--- title: "Connect MOCO to IXACT Contact CRM - APIANT.ai" description: "When \"New Client\" fires in MOCO, your agent runs \"Create Contact\" in IXACT Contact CRM." canonical: "https://apiant.ai/connect/moco-to-ixact-contact-crm" --- # Connect MOCO to IXACT Contact CRM When **New Client** fires in [MOCO](https://apiant.ai/connections/moco), your agent runs **Create Contact** in [IXACT Contact CRM](https://apiant.ai/connections/ixact-contact-crm). Describe the whole flow and it is built, tested on every scenario and kept running. MOCO **26** triggers MOCO **24** actions IXACT Contact CRM **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want MOCO and IXACT Contact CRM 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 MOCO can start in IXACT Contact CRM - When **New Client** in MOCO then **Create Contact** in IXACT Contact CRM - When **New Company** in MOCO then **Create Lead** in IXACT Contact CRM 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 MOCO and IXACT Contact CRM ## Triggers and actions 26 triggers · 36 actions - Trigger **New Client** Triggers when a new client is created. - Trigger **New Company** Triggers when a new company is created. - Trigger **New Expense** Triggers when an expense is created. - Trigger **New Exported Invoice (Bookkeeping)** Triggers when a new invoice is exported (for the bookkeeping). - Trigger **New Incoming Payment** Triggers when a new incoming payment is created. - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New Invoice Status** Triggers when the status of an invoice is changed. - Trigger **New Offer** Triggers when a new offer is created. - Trigger **New Outgoing Payment** Triggers when a new outgoing payment is created. - Trigger **New Planning Entry** Triggers when a new Planning Entry is created. - Trigger **New Presence** Triggers when a new Presence is created. - Trigger **New Project Assignment** Triggers when a person is assigned to a project. - Trigger **New Purchase** Triggers when a new purchase is created. - Trigger **New Recurred Expense** Triggers when an expense is recurred. - Trigger **New Task** Triggers when a new task is created. - Trigger **New Time Entry** Triggers when a new time entry is created. - Trigger **Unarchived Project** Triggers when a project is made active again. - Trigger **Updated Company** Triggers when a company was updated. - Trigger **Updated Expense** Triggers when an expense was updated. - Trigger **Updated Invoice** Triggers when an invoice was updated. - Trigger **Updated Lead** Triggers when a lead was updated. - Trigger **Updated Planning Entry** Triggers when a Planning Entry was updated. - Trigger **Updated Presence** Triggers when a Presence was updated. - Trigger **Updated Project** Triggers when a project was updated. - Trigger **Updated Purchase** Triggers when a purchase was updated. - Trigger **Updated Time Entry** Triggers when a time entry was updated. - Action **Create Comment** Creates a new Comment. - Action **Create Company** Creates a new company (customer only). - Action **Create Contact** Creates a new contact person. - Action **Create Expense** Creates a new Expense. - Action **Create Incoming Payment** Creates a new incoming payment. - Action **Create Lead** Creates a new lead. - Action **Create Outgoing Payment** Creates a new outgoing payment. - Action **Create Project** Creates a new Project. - Action **Create Purchase** Creates a new Purchase. - Action **Create Task** Creates a new project task. - Action **Create Time Entry** Create a new time entry. - Action **Find Company** Finds an existing Company. - Action **Find Contact** Finds an existing Contact. - Action **Find Expense** Finds an existing Expense. - Action **Find Invoice** Finds an existing Invoice. - Action **Find Lead** Finds an existing lead. - Action **Find Offer** Finds an existing Offer. - Action **Find Planning Entry** Finds an existing Planning Entry. - Action **Find Project** Finds an existing project. - Action **Find Purchase** Finds an existing Purchase. - Action **Find Task** Finds an active Task for a Project. - Action **Find Time Entry** Finds an existing Time Entry. - Action **Find User** Finds an existing active user. - Action **Record Presence** Record a new presence. - Action **Add group** Adds a new contact group to the IXACT Contact account and returns the new group's id. - Action **Add note** Adds a note to a contact in IXACT Contact and returns the new note. - Action **Create Contact** Creates a new contact in IXACT Contact and returns the new contact's id. - Action **Create Lead** Creates a new lead in IXACT Contact and returns the created lead record. - Action **Delete contact** Deletes a contact by ID from your IXACT Contact account. - Action **Get contact** Returns a single IXACT contact by ID, including emails, phones, addresses, groups and family details. - Action **List contacts** Returns the contacts in your IXACT Contact account, optionally narrowed to those matching an email address or updated since a given date. - Action **List groups** Returns the contact groups in the IXACT Contact account, optionally narrowed by name or last-updated date. - Action **List notes** Returns the notes recorded on a contact, optionally narrowed to a note date or note type. - Action **List note types** Returns the note types defined in the IXACT Contact account, optionally only those with a given name. - Action **Update contact** Updates an existing contact by ID, changing only the fields you fill in and keeping the rest of the contact as it is. - Action **Update note** Updates an existing note on a contact in IXACT Contact, changing its text, type or date. ## Each app on its own - [ **MOCO** MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses.](https://apiant.ai/connections/moco) - [ **IXACT Contact CRM** IXACT Contact is a real estate CRM that helps agents stay organized and build relationships with clients...](https://apiant.ai/connections/ixact-contact-crm) Reviews ## What our customers say ## More from MOCO - [ **MOCO to ip-api** ip-api resolves an IP address or domain name to a physical location.](https://apiant.ai/connect/moco-to-ip-api) - [ **MOCO to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/moco-to-salesforce) - [ **MOCO to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/moco-to-slack) - [ **MOCO to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/moco-to-stripe) - [ **MOCO to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/moco-to-shopify) - [ **MOCO to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/moco-to-quickbooks-online) ## More into IXACT Contact CRM - [ **HubSpot to IXACT Contact CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ixact-contact-crm) - [ **Salesforce to IXACT Contact CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-ixact-contact-crm) - [ **Slack to IXACT Contact CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ixact-contact-crm) - [ **Google Sheets to IXACT Contact CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-ixact-contact-crm) - [ **Gmail to IXACT Contact CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ixact-contact-crm) - [ **Google Calendar to IXACT Contact CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ixact-contact-crm) Questions ## MOCO and IXACT Contact CRM, answered ### ### What can start an automation from MOCO? Any of MOCO's 26 triggers in the catalog, including New Client, New Company, New Expense and New Exported Invoice (Bookkeeping). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in IXACT Contact CRM when something happens in MOCO? Any of IXACT Contact CRM's 12 actions, including Create Contact, Create Lead, Update contact and Update note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from IXACT Contact CRM to MOCO? IXACT Contact CRM has no triggers in the catalog today, so automations start in MOCO. If you need the other direction, ask: your agent reads IXACT Contact CRM's API documentation and adds it. ### ### Do I have to build a connector for MOCO or IXACT Contact CRM? 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 MOCO and IXACT Contact CRM 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.