--- title: "SetSmart integrations and MCP server - APIANT.ai" description: "Connect SetSmart to any other app, or use it from your AI client over MCP. SetSmart is the AI assistant that automates lead engagement and books your sales..." canonical: "https://apiant.ai/connections/setsmart" --- # SetSmart integrations Connect SetSmart to any other app, or use it from your AI client over MCP. SetSmart is the AI assistant that automates lead engagement and books your sales calls effortlessly. Connects with an API key [setsmart.io](https://setsmart.io/) **6** triggers **7** 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 SetSmart? 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 ## SetSmart with the apps people pair it with most - [ **HubSpot to SetSmart** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-setsmart) - [ **Salesforce to SetSmart** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-setsmart) - [ **SetSmart to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/setsmart-to-slack) - [ **Google Sheets to SetSmart** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-setsmart) - [ **Gmail to SetSmart** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-setsmart) - [ **Google Calendar to SetSmart** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-setsmart) - [ **Google Drive to SetSmart** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-setsmart) - [ **Mailchimp to SetSmart** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-setsmart) Pair it ## Connect SetSmart with another app - [ **HubSpot to SetSmart**](https://apiant.ai/connect/hubspot-to-setsmart) - [ **Salesforce to SetSmart**](https://apiant.ai/connect/salesforce-to-setsmart) - [ **SetSmart to Slack**](https://apiant.ai/connect/setsmart-to-slack) - [ **Google Sheets to SetSmart**](https://apiant.ai/connect/google-sheets-to-setsmart) - [ **Gmail to SetSmart**](https://apiant.ai/connect/gmail-to-setsmart) - [ **Google Calendar to SetSmart**](https://apiant.ai/connect/google-calendar-to-setsmart) - [ **Google Drive to SetSmart**](https://apiant.ai/connect/google-drive-to-setsmart) - [ **Mailchimp to SetSmart**](https://apiant.ai/connect/mailchimp-to-setsmart) - [ **SetSmart to Stripe**](https://apiant.ai/connect/setsmart-to-stripe) - [ **SetSmart to Shopify**](https://apiant.ai/connect/setsmart-to-shopify) - [ **QuickBooks Online to SetSmart**](https://apiant.ai/connect/quickbooks-online-to-setsmart) - [ **Pipedrive to SetSmart**](https://apiant.ai/connect/pipedrive-to-setsmart) - [ **ActiveCampaign to SetSmart**](https://apiant.ai/connect/activecampaign-to-setsmart) - [ **Notion to SetSmart**](https://apiant.ai/connect/notion-to-setsmart) - [ **Airtable to SetSmart**](https://apiant.ai/connect/airtable-to-setsmart) - [ **SetSmart to Trello**](https://apiant.ai/connect/setsmart-to-trello) - [ **Asana to SetSmart**](https://apiant.ai/connect/asana-to-setsmart) - [ **JIRA to SetSmart**](https://apiant.ai/connect/jira-to-setsmart) - [ **ClickUp to SetSmart**](https://apiant.ai/connect/clickup-to-setsmart) - [ **SetSmart to Zoom**](https://apiant.ai/connect/setsmart-to-zoom) - [ **Discord to SetSmart**](https://apiant.ai/connect/discord-to-setsmart) - [ **SetSmart to Twilio**](https://apiant.ai/connect/setsmart-to-twilio) - [ **SendGrid to SetSmart**](https://apiant.ai/connect/sendgrid-to-setsmart) - [ **Outlook to SetSmart**](https://apiant.ai/connect/outlook-to-setsmart) - [ **Intercom to SetSmart**](https://apiant.ai/connect/intercom-to-setsmart) - [ **Freshdesk to SetSmart**](https://apiant.ai/connect/freshdesk-to-setsmart) - [ **Klaviyo to SetSmart**](https://apiant.ai/connect/klaviyo-to-setsmart) - [ **Brevo to SetSmart**](https://apiant.ai/connect/brevo-to-setsmart) - [ **SetSmart to Typeform**](https://apiant.ai/connect/setsmart-to-typeform) - [ **JotForm to SetSmart**](https://apiant.ai/connect/jotform-to-setsmart) - [ **Calendly to SetSmart**](https://apiant.ai/connect/calendly-to-setsmart) - [ **PandaDoc to SetSmart**](https://apiant.ai/connect/pandadoc-to-setsmart) - [ **SetSmart to Webflow**](https://apiant.ai/connect/setsmart-to-webflow) - [ **SetSmart to Wix**](https://apiant.ai/connect/setsmart-to-wix) - [ **SetSmart to LinkedIn**](https://apiant.ai/connect/setsmart-to-linkedin) - [ **SetSmart to Facebook**](https://apiant.ai/connect/setsmart-to-facebook) - [ **Instagram to SetSmart**](https://apiant.ai/connect/instagram-to-setsmart) - [ **OpenAI to SetSmart**](https://apiant.ai/connect/openai-to-setsmart) - [ **SetSmart to