Integration
Connect Homebase360 to Extracta.ai
When New Customer fires in Homebase360, your agent runs Add classification in Extracta.ai. 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 Homebase360 and Extracta.ai 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 Homebase360 can start in Extracta.ai
When New Customer in Homebase360
then Add classification in Extracta.ai
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 Homebase360 and Extracta.ai
Triggers and actions 7 triggers · 29 actions
- New Customer
Triggers when a new customer is added in Homebase360.
- New Estimate
Triggers when a new estimate is created in Homebase360.
- New Job
Triggers when a new job is created in Homebase360.
- New Lead
Triggers when a new lead is created in Homebase360.
- Updated Customer
Triggers when a Homebase360 customer is added or changed.
- Updated Estimate
Triggers when a Homebase360 estimate is created or changed, including sent, approved, declined or converted.
- Updated Job
Triggers when a Homebase360 job is created or changed, including status, payment and schedule updates.
- Add estimate
Creates a draft estimate (quote) in Homebase360 for an existing customer or for new contact details, which are matched to or saved as a customer. The estimate is not sent.
- Add task
Creates a task (to-do or reminder) in Homebase360, optionally attached to a customer and assigned to employees.
- Create Customer
Creates a Homebase360 customer with contact details, notes and tags.
- Create Job
Creates a scheduled Homebase360 job for an existing customer with one line item.
- Create Lead
Creates a Homebase360 lead for an existing customer, or finds or creates the customer from the details given.
- Get Customers
Returns Homebase360 customers matching a customer ID, phone, email or name.
- Get Jobs
Returns Homebase360 jobs by job ID, customer or date range.
- Get Leads
Returns Homebase360 leads by lead ID, customer or stage.
- List employees
Returns your Homebase360 team members, optionally filtered by employee ID, exact email, or a name/email search.
- List estimates
Returns estimates (quotes), optionally filtered by customer, a single estimate, or a created-date range.
- List invoices
Returns invoices from Homebase360 with totals, paid and outstanding amounts, status, payment types and line items, optionally filtered by customer, type, status or date range.
- List tasks
Returns tasks (to-dos and reminders), optionally filtered by customer, employee, status or date range.
- Send estimate
Sends an existing estimate to its customer as a PDF by email and/or a link by text message.
- Send message
Sends an SMS or MMS text message to an existing Homebase360 customer by mobile phone or customer ID.
- Update Customer
Updates an existing Homebase360 customer; only the fields you provide change.
- Update estimate
Updates an existing estimate's line items, discount, note, lead source or salesperson in Homebase360.
- Update job
Updates an existing job's schedule, note, assigned employees, line items or lead source in Homebase360.
- Update lead
Updates an existing lead's pipeline, stage, note, lead source, assignees or line items.
- Update task
Updates an existing Homebase360 task — status, title, schedule, assignees, reminder or a new note.
- Add classification
Creates a document classification with a list of document types that uploaded documents can be classified into. Returns the new classification's id.
- Add extraction
Creates a new data extraction in Extracta.ai that defines which fields to pull out of uploaded documents. Returns the new extraction's id, which you use when uploading files for processing.
- Delete classification
Permanently deletes a document classification, including all of its batches, results and uploaded files.
- Delete extraction
Permanently deletes an extraction with all its batches and files, or just one batch or one file within it.
- Get classification
Returns the details of a document classification, including its name, description and configured document types with their keywords and linked extraction templates.
- Get credits
Returns the number of credits currently available on your Extracta.ai account, where one credit processes one page.
- Get extraction
Returns the setup of an extraction: its name, description, language, options, the fields it extracts, and the batches processed under it.
- Get extraction results
Returns the extracted data for a batch of documents processed by an extraction, or its waiting status if processing is not finished. Optionally narrows the results to a single file.
- Update classification
Updates an existing document classification's name, description and document types.
- Update extraction
Updates an existing Extracta extraction's name, description, language, processing options or fields to extract. Anything left blank stays unchanged.
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
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Questions
Homebase360 and Extracta.ai, answered
What can start an automation from Homebase360?
Any of Homebase360's 7 triggers in the catalog, including New Customer, New Estimate, New Job and New Lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Extracta.ai when something happens in Homebase360?
Any of Extracta.ai's 10 actions, including Update classification, Update extraction, Add classification and Add extraction. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Extracta.ai to Homebase360?
Extracta.ai has no triggers in the catalog today, so automations start in Homebase360. If you need the other direction, ask: your agent reads Extracta.ai's API documentation and adds it.
Do I have to build a connector for Homebase360 or Extracta.ai?
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 Homebase360 and Extracta.ai 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.