Integration
Connect Ortto and PreciseFP
When Fields Updated fires in Ortto, your agent runs Create Account in PreciseFP, or New Client/Prospect in PreciseFP to Create Record in Ortto. 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 Ortto and PreciseFP 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 Ortto and PreciseFP can do together
From Ortto to PreciseFP
When Fields Updated in Ortto
then Create Account in PreciseFP
From PreciseFP to Ortto
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 Ortto and PreciseFP
Triggers and actions 11 triggers · 21 actions
- Fields Updated
Triggers when the specified field(s) of a record have been updated in your Ortto account.
- New Activity Occurred
Triggers when a new Ortto activity occurs.
- New Record Created
Triggers when a new record (contact or organization) has been added to your Ortto account.
- Tag Added/Removed
Triggers when a tag has beed added to, or removed from, a record.
- Add Custom Field
Create a new custom field on the person or organization schema in Ortto.
- Create Record
Create a new record (person, organization), or update an existing record in your Ortto account.
- Delete Record
Archive, restore, or permanently delete a person or organization record in Ortto.
- Get Record
Fetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for.
- List Activities
Retrieve the activity feed for a given contact in Ortto.
- Opt Out From SMS
Opt out a person from all SMS communications.
- Search or Create Records
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
- Tag/Untag Records
Adds or removes tags on a person or an account in Ortto, matching the record by email address or account name.
- Unsubscribe a Person
Unsubscribe a person from all emails.
- Update Audience Subscription
Subscribe or unsubscribe a person to/from an Ortto audience.
- New Client/Prospect
Triggers when a new client or prospect account is created in PreciseFP.
- New Client/Prospect Staged in Pipeline
Triggers when a PreciseFP client or prospect account is moved to a pipeline stage.
- New Form Engagement Completed
Triggers when a client or prospect completes a PreciseFP form engagement.
- New Form Engagement Created
Triggers when a client or prospect is sent a new PreciseFP form engagement.
- New Form Engagement Opened
Triggers when a client or prospect opens a PreciseFP form engagement.
- New PDF Engagement Completed
Triggers when a PreciseFP PDF engagement is completed (closed).
- New PDF Engagement Created
Triggers when a new PreciseFP PDF engagement is created.
- Close Form Engagement
Closes a PreciseFP form engagement so the client can no longer edit it.
- Create Account
Creates a new PreciseFP client or prospect account with its main client contact.
- Create Form Engagement
Sends a PreciseFP form template to an account's client or co-client as a new form engagement.
- Create Person
Adds a person (such as a child or dependent) to a PreciseFP account's household.
- Delete Account
Deletes a PreciseFP client or prospect account. PreciseFP asks for your login password to confirm the deletion.
- Find Account
Searches PreciseFP client and prospect accounts by name or email and returns the matching accounts.
- Find Account by Id
Returns a PreciseFP client or prospect account by its ID, including the client, co-client and pipeline stage.
- Get Form Engagement Data
Returns the answers a client entered in a PreciseFP form engagement, one entry per field.
- List Form Templates
Returns the form templates available to the connected PreciseFP user.
- Move the Account to a Pipeline Stage
Moves a PreciseFP client or prospect account to the chosen pipeline stage.
- Update Account
Updates a PreciseFP client or prospect account's type and main client details.
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
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Questions
Ortto and PreciseFP, answered
What can start an automation from Ortto?
Any of Ortto's 4 triggers in the catalog, including Fields Updated, New Activity Occurred, New Record Created and Tag Added/Removed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PreciseFP when something happens in Ortto?
Any of PreciseFP's 11 actions, including Create Account, Create Form Engagement, Create Person and Update Account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PreciseFP to Ortto?
Yes. When something happens in PreciseFP, your agent can act in Ortto too. This page covers both directions: PreciseFP's triggers and Ortto's actions are listed here as well.
Do I have to build a connector for Ortto or PreciseFP?
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 Ortto and PreciseFP 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.