Integration
Connect Vitally to NGP VAN
When Customer Created fires in Vitally, your agent runs Add Contact History in NGP VAN. 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 Vitally and NGP VAN 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)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 Vitally can start in NGP VAN
When Customer Created in Vitally
then Add Contact History in NGP VAN
When Custom Object Instance Created in Vitally
then Add Note to Contact in NGP VAN
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 Vitally and NGP VAN
Triggers and actions 8 triggers · 40 actions
Trigger
Customer CreatedTriggers when a new account (customer) is created in Vitally.
Trigger
Custom Object Instance CreatedTriggers when a new instance of a custom object is created.
Trigger
Custom Object Instance UpdatedTriggers when an instance of a custom object is created or updated.
Trigger
Note CreatedTriggers when a new note is created in Vitally.
Trigger
NPS Response CreatedTriggers when a new NPS response is recorded in Vitally.
Trigger
Organization CreatedTriggers when a new organization is created in Vitally.
Trigger
Project CreatedTriggers when a new project is created in Vitally.
Trigger
Task CreatedTriggers when a new task is created in Vitally.
Action
Create AccountCreates an account (customer) in Vitally, identified by your own external ID.
Action
Create NoteCreates a note on an account or organization in Vitally.
Action
Create NPS ResponseRecords an NPS survey response from a user in Vitally.
Action
Create OrganizationCreates an organization in Vitally, identified by your own external ID.
Action
Create Project From TemplateCreates a project for an account or organization from a project template.
Action
Create TaskCreates a task on an account or organization in Vitally.
Action
Find a CustomerReturns a account by its Vitally ID or external ID.
Action
Find a Custom Object InstanceFinds a custom object instance by ID, external ID, linked account or a custom field value.
Action
Find a NoteReturns a note by its Vitally ID or external ID.
Action
Find a OrganizationReturns a organization by its Vitally ID or external ID.
Action
Find a TaskReturns a task by its Vitally ID or external ID.
Action
Find a TeammateFinds a Vitally team member by email address.
Action
Find a UserFinds a user by email address, external ID or email domain.
Action
Get Account Health ScoresReturns an account's health score and its breakdown.
Action
Update Customer TraitsUpdates the name or traits of a account in Vitally; traits are merged with existing ones.
Action
Update Organization TraitsUpdates the name or traits of a organization in Vitally; traits are merged with existing ones.
Action
Update Project StatusChanges a project's status in Vitally.
Action
Update TaskUpdates a task in Vitally, for example to reassign or complete it.
Action
Update User TraitsUpdates the name or traits of a user in Vitally; traits are merged with existing ones.
Action
Add a ContributionCreates a contribution (donation) for a contact in NGP VAN, credited to a designation.
Action
Add Activist CodesApplies or removes one or more activist codes on a person in NGP VAN.
Action
Add Canvass ResponsesRecords a canvass interaction on a person in NGP VAN: either a result code such as Not Home, or script responses such as activist codes, survey answers and volunteer activities.
Action
Add Contact HistoryRecords a contact attempt (contact history) on a person in NGP VAN with a result code such as Not Home or Wrong Number, plus optional context like contact type, date and phone.
Action
Add Note to ContactAdds a free-text note to a person in NGP VAN, optionally with a note category and a contact history record.
Action
Add Survey ResponsesRecords one or more survey question answers on a person in VAN, optionally with details of how and when they were canvassed.
Action
Create Financial BatchCreates a financial batch in NGP VAN for grouping contributions under a designation.
Action
Create or Update ContactFinds the matching person in NGP VAN and updates them with the values provided, or creates a new person when no match is found. Returns the person's VAN ID.
Action
Create or Update Contact With a ContributionFinds a matching contact (creating one if none exists, otherwise updating it) and records a contribution for that contact. Returns the contact's VAN ID and the new contribution ID.
Action
Delete code from contactRemoves a single code (tag) from a contact in NGP VAN.
Action
Delete contactDeletes (suppresses) a contact record in NGP VAN by its VANID.
Action
Find ContactFinds the person in NGP VAN who matches the VAN ID, name, date of birth, phone numbers or email addresses you provide, and returns that person's full record.
Action
Find Financial BatchFinds financial batches whose names contain the given text.
Action
Get contactReturns a person record from NGP VAN by VAN ID, with optional phones, emails, addresses, custom fields and other details.
Action
List activist codesReturns the activist codes available in your VAN committee, optionally filtered by status, name or type.
Action
List campaignsReturns the campaigns in your NGP VAN account, with each campaign's name, type and status.
Action
List notesReturns the notes recorded on a person (contact) in NGP VAN.
Action
Merge contactsMerges a source contact into a target contact, keeping the target's values on conflicts and deleting the source.
Action
Subscribe EmailFinds or creates a contact by email address and marks that email as subscribed.
Action
Tag a ContactApplies a tag or source code to an existing contact.
Action
Update noteUpdates the text, view restriction and category of an existing note on a person in NGP VAN.
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
Vitally and NGP VAN, answered
What can start an automation from Vitally?
Any of Vitally's 8 triggers in the catalog, including Customer Created, Custom Object Instance Created, Custom Object Instance Updated and Note Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in NGP VAN when something happens in Vitally?
Any of NGP VAN's 21 actions, including Create Financial Batch, Create or Update Contact, Create or Update Contact With a Contribution and Update note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from NGP VAN to Vitally?
NGP VAN has no triggers in the catalog today, so automations start in Vitally. If you need the other direction, ask: your agent reads NGP VAN's API documentation and adds it.
Do I have to build a connector for Vitally or NGP VAN?
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 Vitally and NGP VAN 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.