Integration
Connect Relate and Severa
When Contact Created fires in Relate, your agent runs Create Contact for Customer in Severa, or New Phase Is Created in Severa to Create Contact in Relate. 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 Relate and Severa 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 Relate and Severa can do together
From Relate to Severa
When Contact Created in Relate
then Create Contact for Customer in Severa
From Severa to Relate
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 Relate and Severa
Triggers and actions 10 triggers · 27 actions
- Contact Created
Triggers when a new contact is added in Relate.
- Entry Created
Triggers when a new entry is added to a Relate list or process.
- Entry Updated
Triggers when an entry in a Relate list or process is added or changed.
- New Recorded Meeting
Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).
- Note Created
Triggers when a new note is added in Relate.
- Organization Created
Triggers when a new organization is added in Relate.
- Create Contact
Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.
- Create Note
Creates a note on an organization in Relate, optionally linked to a deal.
- Create Organization
Creates an organization in Relate from a name and/or website domain.
- Delete Contact
Deletes a Relate contact.
- Delete Note
Deletes a note in Relate.
- Delete Organization
Deletes a Relate organization.
- Find Contact
Finds a contact in Relate by email address or phone number and returns the first match.
- Find Entry From Organization Process
Finds an organization's entry in a Relate process by organization ID.
- Find Note
Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.
- Find Organization
Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.
- Get Contact
Returns one Relate contact by its ID.
- Get Organization
Returns one Relate organization by its ID.
- Get Recording
Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).
- Update Contact
Updates a Relate contact's name or email addresses.
- Update Note
Updates a note's text or linked deal in Relate.
- Update Organization
Updates a Relate organization's name or domains.
- New Phase Is Created
Triggered when a new phase is created in Severa, optionally limited to a phase code or specific projects.
- New Project Is Created
Triggers when a new project is created in Severa.
- Phase Status Change
Triggers when a phase's status changes in Severa, including the status a new phase starts with.
- Project Status Change
Triggers when a project's status changes in Severa. Returns the project with its new status.
- Create Activity
Creates an activity (calendar entry, task, sales event or absence) in Severa.
- Create Address for Customer
Creates a new address on a Severa customer and returns the created address.
- Create Contact for Customer
Creates a contact person under an existing Severa customer and returns the new contact.
- Create Customer
Creates a customer in Severa, including any customer custom property values you set, and returns the new customer.
- Create Phase
Creates a new phase under a project's phase hierarchy in Severa.
- Create Project
Creates a new project in Severa for a customer, with its owner and optional sales, billing and scheduling details.
- Search Customer Contacts
Searches a customer's contact persons by name, phone number or email address, returning up to 100 matching contacts.
- Search Customers
Searches Severa customers by name, email, customer number, VAT or KVK number, owner, status or change date and returns the matching customers.
- Search Invoices
Searches Severa invoices by customer, project, status, number, reference number, dates or totals and returns the matching invoices.
- Search Projects
Returns the projects that match the criteria you specify, such as project number, customer, status, owner or change date.
- Update Invoice Status
Changes the status of an existing invoice in Severa (for example to sent or paid).
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
Relate and Severa, answered
What can start an automation from Relate?
Any of Relate's 6 triggers in the catalog, including Contact Created, Entry Created, Entry Updated and New Recorded Meeting. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Severa when something happens in Relate?
Any of Severa's 11 actions, including Create Activity, Create Address for Customer, Create Contact for Customer and Create Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Severa to Relate?
Yes. When something happens in Severa, your agent can act in Relate too. This page covers both directions: Severa's triggers and Relate's actions are listed here as well.
Do I have to build a connector for Relate or Severa?
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 Relate and Severa 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.