# Connect EspoCRM to EyeLevel.ai When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Add document** in [EyeLevel.ai](https://apiant.ai/connections/eyelevel-ai). Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **16** actions EyeLevel.ai **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want EspoCRM and EyeLevel.ai 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 EspoCRM can start in EyeLevel.ai - When **New contact** in EspoCRM then **Add document** in EyeLevel.ai - When **New Lead** in EspoCRM then **Add remote document** in EyeLevel.ai 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 EspoCRM and EyeLevel.ai ## Triggers and actions 3 triggers · 42 actions - Trigger **New contact** Triggers when a new contact is created in EspoCRM. - Trigger **New Lead** Triggers when a new lead is created in EspoCRM. - Trigger **New opportunity** Triggers when a new opportunity is created in EspoCRM. - Action **Add account** Creates a new account (company) in EspoCRM and returns its attributes. - Action **Add case** Creates a new case (support ticket) in EspoCRM. - Action **Add contact** Creates a new contact in EspoCRM. - Action **Add opportunity** Creates a new opportunity (deal) in EspoCRM and returns the created record. - Action **Add task** Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case. - Action **Create Lead** Creates a new lead in EspoCRM and returns the created lead record. - Action **Find accounts** Finds EspoCRM accounts whose name matches the text you supply. - Action **Find contacts** Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact. - Action **Find Lead** Finds leads in EspoCRM matching a value on a chosen attribute (email address by default). - Action **Get contact** Returns a single EspoCRM contact by its ID, with all its attributes including custom fields. - Action **Get Lead** Returns a single EspoCRM lead by its ID, with all of its fields. - Action **Get Task** Returns one task by its ID, with its subject, status, dates, parent record and assignee. - Action **Update account** Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed. - Action **Update contact** Updates an existing contact in EspoCRM, changing only the fields you fill in. - Action **Update Lead** Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead. - Action **Update opportunity** Updates an existing opportunity in EspoCRM, changing only the fields you fill in. - Action **Add bucket** Create a new bucket to hold documents. - Action **Add bucket to group** Adds an existing bucket to an existing group. Buckets and groups can be associated many to many. - Action **Add document** Uploads a file into an EyeLevel (GroundX) bucket for ingestion. Returns the ingest process id and its status; ingestion continues asynchronously. - Action **Add group** Create a new group (collection of buckets). - Action **Add remote document** Ingest a document hosted at a public URL into a GroundX bucket. - Action **Crawl website** Crawl a website and ingest its pages as documents into a bucket. - Action **Delete bucket** Delete a bucket. - Action **Delete document** Deletes a single document from GroundX. - Action **Delete group** Deletes a group in GroundX by its group ID. - Action **Find content by query** Semantic search over ingested content chunks within a bucket/group for relevant passages. - Action **Find documents by ID** Returns up to 20 documents associated with the specified process, bucket, or group ID. - Action **Find documents by query** Searches the given documents for the content most relevant to a query, returning suggested LLM context and the matching chunks. - Action **Get bucket** Retrieve a single bucket by ID. - Action **Get customer** Get the EyeLevel (GroundX) account information associated with the connected API key, including subscription usage and limits. - Action **Get customer usage** Get the total searches or file tokens used by the account over a time period. - Action **Get document** Look up an existing GroundX document by its ID. - Action **Get document extract** Look up the information GroundX extract has pulled from an existing document. - Action **Get document processing status** Get the ingestion/processing status of a document by process ID. - Action **Get document X-Ray** Retrieve the X-Ray (deep semantic parse) result for a document. - Action **Get group** Retrieve a single group by ID. - Action **List buckets** Lists the content buckets in your GroundX account. - Action **List groups** List all groups in your GroundX account (up to 100 per call). - Action **Remove bucket from group** Removes a bucket from a group without affecting the bucket's other group associations. - Action **Update bucket** Rename an existing content bucket. - Action **Update document** Update a document's metadata (e.g. searchData, fileName). - Action **Update group** Rename an existing group. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **EyeLevel.ai** EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes...](https://apiant.ai/connections/eyelevel-ai) Reviews ## What our customers say ## More from EspoCRM - [ **EspoCRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/espocrm-to-hubspot) - [ **EspoCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/espocrm-to-salesforce) - [ **EspoCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/espocrm-to-slack) - [ **EspoCRM to Google Sheets** Google Sheets](https://apiant.ai/connect/espocrm-to-google-sheets) - [ **EspoCRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/espocrm-to-gmail) - [ **EspoCRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/espocrm-to-google-calendar) ## More into EyeLevel.ai - [ **HubSpot to EyeLevel.ai** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-eyelevel-ai) - [ **Salesforce to EyeLevel.ai** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-eyelevel-ai) - [ **Slack to EyeLevel.ai** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-eyelevel-ai) - [ **Google Sheets to EyeLevel.ai** Google Sheets](https://apiant.ai/connect/google-sheets-to-eyelevel-ai) - [ **Gmail to EyeLevel.ai** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-eyelevel-ai) - [ **Google Calendar to EyeLevel.ai** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-eyelevel-ai) Questions ## EspoCRM and EyeLevel.ai, answered ### ### What can start an automation from EspoCRM? Any of EspoCRM's 3 triggers in the catalog, including New contact, New Lead and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in EyeLevel.ai when something happens in EspoCRM? Any of EyeLevel.ai's 26 actions, including Update bucket, Update document, Update group and Add bucket. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from EyeLevel.ai to EspoCRM? EyeLevel.ai has no triggers in the catalog today, so automations start in EspoCRM. If you need the other direction, ask: your agent reads EyeLevel.ai's API documentation and adds it. ### ### Do I have to build a connector for EspoCRM or EyeLevel.ai? 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.