--- title: "Vitally integrations and MCP server - APIANT.ai" description: "Connect Vitally to any other app, or use it from your AI client over MCP. Vitally is a customer success platform for high-growth B2B SaaS teams." canonical: "https://apiant.ai/connections/vitally" --- # Vitally integrations Connect Vitally to any other app, or use it from your AI client over MCP. Vitally is a customer success platform for high-growth B2B SaaS teams. Connects with an API key [vitally.io](https://vitally.io/) **8** triggers **19** 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 Vitally? 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 ## Vitally with the apps people pair it with most - [ **HubSpot to Vitally** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vitally) - [ **Salesforce to Vitally** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vitally) - [ **Slack to Vitally** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vitally) - [ **Google Sheets to Vitally** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-vitally) - [ **Gmail to Vitally** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vitally) - [ **Google Calendar to Vitally** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vitally) - [ **Google Drive to Vitally** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-vitally) - [ **Mailchimp to Vitally** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-vitally) Pair it ## Connect Vitally with another app - [ **HubSpot to Vitally**](https://apiant.ai/connect/hubspot-to-vitally) - [ **Salesforce to Vitally**](https://apiant.ai/connect/salesforce-to-vitally) - [ **Slack to Vitally**](https://apiant.ai/connect/slack-to-vitally) - [ **Google Sheets to Vitally**](https://apiant.ai/connect/google-sheets-to-vitally) - [ **Gmail to Vitally**](https://apiant.ai/connect/gmail-to-vitally) - [ **Google Calendar to Vitally**](https://apiant.ai/connect/google-calendar-to-vitally) - [ **Google Drive to Vitally**](https://apiant.ai/connect/google-drive-to-vitally) - [ **Mailchimp to Vitally**](https://apiant.ai/connect/mailchimp-to-vitally) - [ **Stripe to Vitally**](https://apiant.ai/connect/stripe-to-vitally) - [ **Shopify to Vitally**](https://apiant.ai/connect/shopify-to-vitally) - [ **QuickBooks Online to Vitally**](https://apiant.ai/connect/quickbooks-online-to-vitally) - [ **Pipedrive to Vitally**](https://apiant.ai/connect/pipedrive-to-vitally) - [ **ActiveCampaign to Vitally**](https://apiant.ai/connect/activecampaign-to-vitally) - [ **Notion to Vitally**](https://apiant.ai/connect/notion-to-vitally) - [ **Airtable to Vitally**](https://apiant.ai/connect/airtable-to-vitally) - [ **Trello to Vitally**](https://apiant.ai/connect/trello-to-vitally) - [ **Asana to Vitally**](https://apiant.ai/connect/asana-to-vitally) - [ **JIRA to Vitally**](https://apiant.ai/connect/jira-to-vitally) - [ **ClickUp to Vitally**](https://apiant.ai/connect/clickup-to-vitally) - [ **Vitally to Zoom**](https://apiant.ai/connect/vitally-to-zoom) - [ **Discord to Vitally**](https://apiant.ai/connect/discord-to-vitally) - [ **Twilio to Vitally**](https://apiant.ai/connect/twilio-to-vitally) - [ **SendGrid to Vitally**](https://apiant.ai/connect/sendgrid-to-vitally) - [ **Outlook to Vitally**](https://apiant.ai/connect/outlook-to-vitally) - [ **Intercom to Vitally**](https://apiant.ai/connect/intercom-to-vitally) - [ **Freshdesk to Vitally**](https://apiant.ai/connect/freshdesk-to-vitally) - [ **Klaviyo to Vitally**](https://apiant.ai/connect/klaviyo-to-vitally) - [ **Brevo to Vitally**](https://apiant.ai/connect/brevo-to-vitally) - [ **Typeform to Vitally**](https://apiant.ai/connect/typeform-to-vitally) - [ **JotForm to Vitally**](https://apiant.ai/connect/jotform-to-vitally) - [ **Calendly to Vitally**](https://apiant.ai/connect/calendly-to-vitally) - [ **PandaDoc to Vitally**](https://apiant.ai/connect/pandadoc-to-vitally) - [ **Vitally to Webflow**](https://apiant.ai/connect/vitally-to-webflow) - [ **Vitally to Wix**](https://apiant.ai/connect/vitally-to-wix) - [ **Vitally to LinkedIn**](https://apiant.ai/connect/vitally-to-linkedin) - [ **Vitally to Facebook**](https://apiant.ai/connect/vitally-to-facebook) - [ **Instagram to Vitally**](https://apiant.ai/connect/instagram-to-vitally) - [ **OpenAI to Vitally**](https://apiant.ai/connect/openai-to-vitally) - [ **Vitally to Anthropic**](https://apiant.ai/connect/vitally-to-anthropic) - [ **OneDrive to Vitally**](https://apiant.ai/connect/onedrive-to-vitally) - [ **Google Docs to Vitally**](https://apiant.ai/connect/google-docs-to-vitally) - [ **Ontraport to Vitally**](https://apiant.ai/connect/ontraport-to-vitally) - [ **Freshworks CRM to Vitally**](https://apiant.ai/connect/freshworks-crm-to-vitally) - [ **GoHighLevel to Vitally**](https://apiant.ai/connect/gohighlevel-to-vitally) - [ **Capsule CRM to Vitally**](https://apiant.ai/connect/capsule-crm-to-vitally) - [ **Copper to Vitally**](https://apiant.ai/connect/copper-to-vitally) - [ **Streak to Vitally**](https://apiant.ai/connect/streak-to-vitally) - [ **NetHunt CRM to Vitally**](https://apiant.ai/connect/nethunt-crm-to-vitally) - [ **MINDBODY to Vitally**](https://apiant.ai/connect/mindbody-to-vitally) - [ **Vitally to Supabase**](https://apiant.ai/connect/vitally-to-supabase) - [ **PostgreSQL to Vitally**](https://apiant.ai/connect/postgresql-to-vitally) - [ **MySQL to Vitally**](https://apiant.ai/connect/mysql-to-vitally) - [ **Vercel to Vitally**](https://apiant.ai/connect/vercel-to-vitally) - [ **Vitally to ElevenLabs**](https://apiant.ai/connect/vitally-to-elevenlabs) - [ **PagerDuty to Vitally**](https://apiant.ai/connect/pagerduty-to-vitally) - [ **Vitally to Pushover**](https://apiant.ai/connect/vitally-to-pushover) - [ **Gravity Forms to Vitally**](https://apiant.ai/connect/gravity-forms-to-vitally) - [ **HubSpot Enterprise to Vitally**](https://apiant.ai/connect/hubspot-enterprise-to-vitally) - [ **Google Forms to Vitally**](https://apiant.ai/connect/google-forms-to-vitally) - [ **Facebook Lead Ads to Vitally**](https://apiant.ai/connect/facebook-lead-ads-to-vitally) What your agent can do with Vitally ## Triggers and actions 8 triggers · 19 actions - Trigger **Customer Created** Triggers when a new account (customer) is created in Vitally. - Trigger **Custom Object Instance Created** Triggers when a new instance of a custom object is created. - Trigger **Custom Object Instance Updated** Triggers when an instance of a custom object is created or updated. - Trigger **Note Created** Triggers when a new note is created in Vitally. - Trigger **NPS Response Created** Triggers when a new NPS response is recorded in Vitally. - Trigger **Organization Created** Triggers when a new organization is created in Vitally. - Trigger **Project Created** Triggers when a new project is created in Vitally. - Trigger **Task Created** Triggers when a new task is created in Vitally. - Action **Create Account** Creates an account (customer) in Vitally, identified by your own external ID. - Action **Create Note** Creates a note on an account or organization in Vitally. - Action **Create NPS Response** Records an NPS survey response from a user in Vitally. - Action **Create Organization** Creates an organization in Vitally, identified by your own external ID. - Action **Create Project From Template** Creates a project for an account or organization from a project template. - Action **Create Task** Creates a task on an account or organization in Vitally. - Action **Find a Customer** Returns a account by its Vitally ID or external ID. - Action **Find a Custom Object Instance** Finds a custom object instance by ID, external ID, linked account or a custom field value. - Action **Find a Note** Returns a note by its Vitally ID or external ID. - Action **Find a Organization** Returns a organization by its Vitally ID or external ID. - Action **Find a Task** Returns a task by its Vitally ID or external ID. - Action **Find a Teammate** Finds a Vitally team member by email address. - Action **Find a User** Finds a user by email address, external ID or email domain. - Action **Get Account Health Scores** Returns an account's health score and its breakdown. - Action **Update Customer Traits** Updates the name or traits of a account in Vitally; traits are merged with existing ones. - Action **Update Organization Traits** Updates the name or traits of a organization in Vitally; traits are merged with existing ones. - Action **Update Project Status** Changes a project's status in Vitally. - Action **Update Task** Updates a task in Vitally, for example to reassign or complete it. - Action **Update User Traits** Updates the name or traits of a user in Vitally; traits are merged with existing ones. Reviews ## What our customers say Questions ## Vitally, answered ### ### Is there a Vitally MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Vitally. 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 Vitally actions on demand, or have APIANT build, test and run automations that use Vitally. Nothing to install. ### ### What can start an automation from Vitally? Any of Vitally's 8 triggers in the catalog, including Customer Created, Custom Object Instance Created, Custom Object Instance Updated and Note Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Vitally? Any of Vitally's 19 actions, including Create Account, Create Note, Create NPS Response and Create Organization. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Vitally directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Vitally two ways. Ask it to do something in Vitally 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 Vitally API? No. APIANT connects to the Vitally API for you, with your Vitally API key. Describe what you want in plain language and your agent builds it on the Vitally triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Vitally API documentation and adds it. ### ### Which apps can Vitally connect to? Any app in the catalog; the list on this page pairs Vitally 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.