--- title: "Connect Anchor to intelliHR - APIANT.ai" description: "When \"New Proposal Sent\" fires in Anchor, your agent runs \"Create User\" in intelliHR." canonical: "https://apiant.ai/connect/anchor-to-intellihr" --- # Connect Anchor to intelliHR When **New Proposal Sent** fires in [Anchor](https://apiant.ai/connections/anchor), your agent runs **Create User** in [intelliHR](https://apiant.ai/connections/intellihr). Describe the whole flow and it is built, tested on every scenario and kept running. Anchor **4** triggers Anchor **6** actions intelliHR **13** 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 intelliHR 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 can start in intelliHR - When **New Proposal Sent** in Anchor then **Create User** in intelliHR - When **Agreement Amended** in Anchor then **Update User** in intelliHR 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 intelliHR ## Triggers and actions 4 triggers · 19 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. - Action **Create Business Unit** Creates a new business unit in intelliHR and returns the created business unit, including its custom field values. - Action **Create Training** Creates a training record for a person in intelliHR, with its provider, type, status, cost, hours and completion date. - Action **Create User** Creates a login user for an existing person who does not already have one, and returns the new user. - Action **Find Job** Finds jobs matching the person, email, employee number, job title, status or other criteria you supply. - Action **Find Person** Finds people in intelliHR matching a name, primary email address, employee number, intelliHR ID or job, and returns the matching people with their details. - Action **Get job** Returns a single job by its ID, including its person, position, location, business unit, remuneration schedule and custom fields. - Action **Get person** Returns a single person record from intelliHR, including contact details, jobs and custom field values. - Action **List jobs** Returns jobs in intelliHR as at the current date, optionally filtered by person, job name, status, work type and more. - Action **List people** Returns the people in your intelliHR account, optionally filtered by job, email, employee number, name, recent updates or extended-leave status. - Action **Set Job End Date** Sets the end date on a job and, unless told not to, finalises the job's termination with a turnover type and reason. - Action **Update Business Unit** Updates an existing business unit's name, code, notes, parent, enabled status and custom field values. - Action **Update User** Updates an existing intelliHR user account — enable or disable sign-in, change the username, set when full access begins, or issue onboarding. - Action **Upload Person Document** Uploads a file to a person's documents in intelliHR and marks the upload as successful. Returns the new document's id, filename and upload status. ## Each app on its own - [ **Anchor** Get freedom from the burden of invoicing and collections.](https://apiant.ai/connections/anchor) - [ **intelliHR** All-in-one people management system with configurable HR automation and analytics](https://apiant.ai/connections/intellihr) 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 intelliHR - [ **HubSpot to intelliHR** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-intellihr) - [ **Salesforce to intelliHR** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-intellihr) - [ **Slack to intelliHR** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-intellihr) - [ **Google Sheets to intelliHR** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-intellihr) - [ **Gmail to intelliHR** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-intellihr) - [ **Google Calendar to intelliHR** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-intellihr) Questions ## Anchor and intelliHR, 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 intelliHR when something happens in Anchor? Any of intelliHR's 13 actions, including Create Business Unit, Create Training, Create User and Update Business Unit. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from intelliHR to Anchor? intelliHR has no triggers in the catalog today, so automations start in Anchor. If you need the other direction, ask: your agent reads intelliHR's API documentation and adds it. ### ### Do I have to build a connector for Anchor or intelliHR? 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 intelliHR 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.