CRM

Spotio integrations

Connect Spotio to any other app, or use it from your AI client over MCP. SPOTIO is a field sales enablement tool used by field sales reps and teams to increase efficiency, productivity and of course revenue.

Connects with a tokenspotio.com
6 triggers7 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 Spotio?

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

Spotio with the apps people pair it with most

Pair it

Connect Spotio with another app

What your agent can do with Spotio

Triggers and actions 6 triggers · 7 actions

  • Trigger
    Activity Created

    Triggers when a new activity (such as a visit, call or note) is logged in SPOTIO.

  • Trigger
    Activity Created or Updated

    Triggers when an activity in SPOTIO is logged or changed.

  • Trigger
    Document Added to Record

    Triggers when a document is added to a chosen SPOTIO record.

  • Trigger
    Record Created

    Triggers when a new record (pin/lead) is created in SPOTIO.

  • Trigger
    Record Created or Updated

    Triggers when a SPOTIO record is created or updated.

  • Trigger
    Record Stage Changed

    Triggers when a SPOTIO record moves to a different stage.

  • Action
    Create Activity

    Logs a new activity (such as a visit, call or event) on a SPOTIO record.

  • Action
    Create Activity Note

    Adds a note to a SPOTIO record.

  • Action
    Create Appointment

    Schedules an appointment on a SPOTIO record.

  • Action
    Search Activity by ActivityId

    Returns one SPOTIO activity by its ID, including the record it belongs to.

  • Action
    Search Record

    Searches SPOTIO records by any text (name, address, phone, email or field value) and returns the matches.

  • Action
    Update Activity

    Updates an existing SPOTIO activity's title, notes, date, result or done state.

  • Action
    Update Record

    Updates one value on an existing SPOTIO record, such as its stage, owner or a custom field.

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Questions

Spotio, answered

Is there a Spotio MCP server?

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

What can start an automation from Spotio?

Any of Spotio's 6 triggers in the catalog, including Activity Created, Activity Created or Updated, Document Added to Record and Record Created. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Spotio?

Any of Spotio's 7 actions, including Create Activity, Create Activity Note, Create Appointment and Update Activity. Your agent maps the data both ways and tests every scenario before it ships.

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

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

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

Which apps can Spotio connect to?

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