Integration
Connect Fulcrum and SourceWhale
When Record Created fires in Fulcrum, your agent runs Find Contact in SourceWhale, or Contact Added in SourceWhale 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 SourceWhale 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 SourceWhale can do together
From Fulcrum to SourceWhale
When Record Created in Fulcrum
then Find Contact in SourceWhale
From SourceWhale 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 SourceWhale
Triggers and actions 5 triggers · 27 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 Added
Triggers when a new person (candidate or contact) is added in SourceWhale.
- Contact Updated
Triggers when a person (candidate or contact) is updated in SourceWhale.
- New Placement
Triggers when a new placement is created in SourceWhale.
- Find activities
Searches SourceWhale activities using structured filters such as activity type, person, project, company or creation date, and returns the matching activities.
- Find Company
Finds SourceWhale companies whose name starts with the text you give.
- Find Contact
Finds SourceWhale people whose email address contains the text you give.
- Get Company
Returns one SourceWhale company by ID, with its name, website, industries and size.
- Get Contact
Returns one SourceWhale person (candidate or contact) by ID, with name, role, location, emails and phones.
- Get Placement
Returns one SourceWhale placement by ID, with the person, project, company, dates and rates.
- Get Project
Returns one SourceWhale project (job) by ID, with its name, status, company, location and salary.
- List Users
Lists the users on your SourceWhale team, with name, email and status.
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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More into SourceWhale
Questions
Fulcrum and SourceWhale, 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 SourceWhale when something happens in Fulcrum?
Any of SourceWhale's 8 actions, including Find activities, Find Company, Find Contact and Get Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SourceWhale to Fulcrum?
Yes. When something happens in SourceWhale, your agent can act in Fulcrum too. This page covers both directions: SourceWhale's triggers and Fulcrum's actions are listed here as well.
Do I have to build a connector for Fulcrum or SourceWhale?
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 SourceWhale 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.