Integration
Connect Pipeliner and Vouchsafe
When something happens in Pipeliner or Vouchsafe, your agent does the next thing in the other. Describe it 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 Pipeliner and Vouchsafe to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Pipeliner and Vouchsafe can do together
From Pipeliner to Vouchsafe
When New account in Pipeliner
then Get account detail in Vouchsafe
From Vouchsafe to Pipeliner
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 Pipeliner and Vouchsafe
Triggers and actions 7 triggers · 26 actions
- New account
Fires when a new Account is created in Pipeliner.
- New contact
Fires when a new Contact is created in Pipeliner.
- New lead
Fires when a new Lead is created in Pipeliner.
- New opportunity
Fires when a new Opportunity is created in Pipeliner.
- Updated opportunity
Fires when an Opportunity is updated in Pipeliner.
- Add account
Adds a new account
- Add contact
Create a new Contact record.
- Add lead
Create a new Lead record.
- Add note
Adds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner.
- Add opportunity
Create a new Opportunity record.
- Add product
Create a new Product record.
- Delete account
Deletes a Pipeliner account by its id.
- Delete contact
Remove Contact with given id.
- Find accounts by name
Returns up to 30 accounts whose name matches the specified name.
- Find contacts by email
Returns up to 30 contacts whose primary email matches the specified email.
- Get account
Retrieves a single account by its id.
- Get contact
Return Contact with given id.
- Get lead
Return Lead with given id.
- Get opportunity
Return Opportunity with given id.
- Update account
Update an existing Account record.
- Update contact
Update an existing Contact record.
- Update lead
Update an existing Lead record.
- Update opportunity
Update an existing Opportunity record.
- User Needs Review
Triggers when a user could not be automatically verified, and needs your review.
- User Verified
Triggers when a verification is automatically completed.
- Find addresses by postcode
Search for addresses matching a given postcode.
- Get account detail
Retrieve details for a specific monitored account (subject of an alert).
- Get team
Retrieve details for a Vouchsafe team/workspace by ID.
- Get verification
Retrieve a verification case's status and check results by ID.
- List verifications
List verification cases for the team.
- Perform smart lookup
Look up and enrich identity details (e.g. email/phone) via Vouchsafe's smart lookup service.
- Request Verification
Starts a verification session for an applicant, new user or customer.
- Toggle alerts
Enable or disable proactive alert monitoring for an account.
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
Pipeliner and Vouchsafe, answered
What can start an automation from Pipeliner?
Any of Pipeliner's 5 triggers in the catalog, including New account, New contact, New lead and New opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Vouchsafe when something happens in Pipeliner?
Any of Vouchsafe's 8 actions, including Find addresses by postcode, Get account detail, Get team and Get verification. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vouchsafe to Pipeliner?
Yes. When something happens in Vouchsafe, your agent can act in Pipeliner too. This page covers both directions: Vouchsafe's triggers and Pipeliner's actions are listed here as well.
Do I have to build a connector for Pipeliner or Vouchsafe?
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.
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.