App

Spotler CRM integrations

Connect Spotler CRM to any other app, or use it from your AI client over MCP. Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.

Connects with an API keyspotlercrm.com

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 Spotler CRM?

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)

Pair it

Connect Spotler CRM with another app

What your agent can do with Spotler CRM

Triggers and actions 4 triggers · 8 actions

  • Trigger
    New Contact

    Triggers when a new contact is created in Spotler CRM.

  • Trigger
    New Task

    Triggers when a new task is created in Spotler CRM.

  • Trigger
    New/Updated Account

    Triggers when an account is created or updated in Spotler CRM.

  • Trigger
    New/Updated Opportunity

    Triggers when an opportunity is created or updated in Spotler CRM.

  • Action
    Create Account

    Creates a new account (company) record in Spotler CRM.

  • Action
    Create Activity

    Creates an activity (call, meeting, email or note) in Spotler CRM, optionally linked to an account, contact or case.

  • Action
    Create Contact

    Creates a contact in Spotler CRM, linked to an existing account.

  • Action
    Create Opportunity

    Creates a new opportunity (sales deal) against an account in Spotler CRM.

  • Action
    Find Account

    Finds accounts in Spotler CRM whose name exactly matches the name you give, returning the matching account records.

  • Action
    Find Contact

    Finds contacts whose email address matches exactly and returns the first match plus all matches.

  • Action
    List Dropdown Values

    Returns the values set up in a dropdown (lookup list) on a Spotler CRM record type, such as the account types.

  • Action
    Update Dropdown List

    Appends one or more new values to a dropdown (lookup) list in Spotler CRM.

Reviews

What our customers say

Questions

Spotler CRM, answered

Is there a Spotler CRM MCP server?

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

What can start an automation from Spotler CRM?

Any of Spotler CRM's 4 triggers in the catalog, including New Contact, New Task, New/Updated Account and New/Updated Opportunity. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Spotler CRM?

Any of Spotler CRM's 8 actions, including Create Account, Create Activity, Create Contact and Create Opportunity. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Spotler CRM directly from Claude, ChatGPT or Cursor?

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

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

Which apps can Spotler CRM connect to?

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