# Connect Digital Practice to Evervault When **New Account** fires in [Digital Practice](https://apiant.ai/connections/digital-practice), your agent runs **Add card** in [Evervault](https://apiant.ai/connections/evervault). Describe the whole flow and it is built, tested on every scenario and kept running. Digital Practice **9** triggers Digital Practice **21** actions Evervault **27** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Digital Practice and Evervault to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Digital Practice can start in Evervault - When **New Account** in Digital Practice then **Add card** in Evervault - When **New Client** in Digital Practice then **Add client token** in Evervault 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 Digital Practice and Evervault ## Triggers and actions 9 triggers · 48 actions - Trigger **New Account** Triggers when a new account is added to your company's chart of accounts. - Trigger **New Client** Triggers when a new client is added to your Digital Practice company. - Trigger **New Contact** Triggers when a new contact is added to your Digital Practice CRM. - Trigger **New Invoice** Triggers when a new invoice is created in Digital Practice, including its client and line items. - Trigger **New Lead** Triggers when a new lead is added to your Digital Practice CRM. - Trigger **New Product** Triggers when a new product or service is added in Digital Practice. - Trigger **New Project** Triggers when a new project is added to your Digital Practice company. - Trigger **New Quote** Triggers when a new quote is created in Digital Practice. - Trigger **New Vendor** Triggers when a new vendor is added to your Digital Practice company. - Action **Create Account** Creates a new account in your Digital Practice chart of accounts. - Action **Create Client** Creates a new client company in Digital Practice accounting. - Action **Create Contact** Creates a new contact in your Digital Practice CRM. - Action **Create Expense** Creates 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 Invoice** Creates an invoice for an existing or new client. Add line items afterwards with Create Invoice Items. - Action **Create Invoice Items** Adds one or more line items to an existing Digital Practice invoice. - Action **Create Lead** Creates a new lead in Digital Practice CRM with its company details, status and priority. - Action **Create Product** Creates a new product or service in Digital Practice. - Action **Create Project** Creates a project in Digital Practice, linked to an existing client by name or to a new client created from the details supplied. - Action **Create Quote** Creates a quote for an existing client, or for a new client created from the details you supply. - Action **Create Quote Items** Adds one or more line items (title, price, quantity) to an existing quote. - Action **Create Vendor** Creates a new vendor record in Digital Practice accounting. - Action **List accounts** Returns the list of accounts in your company's chart of accounts. - Action **List clients** Returns the list of clients for your Digital Practice company. - Action **List contacts** Returns the contacts in your Digital Practice company. - Action **List invoices** Returns the invoices in your company, each with its client and line items. - Action **List leads** Returns the leads in your Digital Practice company. - Action **List products** Returns the products and services set up in your Digital Practice company. - Action **List projects** Returns the projects in your Digital Practice company, each with its associated client. - Action **List quotes** Returns the quotes in your company, each with its client and line items. - Action **List vendors** Returns the vendors in your Digital Practice company. - Action **Add 3DS session** Create a 3-D Secure authentication session. - Action **Add acquirer** Create an acquirer. - Action **Add card** Register a card for use with Evervault payments features. - Action **Add client token** Create a short-lived client-side token for browser/mobile encryption. - Action **Add cryptogram** Generate a cryptogram for a network token. - Action **Add custom domain** Attach a custom domain to a Relay. - Action **Add merchant** Create a merchant. - Action **Add network token** Create a network token for a card. - Action **Add relay** Create a Relay, Evervault's encrypting reverse proxy. - Action **Decrypt** Decrypt an Evervault-encrypted value. - Action **Delete acquirer** Delete an acquirer. - Action **Delete card** Delete a registered card. - Action **Delete custom domain** Remove a custom domain from a Relay. - Action **Delete merchant** Delete a merchant. - Action **Delete network token** Delete a network token. - Action **Delete relay** Delete a Relay. - Action **Encrypt** Encrypt a value using Evervault client-side encryption. - Action **Fingerprint a value** Generate a deterministic fingerprint for a value. - Action **Get acquirer** Retrieve an acquirer by ID. - Action **Get card insights** Retrieve enriched insights for a card. - Action **Get merchant** Retrieve a merchant by ID. - Action **Get relay** Retrieve a Relay by ID. - Action **List acquirers** List acquirers configured on the account. - Action **List custom domains** List custom domains attached to a Relay. - Action **Update acquirer** Update an acquirer's details. - Action **Update merchant** Update a merchant's details. - Action **Update relay** Update a Relay's configuration. ## Each app on its own - [ **Digital Practice** Digital Practice is a Practice Management Software that helps practices manage their day-to-day admin, HR...](https://apiant.ai/connections/digital-practice) - [ **Evervault** Evervault provides secure encryption infrastructure for developers.](https://apiant.ai/connections/evervault) Reviews ## What our customers say ## More from Digital Practice - [ **Digital Practice to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/digital-practice-to-hubspot) - [ **Digital Practice to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/digital-practice-to-salesforce) - [ **Digital Practice to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/digital-practice-to-slack) - [ **Digital Practice to Google Sheets** Google Sheets](https://apiant.ai/connect/digital-practice-to-google-sheets) - [ **Digital Practice to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/digital-practice-to-gmail) - [ **Digital Practice to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/digital-practice-to-google-calendar) ## More into Evervault - [ **Openlayer to Evervault** Openlayer is a platform for monitoring, evaluating, and testing AI and ML models in production.](https://apiant.ai/connect/openlayer-to-evervault) - [ **HubSpot to Evervault** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-evervault) - [ **Salesforce to Evervault** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-evervault) - [ **Slack to Evervault** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-evervault) - [ **Google Sheets to Evervault** Google Sheets](https://apiant.ai/connect/google-sheets-to-evervault) - [ **Gmail to Evervault** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-evervault) Questions ## Digital Practice and Evervault, answered ### ### What can start an automation from Digital Practice? Any of Digital Practice's 9 triggers in the catalog, including New Account, New Client, New Contact and New Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Evervault when something happens in Digital Practice? Any of Evervault's 27 actions, including Update acquirer, Update merchant, Update relay and Add 3DS session. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Evervault to Digital Practice? Evervault has no triggers in the catalog today, so automations start in Digital Practice. If you need the other direction, ask: your agent reads Evervault's API documentation and adds it. ### ### Do I have to build a connector for Digital Practice or Evervault? 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. ### ### 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.