--- title: "Connect Metaview and Teachworks - APIANT.ai" description: "When \"New Conversation\" fires in Metaview, your agent runs \"Add payment allocation\" in Teachworks." canonical: "https://apiant.ai/connect/metaview-to-teachworks" --- # Connect Metaview and Teachworks When **New Conversation** fires in [Metaview](https://apiant.ai/connections/metaview), your agent runs **Add payment allocation** in [Teachworks](https://apiant.ai/connections/teachworks), or **Lesson Completed** in Teachworks to **Send sourcing message** in Metaview. Describe the whole flow and it is built, tested on every scenario and kept running. Metaview **1** trigger Metaview **31** actions Teachworks **17** triggers Teachworks **28** 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 Teachworks 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 and Teachworks can do together ### From Metaview to Teachworks - When **New Conversation** in Metaview then **Add payment allocation** in Teachworks - When **New Conversation** in Metaview then **Add profile note** in Teachworks ### From Teachworks to Metaview - When **Lesson Completed** in Teachworks then **Send sourcing message** in Metaview - When **New Availability** in Teachworks 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 Teachworks ## Triggers and actions 18 triggers · 59 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. - Trigger **Lesson Completed** Triggers when a lesson is marked completed in Teachworks. - Trigger **New Availability** Triggers when a new availability block is added for a teacher or employee. - Trigger **New Cost Premium** Triggers when a new cost premium is created in Teachworks. - Trigger **New Employee** Triggers when a new employee (teacher or staff member) is added in Teachworks. - Trigger **New Invoice** Triggers when a new invoice is created in Teachworks. - Trigger **New Lesson** Triggers when a new lesson is scheduled in Teachworks. - Trigger **New Lesson Participant** Triggers when a student is added to a lesson as a new lesson participant. - Trigger **New Location** Triggers when a new location (or sub-location) is added in Teachworks. - Trigger **New Other Event** Triggers when a new other event (such as an open house or staff meeting) is added to the Teachworks calendar. - Trigger **New Package Balance Alert** Triggers when a customer's package balance is created or recalculated in Teachworks (for example after lessons use package units). - Trigger **New Payment** Triggers when a new payment is recorded in Teachworks. - Trigger **New Refund** Triggers when a new refund is recorded against a customer's payment in Teachworks. - Trigger **New Service** Triggers when a new service is created in Teachworks. - Trigger **New Student** Triggers when a new student is added in Teachworks. - Trigger **New Unavailability** Triggers when a new unavailability (time off) is added for an employee in Teachworks. - Trigger **New Wage Payment** Triggers when a new wage payment to an employee is recorded in Teachworks. - Trigger **New Wage Tier** Triggers when a new wage tier is created in Teachworks. - Action **Add location** Creates a new location in your Teachworks account. - Action **Add payment allocation** Allocates part or all of a payment to an invoice. - Action **Add profile note** Creates a profile note on a customer (family) or student. - Action **Add student to lesson** Adds a student to an existing scheduled lesson and returns the updated lesson with its participants. - Action **Add wage payment** Creates a wage payment for an employee in Teachworks. - Action **Complete lesson** Completes a Teachworks lesson: sets attendance status for the lesson or each participant, and records charges and lesson notes. - Action **Create Child Student** Creates a child student who belongs to a family, with their fees billed to that family. - Action **Create Employee** Creates a new employee (teacher or staff member) in Teachworks. - Action **Create Family** Creates a family customer in Teachworks. Families are billed for the lessons of their child students. - Action **Create Independent Student** Creates an independent student in Teachworks: a directly billed customer together with its associated student record. - Action **Create Lesson** Creates a single lesson in Teachworks with a teacher, service, students, location and start/end date and time. - Action **Create Payment** Creates a payment received from a customer (family or independent student). - Action **Find Child Student** Finds child students (students belonging to a family) matching the name, email, phone or other details you supply. - Action **Find Customer** Finds customers (families and independent students) matching name, email, phone, address, type or status, and returns the first match plus all matches. - Action **Find Employee** Finds employees (teachers and staff) matching the name, email, location, status or subject you give, and returns the first match plus the full list. - Action **Find Family** Finds family customers in Teachworks matching the name, email, phone, address or status you supply, returning the first match and the full list. - Action **Find Independent Student (Full Details)** Finds independent-student customers matching the search criteria and returns their full customer profile, including the student details and custom fields. - Action **Find Independent Student (Student Details)** Finds independent students matching name, email, phone, school, status or other criteria and returns their student details. - Action **Find Payment** Finds payments by customer and/or payment date, returning the first match and the full list of matching payments. - Action **Get lesson** Returns a single lesson, including its time, teacher, service, location and participants. - Action **List lessons** Returns lessons in your Teachworks account, optionally filtered by teacher, student, location, service, status or date range. - Action **Update customer** Updates an existing customer in Teachworks — a family or an independent student — including contact details, status, notification preferences and invoice schedules. - Action **Update Customer Custom Field Values** Sets the values of up to 10 custom profile fields on a Teachworks customer. - Action **Update employee** Updates an existing employee's profile, wage settings and user permissions in Teachworks. - Action **Update lesson** Updates an existing lesson's details, schedule, cost override and participants, and returns the updated lesson. - Action **Update payment** Updates an existing payment's customer, date, amount, description, payment method or Stripe transaction ID. - Action **Update student** Updates an existing child student in Teachworks, such as their name, contact details, status, billing and default teachers. - Action **Update Student Custom Field Values** Sets the values of up to 10 custom profile fields on a Teachworks student. ## 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) - [ **Teachworks** Teachworks is a simple, easy-to-use system that education companies use for managing teachers, students...](https://apiant.ai/connections/teachworks) 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 Teachworks - [ **HubSpot to Teachworks** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-teachworks) - [ **Salesforce to Teachworks** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-teachworks) - [ **Slack to Teachworks** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teachworks) - [ **Google Sheets to Teachworks** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-teachworks) - [ **Gmail to Teachworks** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teachworks) - [ **Google Calendar to Teachworks** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-teachworks) Questions ## Metaview and Teachworks, 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 Teachworks when something happens in Metaview? Any of Teachworks's 28 actions, including Create Child Student, Create Employee, Create Family and Create Independent Student. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Teachworks to Metaview? Yes. When something happens in Teachworks, your agent can act in Metaview too. This page covers both directions: Teachworks's triggers and Metaview's actions are listed here as well. ### ### Do I have to build a connector for Metaview or Teachworks? 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 Teachworks 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.