Integration
Connect Openlayer and Wealthbox CRM
When New Project fires in Openlayer, your agent runs Find Contact in Wealthbox CRM, or New Contact in Wealthbox CRM to Publish Record in Openlayer. 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 Openlayer and Wealthbox CRM 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 Openlayer and Wealthbox CRM can do together
From Openlayer to Wealthbox CRM
When New Project in Openlayer
then Find Contact in Wealthbox CRM
From Wealthbox CRM to Openlayer
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 Openlayer and Wealthbox CRM
Triggers and actions 7 triggers · 32 actions
- New Project
Triggers when a new project is created in your Openlayer workspace.
- New Test Result
Triggers when a new test result is available for a data source. Useful for alerting on passing or failing model tests.
- Create Data Source
Creates a new data source in a project for streaming production data to Openlayer.
- Create Project
Creates a new AI or ML project in your Openlayer workspace.
- Create Test
Creates a data quality test in a project. Checks for duplicate rows, null values, or row counts.
- Delete Inference Pipeline
Delete an inference pipeline by its ID.
- Delete Project
Delete a project by its ID.
- Delete Test
Delete a test by its ID.
- Evaluate Test
Evaluates a test for a specific time range. Use after publishing records to get immediate results.
- Find Data Source
Finds a data source (inference pipeline) by name in a project.
- Find Project
Finds a project by name in your Openlayer workspace.
- Find Test Result
Finds test results for a data source, including whether each test passed or failed. Filter by outcome or test type to branch an automation on the result.
- Get Inference Pipeline
Retrieve the details around a specific inference pipeline.
- Get Project
Retrieves one project by its id. Openlayer has no single-project endpoint, so this reads the workspace's first 100 projects and returns the one matching the id.
- Get Test
Retrieve a test by ID.
- Get Test Result
Retrieves one test result by its id. Openlayer has no single-result endpoint, so this reads the data source's 100 most recent results and returns the matching one.
- List Inference Pipelines
List the authenticated user's inference pipelines under a project.
- List Projects
Lists the projects in your Openlayer workspace, optionally narrowed to one kind of project. Returns up to 100 projects.
- List Test Results
List all results for a test/goal under an inference pipeline.
- List Tests
Lists the tests in a project, optionally narrowed by kind, archived state or monitoring mode. Returns up to 100 tests.
- Publish Record
Publishes an LLM inference record to a data source for monitoring. Streams the model input, output, and metadata to Openlayer.
- Update Inference Pipeline
Update an inference pipeline.
- Update Project
Update a project.
- Update Test
Update a test (partial updates allowed).
- New Contact
Triggers when a new contact is created in Wealthbox.
- New Event
Triggered when a new event is created in Wealthbox.
- New Opportunity
Triggered when a new opportunity is created in Wealthbox.
- New Project
Triggered when a new project is created in Wealthbox.
- Task Complete
Triggers when a task is marked complete in Wealthbox.
- Add Member to Household
Adds an existing contact to an existing household with a chosen household role, and returns the updated household with its members.
- Create Household
Creates a new household in Wealthbox and returns the household record.
- Delete contact
Deletes an existing contact from your Wealthbox workspace.
- Delete household member
Removes a contact from a household in Wealthbox and returns the updated household with its remaining members.
- Delete task
Deletes an existing task from the Wealthbox workspace and returns the deleted task.
- Find Contact
Returns the Wealthbox contacts that match the search criteria you provide, such as name, email address, phone number or tag.
- Get contact
Returns a single Wealthbox contact by its id, including its addresses, tags, household and custom fields.
- Get opportunity
Returns a single Wealthbox opportunity by its id, including its stage, amounts, linked contacts and custom fields.
- Get task
Returns a single Wealthbox task by its id, including its subtasks, linked records and custom fields.
- List tasks
Returns the tasks you can access in Wealthbox, optionally filtered by linked record, assignee, team, creator, completion and last-updated time.
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
Openlayer and Wealthbox CRM, answered
What can start an automation from Openlayer?
Any of Openlayer's 2 triggers in the catalog, including New Project and New Test Result. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Wealthbox CRM when something happens in Openlayer?
Any of Wealthbox CRM's 10 actions, including Create Household, Add Member to Household, Find Contact and Get contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wealthbox CRM to Openlayer?
Yes. When something happens in Wealthbox CRM, your agent can act in Openlayer too. This page covers both directions: Wealthbox CRM's triggers and Openlayer's actions are listed here as well.
Do I have to build a connector for Openlayer or Wealthbox 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 Openlayer and Wealthbox 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.