Integration
Connect Business Pilot and Pipefile
When New Contact fires in Business Pilot, your agent runs Create Contact in Pipefile, or File Request Created in Pipefile to Create Contact Note in Business Pilot. 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 Business Pilot and Pipefile 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 Business Pilot and Pipefile can do together
From Business Pilot to Pipefile
When New Contact in Business Pilot
then Create Contact in Pipefile
When New Contract in Business Pilot
then Update Contact in Pipefile
From Pipefile to Business Pilot
When File Request Created in Pipefile
then Create Contact Note in Business Pilot
When File Request Created in Pipefile
then Create Lead in Business Pilot
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 Business Pilot and Pipefile
Triggers and actions 21 triggers · 46 actions
Trigger
New ContactList contacts.
Trigger
New ContractList contracts.
Trigger
New EnquiryList enquiries.
Trigger
New InvoiceList invoices.
Trigger
New LeadList leads.
Trigger
New Purchase OrderList purchase orders.
Trigger
New Purchase Order InvoiceList purchase order invoices.
Trigger
New Purchase Order Invoice QueryList purchase order invoice queries.
Trigger
New Service CallList service calls.
Trigger
New SupplierList suppliers.
Trigger
Updated ContactList contacts.
Trigger
Updated ContractList contracts.
Trigger
Updated EnquiryList enquiries.
Trigger
Updated InvoiceList invoices.
Trigger
Updated LeadList leads.
Trigger
Updated Purchase OrderList purchase orders.
Trigger
Updated Purchase Order InvoiceList purchase order invoices.
Trigger
Updated Purchase Order Invoice QueryList purchase order invoice queries.
Trigger
Updated Service CallList service calls.
Trigger
Updated SupplierList suppliers.
Action
Create Contact NoteAdd a note to a contact.
Action
Create Contract NoteAdd a note to a contract.
Action
Create LeadCreate a lead.
Action
Create Lead NoteAdd a note to a lead.
Action
Create Purchase Order LineAdd a line to a purchase order.
Action
Find a ContactRetrieve a single contact.
Action
Find a Contact TypeRetrieve a single contact type.
Action
Find a ContractRetrieve a single contract.
Action
Find a LeadRetrieve a single lead.
Action
Find a Lead TypeRetrieve a single lead/contract type.
Action
Find All ContactsList contacts.
Action
Find All Contact TypesList contact types.
Action
Find All ContractsList contracts.
Action
Find All Document TypesList document types.
Action
Find All EnquiriesList enquiries.
Action
Find All InvoicesList invoices.
Action
Find All LeadsList leads.
Action
Find All Lead SourcesList lead sources.
Action
Find All Lead TypesList lead/contract types.
Action
Find All Product InterestsList product interests.
Action
Find All Product TypesList product types.
Action
Find All Project TypesList project types.
Action
Find All Purchase Order Invoice QueriesList purchase order invoice queries.
Action
Find All Purchase Order InvoicesList purchase order invoices.
Action
Find All Purchase OrdersList purchase orders.
Action
Find All Sales AreasList sales areas.
Action
Find All Service CallsList service calls.
Action
Find an EnquiryRetrieve a single enquiry.
Action
Find an InvoiceRetrieve a single invoice.
Action
Find a Purchase OrderRetrieve a single purchase order.
Action
Find a Purchase Order InvoiceRetrieve a single purchase order invoice.
Action
Find a Purchase Order Invoice QueryRetrieve a single purchase order invoice query.
Action
Find a Service CallRetrieve a single service call.
Action
Find RolesList user roles.
Action
Find SuppliersList suppliers.
Action
Update Purchase OrderModify purchase order delivery information.
Trigger
File Request CreatedTriggers when a file request is created.
Action
Add File Request From TemplateCreate a new file request from an existing template for one recipient (name/email/phone), optionally on behalf of a team member via X-Pipefile-On-Behalf-Of.
Action
Create ContactAdd to contacts
Action
Delete ContactDelete a contact by id. Returns 204 No Content on success.
Action
Get ContactRetrieve one contact by id.
Action
Get File RequestRetrieve detailed information about one file request by id, including contents, items, files, and tracking events.
Action
List ContactsRetrieve a paginated list of contacts, filterable by name/email/phone partial match.
Action
List File Request TemplatesRetrieve the list of file request templates available for creating new file requests, with optional name search.
Action
Search File RequestsFinds all file requests matching this search query (contact name, email, tags, etc).
Action
Send RequestCreate and send a new request
Action
Update ContactUpdate name/email/phone of an existing contact by id.
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
Business Pilot and Pipefile, answered
What can start an automation from Business Pilot?
Any of Business Pilot's 20 triggers in the catalog, including New Contact, New Contract, New Enquiry and New Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pipefile when something happens in Business Pilot?
Any of Pipefile's 10 actions, including Create Contact, Send Request, Update Contact and Add File Request From Template. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pipefile to Business Pilot?
Yes. When something happens in Pipefile, your agent can act in Business Pilot too. This page covers both directions: Pipefile's triggers and Business Pilot's actions are listed here as well.
Do I have to build a connector for Business Pilot or Pipefile?
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 Business Pilot and Pipefile 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.