--- title: "Connect Metaview to Dex - APIANT.ai" description: "When \"New Conversation\" fires in Metaview, your agent runs \"Tag Contact\" in Dex." canonical: "https://apiant.ai/connect/metaview-to-dex" --- # Connect Metaview to Dex When **New Conversation** fires in [Metaview](https://apiant.ai/connections/metaview), your agent runs **Tag Contact** in [Dex](https://apiant.ai/connections/dex). Describe the whole flow and it is built, tested on every scenario and kept running. Metaview **1** trigger Metaview **31** actions Dex **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Metaview and Dex 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 Metaview can start in Dex - When **New Conversation** in Metaview then **Tag Contact** in Dex - When **New Conversation** in Metaview then **Find 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 Metaview and Dex ## Triggers and actions 1 trigger · 57 actions - Trigger **New Conversation** Triggers when a new conversation is available in Metaview. - Action **Build chart** Creates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment. - Action **Check enrichment status** Returns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type. - Action **Create AI field** Creates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type. - Action **Create report** Builds a report from conversations with filtering, metrics, grouping, and custom field inclusion. - Action **Fetch candidates** Looks up candidate information by ID, LinkedIn URL, email, or phone number in bulk. - Action **Find candidate's sequences** Finds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone. - Action **Get note template** Returns a note generation template by ID for use in automating note creation. - Action **Get search details** Retrieves configuration and results for a sourcing search by ID. - Action **Get sourcing analytics** Returns sourcing analytics and metrics grouped by user, search, or date range with filtering options. - Action **Get sourcing messages** Lists outreach messages sent in a sourcing search with pagination support. - Action **Get User Context** Returns information about the connected user account and available features. - Action **Give sourcing feedback** Submits feedback on candidates from a sourcing search, optionally linking to the search that sourced them. - Action **Group conversations** Groups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group. - Action **List application reviews** Returns a list of application reviews, optionally filtering by name or showing only active ones. - Action **List ATS jobs** Returns ATS job postings, optionally filtered by job title. - Action **List ATS stages** Returns hiring pipeline stages for a job, or workspace-level stages if no job is specified. - Action **List available fields** Returns available data fields for reports, optionally filtered by name. - Action **List candidates in sequence** Returns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details. - Action **List field values** Returns distinct values for a field across conversations, useful for building filters or dropdowns. - Action **List mailboxes** Returns email mailboxes available in this Metaview workspace. - Action **List note template folders** Returns folders of note templates organized in the workspace. - Action **List note templates** Returns note templates available in the workspace, optionally filtered by name or with full section details. - Action **List sequences** Returns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested. - Action **List sourcing candidates** Returns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level. - Action **List sourcing searches** Returns all sourcing searches with optional pagination. - Action **Manage candidate sequence** Adds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence. - Action **Manage note template** Creates, updates, or deletes call note templates with customizable sections for structured note-taking. - Action **Manage sequence** Creates, updates, duplicates, or deletes recruitment sequences. - Action **Search conversations** Searches call conversations with optional filtering, sorting, and field selection. - Action **Search reports** Searches reports by name, category, or ID with optional full configuration details. - Action **Send sourcing message** Starts or continues a sourcing or research search with a message to the AI agent. - Action **Create Group** Creates a group in Dex for organizing contacts, optionally nested under a parent group and seeded with starter members. - Action **Create Note** Creates a note in Dex, optionally linked to one or more contacts, and returns the created note. - Action **Create Tag** Creates 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 company** Permanently deletes a company from a Dex workspace. Its contacts are kept, but their roles at the company are removed. - Action **Delete Contact** Permanently deletes a contact from Dex. - Action **Delete note** Deletes a note from your Dex timeline. - Action **Delete reminder** Permanently deletes a reminder in Dex. Deleting a recurring reminder cancels all of its future occurrences. - Action **Delete tag** Permanently deletes a tag by its ID and removes it from every contact it was assigned to. This cannot be undone. - Action **Find Contact** Finds contacts whose full name matches the text you enter and returns the matching contacts. - Action **Find Group** Finds groups in Dex whose name matches the search text. - Action **Find notes by keyword** Returns 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 Tag** Finds tags in Dex whose names match the search text and returns them, with the first match separately. - Action **Get company** Returns one company in a Dex workspace by its id, including archived companies, with its details, tags and custom field values. - Action **Get contact** Returns 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 note** Returns a single Dex note by its ID, including the contacts it is linked to and its attachments. - Action **Get reminder** Returns 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 tag** Returns a single Dex tag by its ID, optionally with the number of contacts carrying it. - Action **List companies** Returns the companies in a Dex workspace, optionally filtered to archived companies or by owner. - Action **List contacts** Returns the contacts in your Personal Dex or in a chosen workspace. - Action **List groups** Returns 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 reminders** Returns the reminders in your Dex account, optionally filtered by completion, overdue status, text, assignee, contact, tag, company, due date or creation date. - Action **List tags** Returns all tags in your Dex account, optionally with how many contacts carry each tag. - Action **Tag Contact** Assigns an existing tag to a contact in Dex. - Action **Update note** Updates an existing Dex note. Only the fields you fill in are changed. - Action **Update reminder** Updates an existing Dex reminder: change its text, due date, completion, repeat schedule, contacts, assignee or tags. Fields left blank are not changed. - Action **Update tag** Renames an existing tag in Dex. ## Each app on its own - [ **Metaview** Metaview writes your recruiting notes for you so you can save time and focus on high-quality interactions...](https://apiant.ai/connections/metaview) - [ **Dex** Dex is a personal CRM that helps you build stronger relationships.](https://apiant.ai/connections/dex) Reviews ## What our customers say ## More from Metaview - [ **Metaview to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/metaview-to-salesforce) - [ **Metaview to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/metaview-to-slack) - [ **Metaview to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/metaview-to-google-calendar) - [ **Metaview to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/metaview-to-stripe) - [ **Metaview to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/metaview-to-shopify) - [ **Metaview to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/metaview-to-quickbooks-online) ## More into Dex - [ **HubSpot to Dex** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dex) - [ **Salesforce to Dex** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dex) - [ **Slack to Dex** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dex) - [ **Google Sheets to Dex** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-dex) - [ **Gmail to Dex** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dex) - [ **Google Calendar to Dex** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dex) Questions ## Metaview and Dex, answered ### ### What can start an automation from Metaview? Any of Metaview's 1 trigger in the catalog, including New Conversation. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dex when something happens in Metaview? Any of Dex's 26 actions, including Create Group, Create Note, Create Tag and Update note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dex to Metaview? Dex has no triggers in the catalog today, so automations start in Metaview. 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 Metaview 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 Metaview 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.