Integration
Connect Simplero to FYI
When New Purchase fires in Simplero, your agent runs Create or Update Task in FYI. 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 Simplero and FYI 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 Simplero can start in FYI
When New Purchase in Simplero
then Create or Update Task in FYI
When Tag Added to Contact in Simplero
then Create File Note in FYI
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 Simplero and FYI
Triggers and actions 2 triggers · 22 actions
Trigger
New PurchaseTriggers when a new purchase is made in Simplero.
Trigger
Tag Added to ContactTriggers when a tag is added to a Simplero contact.
Action
Create or Update ContactCreates a Simplero contact, or updates the existing contact with that email.
Action
Find Contact by EmailFinds Simplero contacts by email address.
Action
Get ContactReturns one Simplero contact by ID.
Action
Issue Points for a ContactIssues points (credits) to a Simplero contact.
Action
List AutomationsReturns the automations in your Simplero account.
Action
List ListsReturns the email lists in your Simplero account.
Action
List ProductsReturns the products in your Simplero account.
Action
List TagsReturns the tags in your Simplero account.
Action
Remove Subscription From a ListUnsubscribes a Simplero contact from an email list.
Action
Remove Tag From ContactRemoves a tag from a Simplero contact.
Action
Start an Automation for Existing CustomerStarts a Simplero automation for an existing contact.
Action
Subscribe to a ListSubscribes a Simplero contact to an email list.
Action
Tag Existing ContactAdds a tag to an existing Simplero contact.
Action
Update ContactUpdates a Simplero contact's name, email or phone number.
Action
Create File NoteCreates a file note (a text-only document) in FYI, filed against a client and optionally a job or cabinet.
Action
Create or Update ClientCreates a new client in FYI, or updates the existing client matched by source id.
Action
Create or Update Client GroupCreates a new client group in FYI or updates an existing one matched by its id or source reference.
Action
Create or Update JobCreates a job in FYI, or updates the existing job matching the given job id or your own reference.
Action
Create or Update TaskCreates a task in FYI, or updates the existing task that matches your reference.
Action
Create Web LinkCreates a web link document in FYI, filed against a client, cabinet or job.
Action
Look Up ClientLooks up FYI clients by name and optional filters such as group, manager, partner or modified date, and returns the matching clients.
Action
Look Up JobFinds jobs in FYI by name, optionally narrowed by client, manager, partner, assigned user or last-modified date.
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
Simplero and FYI, answered
What can start an automation from Simplero?
Any of Simplero's 2 triggers in the catalog, including New Purchase and Tag Added to Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in FYI when something happens in Simplero?
Any of FYI's 8 actions, including Create File Note, Create or Update Client, Create or Update Client Group and Create or Update Job. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from FYI to Simplero?
FYI has no triggers in the catalog today, so automations start in Simplero. If you need the other direction, ask: your agent reads FYI's API documentation and adds it.
Do I have to build a connector for Simplero or FYI?
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 Simplero and FYI 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.