Integration
Connect Cerca and Shape
When Applicant Created fires in Cerca, your agent runs Create Record in Shape, or New Record in Shape 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 Shape 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 Shape can do together
From Cerca to Shape
When Applicant Created in Cerca
then Create Record in Shape
From Shape to 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 Shape
Triggers and actions 5 triggers · 34 actions
- Applicant Archived
Triggers when a Cerca applicant is archived.
- Applicant Created
Triggers when a new applicant (franchise candidate) is created in Cerca.
- Applicant Progressed
Triggers when a Cerca applicant moves to a different step.
- New Agency
Triggers when a new agency is added to your Cerca network.
- Approve user
Approves a user awaiting moderation, taking them out of moderation and activating their account.
- Create Agency
Creates a Cerca agency (a location in the network) and returns it.
- Create Applicant Request
Creates an applicant request (a new franchise candidate lead) on one of your Cerca applicant sources.
- Create User
Creates a user in the Cerca extranet and returns it.
- Delete Agency
Deletes a Cerca agency.
- Delete user
Deletes a user from your Cerca extranet.
- Demote applicant
Moves an applicant back to the previous step of their recruitment scenario and returns the updated applicant.
- Find Applicant
Finds Cerca applicants whose name, email or phone matches the search text, and returns the first match.
- Find users
Searches users by name or email and returns the matching users.
- Get Agency
Returns one Cerca agency (a location in the network) by its ID.
- Get Current User
Returns the Cerca user the access token acts as, with their name, email and agencies.
- Get user
Returns a single user of your Cerca extranet, including profile details, groups, agencies and custom fields.
- List Agencies
Returns a page of Cerca agencies, optionally filtered by a search term.
- List applicant scenarios
Returns every applicant scenario (recruitment funnel) in the extranet, the default one first.
- List Users
Returns a page of users in the Cerca extranet, optionally filtered by a search term.
- Promote Applicant
Advances a Cerca applicant to the next step of their recruitment scenario.
- Update Agency
Updates a Cerca agency's details; only the fields you fill in are changed.
- Update user
Updates an existing user's profile, contact details, address, groups, agencies and custom fields. Only the fields you fill in are changed.
- New Record
Triggers when a new record is created in Shape.
- Add Calendar Event
Creates a calendar event on a Shape record.
- Assign User to Record
Assigns a Shape user as the owner of a record.
- Call Flow Report
Returns every call in a date range, newest first, with record, user, direction, duration and status.
- Create Record
Creates a new record (lead) in Shape with a name, email and optional contact details.
- Delete Record Documents
Deletes one or more documents from a Shape record.
- Find Record
Finds Shape records by record ID, email, phone or loan number; every field sent must match.
- Get Prioritized View Count
Returns how many records are currently in a prioritized view, optionally as one user sees it.
- Get Record Status
Returns the current status of a Shape record.
- Get User Talk Time
Returns a Shape user's total talk time and number of calls, optionally for a date range.
- List Record Documents
Lists the documents attached to a Shape record, each with a temporary download link.
- List Record Types
Returns the system's record types, for use as the record type on Create Record.
- List Statuses
Returns the system's status groups and the statuses in each.
- List Users
Returns the system's users, including their Marketing Profile fields.
- Task Report
Returns Shape tasks, optionally filtered by due date, one page at a time.
- Update Record
Updates fields on an existing Shape record, identified by record ID or loan number. Send {delete} to clear a field.
- Update Status
Moves a Shape record to a different status by its exact status title.
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 Shape, 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 Shape when something happens in Cerca?
Any of Shape's 16 actions, including Create Record, Update Record, Update Status and Add Calendar Event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Shape to Cerca?
Yes. When something happens in Shape, your agent can act in Cerca too. This page covers both directions: Shape's triggers and Cerca's actions are listed here as well.
Do I have to build a connector for Cerca or Shape?
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 Shape 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.