Integration
Connect Liaison and Visible
When New or Updated Application fires in Liaison, your agent runs Create or Update Contact in Visible, or New Metric in Visible to Update organization in Liaison. 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 Visible 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 and Visible can do together
From Liaison to Visible
When New or Updated Application in Liaison
then Create or Update Contact in Visible
When New or Updated Application in Liaison
then Create File Tag in Visible
From Visible to Liaison
When New Metric in Visible
then Update organization in Liaison
When New Portfolio Company in Visible
then Update program in Liaison
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 Visible
Triggers and actions 5 triggers · 43 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.
Trigger
New MetricTriggers when a new metric is added in Visible.
Trigger
New Portfolio CompanyTriggers when a new portfolio company is added in Visible.
Trigger
New Portfolio FileTriggers when a new portfolio file is added in Visible.
Trigger
New Portfolio NoteTriggers when a new portfolio note is added in Visible.
Action
Create File TagCreates a file tag.
Action
Create MetricCreates a metric in a Visible company.
Action
Create NoteCreates a note attached to one or more contacts.
Action
Create or Update ContactCreates a contact, or updates the contact with the same email.
Action
Create Portfolio CompanyCreates a portfolio company profile.
Action
Create Portfolio FileFinalizes an uploaded file as a portfolio file.
Action
Create Portfolio File Upload RequestStarts a file upload for a portfolio company and returns the upload URL and form fields.
Action
Create Portfolio FolderCreates a portfolio folder.
Action
Create Portfolio NoteCreates a note on a portfolio company.
Action
Delete File TagDeletes a file tag.
Action
Delete Portfolio FileDeletes a portfolio file.
Action
Delete Portfolio FolderDeletes a portfolio folder.
Action
Get Portfolio FileReturns one portfolio file.
Action
Get Portfolio File Download URLReturns a temporary download URL for a portfolio file.
Action
List Contact ListsReturns a company's contact lists.
Action
List Data PointsReturns the data points of a metric.
Action
List File TagsReturns a company's file tags.
Action
List MetricsReturns the metrics of a Visible company.
Action
List Note TagsReturns a company's note tags.
Action
List Portfolio CompaniesReturns the portfolio companies of an investor company.
Action
List Portfolio FilesReturns a portfolio company's files.
Action
List Portfolio FoldersReturns a portfolio company's folders.
Action
List Portfolio NotesReturns the notes of a portfolio company.
Action
List Portfolio PropertiesReturns the custom portfolio properties of a company.
Action
List Portfolio Property OptionsReturns the options of a select property.
Action
List Portfolio Property ValuesReturns a portfolio company's property values.
Action
Set Value for MetricSets or replaces a metric's value for a date.
Action
Update File TagRenames a file tag.
Action
Update Portfolio CompanyUpdates a portfolio company profile.
Action
Update Portfolio FileRenames, moves or retags a portfolio file.
Action
Update Portfolio FolderRenames a portfolio folder.
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 Liaison
Liaison to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Liaison to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Liaison to MailchimpMailchimp marketing automation and email platform.
Liaison to StripeStripe is a payment processing platform for online businesses.
Liaison to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Liaison to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Visible
HubSpot to VisibleHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to VisibleSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to VisibleSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to VisibleGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to VisibleGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to VisibleGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Liaison and Visible, 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 Visible when something happens in Liaison?
Any of Visible's 31 actions, including Create File Tag, Create Metric, Create Note and Create or Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Visible to Liaison?
Yes. When something happens in Visible, your agent can act in Liaison too. This page covers both directions: Visible's triggers and Liaison's actions are listed here as well.
Do I have to build a connector for Liaison or Visible?
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 Visible 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.