Integration
Connect Moxo to Dynamics 365
When New Account fires in Moxo, your agent runs Dynamicscrm Create Account in Dynamics 365. 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 Moxo and Dynamics 365 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 Moxo can start in Dynamics 365
When New Account in Moxo
then Dynamicscrm Create Account in Dynamics 365
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 Moxo and Dynamics 365
Triggers and actions 2 triggers · 37 actions
- New Account
Triggers when a new client account is created in Moxo.
- New User
Triggers when a new user (team member or client) is added to Moxo.
- Add Data Table Record
Adds a record to a data table.
- Cancel Flow
Cancels a running flow.
- Complete Step
Completes a step in a flow, optionally with a note.
- Create Account
Creates a client account (company) in Moxo.
- Create Group Conversation
Creates a group conversation with the given participants.
- Deactivate User
Deactivates a Moxo user so they can no longer sign in.
- Get Account
Returns one client account with its users.
- Get Action
Returns one action with its status and assignees.
- Get Flow
Returns one flow with its template, status and progress.
- Get User
Returns one Moxo user by ID, with their name, email, kind, status, accounts and personas.
- List Accounts
Returns the client accounts (companies) in your Moxo organization.
- List Conversations
Returns your conversations.
- List Data Tables
Returns your data tables with their columns.
- List Flows
Returns flows, optionally filtered by status, template, account or search term.
- List Templates
Returns the flow templates in your Moxo organization.
- Post Flow Chat Message
Posts a chat message in a flow's conversation.
- Send Action
Sends a standalone action (form, approval, acknowledgement, file request, to-do and more) to one or more people.
- Send Conversation Message
Sends a message to a conversation.
- Start Flow
Starts a new flow from a published Moxo template, optionally naming it and setting a due date.
- Update Account
Updates a client account's name, domain or status.
- Update User
Updates a Moxo user's profile: name, title, department, phone or account.
- Dynamics365 Get All Invoices Action
Get all invoices action
- Dynamicscrm Create Account
Creates a new account entity record in dynamics crm using the web api.
- Dynamicscrm Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
- Dynamicscrm Create Contact
Creates a new contact entity record in dynamics crm using the web api.
- Dynamicscrm Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
- Dynamicscrm Create Lead
Creates a new lead entity record in dynamics crm using the web api.
- Dynamicscrm Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
- Dynamicscrm Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
- Dynamicscrm Get A Invoice
Dynamicscrm get a invoice
- Dynamicscrm Get A Lead
Dynamicscrm get a lead
- Dynamicscrm Get All Leads
Dynamicscrm get all leads
- Dynamicscrm Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
- Dynamicscrm Update Invoice
Updates an existing invoice entity record in dynamics crm using the web api.
- Dynamicscrm Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
- Dynamicscrm Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
- Dynamicscrm Update Sales Order
Updates an existing sales order entity record in dynamics crm using the web api.
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
Moxo and Dynamics 365, answered
What can start an automation from Moxo?
Any of Moxo's 2 triggers in the catalog, including New Account and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Dynamics 365 when something happens in Moxo?
Any of Dynamics 365's 16 actions, including Dynamics365 Get All Invoices Action, Dynamicscrm Create Account, Dynamicscrm Create Case and Dynamicscrm Create Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dynamics 365 to Moxo?
Dynamics 365 has no triggers in the catalog today, so automations start in Moxo. If you need the other direction, ask: your agent reads Dynamics 365's API documentation and adds it.
Do I have to build a connector for Moxo or Dynamics 365?
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 Moxo and Dynamics 365 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.