Integration
Connect Sunwise and Vision6
When Created Project fires in Sunwise, your agent runs Add a Contact in Vision6, or Contact Was Added in Vision6 to Create or Update Contact in Sunwise. 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 Sunwise and Vision6 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 Sunwise and Vision6 can do together
From Sunwise to Vision6
When Created Project in Sunwise
then Add a Contact in Vision6
When New Contact in Sunwise
then Update a Contact in Vision6
From Vision6 to Sunwise
When Contact Was Added in Vision6
then Create or Update Contact in Sunwise
When Contact Was Updated in Vision6
then Update Contact in Sunwise
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 Sunwise and Vision6
Triggers and actions 7 triggers · 32 actions
Trigger
Created ProjectTriggers when a new project is created in Sunwise.
Trigger
New ContactTriggers when a new contact is created in Sunwise.
Trigger
Updated ContactTriggers when a contact is created or its details change in Sunwise.
Action
Add Contact TrackingLogs a follow-up activity (call, email, visit, message) against a Sunwise contact, with an optional reminder.
Action
Add ProposalCreates a new proposal inside an existing Sunwise project, optionally from a preset plan and optionally generated right away.
Action
Add ReportCreates a new report for a project from one of its historical records.
Action
Create or Update ContactCreates a contact in Sunwise with name, email and telephone.
Action
Get All Proposals for a ProjectReturns every proposal in a project along with its contact.
Action
Get ContactReturns a single Sunwise contact by its ID, including name, email, telephone, company and status.
Action
Get Favorite Proposal IDReturns the favorite proposal of a project.
Action
Get ProjectReturns a Sunwise project by its ID, including its location, contact, agent and favorite commercial offer.
Action
Get ProposalReturns the details of one proposal.
Action
List ContactsReturns the contacts visible to the connected account, optionally filtered by text, agent, status or contact status.
Action
List Contact TrackingsReturns all tracking records (follow-ups) for a contact, most recent first, each with its comments.
Action
List PresetsReturns all active proposal presets (plans) for your Sunwise company.
Action
Search ContactsSearches active contacts matching the given text and returns the matches.
Action
Search ProjectsSearches active projects matching the given text and returns the matches.
Action
Search Project SummariesSearches active project summaries matching the given text and returns the matches.
Action
Search ProposalsSearches active proposals matching the given text and returns the matches.
Action
Search Proposal SummariesSearches active proposal summaries matching the given text and returns the matches.
Action
Search ReportsSearches active reports matching the given text and returns the matches.
Action
Update ContactUpdates an existing Sunwise contact's name, email, telephone and details.
Trigger
Contact Was AddedTriggered when a contact is added to the chosen list.
Trigger
Contact Was DeactivatedTriggered when a contact in the chosen list is deactivated.
Trigger
Contact Was UnsubscribedTriggered when a contact in the chosen list unsubscribes from email.
Trigger
Contact Was UpdatedTriggered when a contact in the chosen list is updated.
Action
Add a ContactAdds one or more contacts to a Vision6 list and returns how many were sent. Vision6 does not return the new contact IDs; use Find contacts by criteria to look them up.
Action
Add fieldAdds a new field to a Vision6 list and returns the new field's ID.
Action
Add listCreates a new contact list in a Vision6 folder.
Action
Deactivate a ContactDeactivates a contact in a Vision6 list so they no longer receive messages sent to that list.
Action
Delete a ContactDeletes a contact from a Vision6 list.
Action
Find contacts by criteriaReturns the contacts in a list that match the search conditions you supply.
Action
Find messages by criteriaReturns the email and SMS messages that match your search criteria, such as subject, name or folder.
Action
List listsReturns the contact lists in your Vision6 account, optionally filtered by search criteria and sorted.
Action
Reactivate a ContactReactivates a previously deactivated contact in a Vision6 list so they receive messages again.
Action
Send transactional emailSends an email with the supplied subject and content to up to 100 recipients, adding or updating them as contacts on the chosen list.
Action
Subscribe a ContactSubscribes a single contact to a Vision6 list, triggering the list's subscribe campaigns and autoresponders, and returns the contact's ID.
Action
Unsubscribe a ContactUnsubscribes every contact with the given email address or mobile number from a list and adds them to the Unsubscriber List.
Action
Update a ContactUpdates one or more existing contacts in a Vision6 list with new field values.
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
Sunwise and Vision6, answered
What can start an automation from Sunwise?
Any of Sunwise's 3 triggers in the catalog, including Created Project, New Contact and Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Vision6 when something happens in Sunwise?
Any of Vision6's 13 actions, including Send transactional email, Update a Contact, Add a Contact and Add field. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vision6 to Sunwise?
Yes. When something happens in Vision6, your agent can act in Sunwise too. This page covers both directions: Vision6's triggers and Sunwise's actions are listed here as well.
Do I have to build a connector for Sunwise or Vision6?
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 Sunwise and Vision6 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.