Integration
Connect PreciseFP to Persona
When New Client/Prospect fires in PreciseFP, your agent runs List Events in Persona. 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 PreciseFP and Persona 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 PreciseFP can start in Persona
When New Client/Prospect in PreciseFP
then List Events in Persona
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 PreciseFP and Persona
Triggers and actions 7 triggers · 16 actions
- 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.
- Add Account
Create a new Account.
- Get Account
Fetches a Persona Account by ID. An error occurs if the Account is not found.
- List Accounts
Returns a list of your organization's Persona accounts, most recently created first, optionally filtered by reference ID.
- List Events
Returns all events in your Persona organization, most recent first, optionally filtered by event name, object id or event id.
- Update Account
Updates an existing Persona Account by ID.
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
PreciseFP and Persona, answered
What can start an automation from PreciseFP?
Any of PreciseFP's 7 triggers in the catalog, including New Client/Prospect, New Client/Prospect Staged in Pipeline, New Form Engagement Completed and New Form Engagement Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Persona when something happens in PreciseFP?
Any of Persona's 5 actions, including Update Account, Add Account, Get Account and List Accounts. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Persona to PreciseFP?
Persona has no triggers in the catalog today, so automations start in PreciseFP. If you need the other direction, ask: your agent reads Persona's API documentation and adds it.
Do I have to build a connector for PreciseFP or Persona?
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 PreciseFP and Persona 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.