App

Shape integrations

Connect Shape to any other app, or use it from your AI client over MCP. Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

Connects with an API keysetshape.com
1 trigger10 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 Shape?

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

Shape with the apps people pair it with most

Pair it

Connect Shape with another app

What your agent can do with Shape

Triggers and actions 1 trigger · 10 actions

  • Trigger
    New Record

    Triggers when a new record is created in Shape.

  • Action
    Create Record

    Creates a new record (lead) in Shape with a name, email and optional contact details.

  • Action
    Find Record

    Finds Shape records by record ID, email, phone or loan number; every field sent must match.

  • Action
    Get Prioritized View Count

    Returns how many records are currently in a prioritized view, optionally as one user sees it.

  • Action
    Get Record Status

    Returns the current status of a Shape record.

  • Action
    Get User Talk Time

    Returns a Shape user's total talk time and number of calls, optionally for a date range.

  • Action
    List Record Documents

    Lists the documents attached to a Shape record, each with a temporary download link.

  • Action
    List Record Types

    Returns the system's record types, for use as the record type on Create Record.

  • Action
    List Statuses

    Returns the system's status groups and the statuses in each.

  • Action
    List Users

    Returns the system's users, including their Marketing Profile fields.

  • Action
    Update Record

    Updates fields on an existing Shape record, identified by record ID or loan number. Send {delete} to clear a field.

Reviews

What our customers say

Questions

Shape, answered

Is there a Shape MCP server?

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

What can start an automation from Shape?

Any of Shape's 1 trigger in the catalog, including New Record. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Shape?

Any of Shape's 10 actions, including Create Record, Update Record, Find Record and Get Prioritized View Count. Your agent maps the data both ways and tests every scenario before it ships.

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

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

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

Which apps can Shape connect to?

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