Integration
Connect CentralStationCRM and Exayard
When New Company fires in CentralStationCRM, your agent runs Create Project in Exayard, or Assessment Completed in Exayard to Create Deal in CentralStationCRM. 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 CentralStationCRM and Exayard 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 CentralStationCRM and Exayard can do together
From CentralStationCRM to Exayard
When New Company in CentralStationCRM
then Create Project in Exayard
When New Deal in CentralStationCRM
then Send Test Webhook Event in Exayard
From Exayard to CentralStationCRM
When Assessment Completed in Exayard
then Create Deal in CentralStationCRM
When New Project in Exayard
then Create Task in CentralStationCRM
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 CentralStationCRM and Exayard
Triggers and actions 11 triggers · 24 actions
Trigger
New CompanyTriggered when a new company is created in CentralStationCRM.
Trigger
New DealTriggered when a new deal is created in CentralStationCRM.
Trigger
New PersonTriggered when a new person (contact) is created in CentralStationCRM.
Trigger
New TaskTriggered when a new task is created in CentralStationCRM.
Action
Create CompanyCreates a company in CentralStationCRM.
Action
Create DealCreates a deal in CentralStationCRM.
Action
Create PersonCreates a new person (contact) in CentralStationCRM with the name, salutation, title and background notes you supply, and returns the new person's id and stored details.
Action
Create TaskCreates a new task in CentralStationCRM with the text, due date and responsible user you supply, optionally attached to a person, company or deal, and returns the new task's id and details.
Action
Find CompanySearches CentralStationCRM for companies whose name matches the text you supply, and returns the matching company records (empty when nothing matches).
Action
Find PersonSearches CentralStationCRM for people matching the name or email address you supply, and returns the matching person records (empty when nothing matches).
Action
Get CompanyReturns one company from CentralStationCRM by its id, including the company's individual (custom) field values.
Action
Get DealReturns one deal from CentralStationCRM by its id, including the deal's individual (custom) field values.
Action
List CompaniesReturns a page of companies from CentralStationCRM, with each company's id, name, background and timestamps.
Action
List DealsReturns a page of deals from CentralStationCRM, with each deal's id, name, value, stage, pipeline and company.
Action
List PeopleReturns a page of people (contacts) from CentralStationCRM, with each person's id, name, title and notes.
Action
List TasksReturns a page of tasks from CentralStationCRM, with each task's name, due date, done flag and the person, company or deal it belongs to.
Action
Update CompanyUpdates an existing company in CentralStationCRM and returns the company as it stands after the update. Fields left blank are not changed.
Action
Update DealUpdates an existing deal in CentralStationCRM and returns the deal as it stands after the update. Fields left blank are not changed.
Action
Update PersonUpdates an existing person (contact) in CentralStationCRM and returns the person as they stand after the update. Fields left blank are not changed.
Trigger
Assessment CompletedWebhook event assessment.completed.
Trigger
Bid GeneratedTriggers when a bid document is generated from an approved estimate.
Trigger
Bid WonWebhook event bid.won.
Trigger
Estimate GeneratedTriggers when an estimate document is generated.
Trigger
New ProjectTriggers when a new Exayard project is created.
Trigger
Project UpdatedWebhook event project.updated (name, status or privacy changed).
Trigger
Quote ReceivedWebhook event quote.received.
Action
Add quote requestCreates a vendor quote request on a project, in requested status.
Action
Add vendorCreates a vendor (supplier, subcontractor or rental company) in your Exayard company.
Action
Create ProjectCreates a new project in Exayard.
Action
Delete projectDeletes (archives) a project in Exayard.
Action
Get projectReturns a single Exayard project with its name, status, privacy and timestamps.
Action
List projectsReturns the projects in an Exayard organization, optionally filtered by status or search text.
Action
List vendorsReturns the vendors (suppliers, subcontractors and rental companies) in an Exayard company, optionally filtered by type, kind, preferred status or search text.
Action
Send Test Webhook EventSends a signed sample event of the chosen type to a webhook endpoint.
Action
Update projectUpdates an existing project's name, status, settings, tags or custom properties. Fields left blank are not changed.
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
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Questions
CentralStationCRM and Exayard, answered
What can start an automation from CentralStationCRM?
Any of CentralStationCRM's 4 triggers in the catalog, including New Company, New Deal, New Person and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Exayard when something happens in CentralStationCRM?
Any of Exayard's 9 actions, including Create Project, Send Test Webhook Event, Update project and Add quote request. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Exayard to CentralStationCRM?
Yes. When something happens in Exayard, your agent can act in CentralStationCRM too. This page covers both directions: Exayard's triggers and CentralStationCRM's actions are listed here as well.
Do I have to build a connector for CentralStationCRM or Exayard?
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 CentralStationCRM and Exayard 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.