Integration
Connect Cerca and PreciseFP
When Applicant Created fires in Cerca, your agent runs Create Account in PreciseFP, or New Client/Prospect in PreciseFP to Create User in Cerca. 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 Cerca and PreciseFP 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 Cerca and PreciseFP can do together
From Cerca to PreciseFP
When Applicant Created in Cerca
then Create Account in PreciseFP
When New Agency in Cerca
then Create Form Engagement in PreciseFP
From PreciseFP to Cerca
When New Client/Prospect in PreciseFP
then Create User in Cerca
When New Client/Prospect Staged in Pipeline in PreciseFP
then Update user in Cerca
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 Cerca and PreciseFP
Triggers and actions 11 triggers · 29 actions
Trigger
Applicant ArchivedTriggers when a Cerca applicant is archived.
Trigger
Applicant CreatedTriggers when a new applicant (franchise candidate) is created in Cerca.
Trigger
Applicant ProgressedTriggers when a Cerca applicant moves to a different step.
Trigger
New AgencyTriggers when a new agency is added to your Cerca network.
Action
Approve userApproves a user awaiting moderation, taking them out of moderation and activating their account.
Action
Create AgencyCreates a Cerca agency (a location in the network) and returns it.
Action
Create Applicant RequestCreates an applicant request (a new franchise candidate lead) on one of your Cerca applicant sources.
Action
Create UserCreates a user in the Cerca extranet and returns it.
Action
Delete AgencyDeletes a Cerca agency.
Action
Delete userDeletes a user from your Cerca extranet.
Action
Demote applicantMoves an applicant back to the previous step of their recruitment scenario and returns the updated applicant.
Action
Find ApplicantFinds Cerca applicants whose name, email or phone matches the search text, and returns the first match.
Action
Find usersSearches users by name or email and returns the matching users.
Action
Get AgencyReturns one Cerca agency (a location in the network) by its ID.
Action
Get Current UserReturns the Cerca user the access token acts as, with their name, email and agencies.
Action
Get userReturns a single user of your Cerca extranet, including profile details, groups, agencies and custom fields.
Action
List AgenciesReturns a page of Cerca agencies, optionally filtered by a search term.
Action
List applicant scenariosReturns every applicant scenario (recruitment funnel) in the extranet, the default one first.
Action
List UsersReturns a page of users in the Cerca extranet, optionally filtered by a search term.
Action
Promote ApplicantAdvances a Cerca applicant to the next step of their recruitment scenario.
Action
Update AgencyUpdates a Cerca agency's details; only the fields you fill in are changed.
Action
Update userUpdates an existing user's profile, contact details, address, groups, agencies and custom fields. Only the fields you fill in are changed.
Trigger
New Client/ProspectTriggers when a new client or prospect account is created in PreciseFP.
Trigger
New Client/Prospect Staged in PipelineTriggers when a PreciseFP client or prospect account is moved to a pipeline stage.
Trigger
New Form Engagement CompletedTriggers when a client or prospect completes a PreciseFP form engagement.
Trigger
New Form Engagement CreatedTriggers when a client or prospect is sent a new PreciseFP form engagement.
Trigger
New Form Engagement OpenedTriggers when a client or prospect opens a PreciseFP form engagement.
Trigger
New PDF Engagement CompletedTriggers when a PreciseFP PDF engagement is completed (closed).
Trigger
New PDF Engagement CreatedTriggers when a new PreciseFP PDF engagement is created.
Action
Close Form EngagementCloses a PreciseFP form engagement so the client can no longer edit it.
Action
Create AccountCreates a new PreciseFP client or prospect account with its main client contact.
Action
Create Form EngagementSends a PreciseFP form template to an account's client or co-client as a new form engagement.
Action
Create PersonAdds a person (such as a child or dependent) to a PreciseFP account's household.
Action
Delete AccountDeletes a PreciseFP client or prospect account. PreciseFP asks for your login password to confirm the deletion.
Action
Find AccountSearches PreciseFP client and prospect accounts by name or email and returns the matching accounts.
Action
Find Account by IdReturns a PreciseFP client or prospect account by its ID, including the client, co-client and pipeline stage.
Action
Get Form Engagement DataReturns the answers a client entered in a PreciseFP form engagement, one entry per field.
Action
List Form TemplatesReturns the form templates available to the connected PreciseFP user.
Action
Move the Account to a Pipeline StageMoves a PreciseFP client or prospect account to the chosen pipeline stage.
Action
Update AccountUpdates a PreciseFP client or prospect account's type and main client details.
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
Cerca and PreciseFP, answered
What can start an automation from Cerca?
Any of Cerca's 4 triggers in the catalog, including Applicant Created, New Agency, Applicant Progressed and Applicant Archived. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PreciseFP when something happens in Cerca?
Any of PreciseFP's 11 actions, including Create Account, Create Form Engagement, Create Person and Update Account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PreciseFP to Cerca?
Yes. When something happens in PreciseFP, your agent can act in Cerca too. This page covers both directions: PreciseFP's triggers and Cerca's actions are listed here as well.
Do I have to build a connector for Cerca or PreciseFP?
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 Cerca and PreciseFP 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.