Integration
Connect SavvyCal to PreciseFP
When Approved Event fires in SavvyCal, your agent runs Create Account in PreciseFP. 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 SavvyCal and PreciseFP 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)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 SavvyCal can start in PreciseFP
When Approved Event in SavvyCal
then Create Account in PreciseFP
When Declined Event in SavvyCal
then Create Form Engagement in PreciseFP
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 SavvyCal and PreciseFP
Triggers and actions 13 triggers · 11 actions
Trigger
Approved EventTriggers when an event is approved.
Trigger
Canceled EventTriggers when an event is canceled.
Trigger
Canceled Event AttendeeTriggers when an attendee cancels from a group event.
Trigger
Declined EventTriggers when an event is declined.
Trigger
Expired Event CheckoutTriggers when an event checkout has expired (not paid).
Trigger
Pending Event CheckoutTriggers when an event checkout is pending (awaiting payment).
Trigger
New Client/ProspectTriggers when a new client or prospect account is created in PreciseFP.
Trigger
New Client/Prospect Staged in PipelineTriggers when a PreciseFP client or prospect account is moved to a pipeline stage.
Trigger
New Form Engagement CompletedTriggers when a client or prospect completes a PreciseFP form engagement.
Trigger
New Form Engagement CreatedTriggers when a client or prospect is sent a new PreciseFP form engagement.
Trigger
New Form Engagement OpenedTriggers when a client or prospect opens a PreciseFP form engagement.
Trigger
New PDF Engagement CompletedTriggers when a PreciseFP PDF engagement is completed (closed).
Trigger
New PDF Engagement CreatedTriggers when a new PreciseFP PDF engagement is created.
Action
Close Form EngagementCloses a PreciseFP form engagement so the client can no longer edit it.
Action
Create AccountCreates a new PreciseFP client or prospect account with its main client contact.
Action
Create Form EngagementSends a PreciseFP form template to an account's client or co-client as a new form engagement.
Action
Create PersonAdds a person (such as a child or dependent) to a PreciseFP account's household.
Action
Delete AccountDeletes a PreciseFP client or prospect account. PreciseFP asks for your login password to confirm the deletion.
Action
Find AccountSearches PreciseFP client and prospect accounts by name or email and returns the matching accounts.
Action
Find Account by IdReturns a PreciseFP client or prospect account by its ID, including the client, co-client and pipeline stage.
Action
Get Form Engagement DataReturns the answers a client entered in a PreciseFP form engagement, one entry per field.
Action
List Form TemplatesReturns the form templates available to the connected PreciseFP user.
Action
Move the Account to a Pipeline StageMoves a PreciseFP client or prospect account to the chosen pipeline stage.
Action
Update AccountUpdates a PreciseFP client or prospect account's type and main client details.
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
SavvyCal and PreciseFP, answered
What can start an automation from SavvyCal?
Any of SavvyCal's 6 triggers in the catalog, including Approved Event, Declined Event, Expired Event Checkout and Pending Event Checkout. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PreciseFP when something happens in SavvyCal?
Any of PreciseFP's 11 actions, including Create Account, Create Form Engagement, Create Person and Update Account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PreciseFP to SavvyCal?
PreciseFP has no triggers in the catalog today, so automations start in SavvyCal. If you need the other direction, ask: your agent reads PreciseFP's API documentation and adds it.
Do I have to build a connector for SavvyCal or PreciseFP?
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 SavvyCal and PreciseFP without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in PreciseFP 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.