Integration
Connect Perspective to EZLynx
When New Contact fires in Perspective, your agent runs Create Document in EZLynx. 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 Perspective and EZLynx 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Perspective can start in EZLynx
When New Contact in Perspective
then Create Document in EZLynx
When New Lead via Funnel in Perspective
then Update Commercial Applicant in EZLynx
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 Perspective and EZLynx
Triggers and actions 2 triggers · 14 actions
Trigger
New ContactTriggers when a new contact is added to the selected funnel.
Trigger
New Lead via FunnelTriggers when a visitor submits the selected funnel and becomes a new lead (contacts whose source is the funnel itself).
Action
Create ContactCreates a new contact in the CRM of a Perspective funnel. Returns the created contact.
Action
Get ContactReturns a single CRM contact from a funnel by its ID. An error occurs if the contact is not found.
Action
Get Funnel ChartReturns chart data points for a funnel over a time window, such as page-to-page conversion, visitor devices, top traffic sources or button clicks.
Action
Get Funnel KPIReturns a single key performance indicator, such as conversion rate or total sessions, for a funnel over a chosen time period.
Action
Get Funnel Question InsightReturns aggregated response counts for a specific funnel question or survey element over a date range.
Action
List ContactsReturns the CRM contacts captured by a funnel, with their details, custom properties and attribution data.
Action
List WorkspacesReturns all workspaces in your Perspective company, along with the campaigns (funnels) that belong to each one.
Action
Update Contact FieldUpdates one field on a contact in a funnel, either a standard contact field, an address field or a custom property, and returns the new value.
Action
Create DocumentUploads a document from a URL to an applicant's EZLynx document library and returns the new document's ID.
Action
Get ApplicantReturns a personal or commercial applicant (client) by its ID.
Action
Get Personal ProspectReturns a personal prospect, with its contact details and address, by its prospect ID.
Action
Get PolicyReturns a policy's details, including carrier, premium and term dates, by its policy ID.
Action
Update Commercial ApplicantUpdates an existing commercial (business) applicant in EZLynx.
Action
Update Personal ApplicantUpdates an existing personal applicant in EZLynx.
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
Perspective and EZLynx, answered
What can start an automation from Perspective?
Any of Perspective's 2 triggers in the catalog, including New Contact and New Lead via Funnel. Describe the moment in plain language and your agent picks the right one.
What can your agent do in EZLynx when something happens in Perspective?
Any of EZLynx's 6 actions, including Create Document, Update Commercial Applicant, Update Personal Applicant and Get Applicant. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from EZLynx to Perspective?
EZLynx has no triggers in the catalog today, so automations start in Perspective. If you need the other direction, ask: your agent reads EZLynx's API documentation and adds it.
Do I have to build a connector for Perspective or EZLynx?
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 Perspective and EZLynx 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.