Integration
Connect Econodata to webCRM
When New Company in Saved Search fires in Econodata, your agent runs Create or Update Document in webCRM. 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 Econodata and webCRM 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 Econodata can start in webCRM
When New Company in Saved Search in Econodata
then Create or Update Document in webCRM
When New Company in Saved Search in Econodata
then Create or Update Activity in webCRM
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 Econodata and webCRM
Triggers and actions 1 trigger · 25 actions
Trigger
New Company in Saved SearchTriggers when a new company appears in one of your shared Econodata saved searches.
Action
Count CompaniesReturns how many companies match a set of segmentation filters (status, state, city, CNAE, size, revenue, keywords and more), without returning the companies themselves.
Action
Count Companies by Saved SearchCounts how many companies are in one of the account's saved searches.
Action
Find CompanyFinds one company by CNPJ, CNPJ root, website or email and returns its record.
Action
Get Account BalanceReturns how many Econodata tokens the account has left.
Action
Get Economic GroupLists companies linked to a company through shared partners (its economic group), one page at a time.
Action
Get Tag Job StatusReturns the progress of a queued tag job: its status and how many companies were processed or failed.
Action
List Company PeopleLists a company's decision makers or employees, one page at a time.
Action
List Saved SearchesLists the saved searches shared in the Econodata account.
Action
Lookup Companies by CNPJReturns the company records for a list of up to 100 CNPJs, plus any CNPJs that could not be found.
Action
Match CompanyFinds the companies that best match loose details such as a name, state, website, phone or email, ranked by confidence.
Action
Search CompaniesSearches Brazilian companies matching segmentation filters (state, city, CNAE, size, revenue, keywords and more) and returns one page of results.
Action
Search Companies by Saved SearchReturns one page of companies from one of the account's saved searches, with a cursor for the next page.
Action
Create or Update ActivityCreates a new activity in webCRM, or updates an existing one when an activity id is given, and returns the activity's id.
Action
Create or Update DeliveryCreates or updates a delivery.
Action
Create or Update DocumentCreates or updates a document.
Action
Create or Update OrganisationCreates or updates an organisation.
Action
Create or Update PersonCreates or updates a person.
Action
Create or Update ProductCreates or updates a product.
Action
Create or Update Support CaseCreates or updates a support case.
Action
Find DeliveryFinds a delivery.
Action
Find DocumentFinds a document.
Action
Find OrganisationFinds an organisation.
Action
Find PersonFinds a person.
Action
Find UserFinds a user.
Action
Get DocumentReturns one document by its id, including description, file name, extension, folder, linked entity and owner fields.
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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More into webCRM
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Questions
Econodata and webCRM, answered
What can start an automation from Econodata?
Any of Econodata's 1 trigger in the catalog, including New Company in Saved Search. Describe the moment in plain language and your agent picks the right one.
What can your agent do in webCRM when something happens in Econodata?
Any of webCRM's 13 actions, including Create or Update Activity, Create or Update Delivery, Create or Update Document and Create or Update Organisation. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from webCRM to Econodata?
webCRM has no triggers in the catalog today, so automations start in Econodata. If you need the other direction, ask: your agent reads webCRM's API documentation and adds it.
Do I have to build a connector for Econodata or webCRM?
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 Econodata and webCRM 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.