Integration
Connect Aura and IntelligenceBank
When New Call fires in Aura, your agent runs Add Record Multi-Upload Field File or URL in IntelligenceBank, or New Database Record in IntelligenceBank to Add Lead Note in Aura. 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 Aura and IntelligenceBank to do together?
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Connect your AI client
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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 Aura and IntelligenceBank can do together
From Aura to IntelligenceBank
When New Call in Aura
then Add Record Multi-Upload Field File or URL in IntelligenceBank
From IntelligenceBank to Aura
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 Aura and IntelligenceBank
Triggers and actions 16 triggers · 58 actions
- New Call
Triggers when a new call is booked in Aura.
- New Lead
Triggers when a new lead is added in Aura.
- New Payment
Triggers when a new payment is recorded in Aura.
- Add Lead Note
Adds a note to an Aura lead.
- Archive Lead
Archives an Aura lead.
- Cancel Call
Cancels a booked Aura call.
- Create Lead
Creates a new lead in Aura.
- Get Call
Returns one Aura call by its ID.
- Get Call Analysis
Returns the AI analysis of an Aura call.
- Get Call Form Answers
Returns the booking-form answers submitted for an Aura call.
- Get Dashboard Analytics
Returns Aura's dashboard analytics.
- Get Lead
Returns one Aura lead by its ID.
- Get Opportunity
Returns one Aura opportunity by its ID.
- Get Payment
Returns one Aura payment by its ID.
- Get Product
Returns one Aura product by its ID.
- Get Revenue Analytics
Returns Aura revenue grouped by currency.
- Get Scheduler
Returns one Aura scheduler by its ID.
- Get Scheduler Availability
Returns the bookable time slots of an Aura scheduler.
- Get Scheduler Fields
Returns the booking-form fields of an Aura scheduler.
- Get Team Member
Returns one Aura team member by its ID.
- Get Team Performance
Returns a performance summary for the Aura team.
- List Calls
Returns a page of Aura calls, optionally filtered.
- List Lead Notes
Returns the notes on an Aura lead.
- List Leads
Returns a page of Aura leads, optionally filtered by status or pipeline stage.
- List Opportunities
Returns a page of Aura opportunities.
- List Payments
Returns a page of payments recorded in Aura.
- List Products
Returns the products in the Aura account.
- List Schedulers
Returns the schedulers (booking links) in the Aura account.
- List Team Members
Returns the team members in the Aura account.
- Qualify Lead
Checks whether a lead would qualify for a scheduler and returns the result.
- Reassign Call Closer
Moves a booked Aura call to a different closer.
- Record Payment
Records a payment in Aura.
- Reschedule Call
Moves a booked Aura call to a new time.
- Send Test Webhook
Sends a test event to an Aura webhook subscription and returns how its endpoint responded.
- Set Call Outcome
Records the outcome of an Aura call (for example won, lost or no-show).
- Update Call
Updates an existing Aura call.
- Update Lead
Updates an existing Aura lead's details.
- Update Payment
Updates a payment recorded in Aura.
- Verify Payment
Marks an Aura payment as verified.
- New Database Record
Triggers when a new record is added to a chosen database.
- New Folder
Triggers when a new resource folder is added, at the root or inside a chosen folder.
- New Markup Comment
Triggers when a new markup comment is added to a resource, record or workflow request.
- New or Updated Database Record
Triggers when a record in the chosen IntelligenceBank database is created or updated.
- New or Updated Record File
Triggers when a file attached to a database record is added or updated.
- New or Updated Resource
Triggers when a resource (file, URL or other asset) is created or updated in IntelligenceBank.
- New or Updated User
Triggers when a user is created or updated in IntelligenceBank.
- New Permission Group
Triggers when a new permission group is added.
- New Record File Revision
Triggers when a new file or file revision is uploaded to a database record.
- New Resource
Triggers when a new resource (file, URL or other asset) is added in IntelligenceBank.
- New User
Triggers when a new user is added to IntelligenceBank.
- Updated Resource
Triggers when an existing resource (file, URL or other asset) is updated in IntelligenceBank.
- Updated User
Triggers when a user in IntelligenceBank is updated.
- Add Record Multi-Upload Field File or URL
Appends file or URL attachments to a multiple-upload field on an existing database record.
- Create Compliance Risk Review
Starts a compliance risk review of text or an uploaded file and returns the new review's id.
- Create Database Record
Creates a new record in an IntelligenceBank database, filling in its form fields.
- Create Folder
Creates a resource folder or sub-folder with a name and optional description.
- Create Markup Comment
Creates a markup comment on a workflow request, database record or record file you participate in.
- Create Permission Group
Creates a permission group, optionally copying another group's permissions.
- Create Record File Workflow Request
Creates an approval workflow request for a file attached to a database record's multi-upload field.
- Create Resource
Creates a new file resource in a folder, attaching a previously uploaded file along with its name, description, keywords and metadata.
- Delete Database Record
Deletes a database record.
- Delete Markup Comment
Deletes a markup comment by its ID.
- Get Compliance Risk Review Details
Returns the status and results of a compliance risk review, including findings once the review has completed.
- Search Database Records
Searches records in one database and returns the matches.
- Search Folders
Searches resource folders by keyword or parent folder and returns the matching folders.
- Search Markup Comments
Returns markup comments whose text contains the given keywords, optionally limited to comments made on one item.
- Search Permission Groups
Searches permission groups by name and returns the matching groups.
- Search Users
Searches IntelligenceBank users by keyword or email and returns the matching users.
- Update Permission Group
Updates the name or description of an existing multi-user permission group.
- Update Resource Metadata
Updates the metadata of an existing resource, such as its name, description, keywords, dates, ownership details, filters and custom upload fields.
- View a Record
Returns all details of one database record.
- View Filter
Returns a single filter and its values, as set up under Admin > Filters.
- View Group
Returns the details of one permission group.
- View Resource Details
Returns all details of one resource.
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
Aura and IntelligenceBank, answered
What can start an automation from Aura?
Any of Aura's 3 triggers in the catalog, including New Call, New Lead and New Payment. Describe the moment in plain language and your agent picks the right one.
What can your agent do in IntelligenceBank when something happens in Aura?
Any of IntelligenceBank's 22 actions, including Create Compliance Risk Review, Create Database Record, Create Folder and Create Markup Comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from IntelligenceBank to Aura?
Yes. When something happens in IntelligenceBank, your agent can act in Aura too. This page covers both directions: IntelligenceBank's triggers and Aura's actions are listed here as well.
Do I have to build a connector for Aura or IntelligenceBank?
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 Aura and IntelligenceBank 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.