Integration
Connect Flatfile and Referrizer
When New Agent fires in Flatfile, your agent runs Create Contact in Referrizer, or New Contact in Referrizer to Create Document in Flatfile. 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 Flatfile and Referrizer 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 Flatfile and Referrizer can do together
From Flatfile to Referrizer
When New Agent in Flatfile
then Create Contact in Referrizer
From Referrizer to Flatfile
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 Flatfile and Referrizer
Triggers and actions 10 triggers · 16 actions
- New Agent
Triggers when a new agent is created.
- New App
Triggers when a new app is created.
- New Document
Triggers when a new document is created in a space.
- New Event
Triggers when a new event occurs in Flatfile.
- New Prompt
Triggers when a new prompt is created.
- New Sheet
Trigger when a new sheet is created in a Flatfile workbook.
- New User
Triggers when a new user is created.
- New Workbook
Trigger when a new workbook is created in Flatfile.
- Create Document
Creates a new document in Flatfile.
- Create Prompt
Creates a new AI prompt in Flatfile.
- Get Document
Retrieves a single document from a Flatfile space by its ID.
- Upload File
Uploads a file to Flatfile.
- New Contact
Triggers when a new contact is added in Referrizer.
- New Visit
Triggers when a contact checks in (a new visit is recorded) in Referrizer.
- Create Contact
Creates a new contact in Referrizer and returns it.
- Create Custom Field
Creates a custom field on Referrizer contacts.
- Create Label
Creates a label for tagging Referrizer contacts.
- Create Visit
Checks a Referrizer contact in by creating a visit.
- Delete Contact
Deletes a Referrizer contact.
- Find Contact
Finds Referrizer contacts matching an email or phone number.
- Get Contact
Returns one Referrizer contact by its ID.
- Get Label
Returns one Referrizer label by its ID.
- Get Visit
Returns one Referrizer visit by its ID.
- Send Text
Sends an SMS text to a Referrizer contact or phone number.
- Update Contact
Updates an existing Referrizer contact and returns it.
- Update Loyalty Points
Adds or subtracts loyalty points on a Referrizer contact.
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
Flatfile and Referrizer, answered
What can start an automation from Flatfile?
Any of Flatfile's 8 triggers in the catalog, including New Agent, New App, New Document and New Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Referrizer when something happens in Flatfile?
Any of Referrizer's 12 actions, including Create Contact, Create Custom Field, Create Label and Create Visit. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Referrizer to Flatfile?
Yes. When something happens in Referrizer, your agent can act in Flatfile too. This page covers both directions: Referrizer's triggers and Flatfile's actions are listed here as well.
Do I have to build a connector for Flatfile or Referrizer?
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 Flatfile and Referrizer 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.