App

webCRM integrations

Connect webCRM to any other app, or use it from your AI client over MCP. webCRM helps your sales team with the daily workflow and overview.

Connects with a tokenwebcrm.com
13 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 webCRM?

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)
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

webCRM with the apps people pair it with most

Pair it

Connect webCRM with another app

What your agent can do with webCRM

Triggers and actions 13 actions

  • Action
    Create or Update Activity

    Creates a new activity in webCRM, or updates an existing one when an activity id is given, and returns the activity's id.

  • Action
    Create or Update Delivery

    Creates or updates a delivery.

  • Action
    Create or Update Document

    Creates or updates a document.

  • Action
    Create or Update Organisation

    Creates or updates an organisation.

  • Action
    Create or Update Person

    Creates or updates a person.

  • Action
    Create or Update Product

    Creates or updates a product.

  • Action
    Create or Update Support Case

    Creates or updates a support case.

  • Action
    Find Delivery

    Finds a delivery.

  • Action
    Find Document

    Finds a document.

  • Action
    Find Organisation

    Finds an organisation.

  • Action
    Find Person

    Finds a person.

  • Action
    Find User

    Finds a user.

  • Action
    Get Document

    Returns one document by its id, including description, file name, extension, folder, linked entity and owner fields.

Reviews

What our customers say

Questions

webCRM, answered

Is there a webCRM MCP server?

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

What can your agent do in webCRM?

Any of webCRM's 13 actions, including Create or Update Activity, Create or Update Delivery, Create or Update Document and Create or Update Organisation. Your agent maps the data both ways and tests every scenario before it ships.

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

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

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

Which apps can webCRM connect to?

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