Integration
Connect Aplos and OpenAI
When something happens in Aplos or OpenAI, your agent does the next thing in the other. 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 Aplos and OpenAI 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)Running OpenAI alongside Aplos lets the donor and fund records in Aplos feed the model directly: a new contribution can become a drafted thank-you note, and a new or changed contact can be summarized or turned into an embedding for matching. It also works the other way, so files and batches created in OpenAI can be looked up against Aplos contacts or booked as transactions.
Example flows
What Aplos and OpenAI can do together
From Aplos to OpenAI
When New contact in Aplos
then Create chat completion in OpenAI
From OpenAI to Aplos
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 Aplos and OpenAI
Triggers and actions 8 triggers · 82 actions
- New contact
Triggers when a new contact (a donor, individual or company) is added in Aplos.
- New contribution
Triggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts.
- New or updated contact
Triggers when a contact (a donor, individual or company) is added or changed in Aplos.
- Add contribution
Records a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose.
- Add payable
Creates an accounts payable bill in Aplos, split across one or more expense lines by account and fund.
- Add transaction
Creates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund.
- Find contacts
Returns the contacts that match the specified name, email, type or last-updated time.
- Find contributions
Returns contributions (donation records) that match the specified contact, name and date criteria.
- Find transactions
Returns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status).
- Get contact
Retrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses.
- Get contribution
Retrieve a single Aplos contribution record by its ID.
- Get payable
Retrieves a single payable (bill) by its id.
- Get transaction
Retrieves a single accounting transaction, including its lines (account, fund, amount) and contact.
- List accounts
Lists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type.
- List funds
Lists the funds in the Aplos organization, optionally narrowed by name or fund balance account number.
- List purposes
Lists the donation purposes in the Aplos organization, optionally filtered by name or enabled status.
- New batch
List your organization's batches.
- New file
Returns a list of files.
- New model
Lists the currently available models.
- New vector store
Returns a list of vector stores.
- New video
List recently generated videos for the current project.
- Cancel batch
Cancels an in-progress batch.
- Cancel run
Cancels a run that is in_progress.
- Cancel vector store file batch
Cancel a vector store file batch.
- Content moderation
Classifies text for hate, harassment, self-harm, sexual, and violence categories using the Moderations API.
- Count input tokens
Returns input token counts of the request.
- Create assistant
Create an assistant with a model and instructions.
- Create chat completion
Sends a list of chat messages to a model via the Chat Completions API and returns the assistant's reply.
- Create completion
Creates a completion for the provided prompt and parameters.
- Create embedding
Generates a vector embedding for input text using an embeddings model (e.g. text-embedding-3-small).
- Create message
Create a message.
- Create run
Create a run.
- Creates and executes a batch from an uploaded file of requests
Creates and executes a batch from an uploaded file of requests
- Create thread
Create a thread.
- Create thread and run
Create a thread and run it in one request.
- Create vector store
Create a vector store.
- Create vector store file
Create a vector store file by attaching a File to a vector store.
- Create vector store file batch
Create a vector store file batch.
- Create video edit job
Create a new video generation job by editing a source or existing generated video.
- Create video extension
Create an extension of a completed video.
- Create video generation job
Create a new video generation job from a prompt and optional reference assets.
- Create video remix
Create a remix of a completed video using a refreshed prompt.
- Delete assistant
Delete an assistant.
- Delete eval run
Delete an eval run.
- Delete file
Delete a file and remove it from all vector stores.
- Delete message
Deletes a message.
- Delete thread
Delete a thread.
- Delete vector store
Delete a vector store.
- Delete vector store file
Delete a vector store file (removes from store, file itself not deleted).
- Delete video
Permanently delete a completed or failed video and its stored assets.
- Download video content
Download the generated video bytes or a derived preview asset.
- Edit image
Creates an edited or extended image given one or more source images and a prompt.
- Generate image
Generates an image from a text prompt using gpt-image-1 / DALL-E and returns the image URL or base64 data.
- Generate speech
Converts text into spoken audio using a TTS model and the selected voice. Returns audio bytes.
- Get assistant
Retrieves an assistant.
- Get batch
Retrieves a batch.
- Get file
Returns information about a specific file.
- Get file content
Returns the contents of the specified file.
- Get message
Retrieve a message.
- Get model
Retrieves a model instance.
- Get run
Retrieves a run.
- Get run step
Retrieves a run step.
- Get thread
Retrieves a thread.
- Get vector store
Retrieves a vector store.
- Get vector store file
Retrieves a vector store file.
- Get vector store file batch
Retrieves a vector store file batch.
- Get vector store file content
Retrieve the parsed contents of a vector store file.
- Get video
Fetch the latest metadata for a generated video.
- List conversation items
List all items for a conversation with the given ID.
- List files
Lists files that have been uploaded to your OpenAI account.
- List messages
Returns a list of messages for a given thread.
- List models
Lists the models currently available to your account.
- List runs
Returns a list of runs belonging to a thread.
- List run steps
Returns a list of run steps belonging to a run.
- List vector store file batch files
Returns a list of vector store files in a batch.
- List vector store files
Returns a list of vector store files.
- OpenAI agent message
Runs one AI agent turn on OpenAI and returns the model's reply. The turn is billed to the OpenAI account connected on this step, and the agent can call the account's AI tool automations.
- Retrieve response
Retrieves a previously created model response by its Response ID.
- Search vector store
Search a vector store for relevant chunks based on a query and filter.
- Send model a message
Sends a message to an OpenAI model via the Responses API and emits its response. Returns a Response ID usable as previous_response_id for multi-turn conversations.
- Submit tool outputs to run
Submit tool outputs when a run requires action.
- Transcribe audio
Transcribes audio into the input language.
- Translate audio
Translates audio into English.
- Update assistant
Modifies an assistant.
- Update message
Modifies a message.
- Update run
Modifies a run.
- Update thread
Modifies a thread.
- Update vector store
Modifies a vector store.
- Update vector store file attributes
Update attributes on a vector store file.
- Upload file
Upload a file that can be used across various endpoints.
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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Questions
Aplos and OpenAI, answered
Can a donation recorded in Aplos start a drafted message in OpenAI?
Yes. The New contribution trigger in Aplos fires when a donation batch is recorded, and Get contribution reads the donors and purposes on it before the text goes to OpenAI through Send model a message or Create chat completion.
How does the agent make sure the donor exists before writing anything?
Find contacts in Aplos is used as a lookup step, so the run continues only when a matching contact comes back with the details you asked for. The agent tests every scenario, including a contribution whose donor has no email on file.
What can start an automation from Aplos?
Any of Aplos's 3 triggers in the catalog, including New contact, New contribution and New or updated contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in OpenAI when something happens in Aplos?
Any of OpenAI's 69 actions, including Create chat completion, Create embedding, Create assistant and Create completion. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OpenAI to Aplos?
Yes. When something happens in OpenAI, your agent can act in Aplos too. This page covers both directions: OpenAI's triggers and Aplos's actions are listed here as well.
Do I have to build a connector for Aplos or OpenAI?
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.