Integration
Connect Metaview and Orderspace
When New Conversation fires in Metaview, your agent runs Add invoice in Orderspace, or New Customer in Orderspace to Send sourcing message in Metaview. 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 Metaview and Orderspace to do together?
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https://mcp.apiant.aiAny 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 Metaview and Orderspace can do together
From Metaview to Orderspace
When New Conversation in Metaview
then Add invoice in Orderspace
When New Conversation in Metaview
then Create Customer in Orderspace
From Orderspace to Metaview
When New Customer in Orderspace
then Send sourcing message in Metaview
When New Dispatch in Orderspace
then Create AI field in Metaview
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 Orderspace
Triggers and actions 11 triggers · 50 actions
Trigger
New ConversationTriggers when a new conversation is available in Metaview.
Action
Build chartCreates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment.
Action
Check enrichment statusReturns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type.
Action
Create AI fieldCreates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type.
Action
Create reportBuilds a report from conversations with filtering, metrics, grouping, and custom field inclusion.
Action
Fetch candidatesLooks up candidate information by ID, LinkedIn URL, email, or phone number in bulk.
Action
Find candidate's sequencesFinds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone.
Action
Get note templateReturns a note generation template by ID for use in automating note creation.
Action
Get search detailsRetrieves configuration and results for a sourcing search by ID.
Action
Get sourcing analyticsReturns sourcing analytics and metrics grouped by user, search, or date range with filtering options.
Action
Get sourcing messagesLists outreach messages sent in a sourcing search with pagination support.
Action
Get User ContextReturns information about the connected user account and available features.
Action
Give sourcing feedbackSubmits feedback on candidates from a sourcing search, optionally linking to the search that sourced them.
Action
Group conversationsGroups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group.
Action
List application reviewsReturns a list of application reviews, optionally filtering by name or showing only active ones.
Action
List ATS jobsReturns ATS job postings, optionally filtered by job title.
Action
List ATS stagesReturns hiring pipeline stages for a job, or workspace-level stages if no job is specified.
Action
List available fieldsReturns available data fields for reports, optionally filtered by name.
Action
List candidates in sequenceReturns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details.
Action
List field valuesReturns distinct values for a field across conversations, useful for building filters or dropdowns.
Action
List mailboxesReturns email mailboxes available in this Metaview workspace.
Action
List note template foldersReturns folders of note templates organized in the workspace.
Action
List note templatesReturns note templates available in the workspace, optionally filtered by name or with full section details.
Action
List sequencesReturns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested.
Action
List sourcing candidatesReturns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level.
Action
List sourcing searchesReturns all sourcing searches with optional pagination.
Action
Manage candidate sequenceAdds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence.
Action
Manage note templateCreates, updates, or deletes call note templates with customizable sections for structured note-taking.
Action
Manage sequenceCreates, updates, duplicates, or deletes recruitment sequences.
Action
Search conversationsSearches call conversations with optional filtering, sorting, and field selection.
Action
Search reportsSearches reports by name, category, or ID with optional full configuration details.
Action
Send sourcing messageStarts or continues a sourcing or research search with a message to the AI agent.
Trigger
New CustomerTriggers when a new customer is created in Orderspace.
Trigger
New DispatchTriggers when items on an Orderspace order are dispatched.
Trigger
New InvoiceTriggers when an invoice is created in Orderspace.
Trigger
New OrderTriggers when a new order is placed in Orderspace.
Trigger
New PaymentTriggers when a payment is made or recorded on an Orderspace invoice.
Trigger
New ProductTriggers when a new product is created in Orderspace.
Trigger
Updated CustomerTriggers when a customer is updated in Orderspace, returning the customer record with the updates applied.
Trigger
Updated Inventory LevelTriggers when the stock on hand or available quantity of a product variant changes in Orderspace.
Trigger
Updated OrderTriggered when an order is changed. Watches the 200 most recently created orders.
Trigger
Updated ProductTriggers when a product is updated in Orderspace, returning the product with the updates applied.
Action
Add invoiceCreates an invoice in Orderspace for one or more of a customer's orders.
Action
Add productCreates a new product with its variants, prices and categories in Orderspace.
Action
Create CustomerCreates a new customer (a company that places orders) in Orderspace, with its buyer login, contact emails and address.
Action
Create DispatchCreates a dispatch for an order, marking the given items as shipped and reducing stock on hand. The order becomes fulfilled once all its items are dispatched.
Action
Create OrderCreates an order for an existing customer, with product, custom and shipping lines.
Action
Delete customerDeletes a customer from your Orderspace site.
Action
Delete orderDeletes an order in Orderspace.
Action
Delete productDeletes a product (and its variants) from your Orderspace catalog.
Action
Get customerReturns a single Orderspace customer by its ID, including buyers, addresses, email addresses and assigned price list, payment terms and customer group.
Action
Get dispatchReturns a single dispatch (the fulfilled items of an order) by its ID, including shipping address and dispatch lines.
Action
Get invoiceReturns a single invoice by its ID, including its lines, orders, billing address and payments.
Action
Get orderReturns a single Orderspace order by its ID, including customer details, addresses, order lines and totals.
Action
Get productReturns a single product by its ID, including its variants, prices, categories and images.
Action
List customersReturns a list of customers, most recently created first, optionally filtered by company name, buyer email, status, reference, payment terms, group or price list.
Action
List inventory levelsReturns stock levels (on hand and available quantities) for product variants, optionally filtered by product, SKU, or created/updated date.
Action
List ordersReturns orders from your Orderspace site, most recently created first, optionally filtered by date, number, status, reference, customer or standing order.
Action
Update customerUpdates an existing Orderspace customer. Fields left blank keep their current values.
Action
Update Inventory LevelSets the on-hand or available stock quantity for a product variant, identified by its SKU.
Action
Update productUpdates an existing product in Orderspace, including its details, variants, categories and images. Fields left blank stay unchanged.
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
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Questions
Metaview and Orderspace, 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 Orderspace when something happens in Metaview?
Any of Orderspace's 19 actions, including Create Customer, Create Dispatch, Create Order and Update customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Orderspace to Metaview?
Yes. When something happens in Orderspace, your agent can act in Metaview too. This page covers both directions: Orderspace's triggers and Metaview's actions are listed here as well.
Do I have to build a connector for Metaview or Orderspace?
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.
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.