App

ClientSuccess integrations

Connect ClientSuccess to any other app, or use it from your AI client over MCP. ClientSuccess is customer success platform that helps retain and grow existing customer bases.

Connects with a tokenclientsuccess.com
5 triggers10 actions

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 to automate with ClientSuccess?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One 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.ai

Start 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)
Grok

Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.

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)

Popular

ClientSuccess with the apps people pair it with most

Pair it

Connect ClientSuccess with another app

What your agent can do with ClientSuccess

Triggers and actions 5 triggers · 10 actions

  • Trigger
    New Client

    Triggers when a new client is added in ClientSuccess.

  • Trigger
    New Contact

    Triggers when a new contact is created in ClientSuccess.

  • Trigger
    New Contract

    Triggers when a new contract is added to a ClientSuccess client.

  • Trigger
    New Pulse

    Triggers when a new pulse is recorded on a ClientSuccess client.

  • Trigger
    New Task

    Triggers when a new task is added in ClientSuccess.

  • Action
    Create Client

    Creates a new client (customer account) in ClientSuccess.

  • Action
    Create Contact

    Creates a new contact on a ClientSuccess client.

  • Action
    Create Contract

    Creates a new contract for a ClientSuccess client.

  • Action
    Create Engagement Interaction

    Logs an engagement interaction (client note) on a ClientSuccess client.

  • Action
    Create Pulse

    Records a new pulse (health sentiment) on a ClientSuccess client.

  • Action
    Create Task

    Creates a new task in ClientSuccess, optionally tied to a client.

  • Action
    Find Client by External ID

    Finds ClientSuccess clients whose external system ID matches the one given.

  • Action
    Find Client by ID

    Returns one ClientSuccess client by its UUID.

  • Action
    Find Contact

    Finds ClientSuccess contacts by email, name or client.

  • Action
    Update Task

    Updates a ClientSuccess task's name, description, due date or completion; only the fields you fill in change.

Reviews

What our customers say

Questions

ClientSuccess, answered

Is there a ClientSuccess MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with ClientSuccess. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run ClientSuccess actions on demand, or have APIANT build, test and run automations that use ClientSuccess. Nothing to install.

What can start an automation from ClientSuccess?

Any of ClientSuccess's 5 triggers in the catalog, including New Client, New Contact, New Contract and New Pulse. Describe the moment in plain language and your agent picks the right one.

What can your agent do in ClientSuccess?

Any of ClientSuccess's 10 actions, including Create Client, Create Contact, Create Contract and Create Engagement Interaction. Your agent maps the data both ways and tests every scenario before it ships.

Can I use ClientSuccess directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with ClientSuccess two ways. Ask it to do something in ClientSuccess 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the ClientSuccess API?

No. APIANT connects to the ClientSuccess API for you, with a token. Describe what you want in plain language and your agent builds it on the ClientSuccess triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the ClientSuccess API documentation and adds it.

Which apps can ClientSuccess connect to?

Any app in the catalog; the list on this page pairs ClientSuccess with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.