Integration
Connect Commusoft to Extracta.ai
When New Contact fires in Commusoft, your agent runs Add classification in Extracta.ai. 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 Extracta.ai 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 Extracta.ai
When New Contact in Commusoft
then Add classification in Extracta.ai
When New Customer in Commusoft
then Add extraction in Extracta.ai
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 Extracta.ai
Triggers and actions 7 triggers · 57 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
Add classificationCreates a document classification with a list of document types that uploaded documents can be classified into. Returns the new classification's id.
Action
Add extractionCreates a new data extraction in Extracta.ai that defines which fields to pull out of uploaded documents. Returns the new extraction's id, which you use when uploading files for processing.
Action
Delete classificationPermanently deletes a document classification, including all of its batches, results and uploaded files.
Action
Delete extractionPermanently deletes an extraction with all its batches and files, or just one batch or one file within it.
Action
Get classificationReturns the details of a document classification, including its name, description and configured document types with their keywords and linked extraction templates.
Action
Get creditsReturns the number of credits currently available on your Extracta.ai account, where one credit processes one page.
Action
Get extractionReturns the setup of an extraction: its name, description, language, options, the fields it extracts, and the batches processed under it.
Action
Get extraction resultsReturns the extracted data for a batch of documents processed by an extraction, or its waiting status if processing is not finished. Optionally narrows the results to a single file.
Action
Update classificationUpdates an existing document classification's name, description and document types.
Action
Update extractionUpdates an existing Extracta extraction's name, description, language, processing options or fields to extract. Anything left blank stays unchanged.
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 Extracta.ai, 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 Extracta.ai when something happens in Commusoft?
Any of Extracta.ai's 10 actions, including Update classification, Update extraction, Add classification and Add extraction. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Extracta.ai to Commusoft?
Extracta.ai has no triggers in the catalog today, so automations start in Commusoft. If you need the other direction, ask: your agent reads Extracta.ai's API documentation and adds it.
Do I have to build a connector for Commusoft or Extracta.ai?
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 Extracta.ai 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.