Integration
Connect Gridfox and PreciseFP
When Record Created fires in Gridfox, your agent runs Create Account in PreciseFP, or New Client/Prospect in PreciseFP to Add record in Gridfox. 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 Gridfox and PreciseFP 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 Gridfox and PreciseFP can do together
From Gridfox to PreciseFP
When Record Created in Gridfox
then Create Account in PreciseFP
When Record Created or Updated in Gridfox
then Create Form Engagement in PreciseFP
From PreciseFP to Gridfox
When New Client/Prospect in PreciseFP
then Add record in Gridfox
When New Client/Prospect Staged in Pipeline in PreciseFP
then Update record in Gridfox
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 Gridfox and PreciseFP
Triggers and actions 9 triggers · 20 actions
Trigger
Record CreatedTriggers when a new record is created.
Trigger
Record Created or UpdatedFires when a record in the chosen Gridfox table is created or updated.
Action
Add recordCreate a record in a table.
Action
Add userAdd a user to the project.
Action
Delete recordDelete a record.
Action
Find recordsSearch records in a table by search parameters.
Action
Get recordGet a record by reference field value.
Action
Get record auditGet audit history for a record.
Action
List tablesList tables in the project.
Action
List User Groupslists the project's user groups with their member users (id, email).
Action
Update recordUpdate a record by reference field value.
Trigger
New Client/ProspectTriggers when a new client or prospect account is created in PreciseFP.
Trigger
New Client/Prospect Staged in PipelineTriggers when a PreciseFP client or prospect account is moved to a pipeline stage.
Trigger
New Form Engagement CompletedTriggers when a client or prospect completes a PreciseFP form engagement.
Trigger
New Form Engagement CreatedTriggers when a client or prospect is sent a new PreciseFP form engagement.
Trigger
New Form Engagement OpenedTriggers when a client or prospect opens a PreciseFP form engagement.
Trigger
New PDF Engagement CompletedTriggers when a PreciseFP PDF engagement is completed (closed).
Trigger
New PDF Engagement CreatedTriggers when a new PreciseFP PDF engagement is created.
Action
Close Form EngagementCloses a PreciseFP form engagement so the client can no longer edit it.
Action
Create AccountCreates a new PreciseFP client or prospect account with its main client contact.
Action
Create Form EngagementSends a PreciseFP form template to an account's client or co-client as a new form engagement.
Action
Create PersonAdds a person (such as a child or dependent) to a PreciseFP account's household.
Action
Delete AccountDeletes a PreciseFP client or prospect account. PreciseFP asks for your login password to confirm the deletion.
Action
Find AccountSearches PreciseFP client and prospect accounts by name or email and returns the matching accounts.
Action
Find Account by IdReturns a PreciseFP client or prospect account by its ID, including the client, co-client and pipeline stage.
Action
Get Form Engagement DataReturns the answers a client entered in a PreciseFP form engagement, one entry per field.
Action
List Form TemplatesReturns the form templates available to the connected PreciseFP user.
Action
Move the Account to a Pipeline StageMoves a PreciseFP client or prospect account to the chosen pipeline stage.
Action
Update AccountUpdates a PreciseFP client or prospect account's type and main client details.
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
Gridfox and PreciseFP, answered
What can start an automation from Gridfox?
Any of Gridfox's 2 triggers in the catalog, including Record Created and Record Created or Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PreciseFP when something happens in Gridfox?
Any of PreciseFP's 11 actions, including Create Account, Create Form Engagement, Create Person and Update Account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PreciseFP to Gridfox?
Yes. When something happens in PreciseFP, your agent can act in Gridfox too. This page covers both directions: PreciseFP's triggers and Gridfox's actions are listed here as well.
Do I have to build a connector for Gridfox or PreciseFP?
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 Gridfox and PreciseFP 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.