Integration
Connect The Value Builder System™ and Truss
When New Activity Feed fires in The Value Builder System™, your agent runs Add Contact to Entity in Truss, or New Comment in Truss to Create Contact From Email in The Value Builder System™. 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 The Value Builder System™ and Truss 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 The Value Builder System™ and Truss can do together
From The Value Builder System™ to Truss
When New Activity Feed in The Value Builder System™
then Add Contact to Entity in Truss
When New Contact in The Value Builder System™
then Create Contact in Truss
From Truss to The Value Builder System™
When New Comment in Truss
then Create Contact From Email in The Value Builder System™
When New Contact in Truss
then Update Contact From Email in The Value Builder System™
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 The Value Builder System™ and Truss
Triggers and actions 16 triggers · 26 actions
Trigger
Clicked Email by ContactTriggers when a contact clicks a link in an email.
Trigger
New Activity FeedTriggers when a new entry is added to the Value Builder activity feed.
Trigger
New ContactTriggers when a new contact is added to Value Builder.
Trigger
Open/Click Contact EmailTriggers when a contact opens or clicks an email.
Trigger
Opened Email by ContactTriggers when a contact opens an email.
Trigger
Sent Email to ContactTriggers when an email is sent to a contact.
Trigger
Unsubscribe Contact From Nurture CycleTriggers when a contact unsubscribes from the Nurture Cycle.
Action
Activate Contact Nurture CycleActivates the Nurture Cycle for a contact.
Action
Create Contact From EmailCreates a new contact from an email address, name, company and country.
Action
Create TagCreates a tag.
Action
Deactivate Contact Nurture CycleDeactivates the Nurture Cycle for a contact.
Action
Find Contact From EmailSearches contacts by email address or name and returns the first match plus all matches.
Action
Find TagsSearches tags by name, or returns all tags.
Action
Get ActivityReturns one activity feed entry by its ID.
Action
Get ContactReturns one contact by its ID.
Action
List AdvisorsReturns the advisors contacts can be assigned to.
Action
List Contact TagsReturns the tags on a contact.
Action
Remove Tags from ContactRemoves one or more tags from a contact.
Action
Replace Contact TagsReplaces all of a contact's tags with the list you supply.
Action
Tag ContactAdds one or more tags to a contact.
Action
Update Contact From EmailUpdates the fields you supply on an existing contact; fields left blank are unchanged.
Trigger
Contact ModifiedTriggers when a contact's details change.
Trigger
New CommentTriggers when a new comment is added to a task.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New EntityTriggers when a new entity is created.
Trigger
New Project CreatedTriggers when a new project is created in the firm.
Trigger
New TaskTriggers when a new task is added to a project.
Trigger
Project ModifiedTriggers when a project is created or changed.
Trigger
Project Status ChangeTriggers when a project's status changes.
Trigger
Project Task ModifiedTriggers when a task in a project is added or changed (name, description, status or due date).
Action
Add Contact to EntityLinks an existing contact to an existing entity and returns the entity.
Action
Add Project to EntityLinks an existing project to an existing entity and returns the entity.
Action
Change Project StatusChanges a project's status to the status you choose.
Action
Create Assignee by Contact IDAssigns an existing contact to a project.
Action
Create ContactCreates a client contact with a name and primary email.
Action
Create EntityCreates an entity (a business or individual taxpayer) in the firm.
Action
Get All Projects in FirmReturns every project in the firm.
Action
Get All Tasks in ProjectReturns every task in a project.
Action
Get Contact by IDReturns a contact by its ID.
Action
Get Entity by IDReturns an entity by its ID, with its linked contacts and projects.
Action
Get One Task From ProjectReturns one task of a project, with its attached files.
Action
Update Project Name or MetadataUpdates a project's name, due date or metadata.
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
The Value Builder System™ and Truss, answered
What can start an automation from The Value Builder System™?
Any of The Value Builder System™'s 7 triggers in the catalog, including New Activity Feed, New Contact, Clicked Email by Contact and Open/Click Contact Email. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Truss when something happens in The Value Builder System™?
Any of Truss's 12 actions, including Create Assignee by Contact ID, Create Contact, Create Entity and Update Project Name or Metadata. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Truss to The Value Builder System™?
Yes. When something happens in Truss, your agent can act in The Value Builder System™ too. This page covers both directions: Truss's triggers and The Value Builder System™'s actions are listed here as well.
Do I have to build a connector for The Value Builder System™ or Truss?
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 The Value Builder System™ and Truss 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.