Returns one Relate contact by its ID.

  • Action
    Get Organization

    Returns one Relate organization by its ID.

  • Action
    Get Recording

    Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).

  • Action
    Update Contact

    Updates a Relate contact's name or email addresses.

  • Action
    Update Note

    Updates a note's text or linked deal in Relate.

  • Action
    Update Organization

    Updates a Relate organization's name or domains.

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What our customers say

Questions

Relate, answered

Is there a Relate MCP server?

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

What can start an automation from Relate?

Any of Relate's 6 triggers in the catalog, including Contact Created, Entry Created, Entry Updated and New Recorded Meeting. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Relate?

Any of Relate's 16 actions, including Create Contact, Create Note, Create Organization and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.

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

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

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

Which apps can Relate connect to?

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