Integration
Connect AgencyBloc and monday.com
When Group Created fires in AgencyBloc, your agent runs Create Group in monday.com, or Any Column Value Changed in Board in monday.com 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 monday.com 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 monday.com can do together
From AgencyBloc to monday.com
When Group Created in AgencyBloc
then Create Group in monday.com
When Group Updated in AgencyBloc
then Create Item in monday.com
From monday.com to AgencyBloc
When Any Column Value Changed in Board in monday.com
then Get Individual by Email and Name in AgencyBloc
When Item Moved to Group (Same or Different Board) in monday.com
then Create Group 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 monday.com
Triggers and actions 16 triggers · 38 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
Any Column Value Changed in BoardTriggers when any column's value is changed in the selected board.
Trigger
Item Moved to Group (Same or Different Board)Triggers when an item is moved to a group (same or different board).
Trigger
New BoardTriggers when a new board is created.
Trigger
New Item in BoardTriggers when an item is created in a specific board.
Trigger
New Subitem on BoardTriggers when a new subitem on a specific board is created.
Trigger
New Update in BoardTriggers when a new update is posted on a board.
Trigger
New UserTriggers when a new user joins your monday.com account.
Trigger
Specific Columns Values Changed in BoardTriggers when one of the specified columns' value is changed in the selected board.
Trigger
Specific Column Value Changed in BoardTriggers when a specific column's value changes in the selected board.
Trigger
Specific Subitem Column Value Changed in BoardTriggers when a specific column's value changes in a subitem within the selected board.
Action
Archive BoardArchives a board
Action
Archive GroupArchives a specific group in a board
Action
Archive ItemArchives an item
Action
Create BoardCreates a new board
Action
Create ColumnCreate a new column in board.
Action
Create GroupCreates a new group in a board
Action
Create ItemCreate a new Item in a board
Action
Create SubitemCreate a new subitem in a item with column values
Action
Create UpdateCreate a new update.
Action
Delete GroupDelete a specific group from a board
Action
Delete ItemDelete an item from a board
Action
Duplicate ItemCreate a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication.
Action
Find ItemsFind items that match a specific value in a column
Action
Find SubitemsFinds the subitems of a specific item on the board
Action
Find User by NameSearch for a user by name using exact matching
Action
Get Board ValuesReturns the data for a all columns in the specific board
Action
Get Column ValuesReturns the data for a specific column in the board
Action
Get File Column ValuesReturns the data for a specific file column in the board
Action
Get Group DetailsReturns the group name for a specific board
Action
Get User DetailsReturns the details for a specific user
Action
Group PositionDuplicate a group with its items
Action
List BoardsReturns a list of your active boards ordered by creation date. Optionally specify a maximum number to return (default 25).
Action
Move Item to GroupMove an item to a different group
Action
Update ItemChange multiple column values of an item
Action
Update Item NameUpdate an item's name
Action
Update SubitemUpdates a update subitem on your board.
Action
Upload File to Specific ColumnUpload File To Specific Column
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 monday.com, 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 monday.com when something happens in AgencyBloc?
Any of monday.com's 27 actions, including Create Board, Create Column, Create Group and Create Item. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from monday.com to AgencyBloc?
Yes. When something happens in monday.com, your agent can act in AgencyBloc too. This page covers both directions: monday.com's triggers and AgencyBloc's actions are listed here as well.
Do I have to build a connector for AgencyBloc or monday.com?
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 monday.com 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.