Integration
Connect Pipefile to Odoo CRM
When File Request Created fires in Pipefile, your agent runs Add Contact in Odoo CRM. 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 Pipefile and Odoo CRM 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 Pipefile can start in Odoo CRM
When File Request Created in Pipefile
then Add Contact in Odoo CRM
When File Request Created in Pipefile
then Create Lead in Odoo CRM
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 Pipefile and Odoo CRM
Triggers and actions 1 trigger · 21 actions
Trigger
File Request CreatedTriggers when a file request is created.
Action
Add File Request From TemplateCreate a new file request from an existing template for one recipient (name/email/phone), optionally on behalf of a team member via X-Pipefile-On-Behalf-Of.
Action
Create ContactAdd to contacts
Action
Delete ContactDelete a contact by id. Returns 204 No Content on success.
Action
Get ContactRetrieve one contact by id.
Action
Get File RequestRetrieve detailed information about one file request by id, including contents, items, files, and tracking events.
Action
List ContactsRetrieve a paginated list of contacts, filterable by name/email/phone partial match.
Action
List File Request TemplatesRetrieve the list of file request templates available for creating new file requests, with optional name search.
Action
Search File RequestsFinds all file requests matching this search query (contact name, email, tags, etc).
Action
Send RequestCreate and send a new request
Action
Update ContactUpdate name/email/phone of an existing contact by id.
Action
Add ContactCreate a new contact/partner (res.partner model) via Odoo's external API (execute_kw create on res.partner).
Action
Create LeadCreates a new lead or opportunity in the Odoo CRM pipeline and returns its ID.
Action
Delete ContactDelete a contact/partner (res.partner model) via Odoo's external API (execute_kw unlink on res.partner).
Action
Delete LeadDelete a CRM lead/opportunity (crm.lead model) via Odoo's external API (execute_kw unlink on crm.lead).
Action
Find ContactReturns up to 100 contacts that match the supplied email, name, phone, reference or tax ID. All supplied criteria must match.
Action
Get ContactFetch a single contact/partner (res.partner model) by ID via Odoo's external API (execute_kw read on res.partner).
Action
Get LeadFetch a single CRM lead/opportunity (crm.lead model) by ID via Odoo's external API (execute_kw read on crm.lead).
Action
List ContactsLists contacts (res.partner records) in Odoo, optionally narrowed by a search domain, returning up to 100 full records.
Action
List LeadsList/search CRM leads/opportunities (crm.lead model) via Odoo's external API (execute_kw search_read on crm.lead).
Action
Update ContactUpdates an existing Odoo contact. Only the fields you fill in are changed; blank fields keep their current values.
Action
Update LeadUpdate fields on an existing CRM lead/opportunity (crm.lead model) via Odoo's external API (execute_kw write on crm.lead).
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
Pipefile and Odoo CRM, answered
What can start an automation from Pipefile?
Any of Pipefile's 1 trigger in the catalog, including File Request Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Odoo CRM when something happens in Pipefile?
Any of Odoo CRM's 11 actions, including Create Lead, Update Contact, Update Lead and Add Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Odoo CRM to Pipefile?
Odoo CRM has no triggers in the catalog today, so automations start in Pipefile. If you need the other direction, ask: your agent reads Odoo CRM's API documentation and adds it.
Do I have to build a connector for Pipefile or Odoo CRM?
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 Pipefile and Odoo CRM 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.