--- title: "Connect UpKeep to Encircle - APIANT.ai" description: "When \"New Purchase Order\" fires in UpKeep, your agent runs \"Create Property Claim Note\" in Encircle." canonical: "https://apiant.ai/connect/upkeep-to-encircle" --- # Connect UpKeep to Encircle When **New Purchase Order** fires in [UpKeep](https://apiant.ai/connections/upkeep), your agent runs **Create Property Claim Note** in [Encircle](https://apiant.ai/connections/encircle). Describe the whole flow and it is built, tested on every scenario and kept running. UpKeep **2** triggers UpKeep **31** actions Encircle **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want UpKeep and Encircle to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What UpKeep can start in Encircle - When **New Purchase Order** in UpKeep then **Create Property Claim Note** in Encircle - When **New Work Order** in UpKeep then **Update Property Claim Note** in Encircle 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 UpKeep and Encircle ## Triggers and actions 2 triggers · 40 actions - Trigger **New Purchase Order** Triggers when a new purchase order is created. - Trigger **New Work Order** Triggers when a new work order is created. - Action **Add Asset** Create a new asset. - Action **Add Location** Creates a new location in UpKeep. - Action **Add User** Creates a new user in your UpKeep account. - Action **Add Vendor** Create a new vendor. - Action **Create Purchase Order** Creates a purchase order in UpKeep. - Action **Create Work Order** Creates new work order. - Action **Delete Purchase Order** Deletes a specific purchase order in UpKeep. - Action **Delete Work Order** Deletes a specific work order in UpKeep. - Action **Find Asset** Finds assets matching the given name, barcode, serial number, location, status, category or other criteria. Returns the first match plus the list of all matches on the first page of results. - Action **Find Location** Returns the locations whose name matches the name you supply, optionally narrowed by parent location, creator, hierarchy level, custom field and created/updated dates. - Action **Find Part** Finds parts in UpKeep by name. - Action **Find Vendor** Returns the vendors whose business name matches the one supplied, with the first match broken out. - Action **Get Asset** Gets a specific UpKeep asset by its ID, including its custom field values. - Action **Get Location** Gets a specific UpKeep location by its ID. - Action **Get Part** Gets a specific part from the UpKeep inventory by its ID. - Action **Get Purchase Order** Gets a specific purchase order by its ID. - Action **Get User** Gets a specific UpKeep user by ID. - Action **Get Vendor** Gets a specific vendor by its ID. - Action **Get Work Order** Retrieve a single work order by ID. - Action **List Assets** Lists the assets in your UpKeep account, optionally filtered by name, barcode, serial number, location, status, category, assigned or creating user, downtime status, one custom field, and created/updated time ranges. - Action **List Locations** Lists the locations in your UpKeep account, optionally filtered by name, creator, parent location, hierarchy level, custom field or created/updated date. - Action **List Purchase Orders** Lists purchase orders in the UpKeep account, optionally filtered by status. - Action **List Vendors** List/page all vendors. - Action **List Work Orders** List/page all work orders with filters. - Action **Update Asset** Updates the fields you supply on an existing UpKeep asset. Fields left blank are not changed. - Action **Update Location** Updates an existing location in UpKeep. Only the fields you fill in are changed. - Action **Update Part** Updates an existing part in UpKeep. Only the fields you fill in are changed. - Action **Update Purchase Order** Updates an existing purchase order in UpKeep. Only the fields you fill in are changed. - Action **Update User** Updates an existing UpKeep user. Only the fields you fill in are changed; blank fields are left as they are. - Action **Update Vendor** Update fields on an existing vendor. - Action **Update Work Order** Update fields on an existing work order. - Action **Add Property Claim Room** Creates a room inside a structure on an Encircle property claim. - Action **Add Property Claim Structure** Adds a new structure (building) to an Encircle property claim. - Action **Create Property Claim** Creates a new Property Claim. - Action **Create Property Claim Note** Creates a new General Note for a Property Claim. - Action **Find Property Claim** Looks up a single property claim by its Encircle ID and returns all of its details. - Action **Find Property Claim Room** Fetches a room in a property claim's structure by ID, with its name and dimensions. An error occurs if the room is not found. - Action **Update Property Claim** Updates an existing Encircle property claim. Only the fields you fill in are changed. - Action **Update Property Claim Note** Updates an existing property claim note by ID. - Action **Update Property Claim Room Note** Updates the title and/or text of a note on a room in an Encircle property claim. ## Each app on its own - [ **UpKeep** UpKeep is a maintenance management application for facility management teams.](https://apiant.ai/connections/upkeep) - [ **Encircle** Encircle is the leading provider of real-time documentation and productivity tools for the insurance and...](https://apiant.ai/connections/encircle) Reviews ## What our customers say ## More from UpKeep - [ **UpKeep to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/upkeep-to-zoom) - [ **UpKeep to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/upkeep-to-webflow) - [ **UpKeep to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/upkeep-to-wix) - [ **UpKeep to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/upkeep-to-linkedin) - [ **UpKeep to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/upkeep-to-facebook) - [ **UpKeep to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/upkeep-to-anthropic) ## More into Encircle - [ **Asana to Encircle** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-encircle) - [ **HubSpot to Encircle** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-encircle) - [ **Salesforce to Encircle** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-encircle) - [ **Slack to Encircle** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-encircle) - [ **Google Sheets to Encircle** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-encircle) - [ **Gmail to Encircle** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-encircle) Questions ## UpKeep and Encircle, answered ### ### What can start an automation from UpKeep? Any of UpKeep's 2 triggers in the catalog, including New Purchase Order and New Work Order. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Encircle when something happens in UpKeep? Any of Encircle's 9 actions, including Create Property Claim, Create Property Claim Note, Update Property Claim and Update Property Claim Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Encircle to UpKeep? Encircle has no triggers in the catalog today, so automations start in UpKeep. If you need the other direction, ask: your agent reads Encircle's API documentation and adds it. ### ### Do I have to build a connector for UpKeep or Encircle? 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 UpKeep and Encircle 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.