Integration
Connect Formitize to UpGuard
When New Client fires in Formitize, your agent runs Add vendor questionnaire in UpGuard. 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 Formitize and UpGuard 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 Formitize can start in UpGuard
When New Client in Formitize
then Add vendor questionnaire in UpGuard
When On Create Job in Formitize
then Update vendor labels in UpGuard
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 Formitize and UpGuard
Triggers and actions 2 triggers · 33 actions
Trigger
New ClientTriggers when a new client is added.
Trigger
On Create JobTriggers when a new job is created.
Action
Create AssetCreates an asset of an asset type.
Action
Create ClientCreates a client with a billing name and optional primary contact and address.
Action
Create JobCreates a job and optionally assigns it to an agent.
Action
Delete AssetDeletes an asset.
Action
Delete JobDeletes a job.
Action
Get AssetReturns one asset.
Action
Get ClientReturns one client with its contacts and locations.
Action
Get Submitted FormReturns one submitted form with its answers and attachments.
Action
List AssetsReturns assets of one asset type.
Action
List Asset TypesReturns the account's asset types and their columns.
Action
List ClientsReturns a page of clients with their billing name, primary contact, address and status.
Action
List Form TemplatesReturns the account's form templates.
Action
List JobsReturns jobs, optionally filtered by status or assigned agent.
Action
List Lookup DatabasesReturns the account's lookup databases.
Action
List NotificationsReturns notifications, open or completed.
Action
List Submitted FormsReturns submitted forms, optionally filtered by form template, status, text or modified date.
Action
Update ClientUpdates a client's billing name, primary contact or address.
Action
Add vendor questionnaireSends a security questionnaire to a monitored vendor's nominated recipients and returns the new questionnaire's id.
Action
Find a Data LeakReturns the data leak disclosures in your UpGuard account that match the specified IDs, statuses or disclosure time range.
Action
Find an Identity BreachFinds an identity breach by its ID and returns its details, including severity, exposed data classes and comments.
Action
Find a Vendor by HostnameReturns the UpGuard vendor that owns the specified hostname, including its scores, risk counts, labels, attributes and company details.
Action
Find a Vendor by IDReturns the details of a vendor by its UpGuard vendor ID, including scores, risk counts, labels and tier.
Action
Get organizationReturns the UpGuard organisation linked to the connected API key, including its name, primary hostname, automated security score and category scores.
Action
List domainsReturns the domains on your UpGuard account with their status, score, labels and last scan time.
Action
List risksReturns the active risks detected for your UpGuard account, with their severity, category, affected hostnames and remediation advice.
Action
List vendor questionnairesReturns the security or relationship questionnaires sent to a vendor, plus any questionnaires the vendor has shared.
Action
List vendor risksReturns the active risks detected for a monitored vendor, identified by its primary hostname, with severity, affected hostnames and remediation advice.
Action
List vendorsReturns the vendors your UpGuard account monitors, with their scores, tiers and labels, optionally filtered by label.
Action
List vulnerabilitiesReturns the potential vulnerabilities detected on your organization's domains and IP addresses, optionally limited to websites with specific labels.
Action
Monitor VendorStarts monitoring a vendor in UpGuard CyberRisk by vendor ID or hostname, optionally adding labels and a tier. Returns the monitored vendor.
Action
Stop monitoring vendorStops monitoring a vendor in UpGuard, removing it from your monitored vendors list, identified by vendor ID or hostname.
Action
Update vendor labelsReplaces the labels assigned to a monitored vendor. Passing an empty list removes all labels.
Action
Update vendor tierAssigns a tier to a monitored vendor, or removes its tier when the tier is 0.
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
Formitize and UpGuard, answered
What can start an automation from Formitize?
Any of Formitize's 2 triggers in the catalog, including New Client and On Create Job. Describe the moment in plain language and your agent picks the right one.
What can your agent do in UpGuard when something happens in Formitize?
Any of UpGuard's 16 actions, including Update vendor labels, Update vendor tier, Add vendor questionnaire and Find a Data Leak. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from UpGuard to Formitize?
UpGuard has no triggers in the catalog today, so automations start in Formitize. If you need the other direction, ask: your agent reads UpGuard's API documentation and adds it.
Do I have to build a connector for Formitize or UpGuard?
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 Formitize and UpGuard 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.