App
Socket integrations
Connect Socket to any other app, or use it from your AI client over MCP. Socket is a client engagement system for accountants and bookkeepers that seamlessly connects your proposal, engagement letter, and billing workflow.
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 Socket?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart 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
Socket with the apps people pair it with most
HubSpot to SocketHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SocketSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to SocketSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to SocketGoogle Sheets
Gmail to SocketGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SocketGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SocketGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to SocketMailchimp marketing automation and email platform.
Pair it
Connect Socket with another app
Stripe to Socket
Shopify to Socket
QuickBooks Online to Socket
Pipedrive to Socket
ActiveCampaign to Socket
Notion to Socket
Airtable to Socket
Trello to Socket
Asana to Socket
JIRA to Socket
ClickUp to Socket
Zoom to Socket
Discord to Socket
Twilio to Socket
SendGrid to Socket
Outlook to Socket
Intercom to Socket
Freshdesk to Socket
Klaviyo to Socket
Brevo to Socket
Typeform to Socket
JotForm to Socket
Calendly to Socket
PandaDoc to Socket
Webflow to Socket
Wix to Socket
Instagram to Socket
OpenAI to Socket
OneDrive to Socket
Google Docs to Socket
Ontraport to Socket
Freshworks CRM to Socket
GoHighLevel to Socket
Capsule CRM to Socket
Copper to Socket
Streak to Socket
NetHunt CRM to Socket
MINDBODY to Socket
PostgreSQL to Socket
MySQL to Socket
Vercel to Socket
PagerDuty to Socket
Gravity Forms to Socket
HubSpot Enterprise to Socket
Google Forms to Socket
monday.com to Socket
Google Ads to Socket
Google Tasks to Socket
Telegram to Socket
MailerLite to Socket
Google Contacts to Socket
Kit to Socket
No app matches that. Ask your agent for it anyway: point it at the API documentation and it builds the connector.
What your agent can do with Socket
Triggers and actions 4 actions
- ActionCreate Client
Creates a new client in Socket, optionally with a primary contact.
- ActionGet client
Returns the details of a client, including its contacts, owner, manager and recorded facts.
- ActionList clients
Returns the clients across the practices your Socket account can access.
- ActionList practices
Returns the Socket practices the connected account can access, with each practice's name and code.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Reviews
What our customers say
Questions
Socket, answered
Is there a Socket MCP server?
APIANT's MCP server at https://mcp.apiant.ai works with Socket. 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 Socket actions on demand, or have APIANT build, test and run automations that use Socket. Nothing to install.
What can your agent do in Socket?
Any of Socket's 4 actions, including Create Client, Get client, List clients and List practices. Your agent maps the data both ways and tests every scenario before it ships.
Can I use Socket directly from Claude, ChatGPT or Cursor?
Yes. Connect your AI client to APIANT once and it works with Socket two ways. Ask it to do something in Socket 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 Socket API?
No. APIANT connects to the Socket API for you, with your Socket API key. Describe what you want in plain language and your agent builds it on the Socket triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Socket API documentation and adds it.
Which apps can Socket connect to?
Any app in the catalog; the list on this page pairs Socket 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.