Integration
Connect Follow Up Boss to TWZRD Agent Intel
When Deal Stage Updated fires in Follow Up Boss, your agent runs Check payment preflight in TWZRD Agent Intel. 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 Follow Up Boss and TWZRD Agent Intel 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 Follow Up Boss can start in TWZRD Agent Intel
When Deal Stage Updated in Follow Up Boss
then Check payment preflight in TWZRD Agent Intel
When New Appointment in Follow Up Boss
then Get merchant card in TWZRD Agent Intel
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 Follow Up Boss and TWZRD Agent Intel
Triggers and actions 8 triggers · 42 actions
Trigger
Deal Stage UpdatedTriggers when a deal in Follow Up Boss is updated, including when it moves to a new pipeline stage.
Trigger
New AppointmentTriggers when a new appointment is created in Follow Up Boss.
Trigger
New ContactTriggers when a new contact is added in Follow Up Boss.
Trigger
New DealTriggers when a new deal is created in Follow Up Boss.
Trigger
New taskTriggers when a new task is created in Follow Up Boss, optionally limited to a person, assignee, type or due range.
Trigger
Person Stage UpdatedTriggers when a contact (person) in Follow Up Boss moves to a different stage.
Trigger
Tag Added to ContactTriggers when one or more tags are added to a contact in Follow Up Boss.
Trigger
Updated ContactTriggers when a contact is added or updated in Follow Up Boss.
Action
Add appointmentCreates an appointment in Follow Up Boss, optionally inviting users and contacts.
Action
Add CollaboratorsSets the collaborating users on a Follow Up Boss contact.
Action
Add Tags to a ContactAdds one or more tags to a Follow Up Boss contact, keeping the tags the contact already has.
Action
Apply an Action Plan to a ContactApplies an existing action plan to a Follow Up Boss contact.
Action
Change Stage of a ContactMoves a contact (person) in Follow Up Boss to a different stage.
Action
Create Contact Without Triggering Action PlansCreates a contact (person) in Follow Up Boss directly, without running lead-flow automations, agent notifications or action plans.
Action
Create DealCreates a deal in Follow Up Boss in the chosen pipeline stage, optionally linked to contacts and agents.
Action
Create NoteAdds a note to a contact (person) in Follow Up Boss.
Action
Create TaskCreates a task on a Follow Up Boss contact, optionally assigned to an agent with a due date and reminder.
Action
Delete contactDeletes a contact (person) from Follow Up Boss by its id.
Action
Find a ContactSearches Follow Up Boss contacts by email, phone, name, stage, tags and other criteria, and returns the matching people.
Action
Get Action Plan AssignmentReturns one action plan assignment — which action plan is applied to which contact, and its status.
Action
Get AppointmentReturns a single Follow Up Boss appointment by its ID.
Action
Get CallReturns a single call logged in Follow Up Boss, looked up by its ID.
Action
Get contactReturns a Follow Up Boss contact (person) by ID, including custom fields.
Action
Get dealReturns a single deal by its id, including its pipeline, stage, price, linked people and users, and any deal custom fields.
Action
Get NoteReturns a single note by its id, including its subject, body and the contact it belongs to.
Action
List Action Plan AssignmentsReturns the action plans applied to a contact, or the contacts on an action plan.
Action
List tasksReturns a list of tasks in Follow Up Boss, optionally filtered by contact, assigned agent, name, type, completion status or due date.
Action
List usersReturns the users (agents, brokers, lenders) in the Follow Up Boss account, optionally filtered by role, name or email.
Action
Log CallLogs a phone call on a Follow Up Boss contact, with its outcome, note and duration.
Action
Pause an Action Plan for a ContactPauses an action plan that is running for a contact, so its remaining steps stop until it is resumed.
Action
Reassign AgentReassigns a Follow Up Boss contact to a different agent, by user id or agent name.
