Integration
Connect Previsto to Retently
When something happens in Previsto, your agent does the next thing in Retently. 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 Previsto and Retently 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 Previsto can start in Retently
When Completed Assignment in Previsto
then Create or Update Customer in Retently
When Created Agreement in Previsto
then Apply Tag to Response in Retently
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 Previsto and Retently
Triggers and actions 5 triggers · 29 actions
Trigger
Completed AssignmentTriggers when an assignment is marked as completed in Previsto.
Trigger
Created AgreementTriggers when a new service agreement is created in Previsto.
Trigger
Created AssignmentTriggers when a new assignment is created in Previsto.
Trigger
Created ContactTriggers when a new contact is created in your Previsto account, and hands on that contact's details.
Trigger
Updated ContactTriggers when a contact is created or changed in your Previsto account, and hands on that contact's details.
Action
Create AgreementCreates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.
Action
Create AssignmentCreates an assignment in Previsto for a customer and returns the created assignment.
Action
Create ContactCreates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.
Action
Delete agreementDeletes a service agreement from Previsto.
Action
Delete assignmentDeletes an assignment from Previsto.
Action
Delete contactDeletes a contact from Previsto.
Action
Get accountReturns a single Previsto account, including its contact details, roles and location.
Action
Get agreementRetrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.
Action
Get assignmentReturns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.
Action
Get contactReturns a single Previsto contact, including its address, billing settings and notification preferences.
Action
List contactsReturns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.
Action
Update agreementUpdates a service agreement in Previsto and returns the updated agreement.
Action
Update contactUpdates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.
Action
Apply Tag to ResponseAdds a tag to a survey response.
Action
Apply Topic to ResponseAdds a topic to a survey response.
Action
Create or Update CustomerCreates a Retently customer, or updates the existing customer with the same email address, including tags and custom properties.
Action
Delete CustomerDeletes a customer and all their associated data from Retently, identified by email address.
Action
Find CompanyFinds a Retently company by its website domain (or company ID) and returns its full record.
Action
Find Customer by EmailReturns up to 20 Retently customers that match the specified email address.
Action
Get campaign reportReturns NPS/CX score and response-volume report data for a campaign over a date range.
Action
Get CompanyFetches a company by ID. An error occurs if the company is not found.
Action
Get CustomerFetches a customer by ID. An error occurs if the customer is not found.
Action
Get feedbackRetrieves a single survey response (feedback) by its Retently ID.
Action
Get latest scoreReturns the most recent NPS/CX score snapshot for the account or a given campaign.
Action
List CampaignsLists the survey campaigns in the Retently account.
Action
List CompaniesReturns all companies in the Retently account, with industry, tags, NPS/CSAT/CES metrics and customer counts.
Action
List CustomersReturns the account's customers, optionally narrowed by email, creation date range or a customer property filter.
Action
Resubscribe customerResubscribes a customer that was previously unsubscribed by the account owner via the API or in-app.
Action
Unsubscribe CustomerUnsubscribes a customer from receiving future Retently surveys, optionally recording an opt-out message.
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
Previsto and Retently, answered
What can start an automation from Previsto?
Any of Previsto's 5 triggers in the catalog, including Completed Assignment, Created Agreement, Created Assignment and Created Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Retently when something happens in Previsto?
Any of Retently's 16 actions, including Create or Update Customer, Apply Tag to Response, Apply Topic to Response and Find Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Retently to Previsto?
Retently has no triggers in the catalog today, so automations start in Previsto. If you need the other direction, ask: your agent reads Retently's API documentation and adds it.
Do I have to build a connector for Previsto or Retently?
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.