Integration
Connect AgencyBloc and Cirqll
When Group Created fires in AgencyBloc, your agent runs Create Contact in Cirqll, or New Note Event in Cirqll 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 Cirqll 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 Cirqll can do together
From AgencyBloc to Cirqll
When Group Created in AgencyBloc
then Create Contact in Cirqll
When Group Updated in AgencyBloc
then Create Customer in Cirqll
From Cirqll to AgencyBloc
When New Note Event in Cirqll
then Get Individual by Email and Name in AgencyBloc
When New Task Event in Cirqll
then Create Activity in 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 Cirqll
Triggers and actions 8 triggers · 34 actions
Trigger
Group CreatedTriggers when a new group is added to your AgencyBloc account.
Trigger
Group UpdatedTriggers when a group in your AgencyBloc account is added or changed.
Trigger
Individual CreatedTriggers when a new individual is added to your AgencyBloc account.
Trigger
Individual UpdatedTriggers when an individual in your AgencyBloc account is added or changed.
Trigger
Policy CreatedTriggers when a new policy is added to your AgencyBloc account.
Trigger
Policy UpdatedTriggers when a policy in your AgencyBloc account is added or changed.
Action
Create ActivityLogs a new activity (call, email, task) on an individual, group, agent or carrier in AgencyBloc and returns its activity ID.
Action
Create GroupCreates a new group (employer or business client) in your AgencyBloc account and returns its group ID.
Action
Create IndividualCreates a new individual (client) in your AgencyBloc account and returns its individual ID.
Action
Create PolicyCreates a new insurance policy for an individual or group in your AgencyBloc account and returns its policy ID.
Action
Get Activity by IDReturns one AgencyBloc activity by ID, with its subject, notes, status, type and follow-up details.
Action
Get Group by IDReturns the full detail of one AgencyBloc group by ID, including contact info, addresses and custom fields.
Action
Get Individual by Date of Birth and NameFinds an AgencyBloc individual matching a first name, last name and date of birth.
Action
Get Individual by Email and NameFinds an AgencyBloc individual matching a first name, last name and email address.
Action
Get Individual by IDReturns the full detail of one AgencyBloc individual by ID, including contact info, addresses, policies and custom fields.
Action
Get Individual by Phone Number and NameFinds an AgencyBloc individual matching a first name, last name and any of their phone numbers.
Action
Get Policy by IDReturns the full detail of one AgencyBloc policy by ID, including holder, carrier, agent, dates and premium.
Trigger
New Note EventTriggers when a note is created, updated or deleted.
Trigger
New Task EventTriggers when a task is created, updated or deleted.
Action
Create AppointmentCreates a new appointment.
Action
Create AssignmentCreates a new assignment.
Action
Create ChanceCreates a new chance.
Action
Create ContactCreates a new contact.
Action
Create ContractCreate a new contract and associate it with a customer.
Action
Create CustomerCreates a new customer.
Action
Create EmailLogs an email in Cirqll and associates it with a customer.
Action
Create NoteCreates a new note.
Action
Create TaskCreates a new task.
Action
Find AppointmentReturns up to 100 appointments that match the specified filter.
Action
Find AssignmentReturns up to 100 assignments that match the specified Cirqll filter.
Action
Find ChanceFind chances (sales opportunities) in Cirqll matching a filter. Returns up to 100 matches, the first match, and the total count.
Action
Find ContactFinds Cirqll contacts matching a filter and returns the matches, the first match, and whether any matched.
Action
Find ContractFind contracts in Cirqll that match a filter. Returns up to 100 matches plus the first match.
Action
Find CustomerSearches for an existing customer.
Action
Find EmailFind emails tracked in Cirqll that match a filter. Returns up to 100 matches plus the first match.
Action
Find FieldFind custom field definitions in Cirqll by a filter (name, type, category and so on).
Action
Find NoteSearches for an existing note.
Action
Find TaskFinds tasks in Cirqll that match a filter, returning up to 100 matches and the first match.
Action
Find UserFind users in your Cirqll organisation that match a filter, such as a name or email address.
Action
Update AppointmentUpdate an existing appointment's time, participants, or details.
Action
Update ChanceUpdate a chance.
Action
Update UserUpdates a Cirqll user's name, email, two-factor mode or language.
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
AgencyBloc and Cirqll, 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 Cirqll when something happens in AgencyBloc?
Any of Cirqll's 23 actions, including Create Appointment, Create Assignment, Create Chance and Create Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Cirqll to AgencyBloc?
Yes. When something happens in Cirqll, your agent can act in AgencyBloc too. This page covers both directions: Cirqll's triggers and AgencyBloc's actions are listed here as well.
Do I have to build a connector for AgencyBloc or Cirqll?
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 Cirqll 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.