Integration
Connect Apollo to Veryfi OCR
When something happens in Apollo, your agent does the next thing in Veryfi OCR. 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 Apollo and Veryfi OCR 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 Apollo can start in Veryfi OCR
When Account Updated in Apollo
then Classify Document in Veryfi OCR
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 Apollo and Veryfi OCR
Triggers and actions 4 triggers · 25 actions
- Account Updated
Polls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger.
- Contact Updated
Polls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger.
- New Account
Polls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger.
- New Contact
Polls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger.
- Create Account
An Account is a company that your team has added to Apollo.
- Create Contact
A Contact is a person your team has added to Apollo.
- Create Deal
Deals are records that you can use to track possible opportunities with your prospective customers.
- Create Task
Creates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact).
- Find Contact
Find a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first.
- Find Deal
Returns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals.
- Find Task
Returns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks.
- Update Account
Update an existing Account.
- Update Contact
Update an already existing Contact.
- Update Deal
Update an already existing Deal.
- Classify Document
Classifies a document (receipt, invoice, W-9, check, bank statement, etc.) and returns the predicted document type with a confidence score.
- Convert Document To Markdown
Upload a document (image/PDF) and convert its content to markdown text.
- Extract Data From Any Document
Extracts data from the supplied document
- Extract Data From Bank Check
Extracts data from the supplied bank check
- Extract Data From Bank Statement
Submits a bank statement (by URL, base64 data or S3 path) to Veryfi and returns the extracted statement data, including account details, balances and transactions.
- Extract Data From Business Card
Upload a business card image/PDF and extract structured contact data (name, company, phone, email, address).
- Extract Data From Contract
Submits a contract (PDF or ZIP, up to 20 MB) to Veryfi and returns the extracted contract data such as parties, dates, term, total and governing law.
- Extract Data From Driver License
Extracts the holder's details from a US driver license image or PDF using Veryfi's us_driver_license blueprint.
- Extract Data From Invoice
Extracts data from the supplied invoice
- Extract Data From Passport
Extracts data from the supplied passport
- Extract Data From W2 Form
Submits a W-2 form (image or PDF) to Veryfi and returns the extracted wage, tax, employer and employee data.
- Extract Data From W-8BEN-E Form
Submits a W-8BEN-E form (image or PDF) to Veryfi and returns the data extracted from it.
- Extract Data From W9 Form
Extracts data from the supplied W9 form
- Extracts Data From Receipt
Submits a receipt image or PDF to Veryfi and returns the extracted receipt data, including the merchant, date, totals, tax and line items.
- Get Contract
Fetches a processed contract by ID, including its extracted text and data, source file details and PDF link. An error occurs if the contract is not found.
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
Apollo and Veryfi OCR, answered
What can start an automation from Apollo?
Any of Apollo's 4 triggers in the catalog, including Account Updated, Contact Updated, New Account and New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Veryfi OCR when something happens in Apollo?
Any of Veryfi OCR's 15 actions, including Classify Document, Convert Document To Markdown, Extract Data From Any Document and Extract Data From Bank Check. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Veryfi OCR to Apollo?
Veryfi OCR has no triggers in the catalog today, so automations start in Apollo. If you need the other direction, ask: your agent reads Veryfi OCR's API documentation and adds it.
Do I have to build a connector for Apollo or Veryfi OCR?
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.