# Connect EspoCRM and Vouchsafe When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Perform smart lookup** in [Vouchsafe](https://apiant.ai/connections/vouchsafe), or **User Needs Review** in Vouchsafe 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 Vouchsafe **2** triggers Vouchsafe **8** 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 Vouchsafe 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 and Vouchsafe can do together ### From EspoCRM to Vouchsafe - When **New contact** in EspoCRM then **Perform smart lookup** in Vouchsafe - When **New Lead** in EspoCRM then **Request Verification** in Vouchsafe ### From Vouchsafe to EspoCRM - When **User Needs Review** in Vouchsafe then **Add contact** in EspoCRM - When **User Verified** in Vouchsafe 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 Vouchsafe ## Triggers and actions 5 triggers · 24 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 **User Needs Review** Triggers when a user could not be automatically verified, and needs your review. - Trigger **User Verified** Triggers when a verification is automatically completed. - Action **Find addresses by postcode** Search for addresses matching a given postcode. - Action **Get account detail** Retrieve details for a specific monitored account (subject of an alert). - Action **Get team** Retrieve details for a Vouchsafe team/workspace by ID. - Action **Get verification** Retrieve a verification case's status and check results by ID. - Action **List verifications** List verification cases for the team. - Action **Perform smart lookup** Look up and enrich identity details (e.g. email/phone) via Vouchsafe's smart lookup service. - Action **Request Verification** Starts a verification session for an applicant, new user or customer. - Action **Toggle alerts** Enable or disable proactive alert monitoring for an account. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Vouchsafe** Vouchsafe is a easy-to-use ID and age verification platform you can use for KYC, right-to-work checks and...](https://apiant.ai/connections/vouchsafe) 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 Vouchsafe - [ **HubSpot to Vouchsafe** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vouchsafe) - [ **Salesforce to Vouchsafe** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vouchsafe) - [ **Slack to Vouchsafe** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vouchsafe) - [ **Google Sheets to Vouchsafe** Google Sheets](https://apiant.ai/connect/google-sheets-to-vouchsafe) - [ **Gmail to Vouchsafe** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vouchsafe) - [ **Google Calendar to Vouchsafe** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vouchsafe) Questions ## EspoCRM and Vouchsafe, 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 Vouchsafe when something happens in EspoCRM? Any of Vouchsafe's 8 actions, including Find addresses by postcode, Get account detail, Get team and Get verification. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Vouchsafe to EspoCRM? Yes. When something happens in Vouchsafe, your agent can act in EspoCRM too. This page covers both directions: Vouchsafe's triggers and EspoCRM's actions are listed here as well. ### ### Do I have to build a connector for EspoCRM or Vouchsafe? 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.