Integration
Connect Solve CRM to FYI
When New Company fires in Solve CRM, 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 Solve CRM 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)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 Solve CRM can start in FYI
When New Company in Solve CRM
then Create or Update Task 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 Solve CRM and FYI
Triggers and actions 5 triggers · 12 actions
- New Company
Triggers when a new company is added in Solve CRM.
- New Contact
Triggers when a new contact is added in Solve CRM.
- New Tagged Contact
Triggers when a contact carries the chosen category tag for the first time.
- New User
Triggers when a new user is added to the Solve CRM account.
- New Workgroup
Triggers when a new workgroup is created in Solve CRM.
- Create Company
Creates a new company in Solve CRM.
- Create Contact
Creates a new contact in Solve CRM.
- Find companies
Returns companies in Solve CRM that match a search value, with optional filters and sorting.
- Create Document
Uploads a file into FYI as a new document, filed against a client, cabinet and job.
- Create File Note
Creates a file note (a text-only document) in FYI, filed against a client and optionally a job or cabinet.
- Create or Update Client
Creates a new client in FYI, or updates the existing client matched by source id.
- Create or Update Client Group
Creates a new client group in FYI or updates an existing one matched by its id or source reference.
- Create or Update Job
Creates a job in FYI, or updates the existing job matching the given job id or your own reference.
- Create or Update Task
Creates a task in FYI, or updates the existing task that matches your reference.
- Create Web Link
Creates a web link document in FYI, filed against a client, cabinet or job.
- Look Up Client
Looks up FYI clients by name and optional filters such as group, manager, partner or modified date, and returns the matching clients.
- Look Up Job
Finds 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
Solve CRM and FYI, answered
What can start an automation from Solve CRM?
Any of Solve CRM's 5 triggers in the catalog, including New Company, New Contact, New Tagged Contact and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in FYI when something happens in Solve CRM?
Any of FYI's 9 actions, including Create Document, Create File Note, Create or Update Client and Create or Update Client Group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from FYI to Solve CRM?
FYI has no triggers in the catalog today, so automations start in Solve CRM. 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 Solve CRM 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 Solve CRM 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.