Integration
Connect Expiration Reminder to ChartMogul
When New Contact fires in Expiration Reminder, your agent runs Create a Contact in ChartMogul. 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 Expiration Reminder and ChartMogul 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 Expiration Reminder can start in ChartMogul
When New Contact in Expiration Reminder
then Create a Contact in ChartMogul
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 Expiration Reminder and ChartMogul
Triggers and actions 3 triggers · 39 actions
- New Contact
Triggered when a new contact is added to your Expiration Reminder account.
- New Expiration Item
Triggered when a new expiration item is added to your Expiration Reminder account.
- Status Changed Expiration Item
Triggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired.
- Add Location
Creates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location.
- Create Contact
Creates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact.
- Create Expiration Item
Creates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item.
- Create Expiration Item for Contact
Creates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item.
- Delete Contact
Deletes a contact from Expiration Reminder. Returns the contact record that was deleted.
- Delete Expiration Item
Deletes an expiration item from Expiration Reminder. Returns the item record after deletion.
- Find Contact
Returns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches.
- Find Expiration
Returns the Expiration Reminder expiration items matching a search term and status, with the total number of matches.
- Get Contact
Returns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them.
- Get Expiration Item
Returns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it.
- List Contacts
Returns the contacts in your Expiration Reminder account, with the total number of contacts.
- List Expiration Items
Returns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items.
- List Locations
Returns the locations in your Expiration Reminder account, with the total number of locations.
- Renew Expiration
Renews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item.
- Update Expiration Item
Updates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item.
- Add a Custom Attribute to a Customer via Email
Adds a custom attribute to every ChartMogul customer with the given email address.
- Add a Custom Attribute to a Customer via External ID
Adds a custom attribute to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the attribute.
- Add a Custom Attribute to a Customer via UUID
Adds a custom attribute to one ChartMogul customer, identified by ChartMogul's customer ID.
- Add Tags to a Customer via Email
Adds one or more tags to every ChartMogul customer with the given email address.
- Add Tags to a Customer via External ID
Adds one or more tags to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the tags.
- Add Tags to a Customer via UUID
Adds one or more tags to one ChartMogul customer, identified by ChartMogul's customer ID.
- Create a Contact
Creates a contact person on a ChartMogul customer.
- Create a Customer
Creates a new customer in ChartMogul under one of your data sources.
- Create an Opportunity
Creates a sales opportunity (deal) on a ChartMogul customer.
- Create a Note or Call Log
Logs a note or a call against a ChartMogul customer.
- Create a Task
Creates a task on a ChartMogul customer and assigns it to a team member.
- List Customer's Opportunities
Returns the sales opportunities (deals) on a ChartMogul customer.
- List Customer's Tasks
Returns the tasks on a ChartMogul customer.
- Merge Customers
Merges one ChartMogul customer into another. Identify each side either by its ChartMogul ID or by your own external ID plus its data source.
- Retrieve a Customer Profile
Returns one ChartMogul customer's full profile, including its tags and custom attributes.
- Retrieve a Metric
Returns one ChartMogul subscription metric over a date range, such as MRR, ARR, customer count or churn rate.
- Search Contacts
Finds ChartMogul contacts by email, customer or data source.
- Search for Customer via Email
Finds ChartMogul customers by email address.
- Search for Customer via External ID
Finds ChartMogul customers by the ID they carry in your own billing system.
- Update a Contact
Updates a ChartMogul contact. Only the fields you fill in are changed.
- Update a Customer
Updates a ChartMogul customer. Only the fields you fill in are changed.
- Update an Opportunity
Updates a ChartMogul sales opportunity. Only the fields you fill in are changed.
- Update a Note or Call Log
Updates a note or call log on a ChartMogul customer. Only the fields you fill in are changed.
- Update a Task
Updates a task on a ChartMogul customer. Only the fields you fill in are changed.
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
Expiration Reminder and ChartMogul, answered
What can start an automation from Expiration Reminder?
Any of Expiration Reminder's 3 triggers in the catalog, including New Contact, New Expiration Item and Status Changed Expiration Item. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ChartMogul when something happens in Expiration Reminder?
Any of ChartMogul's 24 actions, including Create a Contact, Create a Customer, Create an Opportunity and Create a Note or Call Log. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ChartMogul to Expiration Reminder?
ChartMogul has no triggers in the catalog today, so automations start in Expiration Reminder. If you need the other direction, ask: your agent reads ChartMogul's API documentation and adds it.
Do I have to build a connector for Expiration Reminder or ChartMogul?
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 Expiration Reminder and ChartMogul 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.