Integration
Connect Visible to Templates On
When New Metric fires in Visible, your agent runs Generate Image in Templates On. 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 Templates On 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 Templates On
When New Metric in Visible
then Generate Image in Templates On
When New Portfolio Company in Visible
then Generate PDF in Templates On
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 Templates On
Triggers and actions 4 triggers · 35 actions
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.
Action
Generate ImageGenerates a PNG image, either from one of your saved templates with your own values filled in, or as a styled text image without a template. Returns the image as base64 data with its size and dimensions.
Action
Generate PDFGenerates a PDF from one of your saved templates (filling in its dynamic fields), or a simple styled text document without a template, and returns the PDF as base64.
Action
List template fieldsReturns the dynamic fields defined in a Templates On template, with each field's name and type (text or image), so you know which values to pass when generating an image or PDF.
Action
List templatesReturns all templates available to your account, including your own templates and public templates, with each template's id, name and public status.
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 Templates On, 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 Templates On when something happens in Visible?
Any of Templates On's 4 actions, including Generate Image, Generate PDF, List template fields and List templates. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Templates On to Visible?
Templates On has no triggers in the catalog today, so automations start in Visible. If you need the other direction, ask: your agent reads Templates On's API documentation and adds it.
Do I have to build a connector for Visible or Templates On?
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 Templates On 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.