Integration
Connect Clockwork Recruiting and Workbooks CRM
When New Candidacy fires in Clockwork Recruiting, your agent runs Create Customer Order in Workbooks CRM, or New Case in Workbooks CRM to Create Person Website in Clockwork Recruiting. 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 Clockwork Recruiting and Workbooks CRM to do together?
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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 Clockwork Recruiting and Workbooks CRM can do together
From Clockwork Recruiting to Workbooks CRM
When New Candidacy in Clockwork Recruiting
then Create Customer Order in Workbooks CRM
From Workbooks CRM to Clockwork Recruiting
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 Clockwork Recruiting and Workbooks CRM
Triggers and actions 12 triggers · 72 actions
- Candidate Status Change
Triggers when a candidate's status changes on the chosen project.
- New Candidacy
Triggers when a new candidate is added to the chosen project.
- New Person Record
Triggers when a new person record is added to your Clockwork firm.
- Updated Candidacy
Triggers when any candidacy on the chosen project is updated.
- Updated Person Record
Triggers when a person record in your Clockwork firm is updated.
- Updated Person With Verbosity
Triggers when a person record is updated, returning the person with their preferred email, phone, LinkedIn, address, primary position and tags.
- Create Person Website
Create Person Website
- Delete a Candidate
Return status message
- Delete a Person
Delete Person.
- Delete a Person Address
Delete Address.
- Delete a Person Attachment
Delete attachment.
- Delete a Person Compensation
Delete Compensation.
- Delete a Person Email
Delete EmailAddress.
- Delete a Person Linkedin
Delete LinkedinUrl.
- Delete a Person Note
Delete Note.
- Delete Person Education
Delete Education.
- Delete Person Phone Number
Delete Phone Number.
- Delete Person Position
Delete Position.
- Delete Person Website
Delete Web Site.
- Find a Candidate
Returns a single candidacy and the associated metadata.
- Find a Company
Returns a single company and the associated metadata.
- Find a Person
Returns a single person and the associated metadata.
- Find a Person Address
Returns a single address and the associated metadata.
- Find a Person Attachment
Returns a single attachment.
- Find a Person Compensation
Returns a single compensation and the associated metadata.
- Find a Person Email
Returns a single email address and the associated metadata.
- Find a Person Note
Returns a single note and the associated metadata.
- Find a Project
Returns a single project and the associated metadata.
- Find a Project Admin
Returns the project settings
- Find a Project Client
Returns a single client and the associated metadata.
- Find a Project User
Returns a single user and the associated metadata.
- Find a School
Returns a single school and the associated metadata.
- Find a Tag
Returns a single tag and the associated metadata.
- Find Person Education
Returns a single education and the associated metadata.
- Find Person Linkedin
Returns a single linkedin_url and the associated metadata.
- Find Person Phone Number
Returns a single phone_number and the associated metadata.
- Find Person Position
Returns a single position and the associated metadata.
- Find Person Website
Returns a single web site and the associated metadata.
- Get All Companies
Returns paginated companies data. Optionally filter the list by `name`, `do_not_contact`, and/or `associated_to_project`. Filters can be combined; omitting all of them returns every company.
- Get All People
Returns the list of all People of a Firm
- Get All Schools
Returns paginated schools data
- Get All Tags
Returns the tags defined in your Clockwork firm.
- People Search
Returns the list of all People of a Firm
- Update a Candidate
Return updated candidate
- Update a Company
Returns a single company and the associated metadata.
- Update a Person Education
Returns a single education and the associated metadata.
- Update a Tag
Returns a single tag and the associated metadata.
- Update Person
Returns a single person and the associated metadata.
- Update Person Address
Returns a single address and the associated metadata.
- Update Person Compensation
Returns a single compensation and the associated metadata.
- Update Person Email
Returns a single email address and the associated metadata.
- Update Person Linkedin
Returns a single linkedin_url and the associated metadata.
- Update Person Note
Returns a single note and the associated metadata.
- Update Person Phone Number
Returns a single phone_number and the associated metadata.
- Update Person Position
Returns a single position and the associated metadata.
- Update Person Website
Returns a single web site and the associated metadata.
- Update School
Returns a single school and the associated metadata.
- New Case
Triggers when a new support case is created in Workbooks.
- New Organisation
Triggers when a new organisation is created in Workbooks.
- New Person
Triggers when a new person is created in Workbooks.
- New Sales Lead
Triggers when a new sales lead is created in Workbooks.
- Posted Credit Note
Triggers when a credit note in Workbooks is posted.
- Posted Invoice
Triggers when an invoice in Workbooks is posted.
- Create Case
Creates a new support case in Workbooks and returns its id and details.
- Create Customer Order
Creates a new customer order in Workbooks and returns its id and details.
- Create Marketing Campaign
Creates a new marketing campaign in Workbooks and returns its id and details.
- Create Marketing Campaign Member
Adds a person, organisation or lead to a marketing campaign in Workbooks and returns the membership's id.
- Create Marketing Campaign Member Status
Adds a new member status (such as Invited or Attended) to a marketing campaign in Workbooks.
- Create Organisation
Creates a new organisation (company) in Workbooks and returns its id and details.
- Create Person
Creates a new person (contact) in Workbooks and returns its id and details.
- Create Sales Lead
Creates a new sales lead in Workbooks and returns its id and details.
- Create Task
Creates a new task in Workbooks and returns its id and details.
- Find a Customer Order
Finds a customer order in Workbooks by its order reference and returns the first match.
- Find a Marketing Campaign
Finds a marketing campaign in Workbooks by name and returns the first match.
- Find a Marketing Campaign Member
Finds a member of a marketing campaign in Workbooks by campaign and member id.
- Find a Marketing Campaign Member Status
Finds a member status of a marketing campaign in Workbooks by its name.
- Find an Organisation
Finds an organisation in Workbooks by name and returns the first match.
- Find a Person
Finds a person in Workbooks by email address and returns the first match.
- Find a Sales Lead
Finds a sales lead in Workbooks by name and returns the first match.
- Update Customer Order
Updates an existing customer order in Workbooks. Only the fields you fill in are changed.
- Update Marketing Campaign Member
Updates an existing marketing campaign member in Workbooks, for example to change their member status.
- Update Organisation
Updates an existing organisation in Workbooks. Only the fields you fill in are changed.
- Update Person
Updates an existing person in Workbooks. Only the fields you fill in are changed.
- Update Sales Lead
Updates an existing sales lead in Workbooks. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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Questions
Clockwork Recruiting and Workbooks CRM, answered
What can start an automation from Clockwork Recruiting?
Any of Clockwork Recruiting's 6 triggers in the catalog, including New Candidacy, New Person Record, Updated Candidacy and Updated Person Record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Workbooks CRM when something happens in Clockwork Recruiting?
Any of Workbooks CRM's 21 actions, including Create Case, Create Customer Order, Create Marketing Campaign and Create Marketing Campaign Member. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Workbooks CRM to Clockwork Recruiting?
Yes. When something happens in Workbooks CRM, your agent can act in Clockwork Recruiting too. This page covers both directions: Workbooks CRM's triggers and Clockwork Recruiting's actions are listed here as well.
Do I have to build a connector for Clockwork Recruiting or Workbooks CRM?
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 Clockwork Recruiting and Workbooks CRM 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.