Integration
Connect CentralStationCRM and LiveSwitch
When New Company fires in CentralStationCRM, your agent runs Find Contact by ID in LiveSwitch, or New Contact Matching Filter in LiveSwitch 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 LiveSwitch to do together?
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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 LiveSwitch can do together
From CentralStationCRM to LiveSwitch
When New Company in CentralStationCRM
then Find Contact by ID in LiveSwitch
When New Deal in CentralStationCRM
then Find Contact by Phone in LiveSwitch
From LiveSwitch to CentralStationCRM
When New Contact Matching Filter in LiveSwitch
then Create Deal in CentralStationCRM
When New Conversation Matching Filter in LiveSwitch
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 LiveSwitch
Triggers and actions 9 triggers · 36 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
New Contact Matching FilterTriggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter.
Trigger
New Conversation Matching FilterTriggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter.
Trigger
New Guided InstructionsTriggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps.
Trigger
New ProjectTriggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID.
Trigger
New TagTriggers when a new tag is created in LiveSwitch.
Action
Create ConversationCreates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links.
Action
Create ProjectCreates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links.
Action
Create TagCreates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag.
Action
Find All TagsReturns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose.
Action
Find Contact by IDReturns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values.
Action
Find Contact by PhoneReturns the LiveSwitch contact that has the given phone number, including its custom attributes.
Action
Find Conversation by IDReturns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes.
Action
Find ConversationsReturns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order.
Action
Find Document by IDReturns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links.
Action
Find Form by IDReturns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects.
Action
Find Form Submission by IDReturns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given.
Action
Find Guided InstructionsReturns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type.
Action
Find Project by IDReturns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes.
Action
Find ProjectsReturns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter.
Action
Find Recording by IDReturns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags.
Action
Find Recordings by ConversationReturns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags.
Action
Find Recordings by ProjectReturns the recordings that belong to the specified project, including their public links, status, type and tags.
Action
Get Current User (Me)Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization.
Action
Get Organization SettingsReturns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled.
Action
Update ConversationUpdates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation.
Action
Update TagUpdates the name or display color of an existing tag and returns the updated tag.
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 LiveSwitch, 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 LiveSwitch when something happens in CentralStationCRM?
Any of LiveSwitch's 21 actions, including Create Conversation, Create Project, Create Tag and Update Conversation. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from LiveSwitch to CentralStationCRM?
Yes. When something happens in LiveSwitch, your agent can act in CentralStationCRM too. This page covers both directions: LiveSwitch's triggers and CentralStationCRM's actions are listed here as well.
Do I have to build a connector for CentralStationCRM or LiveSwitch?
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 LiveSwitch 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.