Integration
Connect VaultRE and Vitally
When New Enquiry fires in VaultRE, your agent runs Create Task in Vitally, or Customer Created in Vitally to Add Contact Note in VaultRE. 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 VaultRE and Vitally 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 VaultRE and Vitally can do together
From VaultRE to Vitally
When New Enquiry in VaultRE
then Create Task in Vitally
From Vitally to VaultRE
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 VaultRE and Vitally
Triggers and actions 11 triggers · 32 actions
- 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.
- 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.
- 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 Sale Property
Returns one VaultRE residential sale property by its ID.
- 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.
- Update Contact
Updates a VaultRE contact's name, company or email address.
- Customer Created
Triggers when a new account (customer) is created in Vitally.
- Custom Object Instance Created
Triggers when a new instance of a custom object is created.
- Custom Object Instance Updated
Triggers when an instance of a custom object is created or updated.
- Note Created
Triggers when a new note is created in Vitally.
- NPS Response Created
Triggers when a new NPS response is recorded in Vitally.
- Organization Created
Triggers when a new organization is created in Vitally.
- Project Created
Triggers when a new project is created in Vitally.
- Task Created
Triggers when a new task is created in Vitally.
- Create Account
Creates an account (customer) in Vitally, identified by your own external ID.
- Create Note
Creates a note on an account or organization in Vitally.
- Create NPS Response
Records an NPS survey response from a user in Vitally.
- Create Organization
Creates an organization in Vitally, identified by your own external ID.
- Create Project From Template
Creates a project for an account or organization from a project template.
- Create Task
Creates a task on an account or organization in Vitally.
- Find a Customer
Returns a account by its Vitally ID or external ID.
- Find a Custom Object Instance
Finds a custom object instance by ID, external ID, linked account or a custom field value.
- Find a Note
Returns a note by its Vitally ID or external ID.
- Find a Organization
Returns a organization by its Vitally ID or external ID.
- Find a Task
Returns a task by its Vitally ID or external ID.
- Find a Teammate
Finds a Vitally team member by email address.
- Find a User
Finds a user by email address, external ID or email domain.
- Get Account Health Scores
Returns an account's health score and its breakdown.
- Update Customer Traits
Updates the name or traits of a account in Vitally; traits are merged with existing ones.
- Update Organization Traits
Updates the name or traits of a organization in Vitally; traits are merged with existing ones.
- Update Project Status
Changes a project's status in Vitally.
- Update Task
Updates a task in Vitally, for example to reassign or complete it.
- Update User Traits
Updates the name or traits of a user in Vitally; traits are merged with existing ones.
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
VaultRE and Vitally, answered
What can start an automation from VaultRE?
Any of VaultRE's 3 triggers in the catalog, including New Enquiry, New or Updated Contact and New Property Listing (Sales). Describe the moment in plain language and your agent picks the right one.
What can your agent do in Vitally when something happens in VaultRE?
Any of Vitally's 19 actions, including Create Account, Create Note, Create NPS Response and Create Organization. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vitally to VaultRE?
Yes. When something happens in Vitally, your agent can act in VaultRE too. This page covers both directions: Vitally's triggers and VaultRE's actions are listed here as well.
Do I have to build a connector for VaultRE or Vitally?
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 VaultRE and Vitally 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.