Integration
Connect Agency Elephant and SysAid
When New Group fires in Agency Elephant, your agent runs Add Service Record Note in SysAid, or New Service Record in SysAid to Add Lead to Group in Agency Elephant. 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 Agency Elephant and SysAid 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)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)Example flows
What Agency Elephant and SysAid can do together
From Agency Elephant to SysAid
When New Group in Agency Elephant
then Add Service Record Note in SysAid
From SysAid to Agency Elephant
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 Agency Elephant and SysAid
Triggers and actions 4 triggers · 35 actions
- New Group
Triggers when a new lead group is created in Agency Elephant.
- New Team Member
Triggers when a new team member user is added to the Agency Elephant account.
- Add Lead to Group
Adds a new lead to a group and returns the new lead's ID.
- Check Custom Field
Checks whether a lead custom field with the given name exists.
- Copy Lead to Group
Copies a lead into another group, keeping it in its current groups.
- Create Group
Creates a lead group and returns its ID.
- Deduct Credit
Deducts credits from the account's balance, with an optional description.
- Delete Custom Field
Deletes a lead custom field.
- Delete Group
Deletes a lead group.
- Delete Team Member
Deletes a team member user.
- Find Lead
Searches a group's leads by ID, name, email, phone or mobile and returns the matching leads.
- Find Lead by Custom Field
Searches a group's leads by the value of a custom field and returns the matching leads.
- Get Credit Balance
Returns the account's available credit balance.
- List Groups
Returns all lead groups in your Agency Elephant account.
- List Lead Fields
Returns the names of the default and custom lead fields in the account.
- List Team Members
Returns every team member user with ID, name, email, status and type.
- Move Lead to Group
Moves a lead into another group, removing it from its previous groups.
- Unsubscribe Lead
Unsubscribes a lead from all Agency Elephant services, found by ID, email, phone or mobile.
- Update Custom Field
Renames or changes the type of a lead custom field.
- Update Group
Renames a lead group.
- Update Lead Field
Updates one field of an existing lead.
- New Service Record
Triggers when a new service record (incident or request) is created in SysAid.
- Service Record Updated
Triggers when a service record (incident or request) is updated in SysAid.
- Add Service Record Note
Adds a note to a SysAid service record.
- Create Company
Creates a new company in SysAid.
- Create End User
Creates a new end user in SysAid.
- Create Service Record
Creates a new service record (incident or request) in SysAid and returns it.
- Delete Service Record
Permanently deletes a SysAid service record.
- Get Agent
Returns one SysAid agent by ID.
- Get Company
Returns one SysAid company by ID.
- Get End User
Returns one SysAid end user by ID.
- Get Service Record
Returns one SysAid service record by its ID.
- List Agents
Returns a page of SysAid agents.
- List Companies
Returns a page of companies in SysAid.
- List End Users
Returns a page of SysAid end users.
- List Groups
Returns a page of SysAid groups.
- Resolve Service Record
Resolves a SysAid service record with a solution.
- Search Service Records
Finds SysAid service records matching a text search, newest first.
- Update Service Record
Updates fields on an existing SysAid service record, such as its status, priority, assignee or description.
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
Agency Elephant and SysAid, answered
What can start an automation from Agency Elephant?
Any of Agency Elephant's 2 triggers in the catalog, including New Group and New Team Member. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SysAid when something happens in Agency Elephant?
Any of SysAid's 16 actions, including Create Company, Create End User, Create Service Record and Update Service Record. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SysAid to Agency Elephant?
Yes. When something happens in SysAid, your agent can act in Agency Elephant too. This page covers both directions: SysAid's triggers and Agency Elephant's actions are listed here as well.
Do I have to build a connector for Agency Elephant or SysAid?
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 Agency Elephant and SysAid 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.