Integration
Connect Apizeal to iClosed
When Contact Created fires in Apizeal, your agent runs Create Contact in iClosed. 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 Apizeal and iClosed 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 Apizeal can start in iClosed
When Contact Created in Apizeal
then Create Contact in iClosed
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 Apizeal and iClosed
Triggers and actions 6 triggers · 43 actions
- Contact Created
Triggers when a new contact (not a lead) is added in Apizeal.
- Lead Created
Triggers when a new lead is added in Apizeal.
- Policy Created
Triggers when a new insurance policy is added in Apizeal.
- Policy Status Updated
Triggers when a policy's status changes in Apizeal.
- Task Created
Triggers when a new task is added in Apizeal.
- Task Status Updated
Triggers when a task's status changes in Apizeal.
- Find Contact
Finds contacts and leads by name, email, phone or creation date.
- Find Task
Finds tasks by status, related contact or policy, or due date range.
- Get Contact
Returns one contact (or lead) by its ID, with address, employment and agent.
- Get Medical Appointment
Returns one of a contact's medical appointments by its ID.
- Get Policy
Returns one insurance policy by its ID, with its carrier, plan, premium and holder.
- Get Policy Members
Returns the members (holder, applicants and dependents) of a policy.
- Get Task
Returns one task by its ID, with its status, due date and assignees.
- List Carriers
Returns the insurance carriers defined in your Apizeal organization, each with its ID and name.
- List Contact Notes
Lists the notes on a contact.
- List Contact Policies
Lists the policies a contact holds or belongs to.
- List Contact Reminders
Lists the reminders on a contact.
- List Medical Appointments
Lists a contact's medical appointments.
- List Policies
Lists insurance policies, optionally filtered by code, effective date or submitted date.
- List Policy Notes
Lists the notes on a policy.
- List Policy Reminders
Lists the reminders on a policy.
- List Policy Statuses
Returns the policy statuses defined in your Apizeal organization, each with its ID and name.
- List Product Types
Returns the product types defined in your Apizeal organization, each with its ID and name.
- Add call
Books a new call on an iClosed event for a contact at a chosen date and time, and returns the scheduled call with its assigned closer and confirmation link.
- Add Call Outcome
Records the outcome of a scheduled iClosed call (won, no sale, approved or rejected), with optional notes, objection, no-sale reason and deal details for a won call.
- Add custom field
Creates a new custom field on iClosed contacts, calls, events, deals, users or iScores, and returns the created field.
- Add deal
Creates a new deal from an iClosed call booking, with an optional product, value, and linked transactions.
- Add product
Creates a new product in your iClosed account and returns the created product.
- Cancel Call
Cancels a scheduled iClosed call, optionally recording the reason. Invitees lose the booking.
- Create Contact
Creates a new contact in iClosed, or updates the existing contact with the same email or phone number.
- Create Note
Adds a note to an existing contact in iClosed.
- Create Transaction
Creates a transaction (a payment or sale) in iClosed with its value and the buyer's contact details.
- Delete transaction
Permanently deletes a transaction by its ID. This cannot be undone.
- Get event
Returns one iClosed event, including its settings, hosts, invitee questions and routing rules, looked up by event ID or booking link prefix.
- List contact notes
Returns the notes recorded on an iClosed contact, optionally only those written by a specific user.
- List deals
Returns the deals in the iClosed account, with their contact, assigned user, product and event, optionally filtered by contact, user, product, event, type, contact status, search text or time range.
- List events
Returns the events (booking pages) in the iClosed account, optionally narrowed by search text, host or event type.
- List products
Returns the products in the iClosed account, with optional filtering by name, parent product and date range, and optional sorting.
- Search Call
Returns scheduled calls that match the search text and filters you specify, such as invitee email, contact, closer, event, outcome or date range.
- Search Contact
Searches contacts by name, email or phone number, with optional filters for owner, status, event and join date. Returns up to 100 matching contacts.
- Search Custom Fields
Searches the custom fields defined for one iClosed object type (contacts, calls, events, deals, users or iScore), optionally filtered by name, input type or identifier.
- Search Transaction
Searches transactions by name, email, phone number or value, with optional filters for source, sync status and creation date.
- Search Users
Finds users in your iClosed account whose name or email matches the search text, including removed users.
- Update call
Updates a scheduled call's date and time, and optionally its assigned closer, reason, notes and additional guests. Returns the updated call.
- Update Contact
Updates an existing iClosed contact's name, emails, phone numbers, status or referrer URL. Only the fields you fill in are changed.
- Update Contact Custom Field
Sets or replaces the value of one custom field on an iClosed contact. Choose the field by its id or its identifier.
- Update deal
Updates an existing deal's value, product, closer, time, transaction type and linked transactions, and returns the updated deal.
- Update product
Updates an existing product's name or description in iClosed and returns the updated product.
- Update transaction
Updates an existing iClosed transaction's name, contact details, description, value or source, and returns the updated transaction.
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
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Questions
Apizeal and iClosed, answered
What can start an automation from Apizeal?
Any of Apizeal's 6 triggers in the catalog, including Contact Created, Lead Created, Policy Created and Policy Status Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in iClosed when something happens in Apizeal?
Any of iClosed's 26 actions, including Create Contact, Create Note, Create Transaction and Update call. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from iClosed to Apizeal?
iClosed has no triggers in the catalog today, so automations start in Apizeal. If you need the other direction, ask: your agent reads iClosed's API documentation and adds it.
Do I have to build a connector for Apizeal or iClosed?
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 Apizeal and iClosed 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.