Integration
Connect Crove and Digital Practice
When Document Completed fires in Crove, your agent runs Create Contact in Digital Practice, or New Account in Digital Practice to Create Document in Crove. 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 Crove and Digital Practice 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 Crove and Digital Practice can do together
From Crove to Digital Practice
When Document Completed in Crove
then Create Contact in Digital Practice
When Document Created in Crove
then Create Invoice in Digital Practice
From Digital Practice to Crove
When New Account in Digital Practice
then Create Document in Crove
When New Client in Digital Practice
then Send Document in Crove
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 Crove and Digital Practice
Triggers and actions 11 triggers · 31 actions
Trigger
Document CompletedTriggers when a Crove document is completed.
Trigger
Document CreatedTriggers when a new document is created in Crove.
Action
Create DocumentCreates a new document from a Crove template, optionally pre-filling field values.
Action
Generate PDF From DocumentStarts a PDF, DOCX or audit-trail export of a Crove document and returns the export job.
Action
Get Document DetailsReturns one Crove document with its status and field values.
Action
Get ExportReturns the status of a Crove export job and its signed download URL when ready.
Action
Get TemplateReturns one Crove template with its fields and signer roles.
Action
List DocumentsReturns Crove documents, optionally filtered by template, name, sent or completed status.
Action
List TemplatesReturns the templates in your Crove workspace, with their fields and signer roles.
Action
Send DocumentSends a Crove document to a recipient for signing or filling and emails them a secure link.
Action
Submit DocumentSubmits a Crove document on behalf of the workspace, marking it completed.
Action
Update DocumentUpdates field values on an existing Crove document.
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
Crove and Digital Practice, answered
What can start an automation from Crove?
Any of Crove's 2 triggers in the catalog, including Document Completed and Document Created. 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 Crove?
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 Crove?
Yes. When something happens in Digital Practice, your agent can act in Crove too. This page covers both directions: Digital Practice's triggers and Crove's actions are listed here as well.
Do I have to build a connector for Crove 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.
Can my AI client use Crove and Digital Practice 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.