Integration
Connect EspoCRM to UpGuard
When New contact fires in EspoCRM, your agent runs Add vendor questionnaire in UpGuard. 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 EspoCRM and UpGuard 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 EspoCRM can start in UpGuard
When New contact in EspoCRM
then Add vendor questionnaire in UpGuard
When New Lead in EspoCRM
then Update vendor labels in UpGuard
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 UpGuard
Triggers and actions 3 triggers · 26 actions
Trigger
New contactTriggers when a new contact is created in EspoCRM.
Trigger
New LeadTriggers when a new lead is created in EspoCRM.
Trigger
New opportunityTriggers when a new opportunity is created in EspoCRM.
Action
Add opportunityCreates a new opportunity (deal) in EspoCRM and returns the created record.
Action
Add taskCreates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case.
Action
Find accountsFinds EspoCRM accounts whose name matches the text you supply.
Action
Find contactsFinds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact.
Action
Find LeadFinds leads in EspoCRM matching a value on a chosen attribute (email address by default).
Action
Get contactReturns a single EspoCRM contact by its ID, with all its attributes including custom fields.
Action
Get LeadReturns a single EspoCRM lead by its ID, with all of its fields.
Action
Get TaskReturns one task by its ID, with its subject, status, dates, parent record and assignee.
Action
Update accountUpdates an existing account (company) in EspoCRM. Only the fields you fill in are changed.
Action
Update LeadUpdates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead.
Action
Add vendor questionnaireSends a security questionnaire to a monitored vendor's nominated recipients and returns the new questionnaire's id.
Action
Find a Data LeakReturns the data leak disclosures in your UpGuard account that match the specified IDs, statuses or disclosure time range.
Action
Find an Identity BreachFinds an identity breach by its ID and returns its details, including severity, exposed data classes and comments.
Action
Find a Vendor by HostnameReturns the UpGuard vendor that owns the specified hostname, including its scores, risk counts, labels, attributes and company details.
Action
Find a Vendor by IDReturns the details of a vendor by its UpGuard vendor ID, including scores, risk counts, labels and tier.
Action
Get organizationReturns the UpGuard organisation linked to the connected API key, including its name, primary hostname, automated security score and category scores.
Action
List domainsReturns the domains on your UpGuard account with their status, score, labels and last scan time.
Action
List risksReturns the active risks detected for your UpGuard account, with their severity, category, affected hostnames and remediation advice.
Action
List vendor questionnairesReturns the security or relationship questionnaires sent to a vendor, plus any questionnaires the vendor has shared.
Action
List vendor risksReturns the active risks detected for a monitored vendor, identified by its primary hostname, with severity, affected hostnames and remediation advice.
Action
List vendorsReturns the vendors your UpGuard account monitors, with their scores, tiers and labels, optionally filtered by label.
Action
List vulnerabilitiesReturns the potential vulnerabilities detected on your organization's domains and IP addresses, optionally limited to websites with specific labels.
Action
Monitor VendorStarts monitoring a vendor in UpGuard CyberRisk by vendor ID or hostname, optionally adding labels and a tier. Returns the monitored vendor.
Action
Stop monitoring vendorStops monitoring a vendor in UpGuard, removing it from your monitored vendors list, identified by vendor ID or hostname.
Action
Update vendor labelsReplaces the labels assigned to a monitored vendor. Passing an empty list removes all labels.
Action
Update vendor tierAssigns a tier to a monitored vendor, or removes its tier when the tier is 0.
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
EspoCRM and UpGuard, 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 UpGuard when something happens in EspoCRM?
Any of UpGuard's 16 actions, including Update vendor labels, Update vendor tier, Add vendor questionnaire and Find a Data Leak. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from UpGuard to EspoCRM?
UpGuard has no triggers in the catalog today, so automations start in EspoCRM. If you need the other direction, ask: your agent reads UpGuard's API documentation and adds it.
Do I have to build a connector for EspoCRM or UpGuard?
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 UpGuard 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.