App

Zomentum integrations

Connect Zomentum to any other app, or use it from your AI client over MCP. Zomentum is a sales funnel management tool built for MSPs

Connects with an API keyzomentum.com
10 triggers21 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 Zomentum?

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

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Pair it

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What your agent can do with Zomentum

Triggers and actions 10 triggers · 21 actions

  • Trigger
    Client Created

    Triggers when a new client company is created in Zomentum.

  • Trigger
    Client Updated

    Triggers when a client company in Zomentum is updated.

  • Trigger
    Contact Created

    Triggers when a new contact is created in Zomentum.

  • Trigger
    Contact Updated

    Triggers when a contact is created or updated in Zomentum.

  • Trigger
    Document Approved

    Triggers when a document is approved.

  • Trigger
    Document Created

    Triggers when a new document is created in Zomentum, optionally only for one client, status or document type.

  • Trigger
    Document Updated

    Triggers when a document is created or updated, optionally limited to one client, status or document type.

  • Trigger
    Opportunity Created

    Triggers when a new opportunity is created in Zomentum, optionally limited to a pipeline, owner, client or other criteria.

  • Trigger
    Opportunity Updated

    Triggers when an opportunity is updated in Zomentum.

  • Trigger
    Users

    Triggers when a new user is added to your Zomentum account.

  • Action
    Add call log

    Logs a completed sales call against an opportunity or client company in Zomentum and returns the new call log.

  • Action
    Add meeting

    Adds a new sales meeting to an opportunity or client company in Zomentum and returns the new meeting's ID.

  • Action
    Add task

    Creates a sales task on a Zomentum opportunity or client company, with a due time, priority and optional collaborators.

  • Action
    Delete client company

    Deletes a client company in Zomentum by its ID.

  • Action
    Delete opportunity

    Deletes an opportunity from Zomentum and confirms whether it was removed.

  • Action
    Find catalog items

    Returns the catalog items of the chosen type, such as software, hardware or labor, including their pricing and custom fields.

  • Action
    Find documents

    Returns the documents that match a client company, status, document type, or created or updated date range, along with the products each document contains.

  • Action
    Find opportunities

    Returns the opportunities that match the criteria you choose, such as name, client company, owner, pipeline stage or dates.

  • Action
    Get catalog item

    Returns a single catalog item (product) by its id, including its pricing, bundled items and custom fields.

  • Action
    Get Client Company

    Returns one client company by its ID, including its addresses, owner and custom field values.

  • Action
    Get Client Contact

    Returns a single client contact by its id, including the contact's name, email, phone, client company and custom field values.

  • Action
    Get document

    Returns a single Zomentum document by its ID, including its status, recipients, opportunity link and custom field values.

  • Action
    GetOpportunity

    Returns a single opportunity by its ID, including its pipeline stage, owner, linked client company and contacts, totals and custom field values.

  • Action
    List client companies

    Returns the client companies in your Zomentum account, optionally narrowed by name, owner, client type, sync source, or created and updated time.

  • Action
    List client contacts

    Returns the client contacts in your Zomentum account, optionally narrowed by email, client company, contact type, sync source, or created and updated dates.

  • Action
    List documents

    Returns the documents in your Zomentum account, such as proposals and assessments, with their status, client company, recipients and totals.

  • Action
    List opportunities

    Returns the opportunities in a pipeline, optionally narrowed by client, owner, stage, type or date range.

  • Action
    List pipelines

    Returns the sales pipelines in your Zomentum account, including each pipeline's opportunity stages. Can be narrowed to a pipeline by name.

  • Action
    List tasks

    Returns the sales tasks in your Zomentum account, optionally narrowed by associated opportunity or client company, task owner, or due date.

  • Action
    List users

    Returns the users in your Zomentum account, optionally only those with a given email address or phone number.

  • Action
    Update task

    Updates an existing Zomentum sales task by ID. Only the fields you fill in are changed.

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Questions

Zomentum, answered

Is there a Zomentum MCP server?

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

What can start an automation from Zomentum?

Any of Zomentum's 10 triggers in the catalog, including Client Created, Client Updated, Contact Created and Contact Updated. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Zomentum?

Any of Zomentum's 21 actions, including Update task, Add call log, Add meeting and Add task. Your agent maps the data both ways and tests every scenario before it ships.

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

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

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

Which apps can Zomentum connect to?

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