Integration
Connect Apizeal and Intervals
When Contact Created fires in Apizeal, your agent runs Add invoice in Intervals, or New client in Intervals to Find Contact in Apizeal. 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 Intervals 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 and Intervals can do together
From Apizeal to Intervals
When Contact Created in Apizeal
then Add invoice in Intervals
When Lead Created in Apizeal
then Add task in Intervals
From Intervals to Apizeal
When New client in Intervals
then Find Contact in Apizeal
When New invoice in Intervals
then Find Task in Apizeal
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 Intervals
Triggers and actions 12 triggers · 55 actions
Trigger
Contact CreatedTriggers when a new contact (not a lead) is added in Apizeal.
Trigger
Lead CreatedTriggers when a new lead is added in Apizeal.
Trigger
Policy CreatedTriggers when a new insurance policy is added in Apizeal.
Trigger
Policy Status UpdatedTriggers when a policy's status changes in Apizeal.
Trigger
Task CreatedTriggers when a new task is added in Apizeal.
Trigger
Task Status UpdatedTriggers when a task's status changes in Apizeal.
Action
Find ContactFinds contacts and leads by name, email, phone or creation date.
Action
Find TaskFinds tasks by status, related contact or policy, or due date range.
Action
Get ContactReturns one contact (or lead) by its ID, with address, employment and agent.
Action
Get Medical AppointmentReturns one of a contact's medical appointments by its ID.
Action
Get PolicyReturns one insurance policy by its ID, with its carrier, plan, premium and holder.
Action
Get Policy MembersReturns the members (holder, applicants and dependents) of a policy.
Action
Get TaskReturns one task by its ID, with its status, due date and assignees.
Action
List CarriersReturns the insurance carriers defined in your Apizeal organization, each with its ID and name.
Action
List Contact NotesLists the notes on a contact.
Action
List Contact PoliciesLists the policies a contact holds or belongs to.
Action
List Contact RemindersLists the reminders on a contact.
Action
List Medical AppointmentsLists a contact's medical appointments.
Action
List PoliciesLists insurance policies, optionally filtered by code, effective date or submitted date.
Action
List Policy NotesLists the notes on a policy.
Action
List Policy RemindersLists the reminders on a policy.
Action
List Policy StatusesReturns the policy statuses defined in your Apizeal organization, each with its ID and name.
Action
List Product TypesReturns the product types defined in your Apizeal organization, each with its ID and name.
Trigger
New clientPolling trigger: fires when a new client is created in Intervals.
Trigger
New invoicePolling trigger: fires when a new invoice is created in Intervals.
Trigger
New milestonePolling trigger: fires when a new milestone is created in Intervals.
Trigger
New personPolling trigger: fires when a new person is added in Intervals.
Trigger
New projectPolling trigger: fires when a new project is created in Intervals.
Trigger
New taskPolling trigger: fires when a new task is created in Intervals.
Action
Add clientCreate a new client.
Action
Add expenseCreate a new expense.
Action
Add invoiceCreate a new invoice.
Action
Add milestoneCreate a new milestone.
Action
Add personCreate a new person (team member).
Action
Add projectCreate a new project.
Action
Add taskCreate a new task.
Action
Add time entryLog a new time entry against a task.
Action
Add timerStart a new timer for a task.
Action
Delete clientDelete a client.
Action
Delete expenseDelete an expense.
Action
Delete invoiceDelete an invoice.
Action
Delete milestoneDelete a milestone.
Action
Delete personDelete a person.
Action
Delete projectDelete a project.
Action
Delete taskDelete a task.
Action
Delete time entryDelete a logged time entry.
Action
Delete timerDelete a timer.
Action
Get clientRetrieve a single client by id.
Action
Get expenseRetrieve a single expense by id.
Action
Get invoiceRetrieve a single invoice by id.
Action
Get milestoneRetrieve a single milestone by id.
Action
Get personRetrieve a single person by id.
Action
Get projectRetrieve a single project by id.
Action
Get taskRetrieve a single task by id.
Action
Get time entryRetrieve a single logged time entry by id.
Action
Get timerRetrieve a single timer by id.
Action
List milestonesRetrieve all milestones in the Intervals account.
Action
List tasksRetrieve all tasks in the Intervals account.
Action
Update clientUpdate an existing client's details.
Action
Update expenseUpdate an existing expense.
Action
Update invoiceUpdate an existing invoice.
Action
Update milestoneUpdate an existing milestone.
Action
Update personUpdate an existing person's details.
Action
Update projectUpdate an existing project's details.
Action
Update taskUpdate an existing task's details.
Action
Update time entryUpdate an existing logged time entry.
Action
Update timerUpdate a timer (e.g. stop or adjust it).
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
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Questions
Apizeal and Intervals, 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 Intervals when something happens in Apizeal?
Any of Intervals's 38 actions, including Update client, Update expense, Update invoice and Update milestone. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Intervals to Apizeal?
Yes. When something happens in Intervals, your agent can act in Apizeal too. This page covers both directions: Intervals's triggers and Apizeal's actions are listed here as well.
Do I have to build a connector for Apizeal or Intervals?
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 Intervals 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.