--- title: "Sage CRM integrations and MCP server - APIANT.ai" description: "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..." canonical: "https://apiant.ai/connections/sage-crm" --- # 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** triggers **30** 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 Sage CRM? 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 ## Sage CRM with the apps people pair it with most - [ **HubSpot to Sage CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sage-crm) - [ **Sage CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/sage-crm-to-salesforce) - [ **Sage CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/sage-crm-to-slack) - [ **Google Sheets to Sage CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-sage-crm) - [ **Gmail to Sage CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sage-crm) - [ **Google Calendar to Sage CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sage-crm) - [ **Google Drive to Sage CRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-sage-crm) - [ **Mailchimp to Sage CRM** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-sage-crm) Pair it ## Connect Sage CRM with another app - [ **HubSpot to Sage CRM**](https://apiant.ai/connect/hubspot-to-sage-crm) - [ **Sage CRM to Salesforce**](https://apiant.ai/connect/sage-crm-to-salesforce) - [ **Sage CRM to Slack**](https://apiant.ai/connect/sage-crm-to-slack) - [ **Google Sheets to Sage CRM**](https://apiant.ai/connect/google-sheets-to-sage-crm) - [ **Gmail to Sage CRM**](https://apiant.ai/connect/gmail-to-sage-crm) - [ **Google Calendar to Sage CRM**](https://apiant.ai/connect/google-calendar-to-sage-crm) - [ **Google Drive to Sage CRM**](https://apiant.ai/connect/google-drive-to-sage-crm) - [ **Mailchimp to Sage CRM**](https://apiant.ai/connect/mailchimp-to-sage-crm) - [ **Sage CRM to Stripe**](https://apiant.ai/connect/sage-crm-to-stripe) - [ **Sage CRM to Shopify**](https://apiant.ai/connect/sage-crm-to-shopify) - [ **QuickBooks Online to Sage CRM**](https://apiant.ai/connect/quickbooks-online-to-sage-crm) - [ **Pipedrive to Sage CRM**](https://apiant.ai/connect/pipedrive-to-sage-crm) - [ **ActiveCampaign to Sage CRM**](https://apiant.ai/connect/activecampaign-to-sage-crm) - [ **Notion to Sage CRM**](https://apiant.ai/connect/notion-to-sage-crm) - [ **Airtable to Sage CRM**](https://apiant.ai/connect/airtable-to-sage-crm) - [ **Sage CRM to Trello**](https://apiant.ai/connect/sage-crm-to-trello) - [ **Asana to Sage CRM**](https://apiant.ai/connect/asana-to-sage-crm) - [ **JIRA to Sage CRM**](https://apiant.ai/connect/jira-to-sage-crm) - [ **ClickUp to Sage CRM**](https://apiant.ai/connect/clickup-to-sage-crm) - [ **Sage CRM to Zoom**](https://apiant.ai/connect/sage-crm-to-zoom) - [ **Discord to Sage CRM**](https://apiant.ai/connect/discord-to-sage-crm) - [ **Sage CRM to Twilio**](https://apiant.ai/connect/sage-crm-to-twilio) - [ **Sage CRM to SendGrid**](https://apiant.ai/connect/sage-crm-to-sendgrid) - [ **Outlook to Sage CRM**](https://apiant.ai/connect/outlook-to-sage-crm) - [ **Intercom to Sage CRM**](https://apiant.ai/connect/intercom-to-sage-crm) - [ **Freshdesk to Sage CRM**](https://apiant.ai/connect/freshdesk-to-sage-crm) - [ **Klaviyo to Sage CRM**](https://apiant.ai/connect/klaviyo-to-sage-crm) - [ **Brevo to Sage CRM**](https://apiant.ai/connect/brevo-to-sage-crm) - [ **Sage CRM to Typeform**](https://apiant.ai/connect/sage-crm-to-typeform) - [ **JotForm to Sage CRM**](https://apiant.ai/connect/jotform-to-sage-crm) - [ **Calendly to Sage CRM**](https://apiant.ai/connect/calendly-to-sage-crm) - [ **PandaDoc to Sage CRM**](https://apiant.ai/connect/pandadoc-to-sage-crm) - [ **Sage CRM to Webflow**](https://apiant.ai/connect/sage-crm-to-webflow) - [ **Sage CRM to Wix**](https://apiant.ai/connect/sage-crm-to-wix) - [ **Sage CRM to LinkedIn**](https://apiant.ai/connect/sage-crm-to-linkedin) - [ **Sage CRM to Facebook**](https://apiant.ai/connect/sage-crm-to-facebook) - [ **Instagram to Sage CRM**](https://apiant.ai/connect/instagram-to-sage-crm) - [ **OpenAI to Sage CRM**](https://apiant.ai/connect/openai-to-sage-crm) - [ **Sage CRM to Anthropic**](https://apiant.ai/connect/sage-crm-to-anthropic) - [ **OneDrive to Sage CRM**](https://apiant.ai/connect/onedrive-to-sage-crm) - [ **Google Docs to Sage CRM**](https://apiant.ai/connect/google-docs-to-sage-crm) - [ **Ontraport to Sage CRM**](https://apiant.ai/connect/ontraport-to-sage-crm) - [ **Freshworks CRM to Sage CRM**](https://apiant.ai/connect/freshworks-crm-to-sage-crm) - [ **GoHighLevel to Sage CRM**](https://apiant.ai/connect/gohighlevel-to-sage-crm) - [ **Capsule CRM to Sage CRM**](https://apiant.ai/connect/capsule-crm-to-sage-crm) - [ **Copper to Sage CRM**](https://apiant.ai/connect/copper-to-sage-crm) - [ **Sage CRM to Streak**](https://apiant.ai/connect/sage-crm-to-streak) - [ **NetHunt CRM to Sage CRM**](https://apiant.ai/connect/nethunt-crm-to-sage-crm) - [ **MINDBODY to Sage CRM**](https://apiant.ai/connect/mindbody-to-sage-crm) - [ **Sage CRM to Supabase**](https://apiant.ai/connect/sage-crm-to-supabase) - [ **PostgreSQL to Sage CRM**](https://apiant.ai/connect/postgresql-to-sage-crm) - [ **MySQL to Sage CRM**](https://apiant.ai/connect/mysql-to-sage-crm) - [ **Sage CRM to Vercel**](https://apiant.ai/connect/sage-crm-to-vercel) - [ **Sage CRM to ElevenLabs**](https://apiant.ai/connect/sage-crm-to-elevenlabs) - [ **PagerDuty to Sage CRM**](https://apiant.ai/connect/pagerduty-to-sage-crm) - [ **Sage CRM to Pushover**](https://apiant.ai/connect/sage-crm-to-pushover) - [ **Gravity Forms to Sage CRM**](https://apiant.ai/connect/gravity-forms-to-sage-crm) - [ **HubSpot Enterprise to Sage CRM**](https://apiant.ai/connect/hubspot-enterprise-to-sage-crm) - [ **Google Forms to Sage CRM**](https://apiant.ai/connect/google-forms-to-sage-crm) - [ **Facebook Lead Ads to Sage CRM**](https://apiant.ai/connect/facebook-lead-ads-to-sage-crm) 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.