App

Upsales integrations

Connect Upsales to any other app, or use it from your AI client over MCP. The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.

Connects with an API keyupsales.com

6 triggers 8 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 Upsales?

Ask the assistant

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

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

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide

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

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

Popular

Upsales with the apps people pair it with most

Pair it

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What your agent can do with Upsales

Triggers and actions 6 triggers · 8 actions

Trigger
New Activity
Triggers when a new activity (to-do or phone call) is created in Upsales.
Trigger
New Appointment
Triggers when a new appointment is created in Upsales.
Trigger
New Company
Triggers when a new company is created in Upsales.
Trigger
New Contact
Triggers when a new contact is created in Upsales.
Trigger
New Opportunity
Triggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales.
Trigger
New Order
Triggers when a new order (a won deal at 100% probability) is created in Upsales.
Action
Add order
Creates an order in Upsales for a company, with its stage, owner and product rows.
Action
Find a Company
Finds companies in Upsales by name and returns the matching companies.
Action
Find a Contact
Finds contacts in Upsales by email address or name.
Action
Find opportunities by criteria
Returns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact.
Action
Find orders by criteria
Finds won orders in Upsales matching a description, company, stage, owner or contact.
Action
Find products by criteria
Finds products in Upsales matching a name, article number, category or active status.
Action
Update opportunity
Updates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields.
Action
Update order
Updates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom fields.

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What our customers say

Questions

Upsales, answered

Is there a Upsales MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Upsales. 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 Upsales actions on demand, or have APIANT build, test and run automations that use Upsales. Nothing to install.

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 Upsales?

Any of Upsales's 8 actions, including Update opportunity, Update order, Add order and Find a Company. Your agent maps the data both ways and tests every scenario before it ships.

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

Yes. Connect your AI client to APIANT once and it works with Upsales two ways. Ask it to do something in Upsales 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 Upsales API?

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

Which apps can Upsales connect to?

Any app in the catalog; the list on this page pairs Upsales 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.