Integration
Connect Liaison to Dex
When New or Updated Application fires in Liaison, your agent runs Create or Update Contact in Dex. 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 Liaison and Dex 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 Liaison can start in Dex
When New or Updated Application in Liaison
then Create or Update Contact in Dex
When New or Updated Application in Liaison
then Update Contact in Dex
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 Liaison and Dex
Triggers and actions 1 trigger · 41 actions
Trigger
New or Updated ApplicationTriggers when an application for an organization is created or updated.
Action
Get Account InfoReturns the CAS API user's account settings: user name, user level, and the application forms and user groups the user can reach.
Action
Get applicantReturns an applicant's account information, including profile, user principal, email and telephones.
Action
Get ApplicationGets one application on a CAS application form, including the applicant's submitted data.
Action
Get OrganizationGets one organization on a CAS application form, with its codes, contacts and program selection rules.
Action
Get programReturns the details of a program offered by an organization on an application form, including its custom program attributes.
Action
List ApplicantsLists applicants on a CAS application form, either by CAS ID or by a date range.
Action
List ApplicationsLists the application IDs for an organization, optionally only those last updated within a date range.
Action
List OrganizationsLists the organizations (schools or departments) on a CAS application form.
Action
List ProgramsLists the programs offered on a CAS application form, with their deadlines, terms and organizations.
Action
List subscriptionsReturns the business event subscriptions set up for an application form.
Action
Update organizationUpdates an existing organization (name, codes, state, group and contacts) on a Liaison CAS application form.
Action
Update programUpdates an existing program under an organization in a Liaison application form, returning the updated program.
Action
Create GroupCreates a group in Dex for organizing contacts, optionally nested under a parent group and seeded with starter members.
Action
Create NoteCreates a note in Dex, optionally linked to one or more contacts, and returns the created note.
Action
Create or Update ContactUpdates the Dex contact with the given email address, or creates a new contact if none has that address.
Action
Create ReminderCreates a reminder in Dex, optionally linked to contacts, with a due date, time and recurrence.
Action
Create TagCreates a tag in Dex that can be assigned to contacts. If a tag with the same name already exists, the existing tag is returned.
Action
Delete companyPermanently deletes a company from a Dex workspace. Its contacts are kept, but their roles at the company are removed.
Action
Delete ContactPermanently deletes a contact from Dex.
Action
Delete noteDeletes a note from your Dex timeline.
Action
Delete reminderPermanently deletes a reminder in Dex. Deleting a recurring reminder cancels all of its future occurrences.
Action
Delete tagPermanently deletes a tag by its ID and removes it from every contact it was assigned to. This cannot be undone.
Action
Find ContactFinds contacts whose full name matches the text you enter and returns the matching contacts.
Action
Find GroupFinds groups in Dex whose name matches the search text.
Action
Find notes by keywordReturns the notes whose text, or the names of their linked contacts, match a keyword, most recent first. Can be narrowed by contact, group, meeting type and date range.
Action
Find TagFinds tags in Dex whose names match the search text and returns them, with the first match separately.
Action
Get companyReturns one company in a Dex workspace by its id, including archived companies, with its details, tags and custom field values.
Action
Get contactReturns one Dex contact by its id, including its email addresses, phone numbers and custom field values. An error occurs if the contact is not found.
Action
Get noteReturns a single Dex note by its ID, including the contacts it is linked to and its attachments.
Action
Get reminderReturns a single Dex reminder by its ID, including its due date, completion status and recurrence. An error occurs if the reminder is not found.
Action
Get tagReturns a single Dex tag by its ID, optionally with the number of contacts carrying it.
Action
List companiesReturns the companies in a Dex workspace, optionally filtered to archived companies or by owner.
Action
List contactsReturns the contacts in your Personal Dex or in a chosen workspace.
Action
List groupsReturns the groups in your Dex account, optionally filtered by name, parent/subgroup status or archived state, and sorted by name or contact count.
Action
List remindersReturns the reminders in your Dex account, optionally filtered by completion, overdue status, text, assignee, contact, tag, company, due date or creation date.
Action
List tagsReturns all tags in your Dex account, optionally with how many contacts carry each tag.
Action
Tag ContactAssigns an existing tag to a contact in Dex.
Action
Update ContactUpdates an existing Dex contact's details, social profiles, emails, phones, groups, tags and custom field values. Only the fields you fill in are changed.
Action
Update noteUpdates an existing Dex note. Only the fields you fill in are changed.
Action
Update reminderUpdates an existing Dex reminder: change its text, due date, completion, repeat schedule, contacts, assignee or tags. Fields left blank are not changed.
Action
Update tagRenames an existing tag in Dex.
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
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Questions
Liaison and Dex, answered
What can start an automation from Liaison?
Any of Liaison's 1 trigger in the catalog, including New or Updated Application. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Dex when something happens in Liaison?
Any of Dex's 29 actions, including Create Group, Create Note, Create or Update Contact and Create Reminder. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dex to Liaison?
Dex has no triggers in the catalog today, so automations start in Liaison. If you need the other direction, ask: your agent reads Dex's API documentation and adds it.
Do I have to build a connector for Liaison or Dex?
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 Liaison and Dex 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.