--- title: "Connect CrewForm to Dext - APIANT.ai" description: "When \"AI Agent Task Failed\" fires in CrewForm, your agent runs \"Get Client\" in Dext." canonical: "https://apiant.ai/connect/crewform-to-dext" --- # Connect CrewForm to Dext When **AI Agent Task Failed** fires in [CrewForm](https://apiant.ai/connections/crewform), your agent runs **Get Client** in [Dext](https://apiant.ai/connections/dext). Describe the whole flow and it is built, tested on every scenario and kept running. CrewForm **1** trigger CrewForm **10** actions Dext **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CrewForm and Dext to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What CrewForm can start in Dext - When **AI Agent Task Failed** in CrewForm then **Get Client** in Dext - When **AI Agent Task Failed** in CrewForm then **Get Client Activity Stats** in Dext 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 CrewForm and Dext ## Triggers and actions 1 trigger · 13 actions - Trigger **AI Agent Task Failed** Triggers when a CrewForm AI agent task fails. - Action **Add agent** Creates a new AI agent in your CrewForm workspace with the model, instructions and settings you choose. - Action **Delete agent** Deletes an AI agent from your CrewForm workspace. - Action **Delete task** Deletes a task from your CrewForm workspace. - Action **Get agent** Returns a single CrewForm agent by its id, including its model, prompt and settings. - Action **Get task** Returns a single CrewForm task by its id, including its title, status, priority, assigned agent and results. - Action **List agents** Returns all AI agents in your CrewForm workspace, with each agent's name, model, prompt and settings. - Action **List tasks** Returns the tasks in your CrewForm workspace, newest first, optionally only those with a given status. - Action **Send Task to AI Agent** Creates a task in CrewForm assigned to an AI agent, which dispatches it to that agent to work on right away. Returns the created task. - Action **Update agent** Updates an existing CrewForm agent's name, model, prompt, temperature, tools, status or configuration. Only the fields you fill in are changed. - Action **Update task** Updates an existing CrewForm task's title, description, priority, status, assigned agent or team, or metadata. - Action **Get Client** Returns one client's data-health detail: health score, VAT details, debtor metrics and bank reconciliation. - Action **Get Client Activity Stats** Returns a client's rolling annual, monthly-average and quarterly-average activity: turnover and counts of sales, bills, credits, journals and bank transactions. - Action **List Clients** Returns every practice client your Dext Precision token can see, with each client's health score and alert level. ## Each app on its own - [ **CrewForm** CrewForm is a AI team builder. Create specialised agents — researchers, writers, coders — orchestrate them...](https://apiant.ai/connections/crewform) - [ **Dext** Dext makes accountants and the businesses you look after more productive and profitable through better data...](https://apiant.ai/connections/dext) Reviews ## What our customers say ## More from CrewForm - [ **CrewForm to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/crewform-to-hubspot) - [ **CrewForm to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/crewform-to-salesforce) - [ **CrewForm to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/crewform-to-slack) - [ **CrewForm to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/crewform-to-google-sheets) - [ **CrewForm to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/crewform-to-gmail) - [ **CrewForm to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/crewform-to-google-calendar) ## More into Dext - [ **HubSpot to Dext** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dext) - [ **Salesforce to Dext** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dext) - [ **Slack to Dext** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dext) - [ **Google Sheets to Dext** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-dext) - [ **Gmail to Dext** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dext) - [ **Google Calendar to Dext** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dext) Questions ## CrewForm and Dext, answered ### ### What can start an automation from CrewForm? Any of CrewForm's 1 trigger in the catalog, including AI Agent Task Failed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dext when something happens in CrewForm? Any of Dext's 3 actions, including Get Client, Get Client Activity Stats and List Clients. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dext to CrewForm? Dext has no triggers in the catalog today, so automations start in CrewForm. If you need the other direction, ask: your agent reads Dext's API documentation and adds it. ### ### Do I have to build a connector for CrewForm or Dext? 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 CrewForm and Dext 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.