--- title: "Connect AgencyBloc to Dext - APIANT.ai" description: "When \"Group Created\" fires in AgencyBloc, your agent runs \"Get Client\" in Dext." canonical: "https://apiant.ai/connect/agencybloc-to-dext" --- # Connect AgencyBloc to Dext When **Group Created** fires in [AgencyBloc](https://apiant.ai/connections/agencybloc), your agent runs **Get Client** in [Dext](https://apiant.ai/connections/dext). Describe the whole flow and it is built, tested on every scenario and kept running. AgencyBloc **6** triggers AgencyBloc **11** actions Dext **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AgencyBloc and Dext to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What AgencyBloc can start in Dext - When **Group Created** in AgencyBloc then **Get Client** in Dext - When **Group Updated** in AgencyBloc then **Get Client Activity Stats** in Dext 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 Dext ## Triggers and actions 6 triggers · 14 actions - Trigger **Group Created** Triggers when a new group is added to your AgencyBloc account. - Trigger **Group Updated** Triggers when a group in your AgencyBloc account is added or changed. - Trigger **Individual Created** Triggers when a new individual is added to your AgencyBloc account. - Trigger **Individual Updated** Triggers when an individual in your AgencyBloc account is added or changed. - Trigger **Policy Created** Triggers when a new policy is added to your AgencyBloc account. - Trigger **Policy Updated** Triggers when a policy in your AgencyBloc account is added or changed. - Action **Create Activity** Logs a new activity (call, email, task) on an individual, group, agent or carrier in AgencyBloc and returns its activity ID. - Action **Create Group** Creates a new group (employer or business client) in your AgencyBloc account and returns its group ID. - Action **Create Individual** Creates a new individual (client) in your AgencyBloc account and returns its individual ID. - Action **Create Policy** Creates a new insurance policy for an individual or group in your AgencyBloc account and returns its policy ID. - Action **Get Activity by ID** Returns one AgencyBloc activity by ID, with its subject, notes, status, type and follow-up details. - Action **Get Group by ID** Returns the full detail of one AgencyBloc group by ID, including contact info, addresses and custom fields. - Action **Get Individual by Date of Birth and Name** Finds an AgencyBloc individual matching a first name, last name and date of birth. - Action **Get Individual by Email and Name** Finds an AgencyBloc individual matching a first name, last name and email address. - Action **Get Individual by ID** Returns the full detail of one AgencyBloc individual by ID, including contact info, addresses, policies and custom fields. - Action **Get Individual by Phone Number and Name** Finds an AgencyBloc individual matching a first name, last name and any of their phone numbers. - Action **Get Policy by ID** Returns the full detail of one AgencyBloc policy by ID, including holder, carrier, agent, dates and premium. - Action **Get Client** Returns one client's data-health detail: health score, VAT details, debtor metrics and bank reconciliation. - Action **Get Client Activity Stats** Returns a client's rolling annual, monthly-average and quarterly-average activity: turnover and counts of sales, bills, credits, journals and bank transactions. - Action **List Clients** Returns every practice client your Dext Precision token can see, with each client's health score and alert level. ## Each app on its own - [ **AgencyBloc** AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions...](https://apiant.ai/connections/agencybloc) - [ **Dext** Dext makes accountants and the businesses you look after more productive and profitable through better data...](https://apiant.ai/connections/dext) Reviews ## What our customers say ## More from AgencyBloc - [ **AgencyBloc to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/agencybloc-to-hubspot) - [ **AgencyBloc to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agencybloc-to-salesforce) - [ **AgencyBloc to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/agencybloc-to-slack) - [ **AgencyBloc to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/agencybloc-to-google-sheets) - [ **AgencyBloc to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/agencybloc-to-gmail) - [ **AgencyBloc to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/agencybloc-to-google-calendar) ## More into Dext - [ **HubSpot to Dext** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dext) - [ **Salesforce to Dext** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dext) - [ **Slack to Dext** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dext) - [ **Google Sheets to Dext** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-dext) - [ **Gmail to Dext** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dext) - [ **Google Calendar to Dext** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dext) Questions ## AgencyBloc and Dext, 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 Dext when something happens in AgencyBloc? Any of Dext's 3 actions, including Get Client, Get Client Activity Stats and List Clients. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dext to AgencyBloc? Dext has no triggers in the catalog today, so automations start in AgencyBloc. If you need the other direction, ask: your agent reads Dext's API documentation and adds it. ### ### Do I have to build a connector for AgencyBloc or Dext? 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 Dext 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.