--- title: "Connect MyDesk to Vectara - APIANT.ai" description: "When \"New Appointment\" fires in MyDesk, your agent runs \"Add document\" in Vectara." canonical: "https://apiant.ai/connect/mydesk-to-vectara" --- # Connect MyDesk to Vectara When **New Appointment** fires in [MyDesk](https://apiant.ai/connections/mydesk), your agent runs **Add document** in [Vectara](https://apiant.ai/connections/vectara). Describe the whole flow and it is built, tested on every scenario and kept running. MyDesk **7** triggers MyDesk **4** actions Vectara **10** 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 Vectara 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 Vectara - When **New Appointment** in MyDesk then **Add document** in Vectara - When **New Company** in MyDesk then **Find documents by criteria** in Vectara 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 Vectara ## Triggers and actions 7 triggers · 14 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 corpus** Creates a corpus (container for documents). - Action **Add document** Adds a document to a Vectara corpus for indexing, either as a structured document (sections the platform chunks automatically) or a core document (explicit document parts). - Action **Delete corpus** Permanently deletes a Vectara corpus and all of its documents and data. The corpus key is released and can be reused. - Action **Delete document** Deletes a document from a corpus. - Action **Find documents by criteria** Returns up to 100 documents in a corpus whose document metadata matches the specified filter expression. - Action **Get corpus** Retrieves the settings and usage of a corpus by its key, without searching its contents. - Action **Get document** Retrieves a document from a Vectara corpus, including its text parts, metadata, tables and images. - Action **List corpora** Lists the corpora in the Vectara account, optionally filtered by name/summary or corpus ID. - Action **List documents** Lists documents in a corpus. - Action **Query corpus** Queries a corpus with full control over retrieval, hybrid search, reranking, and RAG generation. ## Each app on its own - [ **MyDesk** MyDesk: Get started quickly with a user-friendly CRM for sales.](https://apiant.ai/connections/mydesk) - [ **Vectara** Vectara is a platform for building AI Assistants and Agents with extraordinary results](https://apiant.ai/connections/vectara) 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 Vectara - [ **HubSpot to Vectara** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vectara) - [ **Salesforce to Vectara** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vectara) - [ **Slack to Vectara** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vectara) - [ **Google Sheets to Vectara** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-vectara) - [ **Gmail to Vectara** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vectara) - [ **Google Calendar to Vectara** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vectara) Questions ## MyDesk and Vectara, 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 Vectara when something happens in MyDesk? Any of Vectara's 10 actions, including Add corpus, Add document, Find documents by criteria and Get corpus. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Vectara to MyDesk? Vectara has no triggers in the catalog today, so automations start in MyDesk. If you need the other direction, ask: your agent reads Vectara's API documentation and adds it. ### ### Do I have to build a connector for MyDesk or Vectara? 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 Vectara 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.