Integration
Connect Carbon Voice and Digital Practice
When New Action Item Created fires in Carbon Voice, your agent runs Create Invoice Items in Digital Practice, or New Account in Digital Practice to Add Link Attachments to Message in Carbon Voice. 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 Carbon Voice and Digital Practice 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)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 Carbon Voice and Digital Practice can do together
From Carbon Voice to Digital Practice
When New Action Item Created in Carbon Voice
then Create Invoice Items in Digital Practice
From Digital Practice to Carbon Voice
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 Carbon Voice and Digital Practice
Triggers and actions 16 triggers · 45 actions
- Action Item Deleted
Triggers when an action item is deleted.
- New Action Item Created
Triggers when an action item is created.
- New AI Prompt Response Generated
Triggers when AI Prompt happened to a message(s).
- New AI System Prompt Response Generated
Triggers when AI System Prompt happened to a message(s).
- New Message Posted to Conversation
Triggers when a message is posted into a conversation.
- New Message Received
Triggers when a message is received in any conversation (Not includes your own messages).
- New Voice Memo Created
Triggers when a voice memo is created.
- Add folder
Create a folder.
- Add Link Attachments to Message
Add one or more link attachments to a Message.
- Create Action Item
Create an Action Item.
- Create AI Prompt Response
Creates a new Ai response for given prompt and message(s).
- Create Message Share Link
Create a share link for a message.
- Create Voice Memo
Create a Voice Memo from audio file, transcript or links.
- Delete action item
Delete an action item.
- Delete folder
Delete a folder and nested content.
- Find users by email, phone or name
Search users by email, phone or name.
- Get AI Prompt Response
Returns one AI prompt response (prompt, generated responses per language, source messages) by id.
- Get conversation
Get a conversation by id.
- Get message
Get a message by id.
- Get Message Share Link
Returns one message share link by id.
- Get user
Get a user by id.
- List AI Prompts
/prompts (optional owner_type=user|workspace|system, workspace_id) — lists the AI prompts available to the account, returning each prompt's id. Read-only.
- List conversations
List all of the user's conversations (id and name only).
- List conversation users
List users in a conversation.
- List folders
List root folders.
- List messages
List messages.
- List workspaces
List workspaces the user can access.
- Send Direct Message to User(s)
Send a Direct Message to specific User(s).
- Send Message to Conversation
Send a Message to specific Conversation.
- Update Action Item
Update an Action Item.
- Update folder
Rename a folder.
- New Account
Triggers when a new account is added to your company's chart of accounts.
- New Client
Triggers when a new client is added to your Digital Practice company.
- New Contact
Triggers when a new contact is added to your Digital Practice CRM.
- New Invoice
Triggers when a new invoice is created in Digital Practice, including its client and line items.
- New Lead
Triggers when a new lead is added to your Digital Practice CRM.
- New Product
Triggers when a new product or service is added in Digital Practice.
- New Project
Triggers when a new project is added to your Digital Practice company.
- New Quote
Triggers when a new quote is created in Digital Practice.
- New Vendor
Triggers when a new vendor is added to your Digital Practice company.
- Create Account
Creates a new account in your Digital Practice chart of accounts.
- Create Client
Creates a new client company in Digital Practice accounting.
- Create Contact
Creates a new contact in your Digital Practice CRM.
- Create Expense
Creates an expense against an account, optionally linked to a vendor. An existing account or vendor is matched by name; supplying extra details creates a new one.
- Create Invoice
Creates an invoice for an existing or new client. Add line items afterwards with Create Invoice Items.
- Create Invoice Items
Adds one or more line items to an existing Digital Practice invoice.
- Create Lead
Creates a new lead in Digital Practice CRM with its company details, status and priority.
- Create Product
Creates a new product or service in Digital Practice.
- Create Project
Creates a project in Digital Practice, linked to an existing client by name or to a new client created from the details supplied.
- Create Quote
Creates a quote for an existing client, or for a new client created from the details you supply.
- Create Quote Items
Adds one or more line items (title, price, quantity) to an existing quote.
- Create Vendor
Creates a new vendor record in Digital Practice accounting.
- List accounts
Returns the list of accounts in your company's chart of accounts.
- List clients
Returns the list of clients for your Digital Practice company.
- List contacts
Returns the contacts in your Digital Practice company.
- List invoices
Returns the invoices in your company, each with its client and line items.
- List leads
Returns the leads in your Digital Practice company.
- List products
Returns the products and services set up in your Digital Practice company.
- List projects
Returns the projects in your Digital Practice company, each with its associated client.
- List quotes
Returns the quotes in your company, each with its client and line items.
- List vendors
Returns the vendors in your Digital Practice company.
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
Carbon Voice and Digital Practice, answered
What can start an automation from Carbon Voice?
Any of Carbon Voice's 7 triggers in the catalog, including New Action Item Created, New AI Prompt Response Generated, New AI System Prompt Response Generated and New Message Posted to Conversation. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Digital Practice when something happens in Carbon Voice?
Any of Digital Practice's 21 actions, including Create Account, Create Client, Create Contact and Create Expense. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Digital Practice to Carbon Voice?
Yes. When something happens in Digital Practice, your agent can act in Carbon Voice too. This page covers both directions: Digital Practice's triggers and Carbon Voice's actions are listed here as well.
Do I have to build a connector for Carbon Voice or Digital Practice?
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 Carbon Voice and Digital Practice 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.