Integration
Connect Anchor to Relevance AI
When something happens in Anchor, your agent does the next thing in Relevance AI. Describe it 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 Anchor and Relevance AI to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 Anchor can start in Relevance AI
When New Proposal Sent in Anchor
then Message Agent in Relevance AI
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 Relevance AI
Triggers and actions 4 triggers · 12 actions
- Agreement Amended
Triggers when an agreement is amended.
- New Proposal Sent
Triggers when a proposal is sent to a client.
- Proposal Approved
Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval).
- Proposal Published
Triggers when a proposal is published.
- Add Service to Agreement
Adds a service to a signed Anchor agreement as a new amendment.
- Create Contact
Creates a new client contact in Anchor.
- Find Contact by ID
Looks up a single contact by its Anchor ID.
- List Contacts
Returns a list of contacts (client businesses), optionally filtered by search text or status.
- Publish Proposal
Publishes a proposal draft as a proposal and, unless set to silent, emails the client.
- Submit Charges
Submits charges on an agreement to issue an invoice now or schedule one for a future billing date.
- Get Task
Get a single task (conversation thread) by ID for an agent, including status and messages.
- List Agents
List all agents in the Relevance AI project (paginated).
- List Tasks
List tasks (conversation threads) for an agent, paginated/sortable/filterable by status.
- Message Agent
Sends a message to an Agent. Doesn't wait for a response.
- Message Workforce
Sends a message to a Workforce. Doesn't wait for a response.
- Run Tool
Execute a Tool in Relevance AI. Waits for a response for up to 60 seconds.
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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More into Relevance AI
Questions
Anchor and Relevance AI, 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 Relevance AI when something happens in Anchor?
Any of Relevance AI's 6 actions, including Get Task, List Agents, List Tasks and Message Agent. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Relevance AI to Anchor?
Relevance AI has no triggers in the catalog today, so automations start in Anchor. If you need the other direction, ask: your agent reads Relevance AI's API documentation and adds it.
Do I have to build a connector for Anchor or Relevance AI?
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.
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.