--- title: "Connect CrewForm to The Official Board - APIANT.ai" description: "When \"AI Agent Task Failed\" fires in CrewForm, your agent runs \"Create Orgchart PDF File\" in The Official Board." canonical: "https://apiant.ai/connect/crewform-to-the-official-board" --- # Connect CrewForm to The Official Board When **AI Agent Task Failed** fires in [CrewForm](https://apiant.ai/connections/crewform), your agent runs **Create Orgchart PDF File** in [The Official Board](https://apiant.ai/connections/the-official-board). Describe the whole flow and it is built, tested on every scenario and kept running. CrewForm **1** trigger CrewForm **10** actions The Official Board **7** 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 The Official Board 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 The Official Board - When **AI Agent Task Failed** in CrewForm then **Create Orgchart PDF File** in The Official Board - When **AI Agent Task Failed** in CrewForm then **Create Orgchart XSLX File** in The Official Board 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 The Official Board ## Triggers and actions 1 trigger · 17 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 **Create Orgchart PDF File** Generates a PDF file of the org chart for a company on The Official Board. - Action **Create Orgchart XSLX File** Generates an Excel (.xlsx) file containing the org chart of the specified company. - Action **Find companies by name** Finds companies on The Official Board whose name matches the text you give, returning each company's org chart id, industry, country and other details. - Action **Find executives by name** Searches The Official Board for executives by first and/or last name and returns matching executives with their titles and companies. - Action **Get Executive Info** Returns an executive's biography: current roles, education, career history and links. - Action **Get Orgchart Info** Returns a company's org chart: the company details and its list of executives with titles, levels and reporting lines. - Action **List executive direct colleagues** Returns an executive's direct environment: their boss, direct reports and board members. ## 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) - [ **The Official Board** The Official Board provides organizational charts for 81,000+ global companies, offering insights on...](https://apiant.ai/connections/the-official-board) 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 The Official Board - [ **HubSpot to The Official Board** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-the-official-board) - [ **Salesforce to The Official Board** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-the-official-board) - [ **Slack to The Official Board** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-the-official-board) - [ **Google Sheets to The Official Board** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-the-official-board) - [ **Gmail to The Official Board** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-the-official-board) - [ **Google Calendar to The Official Board** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-the-official-board) Questions ## CrewForm and The Official Board, 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 The Official Board when something happens in CrewForm? Any of The Official Board's 7 actions, including Create Orgchart PDF File, Create Orgchart XSLX File, Find companies by name and Find executives by name. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from The Official Board to CrewForm? The Official Board has no triggers in the catalog today, so automations start in CrewForm. If you need the other direction, ask: your agent reads The Official Board's API documentation and adds it. ### ### Do I have to build a connector for CrewForm or The Official Board? 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 The Official Board 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.