--- title: "Connect CrewForm and MOCO - APIANT.ai" description: "When \"AI Agent Task Failed\" fires in CrewForm, your agent runs \"Create Contact\" in MOCO, or \"New Client\" in MOCO to \"Send Task to AI Agent\" in CrewForm." canonical: "https://apiant.ai/connect/crewform-to-moco" --- # Connect CrewForm and MOCO When **AI Agent Task Failed** fires in [CrewForm](https://apiant.ai/connections/crewform), your agent runs **Create Contact** in [MOCO](https://apiant.ai/connections/moco), or **New Client** in MOCO to **Send Task to AI Agent** in CrewForm. Describe the whole flow and it is built, tested on every scenario and kept running. CrewForm **1** trigger CrewForm **10** actions MOCO **26** triggers MOCO **24** 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 MOCO 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 and MOCO can do together ### From CrewForm to MOCO - When **AI Agent Task Failed** in CrewForm then **Create Contact** in MOCO - When **AI Agent Task Failed** in CrewForm then **Create Lead** in MOCO ### From MOCO to CrewForm - When **New Client** in MOCO then **Send Task to AI Agent** in CrewForm - When **New Company** in MOCO then **Update task** in CrewForm 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 MOCO ## Triggers and actions 27 triggers · 34 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. - Trigger **New Client** Triggers when a new client is created. - Trigger **New Company** Triggers when a new company is created. - Trigger **New Expense** Triggers when an expense is created. - Trigger **New Exported Invoice (Bookkeeping)** Triggers when a new invoice is exported (for the bookkeeping). - Trigger **New Incoming Payment** Triggers when a new incoming payment is created. - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New Invoice Status** Triggers when the status of an invoice is changed. - Trigger **New Offer** Triggers when a new offer is created. - Trigger **New Outgoing Payment** Triggers when a new outgoing payment is created. - Trigger **New Planning Entry** Triggers when a new Planning Entry is created. - Trigger **New Presence** Triggers when a new Presence is created. - Trigger **New Project Assignment** Triggers when a person is assigned to a project. - Trigger **New Purchase** Triggers when a new purchase is created. - Trigger **New Recurred Expense** Triggers when an expense is recurred. - Trigger **New Task** Triggers when a new task is created. - Trigger **New Time Entry** Triggers when a new time entry is created. - Trigger **Unarchived Project** Triggers when a project is made active again. - Trigger **Updated Company** Triggers when a company was updated. - Trigger **Updated Expense** Triggers when an expense was updated. - Trigger **Updated Invoice** Triggers when an invoice was updated. - Trigger **Updated Lead** Triggers when a lead was updated. - Trigger **Updated Planning Entry** Triggers when a Planning Entry was updated. - Trigger **Updated Presence** Triggers when a Presence was updated. - Trigger **Updated Project** Triggers when a project was updated. - Trigger **Updated Purchase** Triggers when a purchase was updated. - Trigger **Updated Time Entry** Triggers when a time entry was updated. - Action **Create Comment** Creates a new Comment. - Action **Create Company** Creates a new company (customer only). - Action **Create Contact** Creates a new contact person. - Action **Create Expense** Creates a new Expense. - Action **Create Incoming Payment** Creates a new incoming payment. - Action **Create Lead** Creates a new lead. - Action **Create Outgoing Payment** Creates a new outgoing payment. - Action **Create Project** Creates a new Project. - Action **Create Purchase** Creates a new Purchase. - Action **Create Task** Creates a new project task. - Action **Create Time Entry** Create a new time entry. - Action **Find Company** Finds an existing Company. - Action **Find Contact** Finds an existing Contact. - Action **Find Expense** Finds an existing Expense. - Action **Find Invoice** Finds an existing Invoice. - Action **Find Lead** Finds an existing lead. - Action **Find Offer** Finds an existing Offer. - Action **Find Planning Entry** Finds an existing Planning Entry. - Action **Find Project** Finds an existing project. - Action **Find Purchase** Finds an existing Purchase. - Action **Find Task** Finds an active Task for a Project. - Action **Find Time Entry** Finds an existing Time Entry. - Action **Find User** Finds an existing active user. - Action **Record Presence** Record a new presence. ## 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) - [ **MOCO** MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses.](https://apiant.ai/connections/moco) 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 MOCO - [ **HubSpot to MOCO** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-moco) - [ **Google Sheets to MOCO** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-moco) - [ **Gmail to MOCO** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-moco) - [ **Google Calendar to MOCO** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-moco) - [ **Google Drive to MOCO** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-moco) - [ **Mailchimp to MOCO** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-moco) Questions ## CrewForm and MOCO, 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 MOCO when something happens in CrewForm? Any of MOCO's 24 actions, including Create Comment, Create Company, Create Contact and Create Expense. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from MOCO to CrewForm? Yes. When something happens in MOCO, your agent can act in CrewForm too. This page covers both directions: MOCO's triggers and CrewForm's actions are listed here as well. ### ### Do I have to build a connector for CrewForm or MOCO? 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 MOCO 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.