Integration
Connect folk and Halo Service Solutions
When Company Added fires in folk, your agent runs Add action to ticket in Halo Service Solutions, or New Ticket in Halo Service Solutions to Create Deal in folk. 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 folk and Halo Service Solutions to do together?
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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 folk and Halo Service Solutions can do together
From folk to Halo Service Solutions
When Company Added in folk
then Add action to ticket in Halo Service Solutions
From Halo Service Solutions to folk
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 folk and Halo Service Solutions
Triggers and actions 13 triggers · 30 actions
- Company Added
Triggers when a new company is created or added to a group.
- Company Custom Field Updated
Triggers when a company custom field (for example tag, status, text, assignee) is updated.
- Company Removed
Triggers when a company is deleted from the workspace or removed from a group.
- Company Updated
Triggers when a company basic field (like name, email or URL) in a group is updated.
- Deal Added
Fires when a new deal is created.
- Deal Removed
Fires when a deal is deleted from a pipeline.
- Deal Updated
Fires when a deal is updated (stage change, field update).
- Person Added
Triggers when a new person is created or added to a group.
- Person Custom Field Updated
Triggers when a person custom field (for example tag, status, text, assignee) is updated.
- Person Removed
Triggers when a person is deleted from the workspace or removed from a group.
- Person Updated
Triggers when a person basic field (like first name, job title, email or URL) in a group is updated.
- Create Company
Creates a company in folk, optionally adding it to a group and setting that group's custom fields.
- Create Deal
Creates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.
- Create Group
Creates a group in folk. A default "All people" table view is added to the group automatically.
- Create Note
Creates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.
- Create Person
Creates a person in folk, optionally adding them to a group and setting that group's custom fields.
- Create Reminder
Creates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.
- Delete Company
Deletes a company from folk by its id.
- Delete Person
Deletes a person from folk by their id. This also removes their custom fields, notes and associations.
- Find a Company
Searches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.
- Find a Person
Searches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.
- Get a Company
Fetches one folk company by id, including its custom field values.
- Get a Note
Fetches one folk note by id, with its text, author and the record it is attached to.
- Get a Person
Fetches one folk person by id, including their custom field values.
- List Groups
Returns the groups in the folk workspace, with each group's id, name and visibility.
- Update Company
Updates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.
- Update Person
Updates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.
- New Ticket
Triggers when a new ticket is logged in Halo.
- Ticket Updated
Triggers when a ticket is created or updated in Halo.
- Add action to ticket
Adds a new action (note, update or outcome) to an existing Halo ticket.
- Add project
Creates a new project in Halo and returns the created project record.
- Create Site
Creates a new site for a customer in Halo.
- Create Ticket
Creates a new ticket in Halo with a summary, description and optional customer, user, type, priority, status and assignment.
- Create User
Creates a new end user in Halo under the chosen site.
- Get customer
Returns a single Halo customer (client) by its ID, optionally with extra details and ticket activity.
- Get project
Returns a single Halo project by its ID, including its details and custom fields.
- Get ticket
Returns a single Halo ticket by its ID, optionally with extra details and its last action.
- Get user
Returns a single Halo user (end-user contact) by ID, with optional details, ticket activity and pop-ups.
- List customers
Returns a list of customers (clients) in Halo, optionally filtered by search text or top level.
- List tickets
Returns tickets from Halo, optionally filtered by customer, agent, status, dates, search text and more.
- List users
Returns the users (end-user contacts) in Halo, optionally filtered by customer, site, search text and other criteria.
- Update ticket
Updates an existing Halo ticket's summary, details, customer, assignment, status, priority and category. Fields left blank are not changed.
- Update user
Updates an existing Halo user's name, site, email or phone number. Fields left blank keep their current values.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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Questions
folk and Halo Service Solutions, answered
What can start an automation from folk?
Any of folk's 11 triggers in the catalog, including Company Added, Company Custom Field Updated, Company Removed and Company Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Halo Service Solutions when something happens in folk?
Any of Halo Service Solutions's 14 actions, including Create Site, Create Ticket, Create User and Update ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Halo Service Solutions to folk?
Yes. When something happens in Halo Service Solutions, your agent can act in folk too. This page covers both directions: Halo Service Solutions's triggers and folk's actions are listed here as well.
Do I have to build a connector for folk or Halo Service Solutions?
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 folk and Halo Service Solutions 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.