Integration
Connect Teachworks and WhatConverts
When Lesson Completed fires in Teachworks, your agent runs Create Lead in WhatConverts, or New Lead in WhatConverts to Add payment allocation in Teachworks. 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 Teachworks and WhatConverts 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 Teachworks and WhatConverts can do together
From Teachworks to WhatConverts
When Lesson Completed in Teachworks
then Create Lead in WhatConverts
From WhatConverts to Teachworks
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 Teachworks and WhatConverts
Triggers and actions 19 triggers · 42 actions
- Lesson Completed
Triggers when a lesson is marked completed in Teachworks.
- New Availability
Triggers when a new availability block is added for a teacher or employee.
- New Cost Premium
Triggers when a new cost premium is created in Teachworks.
- New Employee
Triggers when a new employee (teacher or staff member) is added in Teachworks.
- New Invoice
Triggers when a new invoice is created in Teachworks.
- New Lesson
Triggers when a new lesson is scheduled in Teachworks.
- New Lesson Participant
Triggers when a student is added to a lesson as a new lesson participant.
- New Location
Triggers when a new location (or sub-location) is added in Teachworks.
- New Other Event
Triggers when a new other event (such as an open house or staff meeting) is added to the Teachworks calendar.
- New Package Balance Alert
Triggers when a customer's package balance is created or recalculated in Teachworks (for example after lessons use package units).
- New Payment
Triggers when a new payment is recorded in Teachworks.
- New Refund
Triggers when a new refund is recorded against a customer's payment in Teachworks.
- New Service
Triggers when a new service is created in Teachworks.
- New Student
Triggers when a new student is added in Teachworks.
- New Unavailability
Triggers when a new unavailability (time off) is added for an employee in Teachworks.
- New Wage Payment
Triggers when a new wage payment to an employee is recorded in Teachworks.
- New Wage Tier
Triggers when a new wage tier is created in Teachworks.
- Add location
Creates a new location in your Teachworks account.
- Add payment allocation
Allocates part or all of a payment to an invoice.
- Add profile note
Creates a profile note on a customer (family) or student.
- Add student to lesson
Adds a student to an existing scheduled lesson and returns the updated lesson with its participants.
- Add wage payment
Creates a wage payment for an employee in Teachworks.
- Complete lesson
Completes a Teachworks lesson: sets attendance status for the lesson or each participant, and records charges and lesson notes.
- Create Child Student
Creates a child student who belongs to a family, with their fees billed to that family.
- Create Employee
Creates a new employee (teacher or staff member) in Teachworks.
- Create Family
Creates a family customer in Teachworks. Families are billed for the lessons of their child students.
- Create Independent Student
Creates an independent student in Teachworks: a directly billed customer together with its associated student record.
- Create Lesson
Creates a single lesson in Teachworks with a teacher, service, students, location and start/end date and time.
- Create Payment
Creates a payment received from a customer (family or independent student).
- Find Child Student
Finds child students (students belonging to a family) matching the name, email, phone or other details you supply.
- Find Customer
Finds customers (families and independent students) matching name, email, phone, address, type or status, and returns the first match plus all matches.
- Find Employee
Finds employees (teachers and staff) matching the name, email, location, status or subject you give, and returns the first match plus the full list.
- Find Family
Finds family customers in Teachworks matching the name, email, phone, address or status you supply, returning the first match and the full list.
- Find Independent Student (Full Details)
Finds independent-student customers matching the search criteria and returns their full customer profile, including the student details and custom fields.
- Find Independent Student (Student Details)
Finds independent students matching name, email, phone, school, status or other criteria and returns their student details.
- Find Payment
Finds payments by customer and/or payment date, returning the first match and the full list of matching payments.
- Get lesson
Returns a single lesson, including its time, teacher, service, location and participants.
- List lessons
Returns lessons in your Teachworks account, optionally filtered by teacher, student, location, service, status or date range.
- Update customer
Updates an existing customer in Teachworks — a family or an independent student — including contact details, status, notification preferences and invoice schedules.
- Update Customer Custom Field Values
Sets the values of up to 10 custom profile fields on a Teachworks customer.
- Update employee
Updates an existing employee's profile, wage settings and user permissions in Teachworks.
- Update lesson
Updates an existing lesson's details, schedule, cost override and participants, and returns the updated lesson.
- Update payment
Updates an existing payment's customer, date, amount, description, payment method or Stripe transaction ID.
- Update student
Updates an existing child student in Teachworks, such as their name, contact details, status, billing and default teachers.
- Update Student Custom Field Values
Sets the values of up to 10 custom profile fields on a Teachworks student.
- New Lead
Triggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts.
- Updated Lead
Triggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes.
- Add account
Creates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key.
- Add profile
Creates a new profile under a WhatConverts agency account.
- Create Lead
Creates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead.
- Delete account
Deletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key.
- Delete profile
Deletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key.
- Find Lead
Returns one WhatConverts lead by its lead ID, including source, contact and call details.
- Get account
Returns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key.
- Get lead
Returns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values.
- Get profile
Returns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key.
- List accounts
Returns the accounts in your WhatConverts agency, with each account's profiles.
- List profiles
Returns the profiles under a WhatConverts agency account, with each profile's id, name and creation date. Requires an agency (master account) API key.
- Update account
Renames an existing WhatConverts account (agency key required).
- Update Lead
Updates a WhatConverts lead's quotable status, quote value, sales value or lead URL.
- Update profile
Renames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key.
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
Teachworks and WhatConverts, answered
What can start an automation from Teachworks?
Any of Teachworks's 17 triggers in the catalog, including Lesson Completed, New Availability, New Cost Premium and New Employee. Describe the moment in plain language and your agent picks the right one.
What can your agent do in WhatConverts when something happens in Teachworks?
Any of WhatConverts's 14 actions, including Create Lead, Update account, Update Lead and Update profile. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WhatConverts to Teachworks?
Yes. When something happens in WhatConverts, your agent can act in Teachworks too. This page covers both directions: WhatConverts's triggers and Teachworks's actions are listed here as well.
Do I have to build a connector for Teachworks or WhatConverts?
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 Teachworks and WhatConverts 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.