Integration
Connect Aura and Moxie
When New Call fires in Aura, your agent runs Create & Optionally Send Invoice in Moxie, or Client Created in Moxie 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 Moxie 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 Aura and Moxie can do together
From Aura to Moxie
When New Call in Aura
then Create & Optionally Send Invoice in Moxie
When New Lead in Aura
then Create Task in Moxie
From Moxie to Aura
When Client Created in Moxie
then Add Lead Note in Aura
When Client Updated in Moxie
then Create Lead in 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 Moxie
Triggers and actions 33 triggers · 48 actions
Trigger
New CallTriggers when a new call is booked in Aura.
Trigger
New LeadTriggers when a new lead is added in Aura.
Trigger
New PaymentTriggers when a new payment is recorded in Aura.
Action
Add Lead NoteAdds a note to an Aura lead.
Action
Archive LeadArchives an Aura lead.
Action
Cancel CallCancels a booked Aura call.
Action
Create LeadCreates a new lead in Aura.
Action
Get CallReturns one Aura call by its ID.
Action
Get Call AnalysisReturns the AI analysis of an Aura call.
Action
Get Call Form AnswersReturns the booking-form answers submitted for an Aura call.
Action
Get Dashboard AnalyticsReturns Aura's dashboard analytics.
Action
Get LeadReturns one Aura lead by its ID.
Action
Get OpportunityReturns one Aura opportunity by its ID.
Action
Get PaymentReturns one Aura payment by its ID.
Action
Get ProductReturns one Aura product by its ID.
Action
Get Revenue AnalyticsReturns Aura revenue grouped by currency.
Action
Get SchedulerReturns one Aura scheduler by its ID.
Action
Get Scheduler AvailabilityReturns the bookable time slots of an Aura scheduler.
Action
Get Scheduler FieldsReturns the booking-form fields of an Aura scheduler.
Action
Get Team MemberReturns one Aura team member by its ID.
Action
Get Team PerformanceReturns a performance summary for the Aura team.
Action
List CallsReturns a page of Aura calls, optionally filtered.
Action
List Lead NotesReturns the notes on an Aura lead.
Action
List LeadsReturns a page of Aura leads, optionally filtered by status or pipeline stage.
Action
List OpportunitiesReturns a page of Aura opportunities.
Action
List PaymentsReturns a page of payments recorded in Aura.
Action
List ProductsReturns the products in the Aura account.
Action
List SchedulersReturns the schedulers (booking links) in the Aura account.
Action
List Team MembersReturns the team members in the Aura account.
Action
Qualify LeadChecks whether a lead would qualify for a scheduler and returns the result.
Action
Reassign Call CloserMoves a booked Aura call to a different closer.
Action
Record PaymentRecords a payment in Aura.
Action
Reschedule CallMoves a booked Aura call to a new time.
Action
Send Test WebhookSends a test event to an Aura webhook subscription and returns how its endpoint responded.
Action
Set Call OutcomeRecords the outcome of an Aura call (for example won, lost or no-show).
Action
Update CallUpdates an existing Aura call.
Action
Update LeadUpdates an existing Aura lead's details.
Action
Update PaymentUpdates a payment recorded in Aura.
Action
Verify PaymentMarks an Aura payment as verified.
Trigger
Agreement SentTriggers when a proposal is sent either via link or email.
Trigger
Agreement SignedTriggers when an agreement is accepted and signed with e-signature.
Trigger
Agreement ViewedTriggers when a user views the proposal.
Trigger
Client CreatedTriggers when a new client is created in Moxie.
Trigger
Client DeletedTriggers when a client record is deleted in Moxie.
Trigger
Client UpdatedTriggers when a client record is updated in Moxie.
Trigger
Form CompletedTriggers when a form is completed.
Trigger
Invoice SentTriggers when an invoice is sent in Moxie.
Trigger
Meeting CancelledTriggers when a meeting is cancelled
Trigger
Meeting ScheduledTriggers when a new meeting is scheduled
Trigger
Meeting UpdatedTriggers when a meeting is updated or rescheduled
Trigger
Opportunity CreatedTriggered with a pipeline opportunity is created
Trigger
Opportunity DeletedTriggered with a pipeline opportunity is deleted
Trigger
Opportunity UpdatedTriggered with a pipeline opportunity is updated
Trigger
Payment ReceivedTriggers when a payment is received either vial Stripe or manual entry.
Trigger
Project CompletedTriggers when a project is set to "complete" in Moxie.
Trigger
Project CreatedTriggers when a new project is created in Moxie.
Trigger
Project UpdatedTriggers when the settings for a project are updated.
Trigger
Task ApprovalTriggers when a new Deliverable is ready for client approval.
Trigger
Task CreatedTriggered when a Project Task is created
Trigger
Task DeletedTriggered when a Project Task is deleted
Trigger
Task UpdatedTriggered with a Project Task is updated.
Trigger
Ticket ClosedTriggers and a support ticket is closed
Trigger
Ticket CommentTriggers when a comment is created on a ticket
Trigger
Ticket CreatedTriggers when a new support ticket is created
Trigger
Ticket DeletedTriggers when a support ticket is deleted
Trigger
Ticket UpdatedTriggers when a support ticket is updated
Trigger
Time Worked CreatedTriggers when a new time worked entry is created.
Trigger
Time Worked DeletedTriggers when a time worked record is deleted.
Trigger
Time Worked UpdatedTriggers when a time worked entry has been updated.
Action
Create ClientCreates a new client record in Hectic
Action
Create ExpenseRecords a new expense in your Moxie accounting records, optionally filed under a vendor and allocated to a client.
Action
Create OpportunityCreate a new pipeline opportunity
Action
Create & Optionally Send InvoiceCreates an invoice for a client from the line items you supply, and emails it straight away when you fill in who to send it to. Left blank, the invoice is saved as a draft.
Action
Create or Update Calendar EventCreate or update a calendar event in Moxie
Action
Create ProjectCreate a project and optionally use a template
Action
Create TaskCreate a task in the project management system
Action
Create TicketCreate a Ticket for a client and contact
Action
Create Ticket CommentAdds a comment (public or private) to an existing ticket.
Action
Create Time WorkedCreates a time worked entry
Action
Delete Calendar EventDeletes a calendar event in Moxie by the external ID.
Action
Find a ClientFinds a client by either name or contact email address.
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
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Questions
Aura and Moxie, 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 Moxie when something happens in Aura?
Any of Moxie's 12 actions, including Create Client, Create Expense, Create Opportunity and Create & Optionally Send Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Moxie to Aura?
Yes. When something happens in Moxie, your agent can act in Aura too. This page covers both directions: Moxie's triggers and Aura's actions are listed here as well.
Do I have to build a connector for Aura or Moxie?
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 Moxie 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.