Integration
Connect ComplyCube and Digital Practice
When Check Completed fires in ComplyCube, your agent runs Create Contact in Digital Practice, or New Account in Digital Practice to Add Note in ComplyCube. 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 ComplyCube and Digital Practice to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 ComplyCube and Digital Practice can do together
From ComplyCube to Digital Practice
When Check Completed in ComplyCube
then Create Contact in Digital Practice
When New Event in ComplyCube
then Create Invoice in Digital Practice
From Digital Practice to ComplyCube
When New Account in Digital Practice
then Add Note in ComplyCube
When New Client in Digital Practice
then Create Client in ComplyCube
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 ComplyCube and Digital Practice
Triggers and actions 11 triggers · 60 actions
Trigger
Check CompletedTriggers when a new check is received.
Trigger
New EventTriggers when a new event is received.
Action
Add NoteAdd a note to a client for investigations, reviews, or compliance reporting.
Action
Create AddressCreates a new address for a client.
Action
Create CheckCreate a verification check (identity, document, AML, or other check type) against a client.
Action
Create ClientUpdates clients details using the given input.
Action
Create DocumentCreates a new document for a client.
Action
Create SessionCreates a verification session link using workflow templates.
Action
Delete AddressDeletes an existing address.
Action
Delete ClientDeletes an existing client.
Action
Delete DocumentDeletes an existing document.
Action
Delete NoteDelete a note.
Action
Find AddressesSearch and verify an address for KYC address checks.
Action
Find CompaniesSearch for companies by name or registration details for KYB checks.
Action
Generate Check ReportGenerate a PDF report for a specific check.
Action
Generate Client ReportGenerate a PDF report summarizing a client's compliance record.
Action
Generate Session ReportGenerates a session report PDF and returns it as a file for use in later Zap steps.
Action
Generate TokenGenerate an SDK token to securely authenticate a frontend user session.
Action
Get AddressRetrieves an address using "Address ID".
Action
Get Check ResultsRetrieves a check's results using "Check ID".
Action
Get ClientRetrieves a client's results using "Client ID".
Action
Get Company DetailsRetrieve detailed information about a company by its ID.
Action
Get DocumentRetrieves a document using "Document ID".
Action
Get Live PhotoRetrieve a client's live photo by ID.
Action
Get NoteRetrieve a note by ID.
Action
Get Risk ProfileRetrieve a client's AML risk profile and score.
Action
Get Session ResultsRetrieves a session's results using "Session ID".
Action
List AddressesList addresses linked to a client.
Action
List ChecksList checks performed on a client.
Action
List ClientsList clients with optional filters and pagination.
Action
List DocumentsList documents linked to a client.
Action
List Live PhotosList a client's live photos.
Action
List NotesList notes linked to a client.
Action
List Workflow SessionsList a client's workflow sessions.
Action
Update AddressUpdates an existing address.
Action
Update CheckUpdate an existing check's parameters.
Action
Update ClientUpdates clients details using the given input.
Action
Update DocumentUpdates an existing document.
Action
Update NoteUpdate an existing note.
Action
Upload Document ImageUploads an image attachment (front or back) to an existing document.
Action
Upload Live PhotoUpload a client's live photo (selfie) for biometric identity and liveness verification.
Trigger
New AccountTriggers when a new account is added to your company's chart of accounts.
Trigger
New ClientTriggers when a new client is added to your Digital Practice company.
Trigger
New ContactTriggers when a new contact is added to your Digital Practice CRM.
Trigger
New InvoiceTriggers when a new invoice is created in Digital Practice, including its client and line items.
Trigger
New LeadTriggers when a new lead is added to your Digital Practice CRM.
Trigger
New ProductTriggers when a new product or service is added in Digital Practice.
Trigger
New ProjectTriggers when a new project is added to your Digital Practice company.
Trigger
New QuoteTriggers when a new quote is created in Digital Practice.
Trigger
New VendorTriggers when a new vendor is added to your Digital Practice company.
Action
Create AccountCreates a new account in your Digital Practice chart of accounts.
Action
Create ClientCreates a new client company in Digital Practice accounting.
Action
Create ContactCreates a new contact in your Digital Practice CRM.
Action
Create ExpenseCreates an expense against an account, optionally linked to a vendor. An existing account or vendor is matched by name; supplying extra details creates a new one.
Action
Create InvoiceCreates an invoice for an existing or new client. Add line items afterwards with Create Invoice Items.
Action
Create Invoice ItemsAdds one or more line items to an existing Digital Practice invoice.
Action
Create LeadCreates a new lead in Digital Practice CRM with its company details, status and priority.
Action
Create ProductCreates a new product or service in Digital Practice.
Action
Create ProjectCreates a project in Digital Practice, linked to an existing client by name or to a new client created from the details supplied.
Action
Create QuoteCreates a quote for an existing client, or for a new client created from the details you supply.
Action
Create Quote ItemsAdds one or more line items (title, price, quantity) to an existing quote.
Action
Create VendorCreates a new vendor record in Digital Practice accounting.
Action
List accountsReturns the list of accounts in your company's chart of accounts.
Action
List clientsReturns the list of clients for your Digital Practice company.
Action
List contactsReturns the contacts in your Digital Practice company.
Action
List invoicesReturns the invoices in your company, each with its client and line items.
Action
List leadsReturns the leads in your Digital Practice company.
Action
List productsReturns the products and services set up in your Digital Practice company.
Action
List projectsReturns the projects in your Digital Practice company, each with its associated client.
Action
List quotesReturns the quotes in your company, each with its client and line items.
Action
List vendorsReturns the vendors in your Digital Practice company.
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
ComplyCube and Digital Practice, answered
What can start an automation from ComplyCube?
Any of ComplyCube's 2 triggers in the catalog, including Check Completed and New Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Digital Practice when something happens in ComplyCube?
Any of Digital Practice's 21 actions, including Create Account, Create Client, Create Contact and Create Expense. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Digital Practice to ComplyCube?
Yes. When something happens in Digital Practice, your agent can act in ComplyCube too. This page covers both directions: Digital Practice's triggers and ComplyCube's actions are listed here as well.
Do I have to build a connector for ComplyCube or Digital Practice?
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.
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.