--- title: "webCRM integrations and MCP server - APIANT.ai" description: "Connect webCRM to any other app, or use it from your AI client over MCP. webCRM helps your sales team with the daily workflow and overview." canonical: "https://apiant.ai/connections/webcrm" --- # webCRM integrations Connect webCRM to any other app, or use it from your AI client over MCP. webCRM helps your sales team with the daily workflow and overview. Connects with a token [webcrm.com](https://webcrm.com/) **13** 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 webCRM? 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 ## webCRM with the apps people pair it with most - [ **HubSpot to webCRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-webcrm) - [ **Salesforce to webCRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-webcrm) - [ **Slack to webCRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-webcrm) - [ **Google Sheets to webCRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-webcrm) - [ **Gmail to webCRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-webcrm) - [ **Google Calendar to webCRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-webcrm) - [ **Google Drive to webCRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-webcrm) - [ **Mailchimp to webCRM** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-webcrm) Pair it ## Connect webCRM with another app - [ **HubSpot to webCRM**](https://apiant.ai/connect/hubspot-to-webcrm) - [ **Salesforce to webCRM**](https://apiant.ai/connect/salesforce-to-webcrm) - [ **Slack to webCRM**](https://apiant.ai/connect/slack-to-webcrm) - [ **Google Sheets to webCRM**](https://apiant.ai/connect/google-sheets-to-webcrm) - [ **Gmail to webCRM**](https://apiant.ai/connect/gmail-to-webcrm) - [ **Google Calendar to webCRM**](https://apiant.ai/connect/google-calendar-to-webcrm) - [ **Google Drive to webCRM**](https://apiant.ai/connect/google-drive-to-webcrm) - [ **Mailchimp to webCRM**](https://apiant.ai/connect/mailchimp-to-webcrm) - [ **Stripe to webCRM**](https://apiant.ai/connect/stripe-to-webcrm) - [ **Shopify to webCRM**](https://apiant.ai/connect/shopify-to-webcrm) - [ **QuickBooks Online to webCRM**](https://apiant.ai/connect/quickbooks-online-to-webcrm) - [ **Pipedrive to webCRM**](https://apiant.ai/connect/pipedrive-to-webcrm) - [ **ActiveCampaign to webCRM**](https://apiant.ai/connect/activecampaign-to-webcrm) - [ **Notion to webCRM**](https://apiant.ai/connect/notion-to-webcrm) - [ **Airtable to webCRM**](https://apiant.ai/connect/airtable-to-webcrm) - [ **Trello to webCRM**](https://apiant.ai/connect/trello-to-webcrm) - [ **Asana to webCRM**](https://apiant.ai/connect/asana-to-webcrm) - [ **JIRA to webCRM**](https://apiant.ai/connect/jira-to-webcrm) - [ **ClickUp to webCRM**](https://apiant.ai/connect/clickup-to-webcrm) - [ **Zoom to webCRM**](https://apiant.ai/connect/zoom-to-webcrm) - [ **Discord to webCRM**](https://apiant.ai/connect/discord-to-webcrm) - [ **Twilio to webCRM**](https://apiant.ai/connect/twilio-to-webcrm) - [ **SendGrid to webCRM**](https://apiant.ai/connect/sendgrid-to-webcrm) - [ **Outlook to webCRM**](https://apiant.ai/connect/outlook-to-webcrm) - [ **Intercom to webCRM**](https://apiant.ai/connect/intercom-to-webcrm) - [ **Freshdesk to webCRM**](https://apiant.ai/connect/freshdesk-to-webcrm) - [ **Klaviyo to webCRM**](https://apiant.ai/connect/klaviyo-to-webcrm) - [ **Brevo to webCRM**](https://apiant.ai/connect/brevo-to-webcrm) - [ **Typeform to webCRM**](https://apiant.ai/connect/typeform-to-webcrm) - [ **JotForm to webCRM**](https://apiant.ai/connect/jotform-to-webcrm) - [ **Calendly to webCRM**](https://apiant.ai/connect/calendly-to-webcrm) - [ **PandaDoc to webCRM**](https://apiant.ai/connect/pandadoc-to-webcrm) - [ **Webflow to webCRM**](https://apiant.ai/connect/webflow-to-webcrm) - [ **Wix to webCRM**](https://apiant.ai/connect/wix-to-webcrm) - [ **Instagram to webCRM**](https://apiant.ai/connect/instagram-to-webcrm) - [ **OpenAI to webCRM**](https://apiant.ai/connect/openai-to-webcrm) - [ **OneDrive