Integration
Connect Fulcrum and Relate
When Record Created fires in Fulcrum, your agent runs Create Contact in Relate, or Contact Created in Relate to Update Record (Partial) in Fulcrum. 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 Fulcrum and Relate 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 Fulcrum and Relate can do together
From Fulcrum to Relate
When Record Created in Fulcrum
then Create Contact in Relate
From Relate to Fulcrum
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 Fulcrum and Relate
Triggers and actions 8 triggers · 35 actions
- Record Created
Triggers when a new record is created in Fulcrum.
- Record Updated
Triggers when a record is created or updated in Fulcrum.
- Add form
Creates a new form (app) in Fulcrum with the fields, status options and settings you provide.
- Delete project
Deletes a project from your Fulcrum account.
- Delete Record
Deletes a Fulcrum record.
- Find Record
Returns one Fulcrum record by its ID, with its field values and location.
- Find Records
Returns Fulcrum records, optionally filtered by form, project and created or updated time.
- Generate PDF Report
Generates a PDF report for a Fulcrum record, optionally from a report template.
- Get Form
Returns one Fulcrum form (app) with its fields.
- Get Project
Returns one Fulcrum project by its ID.
- List Forms
Returns the forms (apps) in your Fulcrum organization.
- List memberships
Returns the members of your Fulcrum organization, optionally limited to a form, project or layer.
- List photos
Returns metadata for photos in your Fulcrum account, optionally limited to one record or app.
- List Projects
Returns the projects in your Fulcrum organization.
- List record history
Returns every saved version of a Fulcrum record, with who made each change and when.
- Project Create
Creates a new Fulcrum project.
- Record Create
Creates a new record in a Fulcrum form.
- Record Update
Replaces a Fulcrum record with the values given; fields not sent are cleared.
- Update form
Updates an existing Fulcrum form's name, fields and settings. The whole field list is replaced with the elements you supply.
- Update project
Updates the name and description of an existing Fulcrum project and returns the updated project.
- Update Record (Partial)
Updates only the given fields of a Fulcrum record and leaves the rest unchanged.
- Contact Created
Triggers when a new contact is added in Relate.
- Entry Created
Triggers when a new entry is added to a Relate list or process.
- Entry Updated
Triggers when an entry in a Relate list or process is added or changed.
- New Recorded Meeting
Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).
- Note Created
Triggers when a new note is added in Relate.
- Organization Created
Triggers when a new organization is added in Relate.
- Create Contact
Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.
- Create Note
Creates a note on an organization in Relate, optionally linked to a deal.
- Create Organization
Creates an organization in Relate from a name and/or website domain.
- Delete Contact
Deletes a Relate contact.
- Delete Note
Deletes a note in Relate.
- Delete Organization
Deletes a Relate organization.
- Find Contact
Finds a contact in Relate by email address or phone number and returns the first match.
- Find Entry From Organization Process
Finds an organization's entry in a Relate process by organization ID.
- Find Note
Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.
- Find Organization
Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.
- Get Contact
Returns one Relate contact by its ID.
- Get Organization
Returns one Relate organization by its ID.
- Get Recording
Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).
- Update Contact
Updates a Relate contact's name or email addresses.
- Update Note
Updates a note's text or linked deal in Relate.
- Update Organization
Updates a Relate organization's name or domains.
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
Fulcrum and Relate, answered
What can start an automation from Fulcrum?
Any of Fulcrum's 2 triggers in the catalog, including Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Relate when something happens in Fulcrum?
Any of Relate's 16 actions, including Create Contact, Create Note, Create Organization and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Relate to Fulcrum?
Yes. When something happens in Relate, your agent can act in Fulcrum too. This page covers both directions: Relate's triggers and Fulcrum's actions are listed here as well.
Do I have to build a connector for Fulcrum or Relate?
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 Fulcrum and Relate 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.