Integration
Connect Visible to iClosed
When New Metric fires in Visible, your agent runs Add deal in iClosed. 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 Visible and iClosed 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 Visible can start in iClosed
When New Metric in Visible
then Add deal in iClosed
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 Visible and iClosed
Triggers and actions 4 triggers · 57 actions
- New Metric
Triggers when a new metric is added in Visible.
- New Portfolio Company
Triggers when a new portfolio company is added in Visible.
- New Portfolio File
Triggers when a new portfolio file is added in Visible.
- New Portfolio Note
Triggers when a new portfolio note is added in Visible.
- Create File Tag
Creates a file tag.
- Create Metric
Creates a metric in a Visible company.
- Create Note
Creates a note attached to one or more contacts.
- Create or Update Contact
Creates a contact, or updates the contact with the same email.
- Create Portfolio Company
Creates a portfolio company profile.
- Create Portfolio File
Finalizes an uploaded file as a portfolio file.
- Create Portfolio File Upload Request
Starts a file upload for a portfolio company and returns the upload URL and form fields.
- Create Portfolio Folder
Creates a portfolio folder.
- Create Portfolio Note
Creates a note on a portfolio company.
- Delete File Tag
Deletes a file tag.
- Delete Portfolio File
Deletes a portfolio file.
- Delete Portfolio Folder
Deletes a portfolio folder.
- Get Portfolio File
Returns one portfolio file.
- Get Portfolio File Download URL
Returns a temporary download URL for a portfolio file.
- List Contact Lists
Returns a company's contact lists.
- List Data Points
Returns the data points of a metric.
- List File Tags
Returns a company's file tags.
- List Metrics
Returns the metrics of a Visible company.
- List Note Tags
Returns a company's note tags.
- List Portfolio Companies
Returns the portfolio companies of an investor company.
- List Portfolio Files
Returns a portfolio company's files.
- List Portfolio Folders
Returns a portfolio company's folders.
- List Portfolio Notes
Returns the notes of a portfolio company.
- List Portfolio Properties
Returns the custom portfolio properties of a company.
- List Portfolio Property Options
Returns the options of a select property.
- List Portfolio Property Values
Returns a portfolio company's property values.
- Set Value for Metric
Sets or replaces a metric's value for a date.
- Update File Tag
Renames a file tag.
- Update Portfolio Company
Updates a portfolio company profile.
- Update Portfolio File
Renames, moves or retags a portfolio file.
- Update Portfolio Folder
Renames a portfolio folder.
- Add call
Books a new call on an iClosed event for a contact at a chosen date and time, and returns the scheduled call with its assigned closer and confirmation link.
- Add Call Outcome
Records the outcome of a scheduled iClosed call (won, no sale, approved or rejected), with optional notes, objection, no-sale reason and deal details for a won call.
- Add custom field
Creates a new custom field on iClosed contacts, calls, events, deals, users or iScores, and returns the created field.
- Add deal
Creates a new deal from an iClosed call booking, with an optional product, value, and linked transactions.
- Add product
Creates a new product in your iClosed account and returns the created product.
- Cancel Call
Cancels a scheduled iClosed call, optionally recording the reason. Invitees lose the booking.
- Create Contact
Creates a new contact in iClosed, or updates the existing contact with the same email or phone number.
- Create Note
Adds a note to an existing contact in iClosed.
- Create Transaction
Creates a transaction (a payment or sale) in iClosed with its value and the buyer's contact details.
- Delete transaction
Permanently deletes a transaction by its ID. This cannot be undone.
- Get event
Returns one iClosed event, including its settings, hosts, invitee questions and routing rules, looked up by event ID or booking link prefix.
- List contact notes
Returns the notes recorded on an iClosed contact, optionally only those written by a specific user.
- List deals
Returns the deals in the iClosed account, with their contact, assigned user, product and event, optionally filtered by contact, user, product, event, type, contact status, search text or time range.
- List events
Returns the events (booking pages) in the iClosed account, optionally narrowed by search text, host or event type.
- List products
Returns the products in the iClosed account, with optional filtering by name, parent product and date range, and optional sorting.
- Search Call
Returns scheduled calls that match the search text and filters you specify, such as invitee email, contact, closer, event, outcome or date range.
- Search Contact
Searches contacts by name, email or phone number, with optional filters for owner, status, event and join date. Returns up to 100 matching contacts.
- Search Custom Fields
Searches the custom fields defined for one iClosed object type (contacts, calls, events, deals, users or iScore), optionally filtered by name, input type or identifier.
- Search Transaction
Searches transactions by name, email, phone number or value, with optional filters for source, sync status and creation date.
- Search Users
Finds users in your iClosed account whose name or email matches the search text, including removed users.
- Update call
Updates a scheduled call's date and time, and optionally its assigned closer, reason, notes and additional guests. Returns the updated call.
- Update Contact
Updates an existing iClosed contact's name, emails, phone numbers, status or referrer URL. Only the fields you fill in are changed.
- Update Contact Custom Field
Sets or replaces the value of one custom field on an iClosed contact. Choose the field by its id or its identifier.
- Update deal
Updates an existing deal's value, product, closer, time, transaction type and linked transactions, and returns the updated deal.
- Update product
Updates an existing product's name or description in iClosed and returns the updated product.
- Update transaction
Updates an existing iClosed transaction's name, contact details, description, value or source, and returns the updated transaction.
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
Visible and iClosed, answered
What can start an automation from Visible?
Any of Visible's 4 triggers in the catalog, including New Metric, New Portfolio Company, New Portfolio File and New Portfolio Note. Describe the moment in plain language and your agent picks the right one.
What can your agent do in iClosed when something happens in Visible?
Any of iClosed's 26 actions, including Create Contact, Create Note, Create Transaction and Update call. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from iClosed to Visible?
iClosed has no triggers in the catalog today, so automations start in Visible. If you need the other direction, ask: your agent reads iClosed's API documentation and adds it.
Do I have to build a connector for Visible or iClosed?
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 Visible and iClosed 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.