--- title: "Connect MyDesk to EyeLevel.ai - APIANT.ai" description: "When \"New Appointment\" fires in MyDesk, your agent runs \"Add document\" in EyeLevel.ai." canonical: "https://apiant.ai/connect/mydesk-to-eyelevel-ai" --- # Connect MyDesk to EyeLevel.ai When **New Appointment** fires in [MyDesk](https://apiant.ai/connections/mydesk), your agent runs **Add document** in [EyeLevel.ai](https://apiant.ai/connections/eyelevel-ai). Describe the whole flow and it is built, tested on every scenario and kept running. MyDesk **7** triggers MyDesk **4** actions EyeLevel.ai **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want MyDesk and EyeLevel.ai 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 MyDesk can start in EyeLevel.ai - When **New Appointment** in MyDesk then **Add document** in EyeLevel.ai - When **New Company** in MyDesk then **Add remote document** in EyeLevel.ai 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 MyDesk and EyeLevel.ai ## Triggers and actions 7 triggers · 30 actions - Trigger **New Appointment** Triggered when a new appointment is created in MyDesk. - Trigger **New Company** Triggers when a new company is created in MyDesk. - Trigger **New Contact** Triggers when a new contact is created in MyDesk. - Trigger **New Opportunity** Triggered when a new opportunity is created in MyDesk. - Trigger **New Task** Triggered when a new task is created in MyDesk. - Trigger **Task Completed** Triggers when a task is marked as completed in MyDesk. - Trigger **Task Overdue** Triggers when an open task passes its planned date without being completed. - Action **Find Contact** Returns the MyDesk contacts that match the name, email address, your own identifier or filter you supply. - Action **Find Country** Returns the countries in your MyDesk environment that match a name, your own identifier or an extra condition. - Action **Find Opportunity** Returns the opportunities in MyDesk that match your own identifier or a filter condition. - Action **Find Task** Returns the MyDesk tasks that match your identifier, subject or filter condition. - Action **Add bucket** Create a new bucket to hold documents. - Action **Add bucket to group** Adds an existing bucket to an existing group. Buckets and groups can be associated many to many. - Action **Add document** Uploads a file into an EyeLevel (GroundX) bucket for ingestion. Returns the ingest process id and its status; ingestion continues asynchronously. - Action **Add group** Create a new group (collection of buckets). - Action **Add remote document** Ingest a document hosted at a public URL into a GroundX bucket. - Action **Crawl website** Crawl a website and ingest its pages as documents into a bucket. - Action **Delete bucket** Delete a bucket. - Action **Delete document** Deletes a single document from GroundX. - Action **Delete group** Deletes a group in GroundX by its group ID. - Action **Find content by query** Semantic search over ingested content chunks within a bucket/group for relevant passages. - Action **Find documents by ID** Returns up to 20 documents associated with the specified process, bucket, or group ID. - Action **Find documents by query** Searches the given documents for the content most relevant to a query, returning suggested LLM context and the matching chunks. - Action **Get bucket** Retrieve a single bucket by ID. - Action **Get customer** Get the EyeLevel (GroundX) account information associated with the connected API key, including subscription usage and limits. - Action **Get customer usage** Get the total searches or file tokens used by the account over a time period. - Action **Get document** Look up an existing GroundX document by its ID. - Action **Get document extract** Look up the information GroundX extract has pulled from an existing document. - Action **Get document processing status** Get the ingestion/processing status of a document by process ID. - Action **Get document X-Ray** Retrieve the X-Ray (deep semantic parse) result for a document. - Action **Get group** Retrieve a single group by ID. - Action **List buckets** Lists the content buckets in your GroundX account. - Action **List groups** List all groups in your GroundX account (up to 100 per call). - Action **Remove bucket from group** Removes a bucket from a group without affecting the bucket's other group associations. - Action **Update bucket** Rename an existing content bucket. - Action **Update document** Update a document's metadata (e.g. searchData, fileName). - Action **Update group** Rename an existing group. ## Each app on its own - [ **MyDesk** MyDesk: Get started quickly with a user-friendly CRM for sales.](https://apiant.ai/connections/mydesk) - [ **EyeLevel.ai** EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes...](https://apiant.ai/connections/eyelevel-ai) Reviews ## What our customers say ## More from MyDesk - [ **MyDesk to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/mydesk-to-salesforce) - [ **MyDesk to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/mydesk-to-slack) - [ **MyDesk to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/mydesk-to-stripe) - [ **MyDesk to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/mydesk-to-shopify) - [ **MyDesk to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/mydesk-to-quickbooks-online) - [ **MyDesk to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/mydesk-to-pipedrive) ## More into EyeLevel.ai - [ **HubSpot to EyeLevel.ai** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-eyelevel-ai) - [ **Salesforce to EyeLevel.ai** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-eyelevel-ai) - [ **Slack to EyeLevel.ai** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-eyelevel-ai) - [ **Google Sheets to EyeLevel.ai** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-eyelevel-ai) - [ **Gmail to EyeLevel.ai** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-eyelevel-ai) - [ **Google Calendar to EyeLevel.ai** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-eyelevel-ai) Questions ## MyDesk and EyeLevel.ai, answered ### ### What can start an automation from MyDesk? Any of MyDesk's 7 triggers in the catalog, including New Appointment, New Company, New Contact and New Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in EyeLevel.ai when something happens in MyDesk? Any of EyeLevel.ai's 26 actions, including Update bucket, Update document, Update group and Add bucket. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from EyeLevel.ai to MyDesk? EyeLevel.ai has no triggers in the catalog today, so automations start in MyDesk. If you need the other direction, ask: your agent reads EyeLevel.ai's API documentation and adds it. ### ### Do I have to build a connector for MyDesk or EyeLevel.ai? 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 MyDesk and EyeLevel.ai 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.