Integration
Connect Alegra and Liaison
When New Contact fires in Alegra, your agent runs Update organization in Liaison, or New or Updated Application in Liaison to Create Contact in Alegra. 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 Alegra and Liaison 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 Alegra and Liaison can do together
From Alegra to Liaison
When New Contact in Alegra
then Update organization in Liaison
When New Estimate in Alegra
then Update program in Liaison
From Liaison to Alegra
When New or Updated Application in Liaison
then Create Contact in Alegra
When New or Updated Application in Liaison
then Create Contact in Colombia in Alegra
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 Alegra and Liaison
Triggers and actions 5 triggers · 28 actions
Trigger
New ContactTriggers when a new contact is created in your Alegra account.
Trigger
New EstimateTriggers when a new quote (estimate) is created in your Alegra account.
Trigger
New InvoiceTriggers when a new sales invoice is created in your Alegra account.
Trigger
New ItemTriggers when a new product or service is created in your Alegra account.
Action
Create ContactCreates a contact (client or provider) in your Alegra account. Returns the created contact.
Action
Create Contact in ColombiaCreates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact.
Action
Create TaxCreates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax.
Action
Find ContactSearches the contacts in your Alegra account by name or identification. Returns the matching contacts.
Action
Find Contact in ArgentinaSearches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts.
Action
Find Contact in ChileSearches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts.
Action
Find Contact in ColombiaSearches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts.
Action
Find Contact in Costa RicaSearches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts.
Action
Find Contact in MexicoSearches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts.
Action
Find Contact in PanamaSearches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts.
Action
Find Contact in PeruSearches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts.
Action
Find InvoiceSearches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices.
Action
Find ItemSearches the products and services in your Alegra account. Returns the matching items.
Action
Find TaxFinds a tax in your Alegra account by name. Returns the matching tax and its id.
Action
Update ContactUpdates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact.
Action
Update Contact in ColombiaUpdates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Only the values you supply are changed.
Trigger
New or Updated ApplicationTriggers when an application for an organization is created or updated.
Action
Get Account InfoReturns the CAS API user's account settings: user name, user level, and the application forms and user groups the user can reach.
Action
Get applicantReturns an applicant's account information, including profile, user principal, email and telephones.
Action
Get ApplicationGets one application on a CAS application form, including the applicant's submitted data.
Action
Get OrganizationGets one organization on a CAS application form, with its codes, contacts and program selection rules.
Action
Get programReturns the details of a program offered by an organization on an application form, including its custom program attributes.
Action
List ApplicantsLists applicants on a CAS application form, either by CAS ID or by a date range.
Action
List ApplicationsLists the application IDs for an organization, optionally only those last updated within a date range.
Action
List OrganizationsLists the organizations (schools or departments) on a CAS application form.
Action
List ProgramsLists the programs offered on a CAS application form, with their deadlines, terms and organizations.
Action
List subscriptionsReturns the business event subscriptions set up for an application form.
Action
Update organizationUpdates an existing organization (name, codes, state, group and contacts) on a Liaison CAS application form.
Action
Update programUpdates an existing program under an organization in a Liaison application form, returning the updated program.
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
Alegra and Liaison, answered
What can start an automation from Alegra?
Any of Alegra's 4 triggers in the catalog, including New Contact, New Estimate, New Invoice and New Item. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Liaison when something happens in Alegra?
Any of Liaison's 12 actions, including Update organization, Update program, Get Account Info and Get applicant. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Liaison to Alegra?
Yes. When something happens in Liaison, your agent can act in Alegra too. This page covers both directions: Liaison's triggers and Alegra's actions are listed here as well.
Do I have to build a connector for Alegra or Liaison?
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 Alegra and Liaison 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.