Integration
Connect Call Loop 2.0 and QuickFile
When Contact Added to List fires in Call Loop 2.0, your agent runs Convert estimate to invoice in QuickFile, or New Client in QuickFile to Add Contact to List in Call Loop 2.0. 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 Call Loop 2.0 and QuickFile 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 Call Loop 2.0 and QuickFile can do together
From Call Loop 2.0 to QuickFile
When Contact Added to List in Call Loop 2.0
then Convert estimate to invoice in QuickFile
From QuickFile to Call Loop 2.0
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 Call Loop 2.0 and QuickFile
Triggers and actions 5 triggers · 33 actions
- Contact Added to List
Triggers when a contact is added to the selected Call Loop list.
- Contact Created or Updated
Triggers when a contact is created or updated in Call Loop.
- Contact Unsubscribed
Triggers when a contact unsubscribes from SMS messages, either as a hard or a soft unsubscribe.
- Add Contact to List
Adds one or more contacts to one or more Call Loop lists and returns Call Loop's confirmation message.
- Add list
Creates a new contact list in Call Loop and returns the created list.
- Create (Update) Contact
Creates a contact, or updates the existing contact with the same phone number, and returns the saved contact.
- Delete contact
Permanently deletes one or more contacts by ID and returns a confirmation with the number deleted.
- Find contacts by search term
Returns the Call Loop contacts that match a search term, optionally narrowed by status and subscription state.
- Get contact
Returns one Call Loop contact by its ID, including its status, subscription state, lists, custom field values and messaging activity. An error occurs if the contact is not found.
- Get message
Returns a message's current delivery status and details, looked up by its ID or state UUID. An error occurs if the message is not found.
- List contacts
Returns the contacts in your Call Loop organization, optionally filtered by status, search text or subscription state. Deleted contacts are not included.
- List lists
Returns the contact lists in your Call Loop organization, with each list's name, creation date, web forms, keywords and contact counts.
- Remove Contact From List
Removes one or more contacts from the chosen Call Loop lists, either by contact ID or by an audience filter. Returns Call Loop's confirmation message.
- Send Ringless Voicemail
Queues a ringless voicemail drop to a phone number using an audio file already in your Call Loop account. Returns the queued message and its delivery state.
- Send SMS / MMS Message
Queues one SMS or MMS message to a phone number from a number on your Call Loop account, and returns the queued message with its status.
- Send Voice Broadcast
Queues one outbound voice call to a phone number, playing an uploaded audio file on live answer, as a voicemail, or both. Returns the queued message and its status.
- Update contact
Updates an existing Call Loop contact by ID, changing only the fields you fill in, and returns the saved contact.
- Update list
Renames an existing contact list and returns the updated list.
- Update Opt-In Status
Sets whether one contact is subscribed to text messages and to calls and ringless voicemail. No message is sent.
- New Client
Triggers when a new client is created in QuickFile.
- New Invoice
Triggers when a new invoice is created in QuickFile.
- Convert estimate to invoice
Converts an existing estimate into a new invoice in QuickFile.
- Create Client
Creates a new client (customer) in QuickFile with a default contact.
- Create Item
Creates an inventory item in QuickFile.
- Create Payment
Records a payment received from a QuickFile client.
- Create Supplier
Creates a new supplier in QuickFile.
- Delete Client
Deletes a QuickFile client by ID.
- Delete invoice
Deletes a QuickFile invoice, estimate or recurring invoice template, optionally keeping its payments as credits.
- Delete supplier
Deletes a supplier record from QuickFile.
- Find Clients
Searches QuickFile clients by company name, email or account reference.
- Find invoices
Returns QuickFile invoices, estimates or recurring profiles matching your search criteria such as client, invoice number, status, date or amount range (up to 200).
- Find Suppliers
Searches QuickFile suppliers by company name.
- Get Client
Returns one QuickFile client by ID.
- Get Invoice
Returns one QuickFile invoice, estimate or credit note by ID.
- Get invoice PDF
Returns a link to the PDF version of a QuickFile invoice or estimate.
- Get supplier
Returns a supplier's details and contacts from QuickFile by supplier ID.
- List Bank Accounts
Returns the bank accounts in your QuickFile account.
- Update Client
Updates an existing client's company details, address, VAT and invoicing preferences in QuickFile.
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
Call Loop 2.0 and QuickFile, answered
What can start an automation from Call Loop 2.0?
Any of Call Loop 2.0's 3 triggers in the catalog, including Contact Added to List, Contact Created or Updated and Contact Unsubscribed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in QuickFile when something happens in Call Loop 2.0?
Any of QuickFile's 17 actions, including Create Client, Create Item, Create Payment and Create Supplier. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from QuickFile to Call Loop 2.0?
Yes. When something happens in QuickFile, your agent can act in Call Loop 2.0 too. This page covers both directions: QuickFile's triggers and Call Loop 2.0's actions are listed here as well.
Do I have to build a connector for Call Loop 2.0 or QuickFile?
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 Call Loop 2.0 and QuickFile 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.