--- title: "Connect iDigBio to Privyr - APIANT.ai" description: "When \"New record\" fires in iDigBio, your agent runs \"Create Client \" in Privyr." canonical: "https://apiant.ai/connect/idigbio-to-privyr" --- # Connect iDigBio to Privyr When **New record** fires in [iDigBio](https://apiant.ai/connections/idigbio), your agent runs **Create Client **in [Privyr](https://apiant.ai/connections/privyr). Describe the whole flow and it is built, tested on every scenario and kept running. iDigBio **1** trigger iDigBio **6** actions Privyr **1** action What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want iDigBio and Privyr to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What iDigBio can start in Privyr - When **New record** in iDigBio then **Create Client **in Privyr 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 iDigBio and Privyr ## Triggers and actions 1 trigger · 7 actions - Trigger **New record** Polls for specimen records newly indexed into iDigBio matching a saved search query, sorted by modified/index date. - Action **Find media records** Search iDigBio media records (images/media associated with specimens) matching a query. - Action **Find records** Search iDigBio specimen records matching a query. - Action **Find recordsets** Search iDigBio recordsets (collections/datasets contributed by publishers) matching a query. - Action **Get media record** Retrieve a single iDigBio media record by its UUID. - Action **Get record** Retrieve a single iDigBio specimen record by its UUID. - Action **Get recordset** Retrieve a single iDigBio recordset (dataset) by its UUID. - Action **Create Client** Creates a new client (lead) in Privyr and triggers a new lead alert. ## Each app on its own - [ **iDigBio** iDigBio is a US national aggregator of digitized biological and paleontological museum specimens, exposing a...](https://apiant.ai/connections/idigbio) - [ **Privyr** Privyr is a mobile CRM built for sales professionals who run their businesses from their phone.](https://apiant.ai/connections/privyr) Reviews ## What our customers say ## More from iDigBio - [ **iDigBio to Lumify** Real-time sports intelligence: scores, odds, betting splits & AI bet analysis across 8 sports](https://apiant.ai/connect/idigbio-to-lumify) - [ **iDigBio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/idigbio-to-salesforce) - [ **iDigBio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/idigbio-to-slack) - [ **iDigBio to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/idigbio-to-mailchimp) - [ **iDigBio to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/idigbio-to-stripe) - [ **iDigBio to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/idigbio-to-shopify) ## More into Privyr - [ **HubSpot to Privyr** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-privyr) - [ **Salesforce to Privyr** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-privyr) - [ **Slack to Privyr** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-privyr) - [ **Google Sheets to Privyr** Google Sheets](https://apiant.ai/connect/google-sheets-to-privyr) - [ **Gmail to Privyr** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-privyr) - [ **Google Calendar to Privyr** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-privyr) Questions ## iDigBio and Privyr, answered ### ### What can start an automation from iDigBio? Any of iDigBio's 1 trigger in the catalog, including New record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Privyr when something happens in iDigBio? Any of Privyr's 1 action, including Create Client. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Privyr to iDigBio? Privyr has no triggers in the catalog today, so automations start in iDigBio. If you need the other direction, ask: your agent reads Privyr's API documentation and adds it. ### ### Do I have to build a connector for iDigBio or Privyr? 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 iDigBio and Privyr 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.