--- title: "Connect Anchor and EFC Aquila - APIANT.ai" description: "When \"New Proposal Sent\" fires in Anchor, your agent runs \"Add Lead\" in EFC Aquila, or \"New Appointment\" in EFC Aquila to \"Create Contact\" in Anchor." canonical: "https://apiant.ai/connect/anchor-to-efc-aquila" --- # Connect Anchor and EFC Aquila When **New Proposal Sent** fires in [Anchor](https://apiant.ai/connections/anchor), your agent runs **Add Lead** in [EFC Aquila](https://apiant.ai/connections/efc-aquila), or **New Appointment** in EFC Aquila to **Create Contact** in Anchor. Describe the whole flow and it is built, tested on every scenario and kept running. Anchor **4** triggers Anchor **6** actions EFC Aquila **9** triggers EFC Aquila **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Anchor and EFC Aquila 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 Anchor and EFC Aquila can do together ### From Anchor to EFC Aquila - When **New Proposal Sent** in Anchor then **Add Lead** in EFC Aquila - When **Agreement Amended** in Anchor then **Send Email** in EFC Aquila ### From EFC Aquila to Anchor - When **New Appointment** in EFC Aquila then **Create Contact** in Anchor - When **New Lead** in EFC Aquila then **Find Contact by ID** in Anchor 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 Anchor and EFC Aquila ## Triggers and actions 13 triggers · 14 actions - Trigger **Agreement Amended** Triggers when an agreement is amended. - Trigger **New Proposal Sent** Triggers when a proposal is sent to a client. - Trigger **Proposal Approved** Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval). - Trigger **Proposal Published** Triggers when a proposal is published. - Action **Add Service to Agreement** Adds a service to a signed Anchor agreement as a new amendment. - Action **Create Contact** Creates a new client contact in Anchor. - Action **Find Contact by ID** Looks up a single contact by its Anchor ID. - Action **List Contacts** Returns a list of contacts (client businesses), optionally filtered by search text or status. - Action **Publish Proposal** Publishes a proposal draft as a proposal and, unless set to silent, emails the client. - Action **Submit Charges** Submits charges on an agreement to issue an invoice now or schedule one for a future billing date. - Trigger **Assessment Query** Triggers when a member's assessment standing on a Programme is recorded or re-assessed, optionally limited by grade, progress, attendance, age or group filters. - Trigger **Birthday** Triggers when a member at the Location has a birthday within the chosen window (today by default), once per member per year. - Trigger **Classes Attended** Triggers when a member reaches a lifetime (or this month's) classes-attended count in your chosen range — fires again each time their attendance count changes within it. - Trigger **Did Not Show** Triggers when a member booked onto a class or event today is marked absent (did not show). - Trigger **Expired Member** Triggers when a member's enrolment expires at the Location (members whose status becomes lapsed), newest expiry first. - Trigger **Member Query** Triggers when a member newly appears in a saved roster search at a Location, such as members who become enrolled or fall inactive. - Trigger **New Appointment** Triggers when a new appointment (a 1-on-1 slot with a member) is booked at the Location, scheduled from yesterday through the next year. - Trigger **New Lead** Triggers when a new lead (prospective member) is registered at the selected Location. - Trigger **New Member** Triggers when a member enrols at the selected Location (school). - Action **Add Lead** Captures a lead at a Location, merging into an existing matching lead instead of creating a duplicate. Returns the created or matched Member. - Action **Book Session** Books a member onto one occurrence of a class session, or every occurrence from that date forward. Returns the confirmed booking; if the member is already booked, the existing booking is returned. - Action **Create Appointment** Creates a one-on-one appointment with a member at a location, optionally as a recurring series. - Action **Create Note** Adds a note to a member's record, optionally pinning it to the top of their note feed or raising it to EFC. - Action **Enrol Member** Enrols a member at a location and sets the programmes they are enrolled on, replacing their current programme set. Returns the member's updated enrolment. - Action **Send Email** Sends an email from a Location to a recipient, optionally filing it in a member's conversation. Returns the queued message. - Action **Send SMS** Sends an SMS text message from a Location through its connected SMS provider, optionally filing it in a member's conversation. - Action **Send Template** Emails a member using one of the Location's library email templates, with merge fields filled in from the member's record. The message is queued for delivery. ## Each app on its own - [ **Anchor** Get freedom from the burden of invoicing and collections.](https://apiant.ai/connections/anchor) - [ **EFC Aquila** EFC Aquila is a fully featured CRM and Billing platform for Martial Arts schools, Leisure clubs and more.](https://apiant.ai/connections/efc-aquila) Reviews ## What our customers say ## More from Anchor - [ **Anchor to Outlook** Outlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...](https://apiant.ai/connect/anchor-to-outlook) - [ **Anchor to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/anchor-to-hubspot) - [ **Anchor to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/anchor-to-salesforce) - [ **Anchor to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/anchor-to-slack) - [ **Anchor to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/anchor-to-google-sheets) - [ **Anchor to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/anchor-to-gmail) ## More into EFC Aquila - [ **ActiveCampaign to EFC Aquila** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-efc-aquila) - [ **Airtable to EFC Aquila** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-efc-aquila) - [ **Asana to EFC Aquila** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-efc-aquila) - [ **ClickUp to EFC Aquila** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-efc-aquila) - [ **Discord to EFC Aquila** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-efc-aquila) - [ **Brevo to EFC Aquila** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-efc-aquila) Questions ## Anchor and EFC Aquila, answered ### ### What can start an automation from Anchor? Any of Anchor's 4 triggers in the catalog, including New Proposal Sent, Agreement Amended, Proposal Approved and Proposal Published. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in EFC Aquila when something happens in Anchor? Any of EFC Aquila's 8 actions, including Create Appointment, Create Note, Send Email and Send SMS. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from EFC Aquila to Anchor? Yes. When something happens in EFC Aquila, your agent can act in Anchor too. This page covers both directions: EFC Aquila's triggers and Anchor's actions are listed here as well. ### ### Do I have to build a connector for Anchor or EFC Aquila? 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 Anchor and EFC Aquila 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.