Action
Send Inquiry or Website EventSends a lead inquiry or website activity event (registration, property inquiry, viewed page, etc.) to Follow Up Boss, creating or updating the matching contact.
Action
Update appointmentUpdates an existing appointment in Follow Up Boss, such as its time, title, invitees, type or outcome.
Action
Update ContactUpdates an existing contact (person) in Follow Up Boss, including names, emails, phones, tags, stage, assignment and custom fields.
Action
Update dealUpdates an existing deal in Follow Up Boss, including its stage, people, agents, price, dates and custom field values.
Action
Update noteEdits an existing note's subject, content, or associated contact in Follow Up Boss.
Action
Update taskUpdates an existing task in Follow Up Boss, such as its name, type, assignee, related contact or completion status.
Action
Analyze merchants for provider reputationBatch-analyze up to 100 Solana merchant wallets for heavy-fleet concentration and captive-payer patterns, returning a reputation tier for each.
Action
Analyze wallets for wash tradingBatch-analyze up to 100 Solana wallets for circular payment flow, ring detection, and collusion signals.
Action
Check payment preflightGet a free readiness check before paying an x402 resource, returning can_spend, trust_score, proof, caveats, and a decision for the seller about to be paid.
Action
Compare walletsGet side-by-side observed intel for two Solana wallets, comparing score and counterparty breadth, before paying either one.
Action
Get merchant cardGet a free first-pass counterparty risk summary for a Solana seller wallet before paying, based on observed receive-side graph quality.
Action
List resourcesList callable x402 resources from the persisted service catalog, joined to settlement-graph reputation on the receiving wallet where available.
Action
List sellersList scoreable Solana receive wallets from the live settlement graph, with wash label, reputation tier, and demand shape for each.
Action
List top intel agentsList the leaderboard of observed x402 payers ranked by intel score, for exploring the payer corpus.
Action
List wallet counterpartiesList the top distinct merchants or resources a Solana wallet has paid, from the observed x402 payer graph.
Action
List watchesList the active re-check watches registered for a payer wallet, with current score, decision, and next re-check time.
Action
Score walletGet a 0-100 intel score for a Solana wallet computed from its on-chain x402 payment history.
Action
Score wallets batchGet 0-100 intel scores for up to 25 Solana wallets in one call, from their observed on-chain x402 payment history.
Action
Verify x402 endpoint readinessProbe a seller's x402 payment surface (discovery docs, unpaid-402 conformance, wash screen) and get a signed receipt describing what was observed, including failures.
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
More from Follow Up Boss
Follow Up Boss to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Follow Up Boss to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Follow Up Boss to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Follow Up Boss to Google SheetsGoogle Sheets
Follow Up Boss to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Follow Up Boss to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into TWZRD Agent Intel
HubSpot to TWZRD Agent IntelHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to TWZRD Agent IntelSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to TWZRD Agent IntelSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to TWZRD Agent IntelGoogle Sheets
Gmail to TWZRD Agent IntelGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TWZRD Agent IntelGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Follow Up Boss and TWZRD Agent Intel, answered
What can start an automation from Follow Up Boss?
Any of Follow Up Boss's 8 triggers in the catalog, including Deal Stage Updated, New Appointment, New Contact and New Deal. Describe the moment in plain language and your agent picks the right one.
What can your agent do in TWZRD Agent Intel when something happens in Follow Up Boss?
Any of TWZRD Agent Intel's 13 actions, including Analyze merchants for provider reputation, Analyze wallets for wash trading, Check payment preflight and Compare wallets. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TWZRD Agent Intel to Follow Up Boss?
TWZRD Agent Intel has no triggers in the catalog today, so automations start in Follow Up Boss. If you need the other direction, ask: your agent reads TWZRD Agent Intel's API documentation and adds it.
Do I have to build a connector for Follow Up Boss or TWZRD Agent Intel?
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 Follow Up Boss and TWZRD Agent Intel 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.