Integration
Connect AroFlo and ClientSuccess
When List New or Updated Clients fires in AroFlo, your agent runs Create Client in ClientSuccess, or New Client in ClientSuccess to Create Client in AroFlo. 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 AroFlo and ClientSuccess 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 AroFlo and ClientSuccess can do together
From AroFlo to ClientSuccess
When List New or Updated Clients in AroFlo
then Create Client in ClientSuccess
From ClientSuccess to AroFlo
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 AroFlo and ClientSuccess
Triggers and actions 9 triggers · 34 actions
- List New or Updated Clients
Triggers when a client is created or updated in AroFlo; returns the client's ID and change time.
- List New or Updated Invoices
Triggers when an invoice is created or updated in AroFlo; returns the invoice's ID and change time.
- List New or Updated Tasks
Triggers when a task is created or updated in AroFlo; returns the task's ID and change time.
- List Timesheets
Triggers when a new timesheet entry is recorded in AroFlo.
- Add contact
Creates a contact under an existing AroFlo client.
- Add location
Creates a new site location for an AroFlo client, with its name and address.
- Add supplier
Creates a new supplier in AroFlo with its contact details, street address and mailing address.
- Add task labour
Adds a labour line (time worked by a user) to an existing AroFlo task.
- Add task material
Adds a material line (an ad-hoc item or an inventory item) to an AroFlo task's worksheet.
- Add Task Note
Adds a note to an AroFlo task.
- Create Client
Creates a new client in AroFlo.
- Create Task
Creates a new task (job) for a client in AroFlo.
- Create User
Creates a new user in AroFlo.
- Custom Payload
Sends a custom XML insert or update to any AroFlo zone and returns AroFlo's post results.
- Find Asset
Finds AroFlo assets matching a field value and returns their records.
- Find Business Unit
Finds an AroFlo business unit by name and returns its record, including its org ID.
- Find Client
Finds AroFlo clients by company/reference name and returns the matching client records.
- Find contact
Finds client and contractor contacts in AroFlo by email, name or ID.
- Find Invoice
Finds AroFlo invoices matching a field value and returns their records.
- Find project
Finds AroFlo projects by project name and returns the matching project records.
- Find quote
Finds AroFlo quotes where a chosen quote field (ID, name, job number, status, dates) equals a value, returning the matching quotes.
- Find Schedule
Finds AroFlo schedules matching a field value and returns their records.
- Find Task
Finds AroFlo tasks matching a field value and returns their records.
- Find Timesheet Group
Returns the timesheet entries for one task, user, work date or type, with their combined total hours.
- Find User
Finds AroFlo users matching a field value and returns their records.
- Update Client
Updates an existing AroFlo client; only the fields you supply are changed.
- Update Task Fields
Updates the name, description, due date or order number of an AroFlo task; only supplied fields change.
- Update Task Status
Sets the status and optional substatus of an AroFlo task.
- New Client
Triggers when a new client is added in ClientSuccess.
- New Contact
Triggers when a new contact is created in ClientSuccess.
- New Contract
Triggers when a new contract is added to a ClientSuccess client.
- New Pulse
Triggers when a new pulse is recorded on a ClientSuccess client.
- New Task
Triggers when a new task is added in ClientSuccess.
- Create Client
Creates a new client (customer account) in ClientSuccess.
- Create Contact
Creates a new contact on a ClientSuccess client.
- Create Contract
Creates a new contract for a ClientSuccess client.
- Create Engagement Interaction
Logs an engagement interaction (client note) on a ClientSuccess client.
- Create Pulse
Records a new pulse (health sentiment) on a ClientSuccess client.
- Create Task
Creates a new task in ClientSuccess, optionally tied to a client.
- Find Client by External ID
Finds ClientSuccess clients whose external system ID matches the one given.
- Find Client by ID
Returns one ClientSuccess client by its UUID.
- Find Contact
Finds ClientSuccess contacts by email, name or client.
- Update Task
Updates a ClientSuccess task's name, description, due date or completion; only the fields you fill in change.
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
AroFlo and ClientSuccess, answered
What can start an automation from AroFlo?
Any of AroFlo's 4 triggers in the catalog, including List New or Updated Clients, List New or Updated Invoices, List New or Updated Tasks and List Timesheets. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ClientSuccess when something happens in AroFlo?
Any of ClientSuccess's 10 actions, including Create Client, Create Contact, Create Contract and Create Engagement Interaction. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ClientSuccess to AroFlo?
Yes. When something happens in ClientSuccess, your agent can act in AroFlo too. This page covers both directions: ClientSuccess's triggers and AroFlo's actions are listed here as well.
Do I have to build a connector for AroFlo or ClientSuccess?
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 AroFlo and ClientSuccess 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.