Integration
Connect Agiled and Aura
When Invoice Created fires in Agiled, your agent runs Add Lead Note in Aura, or New Call in Aura to Add Invoice in Agiled. 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 Agiled and Aura 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 Agiled and Aura can do together
From Agiled to Aura
When Invoice Created in Agiled
then Add Lead Note in Aura
When New CRM Stage in Agiled
then Create Lead in Aura
From Aura to Agiled
When New Call in Aura
then Add Invoice in Agiled
When New Lead in Aura
then Create Contact in Agiled
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 Agiled and Aura
Triggers and actions 9 triggers · 67 actions
Trigger
Invoice CreatedTriggers when an invoice is created in Agiled.
Trigger
New CRM StageTriggers when a new deal pipeline stage is added to any CRM pipeline in Agiled.
Trigger
Product CreatedTriggers when a product is created in Agiled.
Trigger
Project CreatedTriggers when a new project is created in Agiled.
Trigger
Task CreatedTriggers when a new task is created in Agiled.
Trigger
Ticket CreatedTriggers when a ticket is created in Agiled.
Action
Add InvoiceCreates an invoice in Agiled.
Action
Add ProductCreates a product in Agiled's catalog.
Action
Add ProjectCreates a project in Agiled.
Action
Create ContactCreates a contact in Agiled CRM with a name, email and phone number.
Action
Create EstimateCreates a new estimate (quote) in Agiled.
Action
Create ExpenseCreates an expense in Agiled.
Action
Create TaskCreates a task in Agiled.
Action
Create TicketCreates a support ticket in Agiled.
Action
Delete ContactDeletes a contact from Agiled by its id.
Action
Delete ContractDeletes a contract (an Agiled document) by its id.
Action
Delete EstimateDeletes an estimate in Agiled by its id.
Action
Delete ExpenseDeletes an expense from Agiled by its id.
Action
Delete ProductDeletes a product from your Agiled catalog by its id.
Action
Delete ProjectDeletes a project in Agiled by its id.
Action
Delete TaskDeletes a task in Agiled by its id.
Action
Delete TicketDeletes a support ticket in Agiled by its id.
Action
Edit ContactUpdates an existing contact's name, email or phone in Agiled.
Action
Edit ContractUpdates an existing contract document in Agiled, such as renaming it.
Action
Edit EstimateUpdates an existing estimate in Agiled, such as its name.
Action
Edit ExpenseUpdates an existing expense in Agiled.
Action
Edit InvoiceUpdates an existing invoice in Agiled.
Action
Edit ProductUpdates an existing product's name, SKU or price in Agiled.
Action
Edit ProjectUpdates an existing project's name, status or dates in Agiled.
Action
Edit TaskUpdates an existing task's name, status or due date.
Action
Edit TicketUpdates an existing ticket in Agiled. Only the fields you fill in are changed.
Action
Get ContactsReturns contacts from your Agiled CRM, optionally filtered by email or full name.
Action
Get ContractReturns one contract document by its id.
Action
Get EstimateReturns one estimate by its id, with optional related records.
Action
Get ProductReturns one product by its id.
Action
Get ProjectsReturns projects in your Agiled workspace, optionally filtered by name or status.
Action
Get TicketReturns one support ticket by its id, with optional related records.
Trigger
New CallTriggers when a new call is booked in Aura.
Trigger
New LeadTriggers when a new lead is added in Aura.
Trigger
New PaymentTriggers when a new payment is recorded in Aura.
Action
Add Lead NoteAdds a note to an Aura lead.
Action
Archive LeadArchives an Aura lead.
Action
Cancel CallCancels a booked Aura call.
Action
Create LeadCreates a new lead in Aura.
Action
Get CallReturns one Aura call by its ID.
Action
Get Call AnalysisReturns the AI analysis of an Aura call.
Action
Get Call Form AnswersReturns the booking-form answers submitted for an Aura call.
Action
Get Dashboard AnalyticsReturns Aura's dashboard analytics.
Action
Get LeadReturns one Aura lead by its ID.
Action
Get OpportunityReturns one Aura opportunity by its ID.
Action
Get PaymentReturns one Aura payment by its ID.
Action
Get ProductReturns one Aura product by its ID.
Action
Get Revenue AnalyticsReturns Aura revenue grouped by currency.
Action
Get SchedulerReturns one Aura scheduler by its ID.
Action
Get Scheduler AvailabilityReturns the bookable time slots of an Aura scheduler.
Action
Get Scheduler FieldsReturns the booking-form fields of an Aura scheduler.
Action
Get Team MemberReturns one Aura team member by its ID.
Action
Get Team PerformanceReturns a performance summary for the Aura team.
Action
List CallsReturns a page of Aura calls, optionally filtered.
Action
List Lead NotesReturns the notes on an Aura lead.
Action
List LeadsReturns a page of Aura leads, optionally filtered by status or pipeline stage.
Action
List OpportunitiesReturns a page of Aura opportunities.
Action
List PaymentsReturns a page of payments recorded in Aura.
Action
List ProductsReturns the products in the Aura account.
Action
List SchedulersReturns the schedulers (booking links) in the Aura account.
Action
List Team MembersReturns the team members in the Aura account.
Action
Qualify LeadChecks whether a lead would qualify for a scheduler and returns the result.
Action
Reassign Call CloserMoves a booked Aura call to a different closer.
Action
Record PaymentRecords a payment in Aura.
Action
Reschedule CallMoves a booked Aura call to a new time.
Action
Send Test WebhookSends a test event to an Aura webhook subscription and returns how its endpoint responded.
Action
Set Call OutcomeRecords the outcome of an Aura call (for example won, lost or no-show).
Action
Update CallUpdates an existing Aura call.
Action
Update LeadUpdates an existing Aura lead's details.
Action
Update PaymentUpdates a payment recorded in Aura.
Action
Verify PaymentMarks an Aura payment as verified.
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
Agiled and Aura, answered
What can start an automation from Agiled?
Any of Agiled's 6 triggers in the catalog, including Invoice Created, New CRM Stage, Product Created and Project Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Aura when something happens in Agiled?
Any of Aura's 36 actions, including Create Lead, Send Test Webhook, Update Call and Update Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Aura to Agiled?
Yes. When something happens in Aura, your agent can act in Agiled too. This page covers both directions: Aura's triggers and Agiled's actions are listed here as well.
Do I have to build a connector for Agiled or Aura?
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 Agiled and Aura 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.