# Connect EspoCRM and Sirv

When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Add Tags to File** in [Sirv](https://apiant.ai/connections/sirv), or **New File** in Sirv to **Add contact** in EspoCRM. Describe the whole flow and it is built, tested on every scenario and kept running.

EspoCRM **3** triggers EspoCRM **16** actions Sirv **2** triggers Sirv **32** 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 Sirv to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

One 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.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 and Sirv can do together

### From EspoCRM to Sirv

- When **New contact** in EspoCRM then **Add Tags to File** in Sirv
- When **New Lead** in EspoCRM then **Upload File** in Sirv

### From Sirv to EspoCRM

- When **New File** in Sirv then **Add contact** in EspoCRM
- When **New Tagged File** in Sirv then **Add task** in EspoCRM

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 Sirv

## Triggers and actions 5 triggers · 48 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.

- Trigger

**New File**

Triggers when a new file appears in a folder of your Sirv account, and hands on that file's name, type, size and dimensions.

- Trigger

**New Tagged File**

Triggered when a new file carrying the chosen tag appears in your Sirv account.

- Action

**Add Advanced Watermark**

Builds the Sirv image URL that shows one of your images with a watermark laid over it, using the position, size, opacity and rotation you choose.

- Action

**Add Canvas or Border**

Puts a coloured canvas and/or border around a Sirv image and returns the new image URL. Nothing is re-uploaded — the original file is untouched.

- Action

**Add Tags to File**

Adds meta tags to a file in your Sirv account.

- Action

**Apply Color Effects**

Adjusts the colours of a Sirv image — hue, saturation, lightness, tint, tone and levels — and returns the new image URL. The original file is untouched.

- Action

**Convert Spin to Video**

Turns a 360 spin stored in your Sirv account into an MP4 video and returns the path of the video that was created.

- Action

**Convert Video to Spin**

Converts a video in your Sirv account into a 360-degree spin and returns the spin that was created.

- Action

**Copy File**

Copies a file in your Sirv account to another path, leaving the original in place.

- Action

**Create Folder**

Creates an empty folder in your Sirv account at the path you give.

- Action

**Create Thumbnail**

Builds the Sirv image URL that serves a resized, optionally cropped thumbnail of one of your images.

- Action

**Delete File**

Deletes a file, or an empty folder, from your Sirv account.

- Action

**Delete file tags**

Removes one or more tags from a file in your Sirv account.

- Action

**Download File**

Downloads a file from your Sirv account and returns its contents.

- Action

**Fetch File From URL**

Pulls a file from a web address straight into your Sirv account, saving it at the path you choose, and reports whether the fetch succeeded.

- Action

**Find File**

Searches the files in your Sirv account by name, folder, type, size, tags, description or date, and returns the matching files.

- Action

**Get API Limits**

Returns your Sirv API rate limits and how much of each you have used.

- Action

**Get batch delete job**

Returns the progress and results of a batch delete job you started earlier.

- Action

**Get CDN URL**

Returns the public web address of a file in your Sirv account.

- Action

**Get File Info**

Returns the details Sirv holds on one file — its type, size, dates and image information.

- Action

**Get File Metadata**

Returns everything Sirv stores about a file: its title, description, tags, product details and any other metadata held against it.

- Action

**Get File Tags**

Returns the tags attached to a file in your Sirv account.

- Action

**Get product metadata**

Returns the product information stored on a file in your Sirv account.

- Action

**Get Storage Info**

Returns how much storage your Sirv account is using and how much it is allowed.

- Action

**Get Usage Report**

Returns how much your Sirv account has served — the number of file requests and the bytes transferred, broken down by day.

- Action

**Get ZIP Job**

Returns the progress and results of a zip job, including the archive it produced.

- Action

**List Folder Contents**

Lists the files and sub-folders inside a folder of your Sirv account, with each item's name, size, type and when it was last changed.

- Action

**Make API Call**

Makes any Sirv API call you specify, for endpoints that do not yet have their own action. You supply the method, the path and any data; the connected account's credentials are applied for you.

- Action

**Rename or Move File**

Renames a file or folder, or moves it to another folder, by giving its new path.

- Action

**Set File Metadata**

Sets the title, description, tags and product details held against a file in your Sirv account. Anything left blank is left as it is.

- Action

**Set Product Metadata**

Attaches product details — code, name, brand and categories — to a file in your Sirv account.

- Action

**Update account**

Changes your Sirv account settings — file minification and where missing files are fetched from. Only the settings you fill in are sent; the rest are left as they are.

- Action

**Upload File**

Uploads a file to your Sirv account from a web address.

- Action

**Zip Files**

Starts a job that packs the files and folders you name into a single zip in your Sirv account, and returns the job so you can check when it is ready.

## Each app on its own

- [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm)
- [ **Sirv** Sirv is a Digital Asset Management system for storing, processing, and delivering images, videos, and 360...](https://apiant.ai/connections/sirv)

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 Sirv

- [ **HubSpot to Sirv** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sirv)
- [ **Salesforce to Sirv** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sirv)
- [ **Google Sheets to Sirv** Google Sheets](https://apiant.ai/connect/google-sheets-to-sirv)
- [ **Gmail to Sirv** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sirv)
- [ **Google Calendar to Sirv** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sirv)
- [ **Google Drive to Sirv** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-sirv)

Questions

## EspoCRM and Sirv, 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 Sirv when something happens in EspoCRM?

Any of Sirv's 32 actions, including Create Folder, Create Thumbnail, Update account and Upload File. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Sirv to EspoCRM?

Yes. When something happens in Sirv, your agent can act in EspoCRM too. This page covers both directions: Sirv's triggers and EspoCRM's actions are listed here as well.

###

### Do I have to build a connector for EspoCRM or Sirv?

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 EspoCRM and Sirv 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.