to webCRM**](https://apiant.ai/connect/onedrive-to-webcrm) - [ **Google Docs to webCRM**](https://apiant.ai/connect/google-docs-to-webcrm) - [ **Ontraport to webCRM**](https://apiant.ai/connect/ontraport-to-webcrm) - [ **Freshworks CRM to webCRM**](https://apiant.ai/connect/freshworks-crm-to-webcrm) - [ **GoHighLevel to webCRM**](https://apiant.ai/connect/gohighlevel-to-webcrm) - [ **Capsule CRM to webCRM**](https://apiant.ai/connect/capsule-crm-to-webcrm) - [ **Copper to webCRM**](https://apiant.ai/connect/copper-to-webcrm) - [ **Streak to webCRM**](https://apiant.ai/connect/streak-to-webcrm) - [ **NetHunt CRM to webCRM**](https://apiant.ai/connect/nethunt-crm-to-webcrm) - [ **MINDBODY to webCRM**](https://apiant.ai/connect/mindbody-to-webcrm) - [ **PostgreSQL to webCRM**](https://apiant.ai/connect/postgresql-to-webcrm) - [ **MySQL to webCRM**](https://apiant.ai/connect/mysql-to-webcrm) - [ **Vercel to webCRM**](https://apiant.ai/connect/vercel-to-webcrm) - [ **PagerDuty to webCRM**](https://apiant.ai/connect/pagerduty-to-webcrm) - [ **Gravity Forms to webCRM**](https://apiant.ai/connect/gravity-forms-to-webcrm) - [ **HubSpot Enterprise to webCRM**](https://apiant.ai/connect/hubspot-enterprise-to-webcrm) - [ **Google Forms to webCRM**](https://apiant.ai/connect/google-forms-to-webcrm) - [ **Facebook Lead Ads to webCRM**](https://apiant.ai/connect/facebook-lead-ads-to-webcrm) - [ **monday.com to webCRM**](https://apiant.ai/connect/monday-com-to-webcrm) - [ **Google Ads to webCRM**](https://apiant.ai/connect/google-ads-to-webcrm) - [ **Google Tasks to webCRM**](https://apiant.ai/connect/google-tasks-to-webcrm) - [ **Telegram to webCRM**](https://apiant.ai/connect/telegram-to-webcrm) - [ **MailerLite to webCRM**](https://apiant.ai/connect/mailerlite-to-webcrm) - [ **Google Contacts to webCRM**](https://apiant.ai/connect/google-contacts-to-webcrm) What your agent can do with webCRM ## Triggers and actions 13 actions - Action **Create or Update Activity** Creates a new activity in webCRM, or updates an existing one when an activity id is given, and returns the activity's id. - Action **Create or Update Delivery** Creates or updates a delivery. - Action **Create or Update Document** Creates or updates a document. - Action **Create or Update Organisation** Creates or updates an organisation. - Action **Create or Update Person** Creates or updates a person. - Action **Create or Update Product** Creates or updates a product. - Action **Create or Update Support Case** Creates or updates a support case. - Action **Find Delivery** Finds a delivery. - Action **Find Document** Finds a document. - Action **Find Organisation** Finds an organisation. - Action **Find Person** Finds a person. - Action **Find User** Finds a user. - Action **Get Document** Returns one document by its id, including description, file name, extension, folder, linked entity and owner fields. Reviews ## What our customers say Questions ## webCRM, answered ### ### Is there a webCRM MCP server? APIANT's MCP server at https://mcp.apiant.ai works with webCRM. 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 webCRM actions on demand, or have APIANT build, test and run automations that use webCRM. Nothing to install. ### ### What can your agent do in webCRM? Any of webCRM's 13 actions, including Create or Update Activity, Create or Update Delivery, Create or Update Document and Create or Update Organisation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use webCRM directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with webCRM two ways. Ask it to do something in webCRM 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 webCRM API? No. APIANT connects to the webCRM API for you, with a token. Describe what you want in plain language and your agent builds it on the webCRM triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the webCRM API documentation and adds it. ### ### Which apps can webCRM connect to? Any app in the catalog; the list on this page pairs webCRM 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.