Integration
Connect Truss and Visible
When New Comment fires in Truss, your agent runs Create or Update Contact in Visible, or New Metric in Visible to Add Contact to Entity in Truss. 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 Truss and Visible 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 Truss and Visible can do together
From Truss to Visible
When New Comment in Truss
then Create or Update Contact in Visible
When New Contact in Truss
then Create File Tag in Visible
From Visible to Truss
When New Metric in Visible
then Add Contact to Entity in Truss
When New Portfolio Company in Visible
then Create Assignee by Contact ID in Truss
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 Truss and Visible
Triggers and actions 13 triggers · 43 actions
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.
Trigger
New MetricTriggers when a new metric is added in Visible.
Trigger
New Portfolio CompanyTriggers when a new portfolio company is added in Visible.
Trigger
New Portfolio FileTriggers when a new portfolio file is added in Visible.
Trigger
New Portfolio NoteTriggers when a new portfolio note is added in Visible.
Action
Create File TagCreates a file tag.
Action
Create MetricCreates a metric in a Visible company.
Action
Create NoteCreates a note attached to one or more contacts.
Action
Create or Update ContactCreates a contact, or updates the contact with the same email.
Action
Create Portfolio CompanyCreates a portfolio company profile.
Action
Create Portfolio FileFinalizes an uploaded file as a portfolio file.
Action
Create Portfolio File Upload RequestStarts a file upload for a portfolio company and returns the upload URL and form fields.
Action
Create Portfolio FolderCreates a portfolio folder.
Action
Create Portfolio NoteCreates a note on a portfolio company.
Action
Delete File TagDeletes a file tag.
Action
Delete Portfolio FileDeletes a portfolio file.
Action
Delete Portfolio FolderDeletes a portfolio folder.
Action
Get Portfolio FileReturns one portfolio file.
Action
Get Portfolio File Download URLReturns a temporary download URL for a portfolio file.
Action
List Contact ListsReturns a company's contact lists.
Action
List Data PointsReturns the data points of a metric.
Action
List File TagsReturns a company's file tags.
Action
List MetricsReturns the metrics of a Visible company.
Action
List Note TagsReturns a company's note tags.
Action
List Portfolio CompaniesReturns the portfolio companies of an investor company.
Action
List Portfolio FilesReturns a portfolio company's files.
Action
List Portfolio FoldersReturns a portfolio company's folders.
Action
List Portfolio NotesReturns the notes of a portfolio company.
Action
List Portfolio PropertiesReturns the custom portfolio properties of a company.
Action
List Portfolio Property OptionsReturns the options of a select property.
Action
List Portfolio Property ValuesReturns a portfolio company's property values.
Action
Set Value for MetricSets or replaces a metric's value for a date.
Action
Update File TagRenames a file tag.
Action
Update Portfolio CompanyUpdates a portfolio company profile.
Action
Update Portfolio FileRenames, moves or retags a portfolio file.
Action
Update Portfolio FolderRenames a portfolio folder.
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
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Questions
Truss and Visible, answered
What can start an automation from Truss?
Any of Truss's 9 triggers in the catalog, including New Comment, New Contact, New Entity and New Project Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Visible when something happens in Truss?
Any of Visible's 31 actions, including Create File Tag, Create Metric, Create Note and Create or Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Visible to Truss?
Yes. When something happens in Visible, your agent can act in Truss too. This page covers both directions: Visible's triggers and Truss's actions are listed here as well.
Do I have to build a connector for Truss or Visible?
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 Truss and Visible 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.