--- title: "Connect iDigBio and Severa - APIANT.ai" description: "When \"New record\" fires in iDigBio, your agent runs \"Create Address for Customer\" in Severa." canonical: "https://apiant.ai/connect/idigbio-to-severa" --- # Connect iDigBio and Severa When **New record** fires in [iDigBio](https://apiant.ai/connections/idigbio), your agent runs **Create Address for Customer** in [Severa](https://apiant.ai/connections/severa), or **New Phase Is Created** in Severa to **Find media records** in iDigBio. Describe the whole flow and it is built, tested on every scenario and kept running. iDigBio **1** trigger iDigBio **6** actions Severa **4** triggers Severa **8** actions 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 Severa 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 and Severa can do together ### From iDigBio to Severa - When **New record** in iDigBio then **Create Address for Customer** in Severa - When **New record** in iDigBio then **Create Contact for Customer** in Severa ### From Severa to iDigBio - When **New Phase Is Created** in Severa then **Find media records** in iDigBio - When **New Project Is Created** in Severa then **Find records** in iDigBio 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 Severa ## Triggers and actions 5 triggers · 14 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. - Trigger **New Phase Is Created** Triggered when a new phase is created in Severa, optionally limited to a phase code or specific projects. - Trigger **New Project Is Created** Triggers when a new project is created in Severa. - Trigger **Phase Status Change** Triggers when a phase's status changes in Severa, including the status a new phase starts with. - Trigger **Project Status Change** Triggers when a project's status changes in Severa. Returns the project with its new status. - Action **Create Activity** Creates an activity (calendar entry, task, sales event or absence) in Severa. - Action **Create Address for Customer** Creates a new address on a Severa customer and returns the created address. - Action **Create Contact for Customer** Creates a contact person under an existing Severa customer and returns the new contact. - Action **Create Phase** Creates a new phase under a project's phase hierarchy in Severa. - Action **Search Customer Contacts** Searches a customer's contact persons by name, phone number or email address, returning up to 100 matching contacts. - Action **Search Customers** Searches Severa customers by name, email, customer number, VAT or KVK number, owner, status or change date and returns the matching customers. - Action **Search Invoices** Searches Severa invoices by customer, project, status, number, reference number, dates or totals and returns the matching invoices. - Action **Search Projects** Returns the projects that match the criteria you specify, such as project number, customer, status, owner or change date. ## 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) - [ **Severa** Lead your professional business in one software with Severa.](https://apiant.ai/connections/severa) 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 Severa - [ **HubSpot to Severa** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-severa) - [ **Salesforce to Severa** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-severa) - [ **Google Sheets to Severa** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-severa) - [ **Gmail to Severa** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-severa) - [ **Google Calendar to Severa** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-severa) - [ **Google Drive to Severa** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-severa) Questions ## iDigBio and Severa, 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 Severa when something happens in iDigBio? Any of Severa's 8 actions, including Create Activity, Create Address for Customer, Create Contact for Customer and Create Phase. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Severa to iDigBio? Yes. When something happens in Severa, your agent can act in iDigBio too. This page covers both directions: Severa's triggers and iDigBio's actions are listed here as well. ### ### Do I have to build a connector for iDigBio or Severa? 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 Severa 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.