App

Sage CRM integrations

Connect Sage CRM to any other app, or use it from your AI client over MCP. Helps businesses improve customer relationships by organising and automating communications and activities across all customer-facing departments.

Connects with an API key
5 triggers30 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 Sage 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

Sage CRM with the apps people pair it with most

Pair it

Connect Sage CRM with another app

What your agent can do with Sage CRM

Triggers and actions 5 triggers · 30 actions

  • Trigger
    New Case

    Triggers when a new case is created in Sage CRM.

  • Trigger
    New Company

    Triggers when a new company is created in Sage CRM.

  • Trigger
    New Lead

    Triggers when a new lead is created in Sage CRM.

  • Trigger
    New Opportunity

    Triggers when a new opportunity is created in Sage CRM.

  • Trigger
    New Person

    Triggers when a new person is created in Sage CRM.

  • Action
    Create Case

    Creates Sage CRM case record.

  • Action
    Create Communication

    Creates Sage CRM communication record.

  • Action
    Create Company

    Creates Sage CRM company record.

  • Action
    Create Lead

    Creates Sage CRM lead record.

  • Action
    Create Person

    Creates Sage CRM person record.

  • Action
    Delete Case

    Deletes Sage CRM case record.

  • Action
    Delete Communication

    Deletes Sage CRM communication record.

  • Action
    Delete Company

    Deletes Sage CRM company record.

  • Action
    Delete Lead

    Deletes Sage CRM lead record.

  • Action
    Delete Note

    Deletes Sage CRM note record.

  • Action
    Delete Opportunity

    Deletes Sage CRM opportunity record.

  • Action
    Delete Person

    Deletes Sage CRM person record.

  • Action
    Get Case

    Returns one Sage CRM case record.

  • Action
    Get Communication

    Returns one Sage CRM communication record.

  • Action
    Get Company

    Returns one Sage CRM company record.

  • Action
    Get Lead

    Returns one Sage CRM lead record.

  • Action
    Get Note

    Returns one Sage CRM note record.

  • Action
    Get Opportunity

    Returns one Sage CRM opportunity record.

  • Action
    Get Person

    Returns one Sage CRM person record.

  • Action
    List Cases

    Returns Sage CRM case records.

  • Action
    List Communications

    Returns Sage CRM communication records.

  • Action
    List Companies

    Returns Sage CRM company records.

  • Action
    List Leads

    Returns Sage CRM lead records.

  • Action
    List Notes

    Returns Sage CRM note records.

  • Action
    List Opportunities

    Returns Sage CRM opportunity records.

  • Action
    List People

    Returns Sage CRM person records.

  • Action
    Update Communication

    Updates Sage CRM communication record.

  • Action
    Update Company

    Updates Sage CRM company record.

  • Action
    Update Lead

    Updates Sage CRM lead record.

  • Action
    Update Opportunity

    Updates Sage CRM opportunity record.

Reviews

What our customers say

Questions

Sage CRM, answered

Is there a Sage CRM MCP server?

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

What can start an automation from Sage CRM?

Any of Sage CRM's 5 triggers in the catalog, including New Case, New Company, New Lead and New Opportunity. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Sage CRM?

Any of Sage CRM's 30 actions, including Create Case, Create Communication, Create Company and Create Lead. Your agent maps the data both ways and tests every scenario before it ships.

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

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

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

Which apps can Sage CRM connect to?

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