Integration
Connect Commusoft to Exa
When New Contact fires in Commusoft, your agent runs Create Research Task in Exa. 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 Commusoft and Exa 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 Commusoft can start in Exa
When New Contact in Commusoft
then Create Research Task in Exa
When New Customer in Commusoft
then Get Research Task in Exa
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 Commusoft and Exa
Triggers and actions 7 triggers · 53 actions
Trigger
New ContactTriggers when a new contact is added to a customer or work address.
Trigger
New CustomerTriggers when a new customer is created.
Trigger
New DiaryTriggers when a new diary appointment is booked.
Trigger
New JobTriggers when a new job is created.
Trigger
New OpportunityTriggers when a new opportunity is created.
Trigger
New Scheduled ActivityTriggers when a new scheduled activity is created.
Trigger
New Work AddressTriggers when a new work address is created.
Action
Complete Scheduled ActivityMarks a scheduled activity as completed.
Action
Create CompanyCreates a new company customer in Commusoft.
Action
Create ContactAdds a contact person to a customer or work address.
Action
Create New CustomerCreates a new private customer in Commusoft with its primary contact and address.
Action
Create New Work AddressCreates a new work address under an existing customer.
Action
Create OpportunityCreates a new sales opportunity at an existing customer or work address property.
Action
Delete AppointmentDeletes a diary appointment.
Action
Delete AssetDeletes an asset from a property.
Action
Delete ContactDeletes a contact person.
Action
Delete JobDeletes a job.
Action
Delete OpportunityDeletes a sales opportunity.
Action
Delete PropertyDeletes a customer, company or work address.
Action
Delete Scheduled ActivityDeletes a scheduled activity.
Action
Get AppointmentReturns one diary appointment by its ID.
Action
Get AssetReturns one asset (e.g. a boiler) by its ID.
Action
Get JobReturns one job by its ID.
Action
Get OpportunityReturns one sales opportunity by its ID.
Action
Get PropertyReturns one customer, company or work address by its ID.
Action
List Advertising TypesReturns the advertising types (lead sources).
Action
List AppointmentsReturns diary appointments, optionally for one engineer or date range.
Action
List Asset GroupsReturns asset groups such as Boiler or Heat pump.
Action
List AssetsReturns assets recorded at properties.
Action
List Asset TypesReturns asset types within asset groups.
Action
List Business UnitsReturns the business units.
Action
List Customer TypesReturns the customer types set up in Commusoft.
Action
List FilesReturns files saved against properties, opportunities or jobs.
Action
List FormsReturns custom forms completed against jobs.
Action
List Job Description TemplatesReturns the job description templates used when creating jobs.
Action
List JobsReturns jobs, optionally filtered by property, status or pipeline stage.
Action
List OpportunitiesReturns sales opportunities, optionally filtered by property or pipeline stage.
Action
List Opportunity PipelinesReturns active opportunity pipelines.
Action
List Opportunity StagesReturns the stages of one opportunity pipeline.
Action
List PropertiesReturns customers, companies and work addresses.
Action
List Property ContactsReturns the contacts of a customer or work address.
Action
List ProvincesReturns the provinces/counties set up in Commusoft.
Action
List Scheduled ActivitiesReturns scheduled activities, optionally filtered by status or associated record.
Action
List Telephone TypesReturns the telephone types.
Action
List TitlesReturns the contact title options such as Mr and Mrs.
Action
List User GroupsReturns the user groups.
Action
Mark Job CompleteMarks a job as complete at the given date and time.
Action
Mark Job UncompletedReopens a completed job.
Action
Put Job On HoldPuts a job on hold for a given reason.
Action
Remove Job From HoldTakes a job off hold.
Action
Update CompanyUpdates an existing company customer's details.
Action
Update ContactUpdates a contact person's details.
Action
Update CustomerUpdates an existing private customer's contact and address details.
Action
Update Work AddressUpdates a work address's contact and address details.
Action
Create Research TaskStarts an asynchronous Exa research (Agent) run for a natural-language question and returns the run, including its id and status. Use Get Research Task to read the finished answer.
Action
Find similar linksReturns web pages similar to a given URL, optionally with their text, highlights or summaries.
Action
Generate AnswerAnswers a question using Exa web search results, returning the generated answer and the sources it cites.
Action
Get Research TaskReturns a research (Agent) run by its id, including its status, answer text, structured result, citations and cost.
Action
Get Webpage ContentReturns the full text, highlights, summary and metadata for one or more webpages by URL.
Action
Perform Web SearchSearches the web with Exa and returns the matching pages (title, URL, published date, author and any requested contents), plus synthesized output when an output schema is given.
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
Commusoft and Exa, answered
What can start an automation from Commusoft?
Any of Commusoft's 7 triggers in the catalog, including New Contact, New Customer, New Diary and New Job. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Exa when something happens in Commusoft?
Any of Exa's 6 actions, including Create Research Task, Find similar links, Generate Answer and Get Research Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Exa to Commusoft?
Exa has no triggers in the catalog today, so automations start in Commusoft. If you need the other direction, ask: your agent reads Exa's API documentation and adds it.
Do I have to build a connector for Commusoft or Exa?
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 Commusoft and Exa 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.