Integration
Connect Guru to Virtuous CRM
When Card Created fires in Guru, your agent runs Create Contact in Virtuous CRM. 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 Guru and Virtuous CRM 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 Guru can start in Virtuous CRM
When Card Created in Guru
then Create Contact in Virtuous CRM
When Card Updated in Guru
then Create Contact Note in Virtuous CRM
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 Guru and Virtuous CRM
Triggers and actions 8 triggers · 22 actions
Trigger
Announcement SentTriggers when a new Announcement is sent to your Guru team.
Trigger
Card CreatedTriggers when a new Card is published in Guru.
Trigger
Card UnverifiedTriggers when a Guru Card becomes unverified and needs review.
Trigger
Card UpdatedTriggers when a Guru Card is edited.
Trigger
New CollectionTriggers when a new Collection is created in your Guru team.
Trigger
New FolderTriggers when a new Folder is created in Guru.
Trigger
New GroupTriggers when a new user Group is created in your Guru team.
Trigger
User Added to GroupTriggers when a user is added to the chosen Guru Group.
Action
Add User to GroupAdds a team member to a Guru Group by email address.
Action
Archive CardArchives a Guru Card so it no longer appears in its Collection.
Action
Ask a QuestionAsks Guru a question and returns the AI answer drawn from your team's knowledge.
Action
Create CardCreates a new Guru Card with a title and content in a Collection.
Action
Create GroupCreates a new user Group in your Guru team.
Action
Find CardFinds Guru Cards matching search terms and returns the best match.
Action
Find TagReturns one Guru Tag by its ID.
Action
Remove User From GroupRemoves a team member from a Guru Group.
Action
Search With SourcesSearches Guru and connected sources, returning matching documents with their sources.
Action
Unverify CardMarks a Guru Card as unverified so its verifier is asked to review it.
Action
Verify CardMarks a Guru Card as verified by the connected user.
Action
Create ContactCreates a new contact (household, organization, foundation and so on) in Virtuous, with its individuals, addresses and custom fields. Does not check for duplicates.
Action
Create Contact NoteCreates a note on a Virtuous contact.
Action
Create Contact TagApplies an existing tag to a contact in Virtuous CRM.
Action
Create GiftCreates a gift directly on a Virtuous contact record, with optional designations, premiums, payments and custom fields.
Action
Create TaskCreates a task in Virtuous, optionally linked to a contact and given a due date.
Action
Find a ContactFinds a contact by email address, or by an external reference source and ID, and returns the full contact record.
Action
Find Gifts by criteriaReturns the gifts that match the criteria you supply, such as gift date, amount or contact.
Action
Get ContactReturns one contact by its Virtuous contact ID, including its individuals, address, tags, giving totals and custom fields.
Action
Get GiftReturns a single gift by its Virtuous gift ID, including designations, premiums, pledge payments and custom fields.
Action
List CampaignsReturns the campaigns in your Virtuous account, optionally filtered by query conditions and sorted.
Action
List ProjectsReturns the projects in your Virtuous account, optionally filtered and sorted.
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
Guru and Virtuous CRM, answered
What can start an automation from Guru?
Any of Guru's 8 triggers in the catalog, including Card Created, Card Updated, New Collection and New Folder. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Virtuous CRM when something happens in Guru?
Any of Virtuous CRM's 11 actions, including Create Contact, Create Contact Note, Create Contact Tag and Create Gift. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Virtuous CRM to Guru?
Virtuous CRM has no triggers in the catalog today, so automations start in Guru. If you need the other direction, ask: your agent reads Virtuous CRM's API documentation and adds it.
Do I have to build a connector for Guru or Virtuous CRM?
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 Guru and Virtuous CRM 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.