# Connect Quilia and SQL Server When **Appointment Created** fires in [Quilia](https://apiant.ai/connections/quilia), your agent runs **Add Row** in [SQL Server](https://apiant.ai/connections/sql-server), or **New or Updated Row** in SQL Server to **Create Contact** in Quilia. Describe the whole flow and it is built, tested on every scenario and kept running. Quilia **3** triggers Quilia **18** actions SQL Server **4** triggers SQL Server **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Quilia and SQL Server to do together? Give your AI client this address. `https://mcp.apiant.ai` 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Quilia and SQL Server can do together ### From Quilia to SQL Server - When **Appointment Created** in Quilia then **Add Row** in SQL Server - When **Appointment Updated** in Quilia then **Update Row** in SQL Server ### From SQL Server to Quilia - When **New or Updated Row** in SQL Server then **Create Contact** in Quilia - When **New Row** in SQL Server then **Update a Contact** in Quilia 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 Quilia and SQL Server ## Triggers and actions 7 triggers · 25 actions - Trigger **Appointment Created** Triggers when a new appointment is created in Quilia. - Trigger **Appointment Updated** Triggers when an appointment is updated in Quilia. - Trigger **New Client Activity** Triggers when a client performs an activity in Quilia, such as uploading a document to their case. - Action **Add New Client** Creates a new client in Quilia with their name, phone, email, address and date of birth. - Action **Create Contact** Creates a contact (such as a witness, adjustor, employer or medical provider) attached to a case or a client. - Action **Delete a Contact** Permanently deletes a company or people contact from your Quilia organization. - Action **Delete Case** Permanently deletes a case, including its members, documents and chat history. - Action **Delete Client** Permanently deletes a client from your firm, including their case memberships. - Action **Delete Documents** Deletes one or more Quilia documents, removing both the records and their stored files. - Action **Find a Document** Finds a document by its id and returns its type plus a secure download link that expires after 30 minutes. - Action **Find Client by Phone** Finds a client in your firm by phone number and returns the client record with the cases they belong to. - Action **Invite Clients to Case** Invites clients or staff to a Quilia case. Clients are texted an invite; staff are added as invited. Returns who was invited and who was skipped. - Action **List Clients** Returns the firm's clients, optionally filtered by name, email or phone. - Action **List Webhook Events** Returns the webhook events your Quilia firm can subscribe to, with their descriptions and payload schemas. - Action **Retrieve a Single Client** Returns a single client by id, including the cases the client belongs to. - Action **Retrieve Individual Case** Returns one case by its ID, including its status, type, dates, client, organization and case members. - Action **Simulate Webhook Event** Sends a sample Quilia webhook event to an endpoint URL so you can test a webhook integration. - Action **Update a Contact** Updates an existing Quilia contact (a company or a person). Only the fields you fill in are changed. - Action **Update Case** Updates an existing case's status, type, opening date or custom CMS data. Only the fields you fill in are changed. - Action **Update Client Information** Updates an existing client's contact details, address and demographic information. Only the fields you fill in are changed. - Action **Upload Documents** Uploads a document file to a client's case in Quilia and returns the new document ids. - Trigger **New or Updated Row** Triggers when a new row is added or modified. - Trigger **New or Updated Row (Custom Query)** Fires for each new or changed row returned by a SELECT statement you write against the connected SQL Server database. - Trigger **New Row** Triggers when you add a new row. - Trigger **New Table** Fires when a new table appears in the connected SQL Server database. - Action **Add Row** Add one row to a table on the connected SQL Server database. - Action **Delete Row** Delete the rows in a table whose chosen column equals a value. - Action **Find Row** Find the first row in a table whose chosen column matches a value. - Action **Find Rows via Custom Query** Runs a SELECT statement you write against the connected SQL Server database and returns every row it matches. - Action **Find Row via Custom Query** Runs a SELECT statement you write against the connected SQL Server database and returns the first row it matches. - Action **Run Custom Statement** Runs a statement you write against the connected SQL Server database that changes data rather than returning rows, and reports how many rows it changed. - Action **Update Row** Change column values on every row of a table whose chosen column matches a value. ## Each app on its own - [ **Quilia** Quilia is a platform that syncs client data to your tools, providing effortless integration and real-time...](https://apiant.ai/connections/quilia) - [ **SQL Server** Connect directly to a Microsoft SQL Server database and run SQL statements from your automations.](https://apiant.ai/connections/sql-server) Reviews ## What our customers say ## More from Quilia - [ **Quilia to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/quilia-to-shopify) - [ **Quilia to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/quilia-to-salesforce) - [ **Quilia to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/quilia-to-slack) - [ **Quilia to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/quilia-to-stripe) - [ **Quilia to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/quilia-to-trello) - [ **Quilia to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/quilia-to-zoom) ## More into SQL Server - [ **HubSpot to SQL Server** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sql-server) - [ **Slack to SQL Server** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sql-server) - [ **Mailchimp to SQL Server** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-sql-server) - [ **Shopify to SQL Server** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-sql-server) - [ **QuickBooks Online to SQL Server** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-sql-server) - [ **Pipedrive to SQL Server** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-sql-server) Questions ## Quilia and SQL Server, answered ### ### What can start an automation from Quilia? Any of Quilia's 3 triggers in the catalog, including Appointment Created, Appointment Updated and New Client Activity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SQL Server when something happens in Quilia? Any of SQL Server's 7 actions, including Update Row, Add Row, Find Row and Find Rows via Custom Query. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SQL Server to Quilia? Yes. When something happens in SQL Server, your agent can act in Quilia too. This page covers both directions: SQL Server's triggers and Quilia's actions are listed here as well. ### ### Do I have to build a connector for Quilia or SQL Server? 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.