Integration
Connect 5pm and Copper
When New Progress fires in 5pm, your agent runs Create Lead in Copper, or New Activity in Copper to Add Task Progress in 5pm. Describe the whole flow and it is built, tested on every scenario and kept running.
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 5pm and Copper to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart 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)Example flows
What 5pm and Copper can do together
From 5pm to Copper
When New Progress in 5pm
then Create Lead in Copper
When New Project in 5pm
then Create Project in Copper
From Copper to 5pm
When New Activity in Copper
then Add Task Progress in 5pm
When New Company in Copper
then Create Task in 5pm
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with 5pm and Copper
Triggers and actions 24 triggers · 43 actions
Trigger
New ProgressTriggers when a new task progress is created.
Trigger
New ProjectFires when a new project is created in 5pm.
Trigger
New TaskTriggers when a new support task is created.
Trigger
New UserTriggers when a new support user is created.
Trigger
Updated ProjectFires when a project is updated in 5pm.
Trigger
Updated TaskTriggers when a new support task is updated.
Trigger
Updated UserTriggers when a new support user is updated.
Action
Add Task ProgressAdd Task Progress (progress in percent and house down).
Action
Add UserCreate a new user in the 5pm account (UsersService add).
Action
Create NoteCreates a new note in task.
Action
Create ProjectCreates a new project.
Action
Create TaskAction
Delete NoteRemove an activity note/progress message (ActivityService remove).
Action
Delete ProjectRemove a project (ProjectsService remove).
Action
Delete TaskRemove a task from a 5pm project (TasksService remove).
Action
Delete UserRemove a user from the account (UsersService remove).
Action
Find Project by IdRetrieve a single project by its id (ProjectsService getById).
Action
Find TaskFinds a task in the application.
Action
Find Task by IdFinds a task by Id in the application.
Action
Find User by EmailRetrieve a user by their email address (UsersService getByEmail).
Action
Find User by IdFinds a user by Id in the system.
Action
List NotesList activity notes/progress messages on a task (ActivityService getList).
Action
List ProjectsList all projects in the account (ProjectsService getAll/getList).
Action
List UsersList all users in the account (UsersService getAll).
Action
Update NoteUpdate an activity note/progress message (ActivityService update).
Action
Update ProjectUpdate a project's fields (ProjectsService update).
Action
Update TaskUpdate task in the application.
Action
Update UserUpdate a user's fields (UsersService update).
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New CompanyTriggers when a new Company is created in Copper.
Trigger
New LeadTriggers when a Lead is created in Copper.
Trigger
New OpportunityTriggers when an Opportunity is created in Copper.
Trigger
New PersonTriggers when a new Person is created in Copper.
Trigger
New ProjectTriggers when a new Project is created in Copper.
Trigger
New TaskTriggers when a new Task is created in Copper.
Trigger
Updated CompanyTriggers when a Person's Company is changed.
Trigger
Updated Contact TypeTriggers when a Person's Contact Type is changed.
Trigger
Updated LeadTriggers when a Lead is changed.
Trigger
Updated Lead StatusTriggers when a Lead's status is changed.
Trigger
Updated OpportunityTriggers when an Opportunity is changed.
Trigger
Updated Opportunity StageTriggers when an Opportunity's stage is changed.
Trigger
Updated Opportunity StatusTriggers when an Opportunity's status is changed.
Trigger
Updated PersonTriggers when a Person is changed.
Trigger
Updated ProjectTriggers when a Project is changed.
Trigger
Updated TaskTriggers when a Task is changed.
Action
Associate to ProjectThis Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
Action
Create ActivityLogs a new Activity on a Person, Company, Opportunity, or Lead.
Action
Create CompanyCreates a new Company.
Action
Create LeadCreates a new Lead.
Action
Create OpportunityCreates a new Opportunity.
Action
Create PersonCreates a new Person.
Action
Create ProjectCreates a new Project.
Action
Create TaskCreates a new Task.
Action
Create/Update CompanyCreates or Updates a Company depending on the match criteria.
Action
Create/Update LeadCreates or Updates a Lead depending on the match criteria.
Action
Create/Update OpportunityCreates or Updates an Opportunity based off of a match criteria.
Action
Create/Update PersonCreates or Updates a Person depending on the match criteria.
Action
Create/Update ProjectCreates or Updates a Project depending on the match criteria.
Action
Search for a CompanySearches for an existing company in Copper.
Action
Search for an ActivitySearches for an existing activity in Copper.
Action
Search for a OpportunitySearches for an existing opportunity in Copper.
Action
Search for a PersonSearches for an existing person in Copper.
Action
Search for a ProjectSearches for an existing project in Copper.
Action
Update CompanyUpdates a Company depending on the match criteria.
Action
Update OpportunityUpdates an Opportunity based off of a match criteria.
Action
Update PersonUpdates a Person depending on the match criteria.
Action
Update ProjectUpdates a Project depending on the match criteria.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
5pm and Copper, answered
What can start an automation from 5pm?
Any of 5pm's 7 triggers in the catalog, including New Progress, New Project, New Task and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Copper when something happens in 5pm?
Any of Copper's 22 actions, including Create Activity, Create Company, Create Lead and Create Opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Copper to 5pm?
Yes. When something happens in Copper, your agent can act in 5pm too. This page covers both directions: Copper's triggers and 5pm's actions are listed here as well.
Do I have to build a connector for 5pm or Copper?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use 5pm and Copper without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app 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. One connection covers both.
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.