Integration
Connect Affinda and NeonCRM
When Document parsed (instant) fires in Affinda, your agent runs Add event in NeonCRM, or New event in NeonCRM to Add document in Affinda. 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 Affinda and NeonCRM 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 Affinda and NeonCRM can do together
From Affinda to NeonCRM
When Document parsed (instant) in Affinda
then Add event in NeonCRM
When Document parsed (instant) in Affinda
then Add event registration in NeonCRM
From NeonCRM to Affinda
When New event in NeonCRM
then Add document in Affinda
When New event registration in NeonCRM
then Get document in Affinda
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 Affinda and NeonCRM
Triggers and actions 3 triggers · 27 actions
Trigger
Document parsed (instant)Fires via a resthook subscription when Affinda finishes parsing a document.
Action
Add documentUpload a document (resume, invoice, job description, etc.) to Affinda for parsing.
Action
Delete documentDelete a document from Affinda.
Action
Find job descriptions by search expressionSearch through parsed job descriptions matching given criteria.
Action
Get documentRetrieve a specific document and its parsed data by identifier.
Action
List documentsList all documents uploaded to Affinda.
Action
Search resumesSearch through parsed resumes matching given criteria.
Trigger
New eventTriggers when a new event is created in NeonCRM.
Trigger
New event registrationTriggers when someone registers for the chosen NeonCRM event.
Action
Add campaignCreates a fundraising campaign in Neon CRM and returns its id.
Action
Add eventCreates a new event in Neon CRM with its name, dates, location and registration settings, and returns the new event's id.
Action
Add event registrationCreates a registration for a NeonCRM event on behalf of an account, optionally with tickets, attendees and payments.
Action
Add membershipCreates a membership for a Neon CRM account at the chosen membership level and term.
Action
Add pledgeCreates a pledge for a NeonCRM account, with its amount, fund, campaign and other gift details.
Action
Create AccountCreates an individual account in Neon CRM with its primary contact details and address, and returns the new account's id.
Action
Create ActivityCreates an activity (task, call, meeting) in Neon CRM, optionally linked to an account, event, grant or prospect.
Action
Create DonationCreates a donation for a Neon CRM account, with optional fund, campaign, tribute, payment and custom field details.
Action
Get accountReturns one Neon CRM account (individual or company) by its id, including contact details, addresses and custom fields.
Action
Get donationReturns a single donation by its ID, including amount, date, donor account, fund, campaign, payments and donation custom fields.
Action
Get eventReturns a single event by its ID, including dates, location, category and financial settings.
Action
Get event registrationReturns one event registration, including its tickets, attendees, payments and registrant custom fields.
Action
Get membershipReturns a single Neon CRM membership, including its level, term, dates, fee, status, payments and membership custom fields.
Action
Link Individual Account to Company AccountLinks an individual account to a company account as a contact, optionally setting title, department, employment dates and primary-contact status.
Action
List campaignsReturns every fundraising campaign in your Neon CRM account with its id, code, name and status.
Action
Update activityUpdates an existing activity in NeonCRM. Only the fields you fill in are changed.
Action
Update Company AccountUpdates an existing company account in Neon CRM, changing only the details you fill in.
Action
Update donationUpdates an existing donation in NeonCRM, changing only the details you supply.
Action
Update eventUpdates an existing NeonCRM event, changing only the details you fill in.
Action
Update Individual AccountUpdates an individual account in Neon CRM, changing only the details you fill in.
Action
Update membershipUpdates an existing membership in Neon CRM, changing only the fields you fill in.
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
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Questions
Affinda and NeonCRM, answered
What can start an automation from Affinda?
Any of Affinda's 1 trigger in the catalog, including Document parsed (instant). Describe the moment in plain language and your agent picks the right one.
What can your agent do in NeonCRM when something happens in Affinda?
Any of NeonCRM's 21 actions, including Create Account, Create Activity, Create Donation and Update activity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from NeonCRM to Affinda?
Yes. When something happens in NeonCRM, your agent can act in Affinda too. This page covers both directions: NeonCRM's triggers and Affinda's actions are listed here as well.
Do I have to build a connector for Affinda or NeonCRM?
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 Affinda and NeonCRM 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.