Integration
Connect Act! to Veryfi OCR
When Contact Updated fires in Act!, your agent runs Classify Document in Veryfi OCR. 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 Act! and Veryfi OCR 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 Act! can start in Veryfi OCR
When Contact Updated in Act!
then Classify Document in Veryfi OCR
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 Act! and Veryfi OCR
Triggers and actions 4 triggers · 41 actions
- Contact Updated
Triggers when an Act! contact is created or updated.
- New Company
Triggers when a new company is created in Act!.
- New Contact
Triggers when a new contact is created in Act!.
- New Opportunity
Triggers when a new opportunity is created in Act!.
- Add Activity
Schedules an activity (call, meeting or to-do) in Act!, optionally linked to a contact.
- Add Company
Creates a new company in Act!.
- Add Contact
Creates a new contact in your Act! database.
- Add Group
Creates a new group in Act!.
- Add History
Records a history item (a logged interaction) in Act!, optionally on a contact.
- Add Note
Adds a note in Act!, optionally attached to a contact.
- Add Opportunity
Creates a new sales opportunity in Act!.
- Delete company
Deletes an existing company from your Act! database.
- Delete Contact
Deletes an Act! contact by its ID.
- Delete group
Deletes an existing group in Act!.
- Delete note
Deletes an existing note in Act!.
- Delete opportunity
Deletes an opportunity from your Act! database.
- Find Company
Finds companies in Act! by exact name.
- Find Contact
Finds contacts in Act! by email address.
- Find Group
Finds groups in Act! by exact name.
- Get company
Returns a single Act! company by its ID, including its addresses, contact details and custom fields.
- Get Contact
Returns one Act! contact by its ID.
- Get group
Returns a single Act! group by its ID, including its name, description, address, contact count and custom fields.
- Get opportunity
Returns a single Act! opportunity by its ID, including its stage, status, totals, associated contacts, companies and groups, and custom fields.
- List companies
Returns the companies in your Act! database, optionally filtered and sorted.
- List contacts
Returns contacts from your Act! database, optionally filtered and sorted.
- Update company
Updates an existing company in Act!, changing only the fields you fill in.
- Update Contact
Updates the fields you supply on an existing Act! contact.
- Update group
Updates an existing Act! group's name, description, parent group, privacy, record manager, address or custom fields. Fields left blank are not changed.
- Update note
Updates an existing Act! note's text, type, display date, privacy, or linked contacts, companies, groups and opportunities. Fields left blank keep their current values.
- Update Opportunity
Updates the fields you supply on an existing Act! opportunity.
- Classify Document
Classifies a document (receipt, invoice, W-9, check, bank statement, etc.) and returns the predicted document type with a confidence score.
- Convert Document To Markdown
Upload a document (image/PDF) and convert its content to markdown text.
- Extract Data From Any Document
Extracts data from the supplied document
- Extract Data From Bank Check
Extracts data from the supplied bank check
- Extract Data From Bank Statement
Submits a bank statement (by URL, base64 data or S3 path) to Veryfi and returns the extracted statement data, including account details, balances and transactions.
- Extract Data From Business Card
Upload a business card image/PDF and extract structured contact data (name, company, phone, email, address).
- Extract Data From Contract
Submits a contract (PDF or ZIP, up to 20 MB) to Veryfi and returns the extracted contract data such as parties, dates, term, total and governing law.
- Extract Data From Driver License
Extracts the holder's details from a US driver license image or PDF using Veryfi's us_driver_license blueprint.
- Extract Data From Invoice
Extracts data from the supplied invoice
- Extract Data From Passport
Extracts data from the supplied passport
- Extract Data From W2 Form
Submits a W-2 form (image or PDF) to Veryfi and returns the extracted wage, tax, employer and employee data.
- Extract Data From W-8BEN-E Form
Submits a W-8BEN-E form (image or PDF) to Veryfi and returns the data extracted from it.
- Extract Data From W9 Form
Extracts data from the supplied W9 form
- Extracts Data From Receipt
Submits a receipt image or PDF to Veryfi and returns the extracted receipt data, including the merchant, date, totals, tax and line items.
- Get Contract
Fetches a processed contract by ID, including its extracted text and data, source file details and PDF link. An error occurs if the contract is not found.
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
Act! and Veryfi OCR, answered
What can start an automation from Act!?
Any of Act!'s 4 triggers in the catalog, including Contact Updated, New Company, New Contact and New Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Veryfi OCR when something happens in Act!?
Any of Veryfi OCR's 15 actions, including Classify Document, Convert Document To Markdown, Extract Data From Any Document and Extract Data From Bank Check. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Veryfi OCR to Act!?
Veryfi OCR has no triggers in the catalog today, so automations start in Act!. If you need the other direction, ask: your agent reads Veryfi OCR's API documentation and adds it.
Do I have to build a connector for Act! or Veryfi OCR?
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 Act! and Veryfi OCR 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.