Integration
Connect CommCare to Retently
When New Case fires in CommCare, your agent runs Create or Update Customer in Retently. 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 CommCare and Retently 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 CommCare can start in Retently
When New Case in CommCare
then Create or Update Customer in Retently
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 CommCare and Retently
Triggers and actions 3 triggers · 29 actions
- New Case
Triggers when a new case is opened in your CommCare project, optionally only for one case type.
- New Form Submission
Triggers when a form is submitted in your CommCare project, optionally only for one form or app.
- New or Updated Case
Triggers when a case is opened or changed in your CommCare project, optionally only for one case type.
- Create Case
Creates a new case in your CommCare project with the given type, name, owner and custom properties.
- Create Mobile Worker
Creates a new mobile worker in your CommCare project.
- Delete Mobile Worker
Deletes a mobile worker from your CommCare project.
- Find Case by External ID
Finds the CommCare case carrying the given external ID and returns it.
- Get Case
Returns one CommCare case, including its properties and parent links, by its case ID.
- Get Form
Returns one submitted CommCare form, with its answers and metadata, by its form ID.
- Get Mobile Worker
Returns one CommCare mobile worker by ID.
- List Cases
Returns cases in your CommCare project, optionally filtered by case type, owner, external ID, open/closed status and last-modified date.
- List Forms
Returns submitted forms in your CommCare project, optionally filtered by form type, app and received date.
- List Groups
Returns the user groups in your CommCare project with their member user IDs.
- List Mobile Workers
Returns the mobile workers in your CommCare project, optionally filtered by username or group.
- Update Case
Updates an existing CommCare case's name, owner or custom properties, or closes it.
- Update Mobile Worker
Updates a CommCare mobile worker's name, email, language, location or password.
- Apply Tag to Response
Adds a tag to a survey response.
- Apply Topic to Response
Adds a topic to a survey response.
- Create or Update Customer
Creates a Retently customer, or updates the existing customer with the same email address, including tags and custom properties.
- Delete Customer
Deletes a customer and all their associated data from Retently, identified by email address.
- Find Company
Finds a Retently company by its website domain (or company ID) and returns its full record.
- Find Customer by Email
Returns up to 20 Retently customers that match the specified email address.
- Get campaign report
Returns NPS/CX score and response-volume report data for a campaign over a date range.
- Get Company
Fetches a company by ID. An error occurs if the company is not found.
- Get Customer
Fetches a customer by ID. An error occurs if the customer is not found.
- Get feedback
Retrieves a single survey response (feedback) by its Retently ID.
- Get latest score
Returns the most recent NPS/CX score snapshot for the account or a given campaign.
- List Campaigns
Lists the survey campaigns in the Retently account.
- List Companies
Returns all companies in the Retently account, with industry, tags, NPS/CSAT/CES metrics and customer counts.
- List Customers
Returns the account's customers, optionally narrowed by email, creation date range or a customer property filter.
- Resubscribe customer
Resubscribes a customer that was previously unsubscribed by the account owner via the API or in-app.
- Unsubscribe Customer
Unsubscribes a customer from receiving future Retently surveys, optionally recording an opt-out message.
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
CommCare and Retently, answered
What can start an automation from CommCare?
Any of CommCare's 3 triggers in the catalog, including New Case, New Form Submission and New or Updated Case. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Retently when something happens in CommCare?
Any of Retently's 16 actions, including Create or Update Customer, Apply Tag to Response, Apply Topic to Response and Find Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Retently to CommCare?
Retently has no triggers in the catalog today, so automations start in CommCare. If you need the other direction, ask: your agent reads Retently's API documentation and adds it.
Do I have to build a connector for CommCare or Retently?
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 CommCare and Retently 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.