Integration
Connect Perspective and SkedPal
When New Contact fires in Perspective, your agent runs Find Task by Name in SkedPal, or New Completed Task in SkedPal to Create Contact in Perspective. 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 Perspective and SkedPal 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 Perspective and SkedPal can do together
From Perspective to SkedPal
When New Contact in Perspective
then Find Task by Name in SkedPal
When New Lead via Funnel in Perspective
then Update Schedule in SkedPal
From SkedPal to Perspective
When New Completed Task in SkedPal
then Create Contact in Perspective
When New Task in SkedPal
then Update Contact Field in Perspective
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 Perspective and SkedPal
Triggers and actions 5 triggers · 14 actions
Trigger
New ContactTriggers when a new contact is added to the selected funnel.
Trigger
New Lead via FunnelTriggers when a visitor submits the selected funnel and becomes a new lead (contacts whose source is the funnel itself).
Action
Create ContactCreates a new contact in the CRM of a Perspective funnel. Returns the created contact.
Action
Get ContactReturns a single CRM contact from a funnel by its ID. An error occurs if the contact is not found.
Action
Get Funnel ChartReturns chart data points for a funnel over a time window, such as page-to-page conversion, visitor devices, top traffic sources or button clicks.
Action
Get Funnel KPIReturns a single key performance indicator, such as conversion rate or total sessions, for a funnel over a chosen time period.
Action
Get Funnel Question InsightReturns aggregated response counts for a specific funnel question or survey element over a date range.
Action
List ContactsReturns the CRM contacts captured by a funnel, with their details, custom properties and attribution data.
Action
List WorkspacesReturns all workspaces in your Perspective company, along with the campaigns (funnels) that belong to each one.
Action
Update Contact FieldUpdates one field on a contact in a funnel, either a standard contact field, an address field or a custom property, and returns the new value.
Trigger
Favorite TasksTriggers when a task is marked as a favorite in SkedPal.
Trigger
New Completed TaskTriggers when a SkedPal task is marked complete.
Trigger
New TaskTriggers when a new task is added in SkedPal.
Action
Find Task by NameFinds SkedPal tasks whose name exactly matches the given text.
Action
Get calendar accountReturns one connected calendar account (Google, Office 365, Exchange or iCloud) by its id, including its type, username and sync configuration.
Action
List calendar accountsReturns every calendar account connected to the SkedPal user, including its provider type, username and sync details.
Action
List calendarsReturns the calendars belonging to a connected calendar account in SkedPal.
Action
Sync calendar accountStarts a sync of a connected SkedPal calendar account and returns whether the sync succeeded.
Action
Update ScheduleAsks SkedPal to recalculate the schedule for the connected user, and returns SkedPal's scheduling result.
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
Perspective and SkedPal, answered
What can start an automation from Perspective?
Any of Perspective's 2 triggers in the catalog, including New Contact and New Lead via Funnel. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SkedPal when something happens in Perspective?
Any of SkedPal's 6 actions, including Update Schedule, Find Task by Name, Get calendar account and List calendar accounts. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SkedPal to Perspective?
Yes. When something happens in SkedPal, your agent can act in Perspective too. This page covers both directions: SkedPal's triggers and Perspective's actions are listed here as well.
Do I have to build a connector for Perspective or SkedPal?
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 Perspective and SkedPal 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.