Integration
Connect IntelligenceBank and TidyCal
When New Database Record fires in IntelligenceBank, your agent runs Add contact in TidyCal, or New Booking in TidyCal 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 TidyCal to do together?
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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 TidyCal can do together
From IntelligenceBank to TidyCal
When New Database Record in IntelligenceBank
then Add contact in TidyCal
From TidyCal 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 TidyCal
Triggers and actions 21 triggers · 39 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.
- Cancelled Booking
Triggers when a booking in your TidyCal account is cancelled. Returns the cancelled booking with its contact, times and booking type.
- New Booking
Triggers when a new booking is made in your TidyCal account.
- New Booking Type
Triggers when a new booking type (event type) is created in your TidyCal account.
- New Contact
Triggers when a new contact is added to your TidyCal account.
- New Team
Triggers when a new team you have access to appears in your TidyCal account.
- New Team Booking
Triggers when a new booking is made on one of a team's booking types.
- New Team User
Triggers when a user is added to a TidyCal team.
- Rescheduled Booking
Triggers when one of your bookings is rescheduled, returning the booking with its new time and the time it was previously scheduled for.
- Add booking
Creates a booking on one of your TidyCal booking types for a guest, either a single session or several sessions of a package.
- Add booking type
Creates a new booking type (a bookable meeting template) in your TidyCal account.
- Add contact
Creates a new contact in your TidyCal account with a name, email and optional timezone.
- Add guest to booking
Adds a guest to an existing upcoming booking. The guest gets their own linked booking at the same time and location and receives a confirmation email.
- Cancel booking
Cancels a TidyCal booking, optionally with a reason and without notifying the booker and host. Returns the cancelled booking.
- Delete booking type
Deletes a booking type from your TidyCal account. Team-managed copies of a booking type cannot be deleted.
- Get booking
Returns a single TidyCal booking by its ID, including its contact, booking-question answers, payment, add-ons, refund status and hosts.
- Get booking type
Returns a single booking type, including its title, duration, price, booking URL and availability settings.
- Get contact
Returns a single TidyCal contact by its id, including name, email, phone number, timezone and timestamps.
- List available timeslots
Returns the open times a client can book for one of your booking types between two dates, with how many bookings each slot can still take.
- List bookings
Returns the bookings on your TidyCal account, optionally limited to a date range, to cancelled bookings only, or including team bookings.
- List booking types
Returns every booking type (event type) on the connected TidyCal account, including its title, duration, price and booking URL.
- List contacts
Returns the contacts in your TidyCal account, optionally only those whose name or email starts with given text.
- List teams
Returns the TidyCal teams the connected account has access to, with each team's id, name and created/updated times.
- Reschedule booking
Moves an existing TidyCal booking to a new start time, keeping the booking type's duration. Returns the updated booking.
- Update booking type
Updates an existing booking type in TidyCal. Only the details you fill in are changed; everything else keeps its current value.
- Update contact
Updates an existing TidyCal contact's name, email, phone number or timezone. Only the fields you fill in are changed.
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
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Questions
IntelligenceBank and TidyCal, 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 TidyCal when something happens in IntelligenceBank?
Any of TidyCal's 17 actions, including Update booking type, Update contact, Add booking and Add booking type. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TidyCal to IntelligenceBank?
Yes. When something happens in TidyCal, your agent can act in IntelligenceBank too. This page covers both directions: TidyCal's triggers and IntelligenceBank's actions are listed here as well.
Do I have to build a connector for IntelligenceBank or TidyCal?
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 TidyCal 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.