Integration
Connect Moxo to Veryfi OCR
When New Account fires in Moxo, your agent runs Classify Document in Veryfi OCR. 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 Veryfi OCR 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 Veryfi OCR
When New Account in Moxo
then Classify Document in Veryfi OCR
When New User in Moxo
then Convert Document To Markdown in Veryfi OCR
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 Veryfi OCR
Triggers and actions 2 triggers · 37 actions
Trigger
New AccountTriggers when a new client account is created in Moxo.
Trigger
New UserTriggers when a new user (team member or client) is added to Moxo.
Action
Add Data Table RecordAdds a record to a data table.
Action
Cancel FlowCancels a running flow.
Action
Complete StepCompletes a step in a flow, optionally with a note.
Action
Create AccountCreates a client account (company) in Moxo.
Action
Create Group ConversationCreates a group conversation with the given participants.
Action
Create UserCreates an internal team member or an external (client) user in Moxo, optionally sending an invitation.
Action
Deactivate UserDeactivates a Moxo user so they can no longer sign in.
Action
Get AccountReturns one client account with its users.
Action
Get ActionReturns one action with its status and assignees.
Action
Get FlowReturns one flow with its template, status and progress.
Action
Get UserReturns one Moxo user by ID, with their name, email, kind, status, accounts and personas.
Action
List AccountsReturns the client accounts (companies) in your Moxo organization.
Action
List ConversationsReturns your conversations.
Action
List Data TablesReturns your data tables with their columns.
Action
List FlowsReturns flows, optionally filtered by status, template, account or search term.
Action
List TemplatesReturns the flow templates in your Moxo organization.
Action
Post Flow Chat MessagePosts a chat message in a flow's conversation.
Action
Send ActionSends a standalone action (form, approval, acknowledgement, file request, to-do and more) to one or more people.
Action
Send Conversation MessageSends a message to a conversation.
Action
Start FlowStarts a new flow from a published Moxo template, optionally naming it and setting a due date.
Action
Update AccountUpdates a client account's name, domain or status.
Action
Update UserUpdates a Moxo user's profile: name, title, department, phone or account.
Action
Classify DocumentClassifies a document (receipt, invoice, W-9, check, bank statement, etc.) and returns the predicted document type with a confidence score.
Action
Convert Document To MarkdownUpload a document (image/PDF) and convert its content to markdown text.
Action
Extract Data From Any DocumentExtracts data from the supplied document
Action
Extract Data From Bank CheckExtracts data from the supplied bank check
Action
Extract Data From Bank StatementSubmits a bank statement (by URL, base64 data or S3 path) to Veryfi and returns the extracted statement data, including account details, balances and transactions.
Action
Extract Data From Business CardUpload a business card image/PDF and extract structured contact data (name, company, phone, email, address).
Action
Extract Data From ContractSubmits a contract (PDF or ZIP, up to 20 MB) to Veryfi and returns the extracted contract data such as parties, dates, term, total and governing law.
Action
Extract Data From Driver LicenseExtracts the holder's details from a US driver license image or PDF using Veryfi's us_driver_license blueprint.
Action
Extract Data From InvoiceExtracts data from the supplied invoice
Action
Extract Data From PassportExtracts data from the supplied passport
Action
Extract Data From W2 FormSubmits a W-2 form (image or PDF) to Veryfi and returns the extracted wage, tax, employer and employee data.
Action
Extract Data From W-8BEN-E FormSubmits a W-8BEN-E form (image or PDF) to Veryfi and returns the data extracted from it.
Action
Extract Data From W9 FormExtracts data from the supplied W9 form
Action
Extracts Data From ReceiptSubmits a receipt image or PDF to Veryfi and returns the extracted receipt data, including the merchant, date, totals, tax and line items.
Action
Get ContractFetches a processed contract by ID, including its extracted text and data, source file details and PDF link. An error occurs if the contract is not found.
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
More from Moxo
Moxo to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Moxo to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Moxo to StripeStripe is a payment processing platform for online businesses.
Moxo to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Moxo to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Moxo to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Veryfi OCR
Trello to Veryfi OCRTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
HubSpot to Veryfi OCRHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Veryfi OCRSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Veryfi OCRSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Veryfi OCRGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Veryfi OCRGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Moxo and Veryfi OCR, 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 Veryfi OCR when something happens in Moxo?
Any of Veryfi OCR's 15 actions, including Classify Document, Convert Document To Markdown, Extract Data From Any Document and Extract Data From Bank Check. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Veryfi OCR to Moxo?
Veryfi OCR has no triggers in the catalog today, so automations start in Moxo. If you need the other direction, ask: your agent reads Veryfi OCR's API documentation and adds it.
Do I have to build a connector for Moxo or Veryfi OCR?
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 Veryfi OCR 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.