Integration
Connect Syncro and The Value Builder System™
When New Customer fires in Syncro, your agent runs Create Contact From Email in The Value Builder System™, or New Activity Feed in The Value Builder System™ to Create Contact in Syncro. 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 Syncro and The Value Builder System™ 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 Syncro and The Value Builder System™ can do together
From Syncro to The Value Builder System™
When New Customer in Syncro
then Create Contact From Email in The Value Builder System™
From The Value Builder System™ to Syncro
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 Syncro and The Value Builder System™
Triggers and actions 14 triggers · 26 actions
- New Customer
Triggers when a new customer is created in Syncro.
- New Invoice
Triggers when a new invoice is created in Syncro.
- New Payment
Triggers when a new payment is recorded in Syncro.
- New RMM Alert
Triggers when a new RMM alert is raised on a monitored asset in Syncro.
- New Ticket
Triggers when a new ticket is created in Syncro, optionally limited to a customer, contact, status, assignee or search.
- Ticket Resolved
Triggers when a ticket is marked Resolved in Syncro.
- Ticket Status Changed
Triggers when a Syncro ticket moves to a different status.
- Create Appointment
Creates an appointment in Syncro, optionally linked to a customer, ticket and technicians.
- Create Contact
Creates a contact under an existing Syncro customer.
- Create Customer
Creates a new customer in Syncro with contact details, address, and notification preferences.
- Create Estimate
Creates an estimate for a customer in Syncro, optionally with line items.
- Create Lead
Creates a new lead in Syncro with the contact details and optional ticket information you provide.
- Create Ticket
Creates a ticket for a customer in Syncro.
- Create Ticket Timer Entry
Logs a time entry against a Syncro ticket, recording when work started and ended (or how long it took) and any notes.
- Find Customer
Finds customers by search text, email, name, business name or ID and returns the matching customers.
- Log Call
Logs a phone call in Syncro by phone number and returns the matching customer's name and ticket status.
- Update Contact
Updates an existing contact in Syncro, changing its name, address, email, phone and other details.
- Update Customer
Updates an existing customer in Syncro. Only the fields you fill in are changed.
- Update Ticket
Updates an existing Syncro ticket's subject, status, assignment, dates and other details. Only the fields you fill in are changed.
- Clicked Email by Contact
Triggers when a contact clicks a link in an email.
- New Activity Feed
Triggers when a new entry is added to the Value Builder activity feed.
- New Contact
Triggers when a new contact is added to Value Builder.
- Open/Click Contact Email
Triggers when a contact opens or clicks an email.
- Opened Email by Contact
Triggers when a contact opens an email.
- Sent Email to Contact
Triggers when an email is sent to a contact.
- Unsubscribe Contact From Nurture Cycle
Triggers when a contact unsubscribes from the Nurture Cycle.
- Activate Contact Nurture Cycle
Activates the Nurture Cycle for a contact.
- Create Contact From Email
Creates a new contact from an email address, name, company and country.
- Create Tag
Creates a tag.
- Deactivate Contact Nurture Cycle
Deactivates the Nurture Cycle for a contact.
- Find Contact From Email
Searches contacts by email address or name and returns the first match plus all matches.
- Find Tags
Searches tags by name, or returns all tags.
- Get Activity
Returns one activity feed entry by its ID.
- Get Contact
Returns one contact by its ID.
- List Advisors
Returns the advisors contacts can be assigned to.
- List Contact Tags
Returns the tags on a contact.
- Remove Tags from Contact
Removes one or more tags from a contact.
- Replace Contact Tags
Replaces all of a contact's tags with the list you supply.
- Tag Contact
Adds one or more tags to a contact.
- Update Contact From Email
Updates the fields you supply on an existing contact; fields left blank are unchanged.
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
Syncro and The Value Builder System™, answered
What can start an automation from Syncro?
Any of Syncro's 7 triggers in the catalog, including New Customer, New Invoice, New Payment and New RMM Alert. Describe the moment in plain language and your agent picks the right one.
What can your agent do in The Value Builder System™ when something happens in Syncro?
Any of The Value Builder System™'s 14 actions, including Create Contact From Email, Create Tag, Update Contact From Email and Activate Contact Nurture Cycle. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from The Value Builder System™ to Syncro?
Yes. When something happens in The Value Builder System™, your agent can act in Syncro too. This page covers both directions: The Value Builder System™'s triggers and Syncro's actions are listed here as well.
Do I have to build a connector for Syncro or The Value Builder System™?
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 Syncro and The Value Builder System™ 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.