---
title: "Connect Ambivo to Persona - APIANT.ai"
description: "When \"Contact Status Updated\" fires in Ambivo, your agent runs \"List Events\" in Persona."
canonical: "https://apiant.ai/connect/ambivo-to-persona"
---

# Connect Ambivo to Persona

When **Contact Status Updated** fires in [Ambivo](https://apiant.ai/connections/ambivo), your agent runs **List Events** in [Persona](https://apiant.ai/connections/persona). Describe the whole flow and it is built, tested on every scenario and kept running.

Ambivo **4** triggers Ambivo **20** actions Persona **5** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Ambivo and Persona 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 Ambivo can start in Persona

- When **Contact Status Updated** in Ambivo then **List Events** in Persona
- When **Lead Status Updated** in Ambivo then **Add Account** in Persona

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 Ambivo and Persona

## Triggers and actions 4 triggers · 25 actions

- Trigger

**Contact Status Updated**

Triggers when the status of a contact is updated.

- Trigger

**Lead Status Updated**

Triggers when the status of a lead is updated.

- Trigger

**New Contact**

Triggers when a new contact record is created.

- Trigger

**New Lead**

Triggers when a new lead is created.

- Action

**Add account**

/crm/accounts on fapi.ambivo.com. Creates a company account.

- Action

**Add appointment**

/reports/appointments on fapi.ambivo.com.

- Action

**Add invoice**

/crm/invoices on fapi.ambivo.com.

- Action

**Add order**

/crm/orders on fapi.ambivo.com.

- Action

**Add task**

/crm/tasks on fapi.ambivo.com.

- Action

**Create Contact**

Creates a New Contact or returns an updated contact.

- Action

**Create Lead**

Creates a New Lead or returns an updated lead.

- Action

**Delete task**

/crm/tasks/{task_id} on fapi.ambivo.com.

- Action

**List accounts**

/crm/accounts on fapi.ambivo.com.

- Action

**List appointments**

Lists appointments in the Ambivo account.

- Action

**List contacts**

/crm/contacts on fapi.ambivo.com.

- Action

**List invoices**

Lists invoices with optional MongoDB-style match_filter_dict, sort and created-date range; returns the invoice records.

- Action

**List leads**

/crm/leads on fapi.ambivo.com.

- Action

**List orders**

Lists orders with optional MongoDB-style match_filter_dict, sort and created-date range; returns the order records.

- Action

**Update account**

/crm/accounts/{account_id} on fapi.ambivo.com.

- Action

**Update contact**

/crm/contacts/{contact_id} on fapi.ambivo.com. Updates fields of a contact.

- Action

**Update invoice**

/crm/invoices/{invoice_id} on fapi.ambivo.com.

- Action

**Update lead**

/crm/leads/{lead_id} on fapi.ambivo.com. Updates fields of a lead.

- Action

**Update order**

/crm/orders/{order_id} on fapi.ambivo.com.

- Action

**Update task**

/crm/tasks/{task_id} on fapi.ambivo.com.

- Action

**Add Account**

Create a new Account.

- Action

**Get Account**

Fetches a Persona Account by ID. An error occurs if the Account is not found.

- Action

**List Accounts**

Returns a list of your organization's Persona accounts, most recently created first, optionally filtered by reference ID.

- Action

**List Events**

Returns all events in your Persona organization, most recent first, optionally filtered by event name, object id or event id.

- Action

**Update Account**

Updates an existing Persona Account by ID.

## Each app on its own

- [ **Ambivo** Ambivo Business Platform support CRM, Payment and Telephony solution for growing business.](https://apiant.ai/connections/ambivo)
- [ **Persona** Identity verification API for KYC checks, document verification, and fraud prevention workflows.](https://apiant.ai/connections/persona)

Reviews

## What our customers say

## More from Ambivo

- [ **Ambivo to Echoes** Quotes From Around The World](https://apiant.ai/connect/ambivo-to-echoes)
- [ **Ambivo to Fillout Forms** Create powerful forms, surveys and quizzes your audience will answer with Fillout Forms.](https://apiant.ai/connect/ambivo-to-fillout-forms)
- [ **Ambivo to Form Io** Form-builder platform that auto-generates REST APIs for form submissions, data validation, and workflow...](https://apiant.ai/connect/ambivo-to-form-io)
- [ **Ambivo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/ambivo-to-hubspot)
- [ **Ambivo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ambivo-to-salesforce)
- [ **Ambivo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ambivo-to-slack)

## More into Persona

- [ **Gravity Forms to Persona** Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.](https://apiant.ai/connect/gravity-forms-to-persona)
- [ **HubSpot to Persona** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-persona)
- [ **Salesforce to Persona** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-persona)
- [ **Slack to Persona** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-persona)
- [ **Google Sheets to Persona** Google Sheets](https://apiant.ai/connect/google-sheets-to-persona)
- [ **Gmail to Persona** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-persona)

Questions

## Ambivo and Persona, answered

###

### What can start an automation from Ambivo?

Any of Ambivo's 4 triggers in the catalog, including Contact Status Updated, Lead Status Updated, New Contact and New Lead. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Persona when something happens in Ambivo?

Any of Persona's 5 actions, including Update Account, Add Account, Get Account and List Accounts. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Persona to Ambivo?

Persona has no triggers in the catalog today, so automations start in Ambivo. If you need the other direction, ask: your agent reads Persona's API documentation and adds it.

###

### Do I have to build a connector for Ambivo or Persona?

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 Ambivo and Persona 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.