--- title: "Shape integrations and MCP server - APIANT.ai" description: "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..." canonical: "https://apiant.ai/connections/shape" --- # 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 key [setshape.com](https://setshape.com/) **1** trigger **10** 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 Shape? 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 ## Shape with the apps people pair it with most - [ **HubSpot to Shape** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-shape) - [ **Salesforce to Shape** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-shape) - [ **Shape to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/shape-to-slack) - [ **Google Sheets to Shape** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-shape) - [ **Gmail to Shape** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-shape) - [ **Google Calendar to Shape** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-shape) - [ **Google Drive to Shape** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-shape) - [ **Mailchimp to Shape** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-shape) Pair it ## Connect Shape with another app - [ **HubSpot to Shape**](https://apiant.ai/connect/hubspot-to-shape) - [ **Salesforce to Shape**](https://apiant.ai/connect/salesforce-to-shape) - [ **Shape to Slack**](https://apiant.ai/connect/shape-to-slack) - [ **Google Sheets to Shape**](https://apiant.ai/connect/google-sheets-to-shape) - [ **Gmail to Shape**](https://apiant.ai/connect/gmail-to-shape) - [ **Google Calendar to Shape**](https://apiant.ai/connect/google-calendar-to-shape) - [ **Google Drive to Shape**](https://apiant.ai/connect/google-drive-to-shape) - [ **Mailchimp to Shape**](https://apiant.ai/connect/mailchimp-to-shape) - [ **Shape to Stripe**](https://apiant.ai/connect/shape-to-stripe) - [ **Shape to Shopify**](https://apiant.ai/connect/shape-to-shopify) - [ **QuickBooks Online to Shape**](https://apiant.ai/connect/quickbooks-online-to-shape) - [ **Pipedrive to Shape**](https://apiant.ai/connect/pipedrive-to-shape) - [ **ActiveCampaign to Shape**](https://apiant.ai/connect/activecampaign-to-shape) - [ **Notion to Shape**](https://apiant.ai/connect/notion-to-shape) - [ **Airtable to Shape**](https://apiant.ai/connect/airtable-to-shape) - [ **Shape to Trello**](https://apiant.ai/connect/shape-to-trello) - [ **Asana to Shape**](https://apiant.ai/connect/asana-to-shape) - [ **JIRA to Shape**](https://apiant.ai/connect/jira-to-shape) - [ **ClickUp to Shape**](https://apiant.ai/connect/clickup-to-shape) - [ **Shape to Zoom**](https://apiant.ai/connect/shape-to-zoom) - [ **Discord to Shape**](https://apiant.ai/connect/discord-to-shape) - [ **Shape to Twilio**](https://apiant.ai/connect/shape-to-twilio) - [ **SendGrid to Shape**](https://apiant.ai/connect/sendgrid-to-shape) - [ **Outlook to Shape**](https://apiant.ai/connect/outlook-to-shape) - [ **Intercom to Shape**](https://apiant.ai/connect/intercom-to-shape) - [ **Freshdesk to Shape**](https://apiant.ai/connect/freshdesk-to-shape) - [ **Klaviyo to Shape**](https://apiant.ai/connect/klaviyo-to-shape) - [ **Brevo to Shape**](https://apiant.ai/connect/brevo-to-shape) - [ **Shape to Typeform**](https://apiant.ai/connect/shape-to-typeform) - [ **JotForm to Shape**](https://apiant.ai/connect/jotform-to-shape) - [ **Calendly to Shape**](https://apiant.ai/connect/calendly-to-shape) - [ **PandaDoc to Shape**](https://apiant.ai/connect/pandadoc-to-shape) - [ **Shape to Webflow**](https://apiant.ai/connect/shape-to-webflow) - [ **Shape to Wix**](https://apiant.ai/connect/shape-to-wix) - [ **Shape to LinkedIn**](https://apiant.ai/connect/shape-to-linkedin) - [ **Shape to Facebook**](https://apiant.ai/connect/shape-to-facebook) - [ **Instagram to Shape**](https://apiant.ai/connect/instagram-to-shape) - [ **OpenAI to Shape**](https://apiant.ai/connect/openai-to-shape) - [ **Shape to Anthropic**](https://apiant.ai/connect/shape-to-anthropic) - [ **OneDrive to Shape**](https://apiant.ai/connect/onedrive-to-shape) - [ **Google Docs to Shape**](https://apiant.ai/connect/google-docs-to-shape) - [ **Ontraport to Shape**](https://apiant.ai/connect/ontraport-to-shape) - [ **Freshworks CRM to Shape**](https://apiant.ai/connect/freshworks-crm-to-shape) - [ **GoHighLevel to Shape**](https://apiant.ai/connect/gohighlevel-to-shape) - [ **Capsule CRM to Shape**](https://apiant.ai/connect/capsule-crm-to-shape) - [ **Copper to Shape**](https://apiant.ai/connect/copper-to-shape) - [ **Shape to Streak**](https://apiant.ai/connect/shape-to-streak) - [ **NetHunt CRM to Shape**](https://apiant.ai/connect/nethunt-crm-to-shape) - [ **MINDBODY to Shape**](https://apiant.ai/connect/mindbody-to-shape) - [ **Shape to Supabase**](https://apiant.ai/connect/shape-to-supabase) - [ **PostgreSQL to Shape**](https://apiant.ai/connect/postgresql-to-shape) - [ **MySQL to Shape**](https://apiant.ai/connect/mysql-to-shape) - [ **Shape to Vercel**](https://apiant.ai/connect/shape-to-vercel) - [ **Shape to ElevenLabs**](https://apiant.ai/connect/shape-to-elevenlabs) - [ **PagerDuty to Shape**](https://apiant.ai/connect/pagerduty-to-shape) - [ **Shape to Pushover**](https://apiant.ai/connect/shape-to-pushover) - [ **Gravity Forms to Shape**](https://apiant.ai/connect/gravity-forms-to-shape) - [ **HubSpot Enterprise to Shape**](https://apiant.ai/connect/hubspot-enterprise-to-shape) - [ **Google Forms to Shape**](https://apiant.ai/connect/google-forms-to-shape) - [ **Facebook Lead Ads to Shape**](https://apiant.ai/connect/facebook-lead-ads-to-shape) 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.