Integration
Connect EFC Aquila and Prospect CRM
When New Appointment fires in EFC Aquila, your agent runs Add contact in Prospect CRM, or New contact in Prospect CRM to Add Lead in EFC Aquila. 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 EFC Aquila and Prospect CRM 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 EFC Aquila and Prospect CRM can do together
From EFC Aquila to Prospect CRM
When New Appointment in EFC Aquila
then Add contact in Prospect CRM
From Prospect CRM to EFC Aquila
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 EFC Aquila and Prospect CRM
Triggers and actions 11 triggers · 27 actions
- Assessment Query
Triggers when a member's assessment standing on a Programme is recorded or re-assessed, optionally limited by grade, progress, attendance, age or group filters.
- Birthday
Triggers when a member at the Location has a birthday within the chosen window (today by default), once per member per year.
- Classes Attended
Triggers when a member reaches a lifetime (or this month's) classes-attended count in your chosen range — fires again each time their attendance count changes within it.
- Did Not Show
Triggers when a member booked onto a class or event today is marked absent (did not show).
- Expired Member
Triggers when a member's enrolment expires at the Location (members whose status becomes lapsed), newest expiry first.
- Member Query
Triggers when a member newly appears in a saved roster search at a Location, such as members who become enrolled or fall inactive.
- New Appointment
Triggers when a new appointment (a 1-on-1 slot with a member) is booked at the Location, scheduled from yesterday through the next year.
- New Lead
Triggers when a new lead (prospective member) is registered at the selected Location.
- New Member
Triggers when a member enrols at the selected Location (school).
- Add Lead
Captures a lead at a Location, merging into an existing matching lead instead of creating a duplicate. Returns the created or matched Member.
- Book Session
Books a member onto one occurrence of a class session, or every occurrence from that date forward. Returns the confirmed booking; if the member is already booked, the existing booking is returned.
- Create Appointment
Creates a one-on-one appointment with a member at a location, optionally as a recurring series.
- Create Note
Adds a note to a member's record, optionally pinning it to the top of their note feed or raising it to EFC.
- Enrol Member
Enrols a member at a location and sets the programmes they are enrolled on, replacing their current programme set. Returns the member's updated enrolment.
- Send Email
Sends an email from a Location to a recipient, optionally filing it in a member's conversation. Returns the queued message.
- Send SMS
Sends an SMS text message from a Location through its connected SMS provider, optionally filing it in a member's conversation.
- Send Template
Emails a member using one of the Location's library email templates, with merge fields filled in from the member's record. The message is queued for delivery.
- New contact
Triggers when a new contact is added in Prospect CRM.
- New lead
Triggers when a new lead is created in Prospect CRM.
- Add booking
Creates a booking (a scheduled appointment or reservation) in Prospect CRM.
- Add contact
Creates a new contact in Prospect CRM and returns the created contact record.
- Add enquiry
Creates a new enquiry in Prospect CRM with the person's name, contact details, company, address and marketing source details.
- Add lead
Creates a new lead in Prospect CRM, optionally linked to a contact, and returns the created lead.
- Create Customer
Creates a customer (company) record in Prospect CRM and returns the new company.
- Create Entity
Creates a new record of any kind in Prospect CRM, such as a contact, company, lead or enquiry, and returns the created record.
- Find companies
Returns the companies in Prospect CRM that match a filter, such as a company name.
- Find contacts
Returns the contacts that match a filter, such as an email address or surname.
- Find Entity
Finds Prospect CRM records of any kind (contacts, companies, leads, enquiries and more) that match a filter condition.
- Find leads
Finds leads in Prospect CRM that match a filter condition and returns the matching lead records.
- Get company
Returns a single company record by its ID.
- Get contact
Returns a single Prospect CRM contact by its contact ID.
- List webhook actions
Returns the webhook event types Prospect CRM can subscribe to.
- Update company
Updates an existing company in Prospect CRM, changing only the fields you fill in.
- Update contact
Updates an existing contact in Prospect CRM. Only the fields you fill in are changed.
- Update Entity
Updates any Prospect CRM record (contact, company, lead, enquiry and so on) by changing the fields you supply.
- Update lead
Updates an existing lead in Prospect CRM. Only the fields you fill in are changed.
- Update Opportunity Status
Changes the status of an opportunity (lead) in Prospect CRM.
- Update Problem Status
Updates the status of an existing problem (support case) in Prospect CRM.
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
EFC Aquila and Prospect CRM, answered
What can start an automation from EFC Aquila?
Any of EFC Aquila's 9 triggers in the catalog, including New Appointment, New Lead, New Member and Assessment Query. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Prospect CRM when something happens in EFC Aquila?
Any of Prospect CRM's 19 actions, including Create Customer, Create Entity, Update company and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Prospect CRM to EFC Aquila?
Yes. When something happens in Prospect CRM, your agent can act in EFC Aquila too. This page covers both directions: Prospect CRM's triggers and EFC Aquila's actions are listed here as well.
Do I have to build a connector for EFC Aquila or Prospect CRM?
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 EFC Aquila and Prospect CRM 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.