Integration
Connect Prospect CRM to Brex
When New contact fires in Prospect CRM, your agent runs Update a Budget - “Brex Empower” Customers Only in Brex. 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 Prospect CRM and Brex 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 Prospect CRM can start in Brex
When New contact in Prospect CRM
then Update a Budget - “Brex Empower” Customers Only in Brex
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 Prospect CRM and Brex
Triggers and actions 2 triggers · 48 actions
- New contact
Triggers when a new contact is added in Prospect CRM.
- New lead
Triggers when a new lead is created in Prospect CRM.
- Add booking
Creates a booking (a scheduled appointment or reservation) in Prospect CRM.
- Add contact
Creates a new contact in Prospect CRM and returns the created contact record.
- Add enquiry
Creates a new enquiry in Prospect CRM with the person's name, contact details, company, address and marketing source details.
- Add lead
Creates a new lead in Prospect CRM, optionally linked to a contact, and returns the created lead.
- Create Customer
Creates a customer (company) record in Prospect CRM and returns the new company.
- Create Entity
Creates a new record of any kind in Prospect CRM, such as a contact, company, lead or enquiry, and returns the created record.
- Find companies
Returns the companies in Prospect CRM that match a filter, such as a company name.
- Find contacts
Returns the contacts that match a filter, such as an email address or surname.
- Find Entity
Finds Prospect CRM records of any kind (contacts, companies, leads, enquiries and more) that match a filter condition.
- Find leads
Finds leads in Prospect CRM that match a filter condition and returns the matching lead records.
- Get company
Returns a single company record by its ID.
- Get contact
Returns a single Prospect CRM contact by its contact ID.
- List webhook actions
Returns the webhook event types Prospect CRM can subscribe to.
- Update company
Updates an existing company in Prospect CRM, changing only the fields you fill in.
- Update contact
Updates an existing contact in Prospect CRM. Only the fields you fill in are changed.
- Update Entity
Updates any Prospect CRM record (contact, company, lead, enquiry and so on) by changing the fields you supply.
- Update lead
Updates an existing lead in Prospect CRM. Only the fields you fill in are changed.
- Update Opportunity Status
Changes the status of an opportunity (lead) in Prospect CRM.
- Update Problem Status
Updates the status of an existing problem (support case) in Prospect CRM.
- Create Card
Creates a new virtual or physical Brex card for a user, either on the user's own limit or with its own spend controls.
- Create Department
Creates a new department in your Brex account and returns its ID, name and description.
- Create Location
Creates a new location in your Brex account and returns its ID, name and description.
- Create Transfer
Creates a payment from a Brex business account to a vendor or to another Brex business account, and returns the new transfer with its status.
- Create User
Creates a new Brex employee user without sending an invitation, leaving the user inactive until they are invited later. Returns the id of the new user.
- Create Vendor
Creates a new vendor in Brex, with optional contact details and payment accounts, and returns the created vendor.
- Disable User
Disables (suspends) an active Brex user and returns the updated user. Optionally changes the user's manager, department, location, title, cost center, legal entity or metadata at the same time.
- Email Card Details
Sends a secure email containing a card's number, CVV, and expiration date to the recipient you specify.
- Find a Card by ID
Returns a single Brex card by its ID, including its owner, status, type, spend controls, addresses and expiration date.
- Find a User
Returns the Brex users that match a name, email address or identity-provider ID, optionally narrowed by status, manager, department, location, title, cost center, legal entity or custom field value.
- Find Department by Name
Returns the Brex departments that match the specified department name.
- Find Location by Name
Returns the Brex locations that match the specified name.
- Find User by Email
Returns the Brex user whose email address exactly matches the one you specify, or reports that no user was found.
- Find Vendor by Name
Returns the vendors whose name matches the name you supply.
- Get Card Number
Returns the full card number, CVV, expiration date and cardholder name for a Brex card.
- Get Card Transactions
Returns settled card transactions across all of the company's Brex card accounts, optionally narrowed by user or posted date.
- Get Cash Transactions
Returns the transactions for a Brex cash account, optionally only those posted on or after a given date.
- List cards
Returns the company's Brex cards, optionally only those belonging to one user.
- List Cash Accounts
Returns all of the company's Brex cash accounts with their status, balances, account and routing numbers, and which one is primary.
- List departments
Returns the departments in your Brex account, optionally filtered by name.
- List Expenses
Returns the expenses on the Brex account, optionally narrowed by user, budget, type, status or date range. Admins and bookkeepers see every expense; other users see only their own.
- List locations
Returns the locations in your Brex account, optionally filtered by name.
- List users
Returns the users in your Brex account, optionally narrowed by name, email, status, manager, department, location, title, cost center, legal entity or custom field value.
- List vendors
Returns the vendors in the Brex account, optionally only those matching a vendor name.
- Terminate card
Permanently terminates a Brex card and returns the updated card. The card owner is notified.
- Update a Budget - “Brex Empower” Customers Only
Updates an existing Brex budget's name, description, parent, owners, period, amount or dates. Available to Brex Empower customers only.
- Update card
Updates an existing Brex vendor card's spend controls and metadata, and returns the updated card.
- Update User
Updates a Brex user's status, manager, department, location, title, cost center, legal entity or metadata. Anything left blank is unchanged.
- Update Vendor by Name
Finds a Brex vendor by its company name and updates that vendor's name, email, phone, beneficiary name or payment accounts.
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
Prospect CRM and Brex, answered
What can start an automation from Prospect CRM?
Any of Prospect CRM's 2 triggers in the catalog, including New contact and New lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Brex when something happens in Prospect CRM?
Any of Brex's 29 actions, including Create Department, Create Location, Create Transfer and Create User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Brex to Prospect CRM?
Brex has no triggers in the catalog today, so automations start in Prospect CRM. If you need the other direction, ask: your agent reads Brex's API documentation and adds it.
Do I have to build a connector for Prospect CRM or Brex?
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 Prospect CRM and Brex 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.