Integration
Connect LiveSwitch to Daylite
When New Contact Matching Filter fires in LiveSwitch, your agent runs Create Appointment in Daylite. 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 LiveSwitch and Daylite 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)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 LiveSwitch can start in Daylite
When New Contact Matching Filter in LiveSwitch
then Create Appointment in Daylite
When New Conversation Matching Filter in LiveSwitch
then Create Note in Daylite
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 LiveSwitch and Daylite
Triggers and actions 5 triggers · 47 actions
Trigger
New Contact Matching FilterTriggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter.
Trigger
New Conversation Matching FilterTriggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter.
Trigger
New Guided InstructionsTriggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps.
Trigger
New ProjectTriggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID.
Trigger
New TagTriggers when a new tag is created in LiveSwitch.
Action
Create ConversationCreates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links.
Action
Create ProjectCreates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links.
Action
Create TagCreates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag.
Action
Find All TagsReturns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose.
Action
Find Contact by IDReturns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values.
Action
Find Contact by PhoneReturns the LiveSwitch contact that has the given phone number, including its custom attributes.
Action
Find Conversation by IDReturns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes.
Action
Find ConversationsReturns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order.
Action
Find Document by IDReturns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links.
Action
Find Form by IDReturns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects.
Action
Find Form Submission by IDReturns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given.
Action
Find Guided InstructionsReturns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type.
Action
Find Project by IDReturns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes.
Action
Find ProjectsReturns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter.
Action
Find Recording by IDReturns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags.
Action
Find Recordings by ConversationReturns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags.
Action
Find Recordings by ProjectReturns the recordings that belong to the specified project, including their public links, status, type and tags.
Action
Get Current User (Me)Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization.
Action
Get Organization SettingsReturns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled.
Action
Update ConversationUpdates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation.
Action
Update TagUpdates the name or display color of an existing tag and returns the updated tag.
Action
Create AppointmentCreates an appointment in Daylite with a subject, start and end time, and optional links to contacts, companies and other records.
Action
Create CompanyCreates a company in Daylite and returns the new company's id.
Action
Create FormCreates a Daylite form from a form definition, with its field values and linked records.
Action
Create NoteCreates a note in Daylite, optionally linked to contacts, companies, opportunities, projects and other records.
Action
Create OpportunityCreates a new opportunity in Daylite and returns its reference and id.
Action
Create Opportunity for PersonCreates an opportunity in Daylite linked to a specific person (contact), with that person's role on the opportunity.
Action
Create PersonCreates a new person (contact) in Daylite with names, emails, phone numbers, addresses and links to other records.
Action
Create ProjectCreates a new project in Daylite.
Action
Create TaskCreates a new task in Daylite, optionally linked to contacts, companies, opportunities, projects and other records.
Action
Delete companyMoves a Daylite company to the trash, or permanently deletes it if it is already in the trash.
Action
Delete opportunityMoves a Daylite opportunity to the trash, or permanently deletes it if it is already in the trash.
Action
Delete personMoves a person (contact) to the trash in Daylite, or permanently deletes the person if they are already in the trash.
Action
Delete projectRemoves a Daylite project. A project not yet in the trash is moved there; a project already in the trash is deleted permanently.
Action
Find AppointmentSearches Daylite appointments by subject, with optional filters for type, status, dates, owner and linked contact.
Action
Find CompanySearches Daylite companies by name and other optional criteria such as email, phone, category or industry, and returns the matches.
Action
Find NoteSearches Daylite notes by title and optional filters such as category, keyword or linked records, and returns the matching notes.
Action
Find PersonSearches Daylite people (contacts) by name, email, phone, company and other attributes and returns the matching people.
Action
Find ProjectFinds Daylite projects whose name contains the given text, optionally narrowed by status, priority, category, keyword, linked contacts or companies, and owner.
Action
Find TaskFinds tasks in Daylite whose title contains the given text, optionally narrowed by status, type, priority, due date, owner and linked records.
Action
List pipelinesReturns the opportunity and project pipelines defined in your Daylite account.
Action
List usersReturns all users in your Daylite account.
Action
Update AppointmentUpdates an existing Daylite appointment's subject, times, status, links and other details. Only the fields you fill in are changed.
Action
Update OpportunityUpdates an existing opportunity in Daylite. Only the fields you fill in are changed.
Action
Update PersonUpdates an existing person (contact) in Daylite. Only the fields you fill in are changed.
Action
Update ProjectUpdates an existing Daylite project's name, status, dates, priority, keywords, extra fields and linked records.
Action
Update TaskUpdates an existing Daylite task. Fields left blank are not 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
Reviews
What our customers say
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Questions
LiveSwitch and Daylite, answered
What can start an automation from LiveSwitch?
Any of LiveSwitch's 5 triggers in the catalog, including New Contact Matching Filter, New Conversation Matching Filter, New Guided Instructions and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Daylite when something happens in LiveSwitch?
Any of Daylite's 26 actions, including Create Appointment, Create Company, Create Form and Create Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Daylite to LiveSwitch?
Daylite has no triggers in the catalog today, so automations start in LiveSwitch. If you need the other direction, ask: your agent reads Daylite's API documentation and adds it.
Do I have to build a connector for LiveSwitch or Daylite?
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 LiveSwitch and Daylite 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.