Integration
Connect ConnectWise Manage to Tavily
When New Territory fires in ConnectWise Manage, your agent runs Create research task in Tavily. 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 ConnectWise Manage and Tavily 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)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 ConnectWise Manage can start in Tavily
When New Territory in ConnectWise Manage
then Create research task in Tavily
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 ConnectWise Manage and Tavily
Triggers and actions 5 triggers · 16 actions
- New Territory
Triggers when a new territory (called a location in the ConnectWise API) is added in ConnectWise Manage.
- New Ticket Note
Triggers when a new note is added to a ConnectWise Manage service ticket.
- New/Updated Contact
Triggers when a contact is created or updated in ConnectWise Manage.
- New/Updated Project
Triggers when a project is created or updated in ConnectWise Manage.
- New/Updated Ticket
Triggers when a service ticket is created or updated in ConnectWise Manage.
- Attach a File to a Record
Attaches a file from a URL to a ConnectWise Manage record such as a ticket, company, contact or project.
- Create Company
Creates a new company in ConnectWise Manage.
- Create Ticket Note
Adds a note to a ConnectWise Manage service ticket.
- Find Company
Finds a company in ConnectWise Manage by name and returns the first match.
- Find Contact
Finds a contact in ConnectWise Manage by email address.
- Find File
Finds a file attached to a ConnectWise Manage record (ticket, company, contact, project and so on), optionally by title.
- Find Ticket
Finds a service ticket in ConnectWise Manage by summary, returning the newest match.
- Update Company
Updates an existing company in ConnectWise Manage; only the fields you fill in are changed.
- Update Ticket
Updates an existing ConnectWise Manage service ticket; only the fields you fill in are changed.
- Crawl
Crawls a website starting from one address and returns the content of the pages it finds.
- Create research task
Starts a Tavily research task for a question you supply and returns its ID and status. Use the ID with Get research task status to collect the finished report.
- Extract
Reads one or more web pages and returns their content as markdown or plain text, plus any addresses that could not be read.
- Get research task status
Checks a Tavily research task by its ID and returns its current status, and the finished report with its sources once the task is complete.
- Get usage
Returns how many Tavily credits have been used this billing cycle, for both the API key and the account, along with the plan limits and a breakdown per feature.
- Map
Maps a website starting from an address you supply and returns the list of pages found, without pulling their content.
- Search
Searches the web for a query you supply and returns ranked results with titles, addresses and snippets, plus an optional written answer.
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
ConnectWise Manage and Tavily, answered
What can start an automation from ConnectWise Manage?
Any of ConnectWise Manage's 5 triggers in the catalog, including New Territory, New Ticket Note, New/Updated Contact and New/Updated Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Tavily when something happens in ConnectWise Manage?
Any of Tavily's 7 actions, including Create research task, Crawl, Extract and Get research task status. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Tavily to ConnectWise Manage?
Tavily has no triggers in the catalog today, so automations start in ConnectWise Manage. If you need the other direction, ask: your agent reads Tavily's API documentation and adds it.
Do I have to build a connector for ConnectWise Manage or Tavily?
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 ConnectWise Manage and Tavily 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.