Integration
Connect Autotask and Vincere
When New Company fires in Autotask, your agent runs Create Company in Vincere, or New Candidate Created in Vincere in Vincere to Find Contact in Autotask. 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 Autotask and Vincere 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 Autotask and Vincere can do together
From Autotask to Vincere
When New Company in Autotask
then Create Company in Vincere
From Vincere to Autotask
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 Autotask and Vincere
Triggers and actions 26 triggers · 26 actions
- New Company
Triggers when a new company is created.
- New Company "To Do" Event
Triggers when a new to-do is added to a company.
- New Configuration Item
Triggers when a new configuration item is created.
- New Contact
Triggers when a new contact is created.
- New Invoice
Triggers when a new invoice is created.
- New Opportunity
Triggers when a new opportunity is created.
- New Project
Triggers when a new project is created.
- New Quote
Triggers when a new quote is created.
- New Service Call
Triggers when a new service call is created.
- New Task
Triggers when a new project task is created.
- New Ticket
Triggers when a new ticket is created.
- New Time Entry
Triggers when a new time entry is created.
- Updated Company
Triggers when a company is updated.
- Updated Company "To Do" Event
Triggers when an existing company to-do is updated.
- Updated Configuration Item
Triggers when a configuration item is updated.
- Updated Contact
Triggers when a contact is updated.
- Updated Opportunity
Triggers when an opportunity is updated.
- Updated Project
Triggers when a project is updated.
- Updated Quote
Triggers when a quote is updated.
- Updated Service Call
Triggers when an existing service call is updated.
- Updated Task
Triggers when a project task is updated.
- Updated Ticket
Triggers when an existing ticket is updated.
- Updated Time Entry
Triggers when a time entry is updated.
- Find Company
Finds companies by ID, name or phone.
- Find Contact
Finds contacts by ID, email, name or company.
- Find Contract
Finds contracts by ID, company or name.
- Find Country
Finds countries by ID, code or name.
- Find Currency
Finds currencies by ID or code.
- Find Opportunity
Finds opportunities by ID, company or title.
- Find Quote
Finds quotes by ID, company, opportunity or name.
- Find Resource
Finds resources (users) by ID, email, username or last name.
- Find Ticket
Finds tickets by ID, ticket number, company or title.
- New Candidate Created in Vincere
Triggers when a new candidate is created in Vincere.
- New Contact
Triggers when a new contact is created in Vincere.
- New Job Created in Vincere
Triggers when a new job is created in Vincere.
- Add meeting
Creates a meeting activity in Vincere, linked to candidates, contacts, companies or jobs.
- Add note
Adds a new note to a candidate in Vincere.
- Add task
Creates a task in Vincere, optionally linked to candidates, contacts, companies, jobs or deals, and returns the new task's id.
- Create Company
Creates a company in Vincere and returns the new company's ID.
- Find candidates by criteria
Searches Vincere candidates using search criteria and returns the matching candidates (up to 100).
- Find companies by criteria
Searches Vincere companies matching a search query and returns the matching companies with the fields you choose.
- Find contacts by criteria
Searches Vincere contacts matching the given criteria and returns up to 100 matches.
- Find job applications by criteria
Finds a job's applications that are currently in the stages you choose, such as Shortlisted or Placed.
- Get Candidate
Returns a Vincere candidate's details by its ID.
- Get Company
Returns a Vincere company's details by its ID.
- Get Contact
Returns a Vincere contact's details by its ID.
- Get Job
Returns a Vincere job's details by its ID.
- Get job application
Returns a job application, the record linking a candidate to a job, including its stage and status.
- Get placement
Returns the details of a Vincere placement by its ID.
- Update Candidate
Updates the fields you supply on an existing Vincere candidate.
- Update Contact
Updates the fields you supply on an existing Vincere contact.
- Update GDPR Details
Updates a Vincere candidate's GDPR consent-to-keep details.
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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More into Vincere
Questions
Autotask and Vincere, answered
What can start an automation from Autotask?
Any of Autotask's 23 triggers in the catalog, including New Company, New Company "To Do" Event, New Configuration Item and New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Vincere when something happens in Autotask?
Any of Vincere's 17 actions, including Create Company, Update Candidate, Update Contact and Update GDPR Details. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vincere to Autotask?
Yes. When something happens in Vincere, your agent can act in Autotask too. This page covers both directions: Vincere's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Vincere?
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 Autotask and Vincere 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.