Integration
Connect Sure Send to Brex
When New Appointment fires in Sure Send, your agent runs Update a Budget - “Brex Empower” Customers Only in Brex. 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 Sure Send and Brex 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 Sure Send can start in Brex
When New Appointment in Sure Send
then Update a Budget - “Brex Empower” Customers Only in Brex
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 Sure Send and Brex
Triggers and actions 11 triggers · 45 actions
- New Appointment
Triggers when a new appointment is created in Sure Send.
- New Call
Triggers when a new call is logged in Sure Send.
- New Company
Triggers when a new company is created in Sure Send.
- New Email
Triggers when an email is sent or received in Sure Send.
- New Lead Assigned
Triggers when a person is assigned to the chosen user in Sure Send.
- New Note
Triggers when a new note is added in Sure Send.
- New Person
Triggers when a new person is created in Sure Send.
- New Task
Triggers when a new task is created in Sure Send.
- Person Stage Updated
Triggers when a person's pipeline stage changes in Sure Send; optionally only when they move into one stage.
- Tag Added to Contact
Triggers once when the chosen tag is added to a person in Sure Send.
- Updated Person
Triggers when a person is created or updated in Sure Send.
- Add Tags to Person
Adds one or more tags to an existing person in Sure Send.
- Create Appointment
Creates an appointment for a person in Sure Send.
- Create Call
Logs a phone call with a person in Sure Send.
- Create Company
Creates a company in Sure Send.
- Create Note
Adds a note to a person in Sure Send.
- Create Person
Creates a new person (contact or lead) in Sure Send. People are deduplicated by email.
- Create Task
Creates a follow-up task for a person in Sure Send.
- Find Company
Finds the first company in Sure Send matching a name, email or phone.
- Find or Create Company
Looks up a company in Sure Send by name and creates it only if no match exists, so you never get duplicates.
- Find or Create Person
Looks up a person in Sure Send by email or phone and creates them only if no match exists, so you never get duplicates.
- Find Person
Finds the first person in Sure Send matching an email, phone or name.
- Find Stage
Finds a pipeline stage in Sure Send by its name.
- Find Task
Finds the most recent task for a person in Sure Send.
- Update Company
Updates an existing company in Sure Send; only the fields you supply change.
- Update Person
Updates an existing person in Sure Send. Tags, emails and phones you supply are merged with the existing ones.
- Create Card
Creates a new virtual or physical Brex card for a user, either on the user's own limit or with its own spend controls.
- Create Department
Creates a new department in your Brex account and returns its ID, name and description.
- Create Location
Creates a new location in your Brex account and returns its ID, name and description.
- Creates a Budget - “Brex Empower” Customers Only
Creates a budget under a parent budget in a Brex Empower account and returns the new budget.
- Create Transfer
Creates a payment from a Brex business account to a vendor or to another Brex business account, and returns the new transfer with its status.
- Create User
Creates a new Brex employee user without sending an invitation, leaving the user inactive until they are invited later. Returns the id of the new user.
- Create Vendor
Creates a new vendor in Brex, with optional contact details and payment accounts, and returns the created vendor.
- Disable User
Disables (suspends) an active Brex user and returns the updated user. Optionally changes the user's manager, department, location, title, cost center, legal entity or metadata at the same time.
- Email Card Details
Sends a secure email containing a card's number, CVV, and expiration date to the recipient you specify.
- Find a Card by ID
Returns a single Brex card by its ID, including its owner, status, type, spend controls, addresses and expiration date.
- Find a User
Returns the Brex users that match a name, email address or identity-provider ID, optionally narrowed by status, manager, department, location, title, cost center, legal entity or custom field value.
- Find Department by Name
Returns the Brex departments that match the specified department name.
- Find Location by Name
Returns the Brex locations that match the specified name.
- Find User by Email
Returns the Brex user whose email address exactly matches the one you specify, or reports that no user was found.
- Find Vendor by Name
Returns the vendors whose name matches the name you supply.
- Get Card Number
Returns the full card number, CVV, expiration date and cardholder name for a Brex card.
- Get Card Transactions
Returns settled card transactions across all of the company's Brex card accounts, optionally narrowed by user or posted date.
- Get Cash Transactions
Returns the transactions for a Brex cash account, optionally only those posted on or after a given date.
- List cards
Returns the company's Brex cards, optionally only those belonging to one user.
- List Cash Accounts
Returns all of the company's Brex cash accounts with their status, balances, account and routing numbers, and which one is primary.
- List departments
Returns the departments in your Brex account, optionally filtered by name.
- List Expenses
Returns the expenses on the Brex account, optionally narrowed by user, budget, type, status or date range. Admins and bookkeepers see every expense; other users see only their own.
- List locations
Returns the locations in your Brex account, optionally filtered by name.
- List users
Returns the users in your Brex account, optionally narrowed by name, email, status, manager, department, location, title, cost center, legal entity or custom field value.
- List vendors
Returns the vendors in the Brex account, optionally only those matching a vendor name.
- Terminate card
Permanently terminates a Brex card and returns the updated card. The card owner is notified.
- Update a Budget - “Brex Empower” Customers Only
Updates an existing Brex budget's name, description, parent, owners, period, amount or dates. Available to Brex Empower customers only.
- Update card
Updates an existing Brex vendor card's spend controls and metadata, and returns the updated card.
- Update User
Updates a Brex user's status, manager, department, location, title, cost center, legal entity or metadata. Anything left blank is unchanged.
- Update Vendor by Name
Finds a Brex vendor by its company name and updates that vendor's name, email, phone, beneficiary name or payment accounts.
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
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Questions
Sure Send and Brex, answered
What can start an automation from Sure Send?
Any of Sure Send's 11 triggers in the catalog, including New Appointment, New Call, New Company and New Email. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Brex when something happens in Sure Send?
Any of Brex's 30 actions, including Create Department, Create Location, Create Transfer and Create User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Brex to Sure Send?
Brex has no triggers in the catalog today, so automations start in Sure Send. If you need the other direction, ask: your agent reads Brex's API documentation and adds it.
Do I have to build a connector for Sure Send or Brex?
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 Sure Send and Brex 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.