--- title: "Upsales integrations and MCP server - APIANT.ai" description: "Connect Upsales to any other app, or use it from your AI client over MCP. The revenue engine for fast-growing businesses. You need to move fast and sell more." canonical: "https://apiant.ai/connections/upsales" --- # Upsales integrations Connect Upsales to any other app, or use it from your AI client over MCP. The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey. Connects with an API key [upsales.com](https://upsales.com/) **6** triggers **12** 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 Upsales? 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 ## Upsales with the apps people pair it with most - [ **HubSpot to Upsales** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-upsales) - [ **Salesforce to Upsales** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-upsales) - [ **Slack to Upsales** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-upsales) - [ **Google Sheets to Upsales** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-upsales) - [ **Gmail to Upsales** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-upsales) - [ **Google Calendar to Upsales** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-upsales) - [ **Google Drive to Upsales** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-upsales) - [ **Mailchimp to Upsales** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-upsales) Pair it ## Connect Upsales with another app - [ **HubSpot to Upsales**](https://apiant.ai/connect/hubspot-to-upsales) - [ **Salesforce to Upsales**](https://apiant.ai/connect/salesforce-to-upsales) - [ **Slack to Upsales**](https://apiant.ai/connect/slack-to-upsales) - [ **Google Sheets to Upsales**](https://apiant.ai/connect/google-sheets-to-upsales) - [ **Gmail to Upsales**](https://apiant.ai/connect/gmail-to-upsales) - [ **Google Calendar to Upsales**](https://apiant.ai/connect/google-calendar-to-upsales) - [ **Google Drive to Upsales**](https://apiant.ai/connect/google-drive-to-upsales) - [ **Mailchimp to Upsales**](https://apiant.ai/connect/mailchimp-to-upsales) - [ **Stripe to Upsales**](https://apiant.ai/connect/stripe-to-upsales) - [ **Shopify to Upsales**](https://apiant.ai/connect/shopify-to-upsales) - [ **QuickBooks Online to Upsales**](https://apiant.ai/connect/quickbooks-online-to-upsales) - [ **Pipedrive to Upsales**](https://apiant.ai/connect/pipedrive-to-upsales) - [ **ActiveCampaign to Upsales**](https://apiant.ai/connect/activecampaign-to-upsales) - [ **Notion to Upsales**](https://apiant.ai/connect/notion-to-upsales) - [ **Airtable to Upsales**](https://apiant.ai/connect/airtable-to-upsales) - [ **Trello to Upsales**](https://apiant.ai/connect/trello-to-upsales) - [ **Asana to Upsales**](https://apiant.ai/connect/asana-to-upsales) - [ **JIRA to Upsales**](https://apiant.ai/connect/jira-to-upsales) - [ **ClickUp to Upsales**](https://apiant.ai/connect/clickup-to-upsales) - [ **Upsales to Zoom**](https://apiant.ai/connect/upsales-to-zoom) - [ **Discord to Upsales**](https://apiant.ai/connect/discord-to-upsales) - [ **Twilio to Upsales**](https://apiant.ai/connect/twilio-to-upsales) - [ **SendGrid to Upsales**](https://apiant.ai/connect/sendgrid-to-upsales) - [ **Outlook to Upsales**](https://apiant.ai/connect/outlook-to-upsales) - [ **Intercom to Upsales**](https://apiant.ai/connect/intercom-to-upsales) - [ **Freshdesk to Upsales**](https://apiant.ai/connect/freshdesk-to-upsales) - [ **Klaviyo to Upsales**](https://apiant.ai/connect/klaviyo-to-upsales) - [ **Brevo to Upsales**](https://apiant.ai/connect/brevo-to-upsales) - [ **Typeform to Upsales**](https://apiant.ai/connect/typeform-to-upsales) - [ **JotForm to Upsales**](https://apiant.ai/connect/jotform-to-upsales) - [ **Calendly to Upsales**](https://apiant.ai/connect/calendly-to-upsales) - [ **PandaDoc to Upsales**](https://apiant.ai/connect/pandadoc-to-upsales) - [ **Upsales to Webflow**](https://apiant.ai/connect/upsales-to-webflow) - [ **Upsales to Wix**](https://apiant.ai/connect/upsales-to-wix) - [ **Upsales to LinkedIn**](https://apiant.ai/connect/upsales-to-linkedin) - [ **Upsales to Facebook**](https://apiant.ai/connect/upsales-to-facebook) - [ **Instagram to Upsales**](https://apiant.ai/connect/instagram-to-upsales) - [ **OpenAI to Upsales**](https://apiant.ai/connect/openai-to-upsales) - [ **Upsales to Anthropic**](https://apiant.ai/connect/upsales-to-anthropic) - [ **OneDrive to Upsales**](https://apiant.ai/connect/onedrive-to-upsales) - [ **Google Docs to Upsales**](https://apiant.ai/connect/google-docs-to-upsales) - [ **Ontraport to Upsales**](https://apiant.ai/connect/ontraport-to-upsales) - [ **Freshworks CRM to Upsales**](https://apiant.ai/connect/freshworks-crm-to-upsales) - [ **GoHighLevel to Upsales**](https://apiant.ai/connect/gohighlevel-to-upsales) - [ **Capsule CRM to Upsales**](https://apiant.ai/connect/capsule-crm-to-upsales) - [ **Copper to Upsales**](https://apiant.ai/connect/copper-to-upsales) - [ **Streak to Upsales**](https://apiant.ai/connect/streak-to-upsales) - [ **NetHunt CRM to Upsales**](https://apiant.ai/connect/nethunt-crm-to-upsales) - [ **MINDBODY to Upsales**](https://apiant.ai/connect/mindbody-to-upsales) - [ **Upsales to Supabase**](https://apiant.ai/connect/upsales-to-supabase) - [ **PostgreSQL to Upsales**](https://apiant.ai/connect/postgresql-to-upsales) - [ **MySQL to Upsales**](https://apiant.ai/connect/mysql-to-upsales) - [ **Upsales to Vercel**](https://apiant.ai/connect/upsales-to-vercel) - [ **Upsales to ElevenLabs**](https://apiant.ai/connect/upsales-to-elevenlabs) - [ **PagerDuty to Upsales**](https://apiant.ai/connect/pagerduty-to-upsales) - [ **Upsales to Pushover**](https://apiant.ai/connect/upsales-to-pushover) - [ **Gravity Forms to Upsales**](https://apiant.ai/connect/gravity-forms-to-upsales) - [ **HubSpot Enterprise to Upsales**](https://apiant.ai/connect/hubspot-enterprise-to-upsales) - [ **Google Forms to Upsales**](https://apiant.ai/connect/google-forms-to-upsales) - [ **Facebook Lead Ads to Upsales**](https://apiant.ai/connect/facebook-lead-ads-to-upsales) What your agent can do with Upsales ## Triggers and actions 6 triggers · 12 actions - Trigger **New Activity** Triggers when a new activity (to-do or phone call) is created in Upsales. - Trigger **New Appointment** Triggers when a new appointment is created in Upsales. - Trigger **New Company** Triggers when a new company is created in Upsales. - Trigger **New Contact** Triggers when a new contact is created in Upsales. - Trigger **New Opportunity** Triggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales. - Trigger **New Order** Triggers when a new order (a won deal at 100% probability) is created in Upsales. - Action **Add order** Creates an order in Upsales for a company, with its stage, owner and product rows. - Action **Add product** Creates a new product in Upsales, optionally with per-currency prices or as a bundle of other products. - Action **Create Contact** Creates a contact person in Upsales, linked to a company. - Action **Delete company** Deletes a company in Upsales. - Action **Delete contact** Deletes a contact in Upsales. - Action **Find a Company** Finds companies in Upsales by name and returns the matching companies. - Action **Find a Contact** Finds contacts in Upsales by email address or name. - Action **Find opportunities by criteria** Returns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact. - Action **Find orders by criteria** Finds won orders in Upsales matching a description, company, stage, owner or contact. - Action **Find products by criteria** Finds products in Upsales matching a name, article number, category or active status. - Action **Update opportunity** Updates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields. - Action **Update order** Updates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom fields. Reviews ## What our customers say Questions ## Upsales, answered ### ### Is there a Upsales MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Upsales. 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 Upsales actions on demand, or have APIANT build, test and run automations that use Upsales. Nothing to install. ### ### What can start an automation from Upsales? Any of Upsales's 6 triggers in the catalog, including New Activity, New Appointment, New Company and New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Upsales? Any of Upsales's 12 actions, including Create Contact, Update opportunity, Update order and Add order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Upsales directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Upsales two ways. Ask it to do something in Upsales 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 Upsales API? No. APIANT connects to the Upsales API for you, with your Upsales API key. Describe what you want in plain language and your agent builds it on the Upsales triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Upsales API documentation and adds it. ### ### Which apps can Upsales connect to? Any app in the catalog; the list on this page pairs Upsales 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.