Integration
Connect Bloomerang and Liaison
When New Constituent fires in Bloomerang, your agent runs Update organization in Liaison, or New or Updated Application in Liaison to Add email in Bloomerang. 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 Bloomerang and Liaison 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 Bloomerang and Liaison can do together
From Bloomerang to Liaison
When New Constituent in Bloomerang
then Update organization in Liaison
From Liaison to Bloomerang
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 Bloomerang and Liaison
Triggers and actions 8 triggers · 30 actions
- New Constituent
Triggers when a new constituent (individual or organization) is added in Bloomerang.
- New Interaction
Triggers when a new interaction (call, email, meeting or other touchpoint) is logged in Bloomerang.
- New or Updated Constituent
Triggers when a constituent is added or changed in Bloomerang.
- New Task
Triggers when a new task is created in Bloomerang.
- New Transaction
Triggers when a new transaction (donation, pledge or recurring gift) is recorded in Bloomerang, including its designation line items.
- New Transaction Payment
Triggers once for each donation, pledge payment or recurring donation payment in a new Bloomerang transaction, so a split payment fires once per line item.
- Updated Constituent
Triggers when an existing Bloomerang constituent is changed. Newly added constituents are skipped.
- Add address
Adds a new address to an existing Bloomerang constituent and returns the created address.
- Add email
Adds an email address to an existing constituent in Bloomerang.
- Add household
Creates a household in Bloomerang with a head of household and optional members, and returns the new household's ID.
- Add note
Adds a note to a constituent's record in Bloomerang.
- Add phone
Adds a phone number to an existing Bloomerang constituent.
- Add relationship
Creates a relationship between two constituents (not households), giving each side its relationship role.
- Complete task
Marks a Bloomerang task as complete, optionally recording it as an interaction on the constituent.
- Create Constituent
Creates a new individual or organization constituent in Bloomerang, with optional primary email, phone and address.
- Create Donation
Records a donation for a Bloomerang constituent, split across up to 10 fund designations.
- Create Interaction
Logs a new interaction (a call, email, meeting or other touchpoint) on a Bloomerang constituent.
- Create Task
Creates a new task in Bloomerang, optionally tied to a constituent and assigned to a user.
- Delete constituent
Deletes a constituent from Bloomerang by its ID.
- Find Constituent
Searches Bloomerang constituents and households by name, email or other text and returns the matches.
- Get constituent
Returns a single Bloomerang constituent by its ID, including contact details, household membership, communication preferences and custom field values.
- Get transaction
Returns one Bloomerang transaction by its ID, including its amount, payment method, designations and custom values.
- Update Constituent
Updates an existing Bloomerang constituent. Only the fields you fill in are changed.
- Update household
Updates a household's names in Bloomerang, and optionally its head and members.
- Update task
Updates an existing task in Bloomerang, such as its subject, due date, note, channel, purpose or assigned user.
- New or Updated Application
Triggers when an application for an organization is created or updated.
- Get Account Info
Returns the CAS API user's account settings: user name, user level, and the application forms and user groups the user can reach.
- Get applicant
Returns an applicant's account information, including profile, user principal, email and telephones.
- Get Application
Gets one application on a CAS application form, including the applicant's submitted data.
- Get Organization
Gets one organization on a CAS application form, with its codes, contacts and program selection rules.
- Get program
Returns the details of a program offered by an organization on an application form, including its custom program attributes.
- List Applicants
Lists applicants on a CAS application form, either by CAS ID or by a date range.
- List Applications
Lists the application IDs for an organization, optionally only those last updated within a date range.
- List Organizations
Lists the organizations (schools or departments) on a CAS application form.
- List Programs
Lists the programs offered on a CAS application form, with their deadlines, terms and organizations.
- List subscriptions
Returns the business event subscriptions set up for an application form.
- Update organization
Updates an existing organization (name, codes, state, group and contacts) on a Liaison CAS application form.
- Update program
Updates an existing program under an organization in a Liaison application form, returning the updated program.
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
Bloomerang and Liaison, answered
What can start an automation from Bloomerang?
Any of Bloomerang's 7 triggers in the catalog, including New Constituent, New Interaction, New or Updated Constituent and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Liaison when something happens in Bloomerang?
Any of Liaison's 12 actions, including Update organization, Update program, Get Account Info and Get applicant. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Liaison to Bloomerang?
Yes. When something happens in Liaison, your agent can act in Bloomerang too. This page covers both directions: Liaison's triggers and Bloomerang's actions are listed here as well.
Do I have to build a connector for Bloomerang or Liaison?
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 Bloomerang and Liaison 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.