Integration
Connect Referral Factory and Valuecase
When New Due Reward fires in Referral Factory, your agent runs Add External ID to Space in Valuecase, or New Form Completed in Valuecase to Create Lead in Referral Factory. 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 Referral Factory and Valuecase to do together?
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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 Referral Factory and Valuecase can do together
From Referral Factory to Valuecase
When New Due Reward in Referral Factory
then Add External ID to Space in Valuecase
When New Referrer in Referral Factory
then Create or Update Form Submission in Valuecase
From Valuecase to Referral Factory
When New Form Completed in Valuecase
then Create Lead in Referral Factory
When New Space Created in Valuecase
then Update Lead in Referral Factory
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 Referral Factory and Valuecase
Triggers and actions 6 triggers · 36 actions
Trigger
New Due RewardTriggers when a reward becomes due.
Trigger
New ReferrerTriggers when a new referrer joins any campaign.
Trigger
New UserTriggers when a new referred lead joins any campaign.
Trigger
Reward IssuedTriggers when a reward is issued.
Action
Add New UserCreates a referrer in a campaign and returns their unique referral link.
Action
Cancel Due RewardCancels a reward that is due.
Action
Create LeadCreates a referred lead in a campaign, attributed to the referrer you identify by ID, code or email.
Action
Delete LeadDeletes a lead.
Action
Delete ReferrerDeletes a referrer.
Action
Get CampaignReturns one campaign by ID, including its name, status and URL.
Action
Get goalReturns a single goal (a milestone a lead can reach in a campaign), optionally with its campaign.
Action
Get LeadReturns one referred lead by ID, including its campaign, referrer and qualification date.
Action
Get ReferrerReturns one referrer by ID, including their referral link.
Action
Issue Due RewardIssues a reward that is due.
Action
List CampaignsReturns all campaigns in the account.
Action
List due rewardsReturns all rewards that are currently due across every campaign in your Referral Factory account.
Action
List GoalsReturns the goals defined across all campaigns.
Action
List issued rewardsReturns the rewards that have been issued to referrers across all your campaigns.
Action
List leadsReturns all leads (people invited by your referrers) across your Referral Factory campaigns.
Action
List referrersReturns all referrers in your Referral Factory account across every campaign.
Action
Qualify User With CodeMarks a lead, identified by its referral code, as qualified or unqualified.
Action
Qualify User With EmailMarks a lead, identified by email within a campaign, as qualified or unqualified.
Action
Update LeadUpdates a lead's name, email or custom fields.
Action
Update Lead GoalMarks a goal as reached or not reached for a lead identified by ID, code, or email plus campaign.
Action
Update ReferrerUpdates a referrer's name, email or custom fields.
Trigger
New Form CompletedTriggers when a form in a Space is completed.
Trigger
New Space CreatedTriggers when a new Space is created.
Action
Add External ID to SpaceLinks a Space to a record in another system by attaching an external ID.
Action
Archive SpaceArchives a Space, or restores an archived Space to active.
Action
Create or Update Form SubmissionAnswers a question on a form, saving it as a draft or completing the submission.
Action
Create SpaceCreates a new Space from a template, personalized for a customer company and contact.
Action
Delete SpaceDeletes a Space.
Action
Get Space by SlugFinds a Space by its URL slug.
Action
List Form SubmissionsReturns the submissions of a form.
Action
List SpacesReturns Spaces, optionally filtered by company/Space name and active or archived state.
Action
Remove External ID from SpaceRemoves an external record ID link from a Space.
Action
Return All Custom Properties of SpaceReturns all custom properties set on a Space.
Action
Return All Forms for SpaceReturns all forms in a Space, completed or not.
Action
Return External IDs by Space IDReturns the external record IDs linked to a Space.
Action
Return Spaces by External IDReturns Spaces linked to a record in another system by its external ID.
Action
Update SpaceChanges a Space's owner and whether participants may share it or download files.
Action
Update Space Custom PropertySets the value of a custom property on a Space.
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
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Questions
Referral Factory and Valuecase, answered
What can start an automation from Referral Factory?
Any of Referral Factory's 4 triggers in the catalog, including New Due Reward, New Referrer, New User and Reward Issued. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Valuecase when something happens in Referral Factory?
Any of Valuecase's 15 actions, including Create or Update Form Submission, Create Space, Update Space and Update Space Custom Property. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Valuecase to Referral Factory?
Yes. When something happens in Valuecase, your agent can act in Referral Factory too. This page covers both directions: Valuecase's triggers and Referral Factory's actions are listed here as well.
Do I have to build a connector for Referral Factory or Valuecase?
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 Referral Factory and Valuecase 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.