Integration
Connect Microsoft OneNote and Vitally
When New notebook fires in Microsoft OneNote, your agent runs Create Task in Vitally, or Customer Created in Vitally to Get note in Microsoft OneNote. 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 Microsoft OneNote and Vitally 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 Microsoft OneNote and Vitally can do together
From Microsoft OneNote to Vitally
When New notebook in Microsoft OneNote
then Create Task in Vitally
When New Note in Section in Microsoft OneNote
then Create Note in Vitally
From Vitally to Microsoft OneNote
When Customer Created in Vitally
then Get note in Microsoft OneNote
When Custom Object Instance Created in Vitally
then List notes in Microsoft OneNote
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 Microsoft OneNote and Vitally
Triggers and actions 11 triggers · 26 actions
Trigger
New notebookTriggers when a new OneNote notebook is created in your account.
Trigger
New Note in SectionTriggers when a new note (page) is created in the chosen OneNote section.
Trigger
New sectionTriggers when a new section is created in any of your OneNote notebooks.
Action
Delete notePermanently deletes a OneNote page (note) from your notebooks.
Action
Get noteReturns the details of a OneNote page (note), including its title, links, parent section and timestamps.
Action
Get notebookReturns a OneNote notebook's details, including its name, owner, sharing status and links to open it.
Action
List notebooksReturns the OneNote notebooks of the connected account, with each notebook's name, id, links and sharing details.
Action
List notesReturns the OneNote pages (notes) across all of the signed-in user's notebooks, newest-changed first by default.
Action
List section groupsReturns the section groups across all of your OneNote notebooks, with optional filtering and sorting.
Action
List sectionsReturns the sections across all of your OneNote notebooks, with optional filtering and sorting.
Trigger
Customer CreatedTriggers when a new account (customer) is created in Vitally.
Trigger
Custom Object Instance CreatedTriggers when a new instance of a custom object is created.
Trigger
Custom Object Instance UpdatedTriggers when an instance of a custom object is created or updated.
Trigger
Note CreatedTriggers when a new note is created in Vitally.
Trigger
NPS Response CreatedTriggers when a new NPS response is recorded in Vitally.
Trigger
Organization CreatedTriggers when a new organization is created in Vitally.
Trigger
Project CreatedTriggers when a new project is created in Vitally.
Trigger
Task CreatedTriggers when a new task is created in Vitally.
Action
Create AccountCreates an account (customer) in Vitally, identified by your own external ID.
Action
Create NoteCreates a note on an account or organization in Vitally.
Action
Create NPS ResponseRecords an NPS survey response from a user in Vitally.
Action
Create OrganizationCreates an organization in Vitally, identified by your own external ID.
Action
Create Project From TemplateCreates a project for an account or organization from a project template.
Action
Create TaskCreates a task on an account or organization in Vitally.
Action
Find a CustomerReturns a account by its Vitally ID or external ID.
Action
Find a Custom Object InstanceFinds a custom object instance by ID, external ID, linked account or a custom field value.
Action
Find a NoteReturns a note by its Vitally ID or external ID.
Action
Find a OrganizationReturns a organization by its Vitally ID or external ID.
Action
Find a TaskReturns a task by its Vitally ID or external ID.
Action
Find a TeammateFinds a Vitally team member by email address.
Action
Find a UserFinds a user by email address, external ID or email domain.
Action
Get Account Health ScoresReturns an account's health score and its breakdown.
Action
Update Customer TraitsUpdates the name or traits of a account in Vitally; traits are merged with existing ones.
Action
Update Organization TraitsUpdates the name or traits of a organization in Vitally; traits are merged with existing ones.
Action
Update Project StatusChanges a project's status in Vitally.
Action
Update TaskUpdates a task in Vitally, for example to reassign or complete it.
Action
Update User TraitsUpdates the name or traits of a user in Vitally; traits are merged with existing ones.
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
Microsoft OneNote and Vitally, answered
What can start an automation from Microsoft OneNote?
Any of Microsoft OneNote's 3 triggers in the catalog, including New notebook, New Note in Section and New section. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Vitally when something happens in Microsoft OneNote?
Any of Vitally's 19 actions, including Create Account, Create Note, Create NPS Response and Create Organization. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vitally to Microsoft OneNote?
Yes. When something happens in Vitally, your agent can act in Microsoft OneNote too. This page covers both directions: Vitally's triggers and Microsoft OneNote's actions are listed here as well.
Do I have to build a connector for Microsoft OneNote or Vitally?
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 Microsoft OneNote and Vitally 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.