Integration
Connect Evoliz to InvestorBase
When New Account fires in Evoliz, your agent runs Get buyer deal history in InvestorBase. 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 Evoliz and InvestorBase 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 Evoliz can start in InvestorBase
When New Account in Evoliz
then Get buyer deal history in InvestorBase
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 Evoliz and InvestorBase
Triggers and actions 5 triggers · 30 actions
- New Account
Triggered when a new accounting account is created in Evoliz.
- New Article
Triggered when a new article is created in your Evoliz catalog.
- New Client
Triggered when a new client is created
- New Client Contact
Triggered when a new client contact is created.
- New Event
Triggered when a new event (a document or contact being created, updated, sent, accepted, invoiced, deleted and so on) is recorded in Evoliz.
- Create Account
Creates a new accounting account (accounting classification) in Evoliz.
- Create Article
Creates a Article
- Create Client
Creates a Client
- Create Contact Client
Creates a Contact Client
- Create Contact Prospect
Creates a new contact attached to an existing prospect in Evoliz.
- Create Expense
Creates a purchase (expense) in Evoliz for a supplier, with its total and one or more classified amount lines.
- Create Invoice
Creates a new draft invoice in Evoliz for a client. Totals, margins and VAT are calculated by Evoliz.
- Create Prospect
Creates a Prospect
- Create Quote
Creates a Quote
- Create Sale Order
Create a new draft sale order for a client in Evoliz. Totals, margins and VAT-inclusive amounts are calculated by Evoliz.
- Find Article
Finds an Article
- Find Client
Returns up to 100 clients that match the search text; the first match is also returned on its own.
- Find Contact Client
Returns up to 100 client contacts that match the specified search text, email, or client.
- Find Supplier
Finds a Supplier
- Find User
Finds users of your Evoliz company whose details match the search text.
- Get Contact Prospect
Returns one Evoliz prospect contact by its ID, with the contact's name, email, phone numbers, consent and the prospect it belongs to.
- Get Expense
Returns one Evoliz purchase (expense) by its ID, with its supplier, label, dates, totals, status and amount lines.
- Get Prospect
Returns one Evoliz prospect by its ID, with its name, type, address, phone numbers and business identifiers.
- Invoice Quote
Creates a complete invoice from an existing Evoliz quote (full invoicing of the quote).
- Invoice Sale Order
Create a new invoice from an existing Evoliz sale order.
- Send Quote
Emails a quote to one or more recipients with a link to the document (and optionally the PDF attached).
- Update Article
Updates an existing article in the Evoliz catalog. Only the fields you fill in are changed.
- Update Client
Updates an existing client. Replaces only data that is set.
- Find buyers by criteria
Finds flippers and landlords actively buying near a property, with their contact details, filtered by property type, distance, price and other criteria.
- Find investor comps
Returns recent investor purchases (flips and landlord rental acquisitions) near a location, optionally ranked by similarity to a subject property.
- Find retail comps
Returns a subject property and up to 10 comparable recent sales nearby, for estimating values such as after repair value.
- Get buyer deal history
Returns a buyer's deal history: portfolio statistics plus their most recent flips and rentals, found by entity name, mailing address, or a property they bought.
- Get buyer search results
Returns the buyers found by an earlier buyer search that was started in async mode. The list is empty while the search is still running.
- Get investor market summary
Returns investor market metrics near a location: flip and rental counts within 1, 2, 5 and 10 miles, plus flipper pricing/ARV and landlord purchase statistics.
- Get usage
Returns your account's plan, current usage period, and how much of each API allowance the account and you have used this period.
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
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Questions
Evoliz and InvestorBase, answered
What can start an automation from Evoliz?
Any of Evoliz's 5 triggers in the catalog, including New Account, New Article, New Client and New Client Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in InvestorBase when something happens in Evoliz?
Any of InvestorBase's 7 actions, including Find buyers by criteria, Find investor comps, Find retail comps and Get buyer deal history. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from InvestorBase to Evoliz?
InvestorBase has no triggers in the catalog today, so automations start in Evoliz. If you need the other direction, ask: your agent reads InvestorBase's API documentation and adds it.
Do I have to build a connector for Evoliz or InvestorBase?
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 Evoliz and InvestorBase 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.