Integration
Connect Fulcrum and Vitally
When Record Created fires in Fulcrum, your agent runs Create Task in Vitally, or Customer Created in Vitally 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 Vitally 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 Vitally can do together
From Fulcrum to Vitally
When Record Created in Fulcrum
then Create Task in Vitally
From Vitally 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 Vitally
Triggers and actions 10 triggers · 41 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.
- Download PDF Report
Downloads the PDF file of a generated Fulcrum report.
- 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.
- Query Records
Runs a SQL query against your organization's Fulcrum data and returns the rows.
- 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.
- Customer Created
Triggers when a new account (customer) is created in Vitally.
- Custom Object Instance Created
Triggers when a new instance of a custom object is created.
- Custom Object Instance Updated
Triggers when an instance of a custom object is created or updated.
- Note Created
Triggers when a new note is created in Vitally.
- NPS Response Created
Triggers when a new NPS response is recorded in Vitally.
- Organization Created
Triggers when a new organization is created in Vitally.
- Project Created
Triggers when a new project is created in Vitally.
- Task Created
Triggers when a new task is created in Vitally.
- Create Account
Creates an account (customer) in Vitally, identified by your own external ID.
- Create Note
Creates a note on an account or organization in Vitally.
- Create NPS Response
Records an NPS survey response from a user in Vitally.
- Create Organization
Creates an organization in Vitally, identified by your own external ID.
- Create Project From Template
Creates a project for an account or organization from a project template.
- Create Task
Creates a task on an account or organization in Vitally.
- Create User
Creates a user in Vitally and links them to accounts or organizations.
- Find a Customer
Returns a account by its Vitally ID or external ID.
- Find a Custom Object Instance
Finds a custom object instance by ID, external ID, linked account or a custom field value.
- Find a Note
Returns a note by its Vitally ID or external ID.
- Find a Organization
Returns a organization by its Vitally ID or external ID.
- Find a Task
Returns a task by its Vitally ID or external ID.
- Find a Teammate
Finds a Vitally team member by email address.
- Find a User
Finds a user by email address, external ID or email domain.
- Get Account Health Scores
Returns an account's health score and its breakdown.
- Update Customer Traits
Updates the name or traits of a account in Vitally; traits are merged with existing ones.
- Update Organization Traits
Updates the name or traits of a organization in Vitally; traits are merged with existing ones.
- Update Project Status
Changes a project's status in Vitally.
- Update Task
Updates a task in Vitally, for example to reassign or complete it.
- Update User Traits
Updates the name or traits of a user in Vitally; traits are merged with existing ones.
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 Vitally
Questions
Fulcrum and Vitally, 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 Vitally when something happens in Fulcrum?
Any of Vitally's 20 actions, including Create Account, Create Note, Create NPS Response and Create Organization. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vitally to Fulcrum?
Yes. When something happens in Vitally, your agent can act in Fulcrum too. This page covers both directions: Vitally's triggers and Fulcrum's actions are listed here as well.
Do I have to build a connector for Fulcrum or Vitally?
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 Vitally 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.