Anthropic**](https://apiant.ai/connect/setsmart-to-anthropic) - [ **OneDrive to SetSmart**](https://apiant.ai/connect/onedrive-to-setsmart) - [ **Google Docs to SetSmart**](https://apiant.ai/connect/google-docs-to-setsmart) - [ **Ontraport to SetSmart**](https://apiant.ai/connect/ontraport-to-setsmart) - [ **Freshworks CRM to SetSmart**](https://apiant.ai/connect/freshworks-crm-to-setsmart) - [ **GoHighLevel to SetSmart**](https://apiant.ai/connect/gohighlevel-to-setsmart) - [ **Capsule CRM to SetSmart**](https://apiant.ai/connect/capsule-crm-to-setsmart) - [ **Copper to SetSmart**](https://apiant.ai/connect/copper-to-setsmart) - [ **SetSmart to Streak**](https://apiant.ai/connect/setsmart-to-streak) - [ **NetHunt CRM to SetSmart**](https://apiant.ai/connect/nethunt-crm-to-setsmart) - [ **MINDBODY to SetSmart**](https://apiant.ai/connect/mindbody-to-setsmart) - [ **SetSmart to Supabase**](https://apiant.ai/connect/setsmart-to-supabase) - [ **PostgreSQL to SetSmart**](https://apiant.ai/connect/postgresql-to-setsmart) - [ **MySQL to SetSmart**](https://apiant.ai/connect/mysql-to-setsmart) - [ **SetSmart to Vercel**](https://apiant.ai/connect/setsmart-to-vercel) - [ **SetSmart to ElevenLabs**](https://apiant.ai/connect/setsmart-to-elevenlabs) - [ **PagerDuty to SetSmart**](https://apiant.ai/connect/pagerduty-to-setsmart) - [ **SetSmart to Pushover**](https://apiant.ai/connect/setsmart-to-pushover) - [ **Gravity Forms to SetSmart**](https://apiant.ai/connect/gravity-forms-to-setsmart) - [ **HubSpot Enterprise to SetSmart**](https://apiant.ai/connect/hubspot-enterprise-to-setsmart) - [ **Google Forms to SetSmart**](https://apiant.ai/connect/google-forms-to-setsmart) - [ **Facebook Lead Ads to SetSmart**](https://apiant.ai/connect/facebook-lead-ads-to-setsmart) What your agent can do with SetSmart ## Triggers and actions 6 triggers · 7 actions - Trigger **AI Switched Off** Triggers when the AI is switched off for a SetSmart lead. - Trigger **Failed Message** Triggers when a message to a SetSmart lead fails to send. - Trigger **Lead Accepts to Book a Sales Call** Triggers when a SetSmart lead agrees to book a sales call. - Trigger **Lead Answered** Triggers when a SetSmart lead answers the AI for the first time. - Trigger **New Lead** Triggers when a new lead (conversation) is created in SetSmart. - Trigger **New Resume for Lead** Triggers when the SetSmart AI generates or updates a lead's qualification summary. - Action **Cancel Scheduled Message** Cancels a pending scheduled template message before it is sent. - Action **Export Conversations** Exports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time. - Action **Find Contact** Finds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details. - Action **List Scheduled Messages** Lists scheduled WhatsApp template messages, filtered by status, template, contact or date range. - Action **Set Lead to Booked** Marks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event. - Action **Turn Off AI** Turns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email. - Action **Turn On AI** Turns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email. Reviews ## What our customers say Questions ## SetSmart, answered ### ### Is there a SetSmart MCP server? APIANT's MCP server at https://mcp.apiant.ai works with SetSmart. 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 SetSmart actions on demand, or have APIANT build, test and run automations that use SetSmart. Nothing to install. ### ### What can start an automation from SetSmart? Any of SetSmart's 6 triggers in the catalog, including New Lead, New Resume for Lead, AI Switched Off and Failed Message. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SetSmart? Any of SetSmart's 7 actions, including Export Conversations, Find Contact, List Scheduled Messages and Set Lead to Booked. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use SetSmart directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with SetSmart two ways. Ask it to do something in SetSmart 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 SetSmart API? No. APIANT connects to the SetSmart API for you, with your SetSmart API key. Describe what you want in plain language and your agent builds it on the SetSmart triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the SetSmart API documentation and adds it. ### ### Which apps can SetSmart connect to? Any app in the catalog; the list on this page pairs SetSmart 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.