Integration
Connect Digital Practice and Vitally
When New Account fires in Digital Practice, your agent runs Create Account in Vitally, or Customer Created in Vitally to Create Contact in Digital Practice. 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 Digital Practice and Vitally 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)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 Digital Practice and Vitally can do together
From Digital Practice to Vitally
When New Account in Digital Practice
then Create Account in Vitally
From Vitally to Digital Practice
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 Vitally
Triggers and actions 17 triggers · 40 actions
- New Account
Triggers when a new account is added to your company's chart of accounts.
- New Client
Triggers when a new client is added to your Digital Practice company.
- New Contact
Triggers when a new contact is added to your Digital Practice CRM.
- New Invoice
Triggers when a new invoice is created in Digital Practice, including its client and line items.
- New Lead
Triggers when a new lead is added to your Digital Practice CRM.
- New Product
Triggers when a new product or service is added in Digital Practice.
- New Project
Triggers when a new project is added to your Digital Practice company.
- New Quote
Triggers when a new quote is created in Digital Practice.
- New Vendor
Triggers when a new vendor is added to your Digital Practice company.
- Create Account
Creates a new account in your Digital Practice chart of accounts.
- Create Client
Creates a new client company in Digital Practice accounting.
- Create Contact
Creates a new contact in your Digital Practice CRM.
- 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.
- Create Invoice
Creates an invoice for an existing or new client. Add line items afterwards with Create Invoice Items.
- Create Invoice Items
Adds one or more line items to an existing Digital Practice invoice.
- Create Lead
Creates a new lead in Digital Practice CRM with its company details, status and priority.
- Create Product
Creates a new product or service in Digital Practice.
- 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.
- Create Quote
Creates a quote for an existing client, or for a new client created from the details you supply.
- Create Quote Items
Adds one or more line items (title, price, quantity) to an existing quote.
- Create Vendor
Creates a new vendor record in Digital Practice accounting.
- List accounts
Returns the list of accounts in your company's chart of accounts.
- List clients
Returns the list of clients for your Digital Practice company.
- List contacts
Returns the contacts in your Digital Practice company.
- List invoices
Returns the invoices in your company, each with its client and line items.
- List leads
Returns the leads in your Digital Practice company.
- List products
Returns the products and services set up in your Digital Practice company.
- List projects
Returns the projects in your Digital Practice company, each with its associated client.
- List quotes
Returns the quotes in your company, each with its client and line items.
- List vendors
Returns the vendors in your Digital Practice company.
- Customer Created
Triggers when a new account (customer) is created in Vitally.
- Custom Object Instance Created
Triggers when a new instance of a custom object is created.
- Custom Object Instance Updated
Triggers when an instance of a custom object is created or updated.
- Note Created
Triggers when a new note is created in Vitally.
- NPS Response Created
Triggers when a new NPS response is recorded in Vitally.
- Organization Created
Triggers when a new organization is created in Vitally.
- Project Created
Triggers when a new project is created in Vitally.
- Task Created
Triggers when a new task is created in Vitally.
- Create Account
Creates an account (customer) in Vitally, identified by your own external ID.
- Create Note
Creates a note on an account or organization in Vitally.
- Create NPS Response
Records an NPS survey response from a user in Vitally.
- Create Organization
Creates an organization in Vitally, identified by your own external ID.
- Create Project From Template
Creates a project for an account or organization from a project template.
- Create Task
Creates a task on an account or organization in Vitally.
- Find a Customer
Returns a account by its Vitally ID or external ID.
- Find a Custom Object Instance
Finds a custom object instance by ID, external ID, linked account or a custom field value.
- Find a Note
Returns a note by its Vitally ID or external ID.
- Find a Organization
Returns a organization by its Vitally ID or external ID.
- Find a Task
Returns a task by its Vitally ID or external ID.
- Find a Teammate
Finds a Vitally team member by email address.
- Find a User
Finds a user by email address, external ID or email domain.
- Get Account Health Scores
Returns an account's health score and its breakdown.
- Update Customer Traits
Updates the name or traits of a account in Vitally; traits are merged with existing ones.
- Update Organization Traits
Updates the name or traits of a organization in Vitally; traits are merged with existing ones.
- Update Project Status
Changes a project's status in Vitally.
- Update Task
Updates a task in Vitally, for example to reassign or complete it.
- Update User Traits
Updates the name or traits of a user in Vitally; traits are merged with existing ones.
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
Reviews
What our customers say
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Questions
Digital Practice and Vitally, 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 Vitally when something happens in Digital Practice?
Any of Vitally's 19 actions, including Create Account, Create Note, Create NPS Response and Create Organization. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vitally to Digital Practice?
Yes. When something happens in Vitally, your agent can act in Digital Practice too. This page covers both directions: Vitally's triggers and Digital Practice's actions are listed here as well.
Do I have to build a connector for Digital Practice or Vitally?
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 Digital Practice and Vitally 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.