Integration
Connect IntelligenceBank and Myphoner
When New Database Record fires in IntelligenceBank, your agent runs Create Lead in Myphoner, or Lead updated (instant) in Myphoner to Add Record Multi-Upload Field File or URL in IntelligenceBank. 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 IntelligenceBank and Myphoner 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 IntelligenceBank and Myphoner can do together
From IntelligenceBank to Myphoner
When New Database Record in IntelligenceBank
then Create Lead in Myphoner
From Myphoner to IntelligenceBank
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 IntelligenceBank and Myphoner
Triggers and actions 24 triggers · 36 actions
- New Database Record
Triggers when a new record is added to a chosen database.
- New Folder
Triggers when a new resource folder is added, at the root or inside a chosen folder.
- New Markup Comment
Triggers when a new markup comment is added to a resource, record or workflow request.
- New or Updated Database Record
Triggers when a record in the chosen IntelligenceBank database is created or updated.
- New or Updated Record File
Triggers when a file attached to a database record is added or updated.
- New or Updated Resource
Triggers when a resource (file, URL or other asset) is created or updated in IntelligenceBank.
- New or Updated User
Triggers when a user is created or updated in IntelligenceBank.
- New Permission Group
Triggers when a new permission group is added.
- New Record File Revision
Triggers when a new file or file revision is uploaded to a database record.
- New Resource
Triggers when a new resource (file, URL or other asset) is added in IntelligenceBank.
- New User
Triggers when a new user is added to IntelligenceBank.
- Updated Resource
Triggers when an existing resource (file, URL or other asset) is updated in IntelligenceBank.
- Updated User
Triggers when a user in IntelligenceBank is updated.
- Add Record Multi-Upload Field File or URL
Appends file or URL attachments to a multiple-upload field on an existing database record.
- Create Compliance Risk Review
Starts a compliance risk review of text or an uploaded file and returns the new review's id.
- Create Database Record
Creates a new record in an IntelligenceBank database, filling in its form fields.
- Create Folder
Creates a resource folder or sub-folder with a name and optional description.
- Create Markup Comment
Creates a markup comment on a workflow request, database record or record file you participate in.
- Create Permission Group
Creates a permission group, optionally copying another group's permissions.
- Create Record File Workflow Request
Creates an approval workflow request for a file attached to a database record's multi-upload field.
- Create Resource
Creates a new file resource in a folder, attaching a previously uploaded file along with its name, description, keywords and metadata.
- Delete Database Record
Deletes a database record.
- Delete Markup Comment
Deletes a markup comment by its ID.
- Get Compliance Risk Review Details
Returns the status and results of a compliance risk review, including findings once the review has completed.
- Search Database Records
Searches records in one database and returns the matches.
- Search Folders
Searches resource folders by keyword or parent folder and returns the matching folders.
- Search Markup Comments
Returns markup comments whose text contains the given keywords, optionally limited to comments made on one item.
- Search Permission Groups
Searches permission groups by name and returns the matching groups.
- Search Users
Searches IntelligenceBank users by keyword or email and returns the matching users.
- Update Permission Group
Updates the name or description of an existing multi-user permission group.
- Update Resource Metadata
Updates the metadata of an existing resource, such as its name, description, keywords, dates, ownership details, filters and custom upload fields.
- View a Record
Returns all details of one database record.
- View Filter
Returns a single filter and its values, as set up under Admin > Filters.
- View Group
Returns the details of one permission group.
- View Resource Details
Returns all details of one resource.
- Archived Lead
Triggers when a lead is archived (marked 'archive').
- Call Back
Triggers when a lead is marked for 'call back'.
- Lead updated (instant)
Fires when a lead's information is updated by an agent (webhook event: lead_updated).
- Lost Lead
Triggers when a lead is lost (marked 'loser').
- New call (instant)
Fires when a new call is conducted (webhook event: new_call).
- New call recording (instant)
Fires when a new call recording becomes available (webhook event: new_recording).
- New comment (instant)
Fires when a new comment is created for a lead (webhook event: new_comment).
- New lead (instant)
Fires when a new lead is created in Myphoner (webhook event: lead_created).
- New Winner
Triggers when a lead is won.
- Text message received (instant)
Fires when a text message is received from a lead (webhook event: inbound_text).
- Text message sent (instant)
Fires when a text message is sent to a lead (webhook event: text).
- Archive a lead
Archives a lead in Myphoner, optionally recording a comment and archive category, or scheduling the lead to come back for a call later.
- Create a list
Creates a new lead list in Myphoner, optionally defining its columns.
- Create Lead
Creates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list.
- Find Lead
Searches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists.
- Get a lead
Returns one Myphoner lead by its ID, including every column defined on the lead's list.
- Get a list
Returns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state.
- List leads
Returns a page of leads from a Myphoner list, newest-updated first when you ask for that order.
- List lists
Returns every lead list in the Myphoner account, with each list's name, ID and lead count.
- Mark Lead as Loser
Marks a Myphoner lead as lost, optionally recording a comment and loser category or scheduling it to come back for a call later.
- Mark Lead as Winner
Marks a Myphoner lead as won, optionally recording a comment and winner category or scheduling it to come back for a call later.
- Mark Lead for Call Back
Schedules a Myphoner lead for a call back, optionally recording a comment and category and setting when the lead should come back.
- Move a lead to another list
Moves a Myphoner lead into a different list, optionally releasing it back to the calling queue.
- Search for Lead
Searches Myphoner leads for your text and returns every match, optionally limited to certain lists.
- Update Lead
Updates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its list.
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
More from IntelligenceBank
IntelligenceBank to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
IntelligenceBank to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
IntelligenceBank to MailchimpMailchimp marketing automation and email platform.
IntelligenceBank to StripeStripe is a payment processing platform for online businesses.
IntelligenceBank to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
IntelligenceBank to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Myphoner
Attio to MyphonerAttio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.
HubSpot to MyphonerHubSpot is your all-in-one stop for all of your marketing software needs.
Gmail to MyphonerGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to MyphonerGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to MyphonerGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
IntelligenceBank and Myphoner, answered
What can start an automation from IntelligenceBank?
Any of IntelligenceBank's 13 triggers in the catalog, including New Database Record, New Folder, New Markup Comment and New or Updated Database Record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Myphoner when something happens in IntelligenceBank?
Any of Myphoner's 14 actions, including Create a list, Create Lead, Update Lead and Find Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Myphoner to IntelligenceBank?
Yes. When something happens in Myphoner, your agent can act in IntelligenceBank too. This page covers both directions: Myphoner's triggers and IntelligenceBank's actions are listed here as well.
Do I have to build a connector for IntelligenceBank or Myphoner?
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 IntelligenceBank and Myphoner 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.