Integration
Connect Evoliz and Oanda
When New Account fires in Evoliz, your agent runs Get Account in Oanda, or New Transaction in Oanda to Create Contact Client in Evoliz. 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 Oanda 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 and Oanda can do together
From Evoliz to Oanda
When New Account in Evoliz
then Get Account in Oanda
When New Article in Evoliz
then Create Order in Oanda
From Oanda to Evoliz
When New Transaction in Oanda
then Create Contact Client in Evoliz
When New Transaction in Oanda
then Create Contact Prospect in Evoliz
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 Oanda
Triggers and actions 6 triggers · 40 actions
Trigger
New AccountTriggered when a new accounting account is created in Evoliz.
Trigger
New ArticleTriggered when a new article is created in your Evoliz catalog.
Trigger
New ClientTriggered when a new client is created
Trigger
New Client ContactTriggered when a new client contact is created.
Trigger
New EventTriggered when a new event (a document or contact being created, updated, sent, accepted, invoiced, deleted and so on) is recorded in Evoliz.
Action
Create AccountCreates a new accounting account (accounting classification) in Evoliz.
Action
Create ArticleCreates a Article
Action
Create ClientCreates a Client
Action
Create Contact ClientCreates a Contact Client
Action
Create Contact ProspectCreates a new contact attached to an existing prospect in Evoliz.
Action
Create ExpenseCreates a purchase (expense) in Evoliz for a supplier, with its total and one or more classified amount lines.
Action
Create InvoiceCreates a new draft invoice in Evoliz for a client. Totals, margins and VAT are calculated by Evoliz.
Action
Create ProspectCreates a Prospect
Action
Create QuoteCreates a Quote
Action
Create Sale OrderCreate a new draft sale order for a client in Evoliz. Totals, margins and VAT-inclusive amounts are calculated by Evoliz.
Action
Find ArticleFinds an Article
Action
Find ClientReturns up to 100 clients that match the search text; the first match is also returned on its own.
Action
Find Contact ClientReturns up to 100 client contacts that match the specified search text, email, or client.
Action
Find SupplierFinds a Supplier
Action
Find UserFinds users of your Evoliz company whose details match the search text.
Action
Get Contact ProspectReturns one Evoliz prospect contact by its ID, with the contact's name, email, phone numbers, consent and the prospect it belongs to.
Action
Get ExpenseReturns one Evoliz purchase (expense) by its ID, with its supplier, label, dates, totals, status and amount lines.
Action
Get ProspectReturns one Evoliz prospect by its ID, with its name, type, address, phone numbers and business identifiers.
Action
Invoice QuoteCreates a complete invoice from an existing Evoliz quote (full invoicing of the quote).
Action
Invoice Sale OrderCreate a new invoice from an existing Evoliz sale order.
Action
Send QuoteEmails a quote to one or more recipients with a link to the document (and optionally the PDF attached).
Action
Update ArticleUpdates an existing article in the Evoliz catalog. Only the fields you fill in are changed.
Action
Update ClientUpdates an existing client. Replaces only data that is set.
Trigger
New TransactionTriggers when a new transaction (order, fill, funding, etc.) is recorded in an account.
Action
Cancel OrderCancels a pending order.
Action
Close PositionCloses the long and/or short units of a position.
Action
Close TradeCloses all or part of an open trade.
Action
Create OrderCreates a market, limit, stop or market-if-touched order.
Action
Get AccountReturns the full details of an OANDA account, including open trades, positions and orders.
Action
Get Account SummaryReturns a summary of an account: balance, net asset value, margin and profit/loss.
Action
Get Instrument CandlesReturns candlestick price data for an instrument.
Action
Get OrderReturns the details of one order.
Action
Get PositionReturns the position for one instrument in an account.
Action
Get PricingReturns current bid/ask prices for one or more instruments.
Action
Get TradeReturns the details of one trade.
Action
Get TransactionReturns the details of one transaction.
Action
List Account InstrumentsReturns the instruments that can be traded in an account.
Action
List AccountsReturns the OANDA accounts your token can access.
Action
List Open PositionsReturns all open positions in an account.
Action
List Open TradesReturns all open trades in an account.
Action
List Pending OrdersReturns all pending orders in an account.
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
Evoliz and Oanda, 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 Oanda when something happens in Evoliz?
Any of Oanda's 17 actions, including Create Order, Close Position, Close Trade and Get Account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Oanda to Evoliz?
Yes. When something happens in Oanda, your agent can act in Evoliz too. This page covers both directions: Oanda's triggers and Evoliz's actions are listed here as well.
Do I have to build a connector for Evoliz or Oanda?
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 Oanda 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.