Integration
Connect Tidely to Real Geeks
When New Bank Account Transaction fires in Tidely, your agent runs Add Lead Activities in Real Geeks. 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 Tidely and Real Geeks 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 Tidely can start in Real Geeks
When New Bank Account Transaction in Tidely
then Add Lead Activities in Real Geeks
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 Tidely and Real Geeks
Triggers and actions 2 triggers · 32 actions
- New Bank Account Transaction
Triggers when a new transaction is added to a bank account.
- New Invoice
Triggers when a new sales or purchase invoice is added.
- Create Category
Creates an income or expense category.
- Delete Bank Account
Deletes a bank account.
- Delete Bank Account Transaction
Deletes a bank account transaction.
- Delete Category
Deletes a category.
- Delete Invoice
Deletes an invoice.
- Delete Plans
Deletes all plan values of a category in a scenario.
- Get Bank Account
Returns one bank account.
- Get Bank Account Transaction
Returns one bank account transaction.
- Get Cashflow
Returns the cashflow per period for a scenario and date range.
- Get Category
Returns one category.
- Get Company
Returns one company.
- Get Invoice
Returns one invoice.
- Get Scenario
Returns one planning scenario.
- Import Invoice
Creates an invoice in Tidely.
- Import Plan
Creates a plan value in Tidely.
- List Bank Account Balances
Returns the daily balances of a bank account.
- List Bank Accounts
Returns the company's bank accounts.
- List Bank Account Transactions
Returns the transactions of a bank account.
- List Categories
Returns the income and expense categories.
- List Companies
Returns the companies the API key can access.
- List Scenarios
Returns the company's planning scenarios.
- Update Bank Account
Updates a bank account.
- Update Bank Account Transaction
Updates a bank account transaction.
- Update Category
Renames a category or changes its type.
- Update Invoice
Updates an invoice's fields.
- Add Lead Activities
Adds one or more activities, such as a note, contact message, property view or agent assignment, to an existing Real Geeks lead. Activities are never deleted.
- Create Lead
Creates a new lead on your Real Geeks site. If the lead matches an existing one, Real Geeks updates that lead instead.
- Create Potential Seller Lead
Creates an anonymous potential seller lead in Real Geeks from a property someone viewed, with no contact details.
- Get Lead
Returns one Real Geeks lead by its ID, including its contact details and agent assignments.
- List Leads
Returns one page of the site's existing leads, newest first. Real Geeks allows this only as a one-time import when an integration is first connected; do not run it on a schedule.
- List Users
Returns the agents and lenders in your Real Geeks Lead Manager CRM, including each user's ID for assigning leads.
- Update Lead
Updates fields on an existing Real Geeks lead. Only the fields you fill in are changed.
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
Tidely and Real Geeks, answered
What can start an automation from Tidely?
Any of Tidely's 2 triggers in the catalog, including New Bank Account Transaction and New Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Real Geeks when something happens in Tidely?
Any of Real Geeks's 7 actions, including Create Lead, Create Potential Seller Lead, Update Lead and Add Lead Activities. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Real Geeks to Tidely?
Real Geeks has no triggers in the catalog today, so automations start in Tidely. If you need the other direction, ask: your agent reads Real Geeks's API documentation and adds it.
Do I have to build a connector for Tidely or Real Geeks?
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 Tidely and Real Geeks 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.