Integration
Connect Ezus and PreciseFP
When Client Is Updated fires in Ezus, your agent runs Create Account in PreciseFP, or New Client/Prospect in PreciseFP to Create or Update Client in Ezus. 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 Ezus and PreciseFP 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 Ezus and PreciseFP can do together
From Ezus to PreciseFP
When Client Is Updated in Ezus
then Create Account in PreciseFP
From PreciseFP to Ezus
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 Ezus and PreciseFP
Triggers and actions 14 triggers · 74 actions
- Client Is Updated
Triggers when a client record changes in Ezus.
- Invoice Is Finalised
Triggers when a sales invoice in Ezus is finalized.
- New Client
Triggers when a new client is created in Ezus.
- New Invoice
Triggers when a new sales invoice is created in Ezus.
- New Project
Triggers when a new project is created in Ezus.
- New Supplier Invoice
Triggers when a new supplier invoice is added in Ezus.
- Project Is Updated
Triggers when a project record changes in Ezus.
- Add Project Traveller
Add Project Traveller in Ezus.
- Assign Tag
Assign Tag in Ezus.
- Attach Document Slide
Attach Document Slide in Ezus.
- Create Custom Field
Create Custom Field in Ezus.
- Create Deposit
Create Deposit in Ezus.
- Create Media
Create Media in Ezus.
- Create or Update Category
Create or Update Category in Ezus.
- Create or Update Client
Create or Update Client in Ezus.
- Create or Update Destination
Create or Update Destination in Ezus.
- Create or Update Package
Create or Update Package in Ezus.
- Create or Update Product
Create or Update Product in Ezus.
- Create or Update Product Season
Create or Update Product Season in Ezus.
- Create or Update Project
Create or Update Project in Ezus.
- Create or Update Project Commission
Create or Update Project Commission in Ezus.
- Create or Update Project Step Items
Creates a new item in a project step, or updates an existing one when its reference is given.
- Create or Update Step Category
Create or Update Step Category in Ezus.
- Create or Update Subcategory
Create or Update Subcategory in Ezus.
- Create or Update Subdestination
Create or Update Subdestination in Ezus.
- Create or Update Supplier Invoice
Create or Update Supplier Invoice in Ezus.
- Create or Update Webpage Template
Create or Update Webpage Template in Ezus.
- Create Project Document
Create Project Document in Ezus.
- Create Supplier Invoice Payment
Create Supplier Invoice Payment in Ezus.
- Create Tag
Create Tag in Ezus.
- Delete Project Commission
Delete Project Commission in Ezus.
- Delete Tag
Delete Tag in Ezus.
- Generate Document
Generate Document in Ezus.
- Get Authenticated User
Get Authenticated User in Ezus.
- Get Client
Get Client in Ezus.
- Get Invoice
Get Invoice in Ezus.
- Get Package
Get Package in Ezus.
- Get Product
Get Product in Ezus.
- Get Project
Get Project in Ezus.
- Get Subdestination
Get Subdestination in Ezus.
- Get Supplier
Get Supplier in Ezus.
- Get Supplier Invoice
Get Supplier Invoice in Ezus.
- Get Webpage Template
Get Webpage Template in Ezus.
- List Categories
List Categories in Ezus.
- List Clients
List Clients in Ezus.
- List Custom Fields
List Custom Fields in Ezus.
- List Destinations
List Destinations in Ezus.
- List Document Jobs
List Document Jobs in Ezus.
- List Document Templates
List Document Templates in Ezus.
- List Invoices
List Invoices in Ezus.
- List Media
List Media in Ezus.
- List Products
List Products in Ezus.
- List Project Documents
List Project Documents in Ezus.
- List Project Groups
List Project Groups in Ezus.
- List Projects
List Projects in Ezus.
- List Project Steps
List Project Steps in Ezus.
- List Project Suppliers
List Project Suppliers in Ezus.
- List Project Travellers
List Project Travellers in Ezus.
- List Supplier Invoices
List Supplier Invoices in Ezus.
- List Suppliers
List Suppliers in Ezus.
- List Tags
List Tags in Ezus.
- List Tasks
List Tasks in Ezus.
- List Template Variables
List Template Variables in Ezus.
- List Travellers
List Travellers in Ezus.
- List Webpage Templates
List Webpage Templates in Ezus.
- Preview Webpage Template
Preview Webpage Template in Ezus.
- Remove Tag
Remove Tag in Ezus.
- Replace Product Tariff Levels
Replace Product Tariff Levels in Ezus.
- Update Invoice
Update Invoice in Ezus.
- Update Project Supplier
Update Project Supplier in Ezus.
- New Client/Prospect
Triggers when a new client or prospect account is created in PreciseFP.
- New Client/Prospect Staged in Pipeline
Triggers when a PreciseFP client or prospect account is moved to a pipeline stage.
- New Form Engagement Completed
Triggers when a client or prospect completes a PreciseFP form engagement.
- New Form Engagement Created
Triggers when a client or prospect is sent a new PreciseFP form engagement.
- New Form Engagement Opened
Triggers when a client or prospect opens a PreciseFP form engagement.
- New PDF Engagement Completed
Triggers when a PreciseFP PDF engagement is completed (closed).
- New PDF Engagement Created
Triggers when a new PreciseFP PDF engagement is created.
- Close Form Engagement
Closes a PreciseFP form engagement so the client can no longer edit it.
- Create Account
Creates a new PreciseFP client or prospect account with its main client contact.
- Create Form Engagement
Sends a PreciseFP form template to an account's client or co-client as a new form engagement.
- Create Person
Adds a person (such as a child or dependent) to a PreciseFP account's household.
- Delete Account
Deletes a PreciseFP client or prospect account. PreciseFP asks for your login password to confirm the deletion.
- Find Account
Searches PreciseFP client and prospect accounts by name or email and returns the matching accounts.
- Find Account by Id
Returns a PreciseFP client or prospect account by its ID, including the client, co-client and pipeline stage.
- Get Form Engagement Data
Returns the answers a client entered in a PreciseFP form engagement, one entry per field.
- List Form Templates
Returns the form templates available to the connected PreciseFP user.
- Move the Account to a Pipeline Stage
Moves a PreciseFP client or prospect account to the chosen pipeline stage.
- Update Account
Updates a PreciseFP client or prospect account's type and main client details.
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
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Questions
Ezus and PreciseFP, answered
What can start an automation from Ezus?
Any of Ezus's 7 triggers in the catalog, including Client Is Updated, New Client, New Invoice and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PreciseFP when something happens in Ezus?
Any of PreciseFP's 11 actions, including Create Account, Create Form Engagement, Create Person and Update Account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PreciseFP to Ezus?
Yes. When something happens in PreciseFP, your agent can act in Ezus too. This page covers both directions: PreciseFP's triggers and Ezus's actions are listed here as well.
Do I have to build a connector for Ezus or PreciseFP?
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 Ezus and PreciseFP 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.