Integration
Connect Terros and VaultRE
When New Account fires in Terros, your agent runs Add Contact Note in VaultRE, or New Enquiry in VaultRE to Create User in Terros. 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 Terros and VaultRE 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 Terros and VaultRE can do together
From Terros to VaultRE
When New Account in Terros
then Add Contact Note in VaultRE
From VaultRE to Terros
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 Terros and VaultRE
Triggers and actions 11 triggers · 44 actions
- List Calendar Events
Triggers when a new calendar event appears in Terros.
- List Status Ids
Triggers when a new disposition (account status) is added in Terros.
- List Tasks
Triggers when a new task appears in Terros.
- List Workflow Action IDs
Triggers when a new action is added to a Terros workflow.
- List Workflow IDs
Triggers when a new workflow is added in Terros.
- List Workflow Stage IDs
Triggers when a new stage is added to a Terros workflow.
- New Account
Triggers when a new account is added in Terros.
- New User
Triggers when a new user is added to your Terros company.
- Add meeting
Creates a recurring team meeting in Terros with a schedule, reminders and optional check-in rules.
- Create/Update Account
Creates a Terros account, or updates it when the account ID is given.
- Create User
Adds a user to your Terros company.
- Delete Account
Deletes an account (a homeowner or lead record) from Terros by its account ID.
- Delete Calendar Event
Deletes a calendar event.
- Delete meeting
Archives a meeting in Terros, or permanently deletes it when Archive is set to false.
- Delete task
Removes one or more Terros tasks, archiving them by default or deleting them permanently.
- Delete User
Removes a user from your Terros company.
- Find Account
Finds a Terros account by account ID, external lead ID or source ID.
- Find User
Finds users whose name or email matches the search text.
- Get task
Returns a single Terros task by its ID, including its subject, status, owner and criteria.
- List Accounts
Returns accounts, optionally filtered by user, workflow or search text.
- List Available Closers
Lists closers and their open appointment times for a team or user.
- List Users
Returns the users in your Terros company, optionally limited to one team.
- List Workflow IDs
Returns the workflows you can see, with their IDs.
- Make Report
Runs a KPI report for the chosen KPIs, grouped by user, team or another dimension.
- Update meeting
Updates a Terros meeting, replacing its team, name, recurring schedule, reminders, check-in options, location and meeting link.
- Update User
Updates a Terros user's name, email, phone or time zone.
- New Enquiry
Triggers when a new enquiry arrives in the VaultRE holding area.
- New or Updated Contact
Triggers when a VaultRE contact is created or modified.
- New Property Listing (Sales)
Triggers when a residential sale property in VaultRE becomes a listing.
- Add Contact Note
Adds a text note to a VaultRE contact.
- Add contact requirement
Adds a buying or renting requirement (price range, bedrooms, suburbs, property types) to a contact.
- Add property note
Adds a note to a property in VaultRE, optionally with a note type and read-only flag.
- Add property offer
Records an offer from a contact on a property's sale or lease listing. Returns the created offer.
- Add residential lease property
Creates a residential lease property in VaultRE with its address, type, pricing, room counts and marketing text.
- Add residential sale property
Creates a residential sale property (prospect or appraisal) in VaultRE and returns the new property record.
- Create Contact
Creates a new contact in VaultRE with a name, company, email and mobile number.
- Create Enquiry in Holding Area
Submits a listing or agent enquiry into the VaultRE holding area, where the office can process it into a contact.
- Delete Contact
Deletes a VaultRE contact by its ID.
- Delete task
Deletes a task from VaultRE.
- Get Contact
Returns one VaultRE contact by its ID, including name, company and email addresses.
- Get Enquiry
Returns one enquiry from the VaultRE holding area by its ID.
- Get residential lease property
Returns a single residential lease (rental) property, including its address, features, current tenancy, property manager and lease history.
- Get Residential Sale Property
Returns one VaultRE residential sale property by its ID.
- Get task
Returns a single VaultRE task, including its subject, description, start date, completion status and linked contact, property and user.
- List Contacts
Returns a page of VaultRE contacts, optionally only those modified since a date.
- List property offers
Returns the property offers in your VaultRE account, optionally filtered to one sale listing, lease listing or contact.
- List residential lease properties
Returns residential lease properties in the VaultRE account, optionally filtered by status, dates, suburbs, staff and other criteria.
- List residential sale properties
Returns residential sale properties in your VaultRE account, optionally filtered by status, modification date, suburb, branch, staff and more.
- List tasks
Returns tasks for the VaultRE account or a user, optionally filtered by start date, creation date, assignee and completion status.
- Send email to contact
Sends an email to a VaultRE contact from the authenticated user, or from another user in the account if one is chosen.
- Send SMS to contact
Sends an SMS to a VaultRE contact from the connected user or a chosen user (charges may apply).
- Update Contact
Updates a VaultRE contact's name, company or email address.
- Update residential lease property
Updates an existing residential lease property in VaultRE, such as its address, rent price, bond, descriptions, rooms and property manager.
- Update residential sale property
Updates an existing residential sale property in VaultRE, such as its price, description, room counts, rates and sale details. Fields left blank are not changed.
- Update task
Updates the subject, description or start time of an existing VaultRE task.
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
Terros and VaultRE, answered
What can start an automation from Terros?
Any of Terros's 8 triggers in the catalog, including New Account, New User, List Calendar Events and List Status Ids. Describe the moment in plain language and your agent picks the right one.
What can your agent do in VaultRE when something happens in Terros?
Any of VaultRE's 26 actions, including Create Contact, Create Enquiry in Holding Area, Send email to contact and Send SMS to contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from VaultRE to Terros?
Yes. When something happens in VaultRE, your agent can act in Terros too. This page covers both directions: VaultRE's triggers and Terros's actions are listed here as well.
Do I have to build a connector for Terros or VaultRE?
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 Terros and VaultRE 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.