Integration
Connect Metaview and Scoro
When New Conversation fires in Metaview, your agent runs Create or Update Invoice in Scoro, or New Bill in Scoro 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 Scoro 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 Metaview and Scoro can do together
From Metaview to Scoro
When New Conversation in Metaview
then Create or Update Invoice in Scoro
When New Conversation in Metaview
then Create Time Entry on Task in Scoro
From Scoro to Metaview
When New Bill in Scoro
then Send sourcing message in Metaview
When New Calendar Event in Scoro
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 Scoro
Triggers and actions 23 triggers · 51 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 BillTriggers when a new bill is created in Scoro.
Trigger
New Calendar EventTriggers when a new calendar event is created in Scoro.
Trigger
New CompanyTriggers when a new company is created in Scoro.
Trigger
New InvoiceTriggers when a new invoice is created in Scoro.
Trigger
New OrderTriggers when a new order is created in Scoro.
Trigger
New or Updated BillTriggers when a bill is created or changed in Scoro.
Trigger
New or Updated Calendar EventTriggers when a calendar event is created or changed in Scoro.
Trigger
New or Updated CompanyTriggers when a company is created or changed in Scoro.
Trigger
New or Updated Custom EntryTriggers when an entry in a Scoro custom module is created or changed.
Trigger
New or Updated ExpenseTriggers when a expense is created or changed in Scoro.
Trigger
New or Updated InvoiceTriggers when a invoice is created or changed in Scoro.
Trigger
New or Updated OrderTriggers when a order is created or changed in Scoro.
Trigger
New or Updated PersonTriggers when a person is created or changed in Scoro.
Trigger
New or Updated ProjectTriggers when a project is created or changed in Scoro.
Trigger
New or Updated Purchase OrderTriggers when a purchase order is created or changed in Scoro.
Trigger
New or Updated QuoteTriggers when a quote is created or changed in Scoro.
Trigger
New or Updated TaskTriggers when a task is created or changed in Scoro.
Trigger
New PersonTriggers when a new person is created in Scoro.
Trigger
New ProjectTriggers when a new project is created in Scoro.
Trigger
New Purchase OrderTriggers when a new purchase order is created in Scoro.
Trigger
New QuoteTriggers when a new quote is created in Scoro.
Trigger
New TaskTriggers when a new task is created in Scoro.
Action
Create ExpenseCreates an expense in Scoro.
Action
Create or Update CompanyCreates a company in Scoro, or updates it when an ID is given.
Action
Create or Update Custom EntryCreates an entry in a Scoro custom module, or updates it when an ID is given.
Action
Create or Update InvoiceCreates a invoice in Scoro, or updates it when an ID is given.
Action
Create or Update PersonCreates a person in Scoro, or updates the person with the given ID.
Action
Create or Update QuoteCreates a quote in Scoro, or updates it when an ID is given.
Action
Create Time Entry on TaskLogs a time entry on an existing Scoro task.
Action
Find CompanyFinds a company by name, ID, registration number or VAT number.
Action
Find Custom Entry by Custom FieldFinds an entry in a Scoro custom module by a custom field value.
Action
Find InvoiceFinds an invoice by invoice number.
Action
Find OrderFinds an order by order number.
Action
Find PersonFinds a person in Scoro by full name, email address or contact ID.
Action
Find ProjectFinds a project by name or project number.
Action
Find Purchase OrderFinds a purchase order by its number.
Action
Find QuoteFinds a quote by quote number.
Action
Find Task by Custom FieldFinds a task by a custom field value.
Action
Find Task by NameFinds a task by its name.
Action
Find UserFinds a Scoro user by email address.
Action
Mark Task as DoneMarks a Scoro task as done.
Action
Update Task Under a ProjectUpdates a task that belongs to a project.
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
Metaview and Scoro, 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 Scoro when something happens in Metaview?
Any of Scoro's 20 actions, including Create Expense, Create or Update Company, Create or Update Custom Entry and Create or Update Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Scoro to Metaview?
Yes. When something happens in Scoro, your agent can act in Metaview too. This page covers both directions: Scoro's triggers and Metaview's actions are listed here as well.
Do I have to build a connector for Metaview or Scoro?
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 Scoro 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.