--- title: "Socket integrations and MCP server - APIANT.ai" description: "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..." canonical: "https://apiant.ai/connections/socket" --- # 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. Connects with an API key [usesocket.com](https://usesocket.com/) **4** 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 Socket? 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 ## Socket with the apps people pair it with most - [ **HubSpot to Socket** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-socket) - [ **Salesforce to Socket** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-socket) - [ **Slack to Socket** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-socket) - [ **Google Sheets to Socket** Google Sheets](https://apiant.ai/connect/google-sheets-to-socket) - [ **Gmail to Socket** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-socket) - [ **Google Calendar to Socket** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-socket) - [ **Google Drive to Socket** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-socket) - [ **Mailchimp to Socket** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-socket) Pair it ## Connect Socket with another app - [ **HubSpot to Socket**](https://apiant.ai/connect/hubspot-to-socket) - [ **Salesforce to Socket**](https://apiant.ai/connect/salesforce-to-socket) - [ **Slack to Socket**](https://apiant.ai/connect/slack-to-socket) - [ **Google Sheets to Socket**](https://apiant.ai/connect/google-sheets-to-socket) - [ **Gmail to Socket**](https://apiant.ai/connect/gmail-to-socket) - [ **Google Calendar to Socket**](https://apiant.ai/connect/google-calendar-to-socket) - [ **Google Drive to Socket**](https://apiant.ai/connect/google-drive-to-socket) - [ **Mailchimp to Socket**](https://apiant.ai/connect/mailchimp-to-socket) - [ **Stripe to Socket**](https://apiant.ai/connect/stripe-to-socket) - [ **Shopify to Socket**](https://apiant.ai/connect/shopify-to-socket) - [ **QuickBooks Online to Socket**](https://apiant.ai/connect/quickbooks-online-to-socket) - [ **Pipedrive to Socket**](https://apiant.ai/connect/pipedrive-to-socket) - [ **ActiveCampaign to Socket**](https://apiant.ai/connect/activecampaign-to-socket) - [ **Notion to Socket**](https://apiant.ai/connect/notion-to-socket) - [ **Airtable to Socket**](https://apiant.ai/connect/airtable-to-socket) - [ **Trello to Socket**](https://apiant.ai/connect/trello-to-socket) - [ **Asana to Socket**](https://apiant.ai/connect/asana-to-socket) - [ **JIRA to Socket**](https://apiant.ai/connect/jira-to-socket) - [ **ClickUp to Socket**](https://apiant.ai/connect/clickup-to-socket) - [ **Zoom to Socket**](https://apiant.ai/connect/zoom-to-socket) - [ **Discord to Socket**](https://apiant.ai/connect/discord-to-socket) - [ **Twilio to Socket**](https://apiant.ai/connect/twilio-to-socket) - [ **SendGrid to Socket**](https://apiant.ai/connect/sendgrid-to-socket) - [ **Outlook to Socket**](https://apiant.ai/connect/outlook-to-socket) - [ **Intercom to Socket**](https://apiant.ai/connect/intercom-to-socket) - [ **Freshdesk to Socket**](https://apiant.ai/connect/freshdesk-to-socket) - [ **Klaviyo to Socket**](https://apiant.ai/connect/klaviyo-to-socket) - [ **Brevo to Socket**](https://apiant.ai/connect/brevo-to-socket) - [ **Typeform to Socket**](https://apiant.ai/connect/typeform-to-socket) - [ **JotForm to Socket**](https://apiant.ai/connect/jotform-to-socket) - [ **Calendly to Socket**](https://apiant.ai/connect/calendly-to-socket) - [ **PandaDoc to Socket**](https://apiant.ai/connect/pandadoc-to-socket) - [ **Webflow to Socket**](https://apiant.ai/connect/webflow-to-socket) - [ **Wix to Socket**](https://apiant.ai/connect/wix-to-socket) - [ **Instagram to Socket**](https://apiant.ai/connect/instagram-to-socket) - [ **OpenAI to Socket**](https://apiant.ai/connect/openai-to-socket) - [ **OneDrive to Socket**](https://apiant.ai/connect/onedrive-to-socket) - [ **Google Docs to Socket**](https://apiant.ai/connect/google-docs-to-socket) - [ **Ontraport to Socket**](https://apiant.ai/connect/ontraport-to-socket) - [ **Freshworks CRM to Socket**](https://apiant.ai/connect/freshworks-crm-to-socket) - [ **GoHighLevel to Socket**](https://apiant.ai/connect/gohighlevel-to-socket) - [ **Capsule CRM to Socket**](https://apiant.ai/connect/capsule-crm-to-socket) - [ **Copper to Socket**](https://apiant.ai/connect/copper-to-socket) - [ **Streak to Socket**](https://apiant.ai/connect/streak-to-socket) - [ **NetHunt CRM to Socket**](https://apiant.ai/connect/nethunt-crm-to-socket) - [ **MINDBODY to Socket**](https://apiant.ai/connect/mindbody-to-socket) - [ **PostgreSQL to Socket**](https://apiant.ai/connect/postgresql-to-socket) - [ **MySQL to Socket**](https://apiant.ai/connect/mysql-to-socket) - [ **Vercel to Socket**](https://apiant.ai/connect/vercel-to-socket) - [ **PagerDuty to Socket**](https://apiant.ai/connect/pagerduty-to-socket) - [ **Gravity Forms to Socket**](https://apiant.ai/connect/gravity-forms-to-socket) - [ **HubSpot Enterprise to Socket**](https://apiant.ai/connect/hubspot-enterprise-to-socket) - [ **Google Forms to Socket**](https://apiant.ai/connect/google-forms-to-socket) - [ **Facebook Lead Ads to Socket**](https://apiant.ai/connect/facebook-lead-ads-to-socket) - [ **monday.com to Socket**](https://apiant.ai/connect/monday-com-to-socket) - [ **Google Ads to Socket**](https://apiant.ai/connect/google-ads-to-socket) - [ **Google Tasks to Socket**](https://apiant.ai/connect/google-tasks-to-socket) - [ **Telegram to Socket**](https://apiant.ai/connect/telegram-to-socket) - [ **MailerLite to Socket**](https://apiant.ai/connect/mailerlite-to-socket) - [ **Google Contacts to Socket**](https://apiant.ai/connect/google-contacts-to-socket) What your agent can do with Socket ## Triggers and actions 4 actions - Action **Create Client** Creates a new client in Socket, optionally with a primary contact. - Action **Get client** Returns the details of a client, including its contacts, owner, manager and recorded facts. - Action **List clients** Returns the clients across the practices your Socket account can access. - Action **List practices** Returns the Socket practices the connected account can access, with each practice's name and code. 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.