Integration
Connect Upsales to SchoolMaker
When New Activity fires in Upsales, your agent runs Add conversation message in SchoolMaker. 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 Upsales and SchoolMaker 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 Upsales can start in SchoolMaker
When New Activity in Upsales
then Add conversation message in SchoolMaker
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 Upsales and SchoolMaker
Triggers and actions 6 triggers · 42 actions
- New Activity
Triggers when a new activity (to-do or phone call) is created in Upsales.
- New Appointment
Triggers when a new appointment is created in Upsales.
- New Company
Triggers when a new company is created in Upsales.
- New Contact
Triggers when a new contact is created in Upsales.
- New Opportunity
Triggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales.
- New Order
Triggers when a new order (a won deal at 100% probability) is created in Upsales.
- Add order
Creates an order in Upsales for a company, with its stage, owner and product rows.
- Add product
Creates a new product in Upsales, optionally with per-currency prices or as a bundle of other products.
- Create Contact
Creates a contact person in Upsales, linked to a company.
- Delete company
Deletes a company in Upsales.
- Delete contact
Deletes a contact in Upsales.
- Find a Company
Finds companies in Upsales by name and returns the matching companies.
- Find a Contact
Finds contacts in Upsales by email address or name.
- Find opportunities by criteria
Returns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact.
- Find orders by criteria
Finds won orders in Upsales matching a description, company, stage, owner or contact.
- Find products by criteria
Finds products in Upsales matching a name, article number, category or active status.
- Update opportunity
Updates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields.
- Update order
Updates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom fields.
- Add community comment
Adds a comment, or a reply to an existing comment, on a community post as the school owner.
- Add community post
Creates a post in your SchoolMaker community, as the school owner, in an open category.
- Add conversation message
Sends a message from an admin or moderator to an existing conversation group.
- Add lesson
Creates a lesson in a section of a SchoolMaker program. New lessons are published by default.
- Add offer
Creates a new offer in your SchoolMaker school, with its settings, program accesses and prices. Offers are unpublished unless you choose to publish them.
- Add program
Creates a new program (course) in your SchoolMaker school.
- Add section
Creates a new section in a SchoolMaker program. New sections are published unless you choose otherwise.
- Award badge
Awards a badge to a school member. Repeating an award returns the existing award without notifying the member again.
- Create a Coaching Appointment
Creates a coaching appointment of a chosen coaching type with the selected members and coaches.
- Create a Conversation
Creates a conversation group with the chosen members and sends its first message.
- Delete Member
Deletes a member from your SchoolMaker school, identified by member id or email.
- Delete offer
Moves an offer to Trash and removes its accesses from members. Members are not deleted, and the offer can be restored from Trash.
- Delete program
Moves a SchoolMaker program to Trash and removes its logo and cover.
- Get All Coaching Types
Returns every coaching type in your SchoolMaker school, with its coaches and publication status.
- Get Member Accesses
Returns all offer accesses held by a SchoolMaker member, looked up by member ID or email.
- Get Member Progress
Returns a member's progress across their programs (completion rate, time spent, unfinished lessons), plus their offers, coaching usage, recent activity, community stats, leaderboard and level.
- Get Offer Details
Returns the details of a SchoolMaker offer, including its prices, accesses and member counts.
- Get Program Details
Returns the details of a program, optionally with a specific member's progress through it.
- Get Top 10 Members in Leaderboard
Returns the school's gamification leaderboard ranking (top 10 members by default), optionally filtered by time range, minimum points, or community space.
- List badges
Returns all badges defined in your SchoolMaker school, newest first.
- List lessons
Returns the lessons in a section of a SchoolMaker program, ordered by position, optionally filtered by name.
- List Members
Returns the members of your SchoolMaker school, optionally filtered by program, offer, points, level, coaching usage or access.
- List Offers
Returns all offers in your SchoolMaker school, optionally filtered by published status.
- List Programs
Returns all programs in your school, optionally only those a given member can access, with that member's progress.
- List sections
Returns the sections in a SchoolMaker program, optionally filtered by section group or search text.
- Set a Drip Boost
Sets the drip boost value for a member's access to an offer, unlocking dripped content sooner.
- Set Member Ban
Bans or unbans a member of your SchoolMaker school, identified by member ID or email, and returns the member's details.
- Set Member Suspend
Suspends or unsuspends a member of your SchoolMaker school, identified by member id or email.
- Set Offer Access for a Member / Add New Member
Grants or revokes a member's access to an offer, creating the member if they don't exist yet.
- Set Offer Details
Updates an existing offer's details, publish status, accesses and prices. Fields left blank keep their current values.
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
Upsales and SchoolMaker, answered
What can start an automation from Upsales?
Any of Upsales's 6 triggers in the catalog, including New Activity, New Appointment, New Company and New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SchoolMaker when something happens in Upsales?
Any of SchoolMaker's 30 actions, including Create a Coaching Appointment, Create a Conversation, Add community comment and Add community post. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SchoolMaker to Upsales?
SchoolMaker has no triggers in the catalog today, so automations start in Upsales. If you need the other direction, ask: your agent reads SchoolMaker's API documentation and adds it.
Do I have to build a connector for Upsales or SchoolMaker?
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 Upsales and SchoolMaker 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.