--- title: "Connect LiquiLens and NeonCRM - APIANT.ai" description: "When \"New flagged institution\" fires in LiquiLens, your agent runs \"Add event\" in NeonCRM." canonical: "https://apiant.ai/connect/liquilens-to-neoncrm" --- # Connect LiquiLens and NeonCRM When **New flagged institution** fires in [LiquiLens](https://apiant.ai/connections/liquilens), your agent runs **Add event** in [NeonCRM](https://apiant.ai/connections/neoncrm), or **New event** in NeonCRM to **Check institution risk** in LiquiLens. Describe the whole flow and it is built, tested on every scenario and kept running. LiquiLens **1** trigger LiquiLens **4** actions NeonCRM **2** triggers NeonCRM **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want LiquiLens and NeonCRM 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 LiquiLens and NeonCRM can do together ### From LiquiLens to NeonCRM - When **New flagged institution** in LiquiLens then **Add event** in NeonCRM - When **New flagged institution** in LiquiLens then **Add event registration** in NeonCRM ### From NeonCRM to LiquiLens - When **New event** in NeonCRM then **Check institution risk** in LiquiLens - When **New event registration** in NeonCRM then **Find institutions** in LiquiLens 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 LiquiLens and NeonCRM ## Triggers and actions 3 triggers · 25 actions - Trigger **New flagged institution** Fires when a new institution is added to the failure-risk board. - Action **Check institution risk** Run a risk check against an institution and return its current failure-risk assessment. - Action **Find institutions** Search the public RBI institution universe by name to find matching institutions. - Action **Get institution risk profile** Retrieve one covered institution's full public risk dossier, including underlying filings and regulatory actions cited as evidence. - Action **List flagged institutions** Read the current institution-risk board of banks and lenders flagged for failure risk. - Trigger **New event** Triggers when a new event is created in NeonCRM. - Trigger **New event registration** Triggers when someone registers for the chosen NeonCRM event. - Action **Add campaign** Creates a fundraising campaign in Neon CRM and returns its id. - Action **Add event** Creates a new event in Neon CRM with its name, dates, location and registration settings, and returns the new event's id. - Action **Add event registration** Creates a registration for a NeonCRM event on behalf of an account, optionally with tickets, attendees and payments. - Action **Add membership** Creates a membership for a Neon CRM account at the chosen membership level and term. - Action **Add pledge** Creates a pledge for a NeonCRM account, with its amount, fund, campaign and other gift details. - Action **Create Account** Creates an individual account in Neon CRM with its primary contact details and address, and returns the new account's id. - Action **Create Activity** Creates an activity (task, call, meeting) in Neon CRM, optionally linked to an account, event, grant or prospect. - Action **Create Donation** Creates a donation for a Neon CRM account, with optional fund, campaign, tribute, payment and custom field details. - Action **Get account** Returns one Neon CRM account (individual or company) by its id, including contact details, addresses and custom fields. - Action **Get donation** Returns a single donation by its ID, including amount, date, donor account, fund, campaign, payments and donation custom fields. - Action **Get event** Returns a single event by its ID, including dates, location, category and financial settings. - Action **Get event registration** Returns one event registration, including its tickets, attendees, payments and registrant custom fields. - Action **Get membership** Returns a single Neon CRM membership, including its level, term, dates, fee, status, payments and membership custom fields. - Action **Link Individual Account to Company Account** Links an individual account to a company account as a contact, optionally setting title, department, employment dates and primary-contact status. - Action **List campaigns** Returns every fundraising campaign in your Neon CRM account with its id, code, name and status. - Action **Update activity** Updates an existing activity in NeonCRM. Only the fields you fill in are changed. - Action **Update Company Account** Updates an existing company account in Neon CRM, changing only the details you fill in. - Action **Update donation** Updates an existing donation in NeonCRM, changing only the details you supply. - Action **Update event** Updates an existing NeonCRM event, changing only the details you fill in. - Action **Update Individual Account** Updates an individual account in Neon CRM, changing only the details you fill in. - Action **Update membership** Updates an existing membership in Neon CRM, changing only the fields you fill in. ## Each app on its own - [ **LiquiLens** LiquiLens compiles public-record evidence about the failure risk of banks and lenders.](https://apiant.ai/connections/liquilens) - [ **NeonCRM** Neon is a CRM built by and for people who run nonprofits.](https://apiant.ai/connections/neoncrm) Reviews ## What our customers say ## More from LiquiLens - [ **LiquiLens to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/liquilens-to-vercel) - [ **LiquiLens to Open Disease** Open Disease Data (disease.sh) is a public epidemiology data service that aggregates COVID-19, influenza and...](https://apiant.ai/connect/liquilens-to-open-disease) - [ **LiquiLens to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/liquilens-to-salesforce) - [ **LiquiLens to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/liquilens-to-slack) - [ **LiquiLens to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/liquilens-to-mailchimp) - [ **LiquiLens to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/liquilens-to-stripe) ## More into NeonCRM - [ **HubSpot to NeonCRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-neoncrm) - [ **Google Sheets to NeonCRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-neoncrm) - [ **Gmail to NeonCRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-neoncrm) - [ **Google Calendar to NeonCRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-neoncrm) - [ **Google Drive to NeonCRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-neoncrm) - [ **Mailchimp to NeonCRM** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-neoncrm) Questions ## LiquiLens and NeonCRM, answered ### ### What can start an automation from LiquiLens? Any of LiquiLens's 1 trigger in the catalog, including New flagged institution. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in NeonCRM when something happens in LiquiLens? Any of NeonCRM's 21 actions, including Create Account, Create Activity, Create Donation and Update activity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from NeonCRM to LiquiLens? Yes. When something happens in NeonCRM, your agent can act in LiquiLens too. This page covers both directions: NeonCRM's triggers and LiquiLens's actions are listed here as well. ### ### Do I have to build a connector for LiquiLens or NeonCRM? 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 LiquiLens and NeonCRM 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.