Integration
Connect AgencyBloc and Cin7 Core Inventory
When Group Created fires in AgencyBloc, your agent runs Create Customer in Cin7 Core Inventory, or New Customer / Updated Customer in Cin7 Core Inventory to Get Individual by Email and Name in AgencyBloc. 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 AgencyBloc and Cin7 Core Inventory 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 AgencyBloc and Cin7 Core Inventory can do together
From AgencyBloc to Cin7 Core Inventory
When Group Created in AgencyBloc
then Create Customer in Cin7 Core Inventory
From Cin7 Core Inventory to AgencyBloc
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 AgencyBloc and Cin7 Core Inventory
Triggers and actions 19 triggers · 35 actions
- Group Created
Triggers when a new group is added to your AgencyBloc account.
- Group Updated
Triggers when a group in your AgencyBloc account is added or changed.
- Individual Created
Triggers when a new individual is added to your AgencyBloc account.
- Individual Updated
Triggers when an individual in your AgencyBloc account is added or changed.
- Policy Created
Triggers when a new policy is added to your AgencyBloc account.
- Policy Updated
Triggers when a policy in your AgencyBloc account is added or changed.
- Create Activity
Logs a new activity (call, email, task) on an individual, group, agent or carrier in AgencyBloc and returns its activity ID.
- Create Group
Creates a new group (employer or business client) in your AgencyBloc account and returns its group ID.
- Create Individual
Creates a new individual (client) in your AgencyBloc account and returns its individual ID.
- Create Policy
Creates a new insurance policy for an individual or group in your AgencyBloc account and returns its policy ID.
- Get Activity by ID
Returns one AgencyBloc activity by ID, with its subject, notes, status, type and follow-up details.
- Get Group by ID
Returns the full detail of one AgencyBloc group by ID, including contact info, addresses and custom fields.
- Get Individual by Date of Birth and Name
Finds an AgencyBloc individual matching a first name, last name and date of birth.
- Get Individual by Email and Name
Finds an AgencyBloc individual matching a first name, last name and email address.
- Get Individual by ID
Returns the full detail of one AgencyBloc individual by ID, including contact info, addresses, policies and custom fields.
- Get Individual by Phone Number and Name
Finds an AgencyBloc individual matching a first name, last name and any of their phone numbers.
- Get Policy by ID
Returns the full detail of one AgencyBloc policy by ID, including holder, carrier, agent, dates and premium.
- New Customer / Updated Customer
Triggers when a customer is created or updated in Cin7 Core.
- New Payment
Triggers when a payment is added to a sale (its paid amount changes).
- New Product / Updated Product
Triggers when a product is created or updated in Cin7 Core.
- New Purchase / Updated Purchase
Triggers when a purchase is created or updated in Cin7 Core.
- New Sale
Triggers when a new sale is created in Cin7 Core.
- New Supplier / Updated Supplier
Triggers when a supplier is created or updated in Cin7 Core.
- Sale Credit Note Authorised
Triggers when a sale credit note is authorised.
- Sale Fulfilment Update
Triggers when a sale's pick, pack or ship status changes.
- Sale Invoice Authorised
Triggers when a sale becomes fully invoiced.
- Sale Shipment Tracking Number Changed
Triggers when a sale's shipment tracking numbers change.
- Sale Status Change
Triggers when a sale's status changes in Cin7 Core.
- Sale Voided/Undone
Triggers when a sale is voided.
- Stock Level Update
Triggers when a product's stock level at a location changes.
- Add Sale Attachment
Attaches a file to a sale.
- Add Sale Pack
Records packing for a sale fulfilment.
- Add Sale Payment
Records a payment or refund against a sale invoice.
- Add Sale Shipment
Records shipment of a sale fulfilment, with carrier and tracking numbers.
- Create Customer
Creates a new customer in Cin7 Core.
- Create Product
Creates a new product in Cin7 Core.
- Create Sale
Creates a new sale (quote or order header) in Cin7 Core.
- Create Stock Adjustment
Creates a stock adjustment that changes on-hand quantities.
- Create Stock Transfer
Creates a stock transfer between two locations.
- Create Supplier
Creates a new supplier in Cin7 Core.
- Find a Customer
Finds customers by name, ID or contact.
- Find an Assembly
Finds assemblies (finished goods tasks) by status, search text or sale.
- Find a Product
Finds products by name, SKU or ID.
- Find a Products Availability
Returns on-hand, allocated and available stock for products, per location.
- Find a Sale
Returns one sale by its ID, with its order, invoices and fulfilments.
- Find a Sale Credit Note
Returns a sale's credit notes.
- Find a Sale Extended
Finds sales by order number, customer, invoice number, reference, credit note number or status.
- Find a Sale Fulfilment
Returns a sale's fulfilments with their pick, pack and ship details.
- Find a Sale Invoice
Returns a sale's invoices.
- Find a Sale Payments
Returns the payments and refunds recorded on a sale.
- Update Customer
Updates an existing customer in Cin7 Core.
- Update Product
Updates an existing product in Cin7 Core.
- Update Sale
Updates the header of an existing sale in Cin7 Core.
- Update Supplier
Updates an existing supplier in Cin7 Core.
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
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Questions
AgencyBloc and Cin7 Core Inventory, answered
What can start an automation from AgencyBloc?
Any of AgencyBloc's 6 triggers in the catalog, including Group Created, Group Updated, Individual Created and Individual Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Cin7 Core Inventory when something happens in AgencyBloc?
Any of Cin7 Core Inventory's 24 actions, including Create Customer, Create Product, Create Sale and Create Stock Adjustment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Cin7 Core Inventory to AgencyBloc?
Yes. When something happens in Cin7 Core Inventory, your agent can act in AgencyBloc too. This page covers both directions: Cin7 Core Inventory's triggers and AgencyBloc's actions are listed here as well.
Do I have to build a connector for AgencyBloc or Cin7 Core Inventory?
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 AgencyBloc and Cin7 Core Inventory 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.