Integration
Connect Vouchsafe to ForceManager CRM
When something happens in Vouchsafe, your agent does the next thing in ForceManager CRM. Describe it 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 Vouchsafe and ForceManager CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Vouchsafe can start in ForceManager CRM
When User Needs Review in Vouchsafe
then Add account in ForceManager CRM
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 Vouchsafe and ForceManager CRM
Triggers and actions 2 triggers · 33 actions
- User Needs Review
Triggers when a user could not be automatically verified, and needs your review.
- User Verified
Triggers when a verification is automatically completed.
- Find addresses by postcode
Search for addresses matching a given postcode.
- Get account detail
Retrieve details for a specific monitored account (subject of an alert).
- Get team
Retrieve details for a Vouchsafe team/workspace by ID.
- Get verification
Retrieve a verification case's status and check results by ID.
- List verifications
List verification cases for the team.
- Perform smart lookup
Look up and enrich identity details (e.g. email/phone) via Vouchsafe's smart lookup service.
- Request Verification
Starts a verification session for an applicant, new user or customer.
- Toggle alerts
Enable or disable proactive alert monitoring for an account.
- Add account
Create an account (company/person).
- Add activity
Create an activity.
- Add call
Log a call.
- Add contact
Create a contact.
- Add opportunity
Create an opportunity.
- Add product
Create a product.
- Add sales order
Create an order header.
- Delete account
Delete an account.
- Delete contact
Delete a contact.
- Delete opportunity
Delete an opportunity.
- Get account
Get an account by ID.
- Get activity
Get an activity by ID.
- Get call
Retrieves a single call record by id.
- Get contact
Get a contact by ID.
- Get opportunity
Get an opportunity by ID.
- Get sales order
Returns one sales order header by id.
- List accounts
List accounts, paginated, with optional filters.
- List activities
List activities.
- List contacts
List contacts.
- List opportunities
List opportunities.
- List products
List products.
- Update account
Update an account.
- Update activity
Update an activity.
- Update contact
Update a contact.
- Update opportunity
Update an opportunity.
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
Vouchsafe and ForceManager CRM, answered
What can start an automation from Vouchsafe?
Any of Vouchsafe's 2 triggers in the catalog, including User Needs Review and User Verified. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ForceManager CRM when something happens in Vouchsafe?
Any of ForceManager CRM's 25 actions, including Update account, Update activity, Update contact and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ForceManager CRM to Vouchsafe?
ForceManager CRM has no triggers in the catalog today, so automations start in Vouchsafe. If you need the other direction, ask: your agent reads ForceManager CRM's API documentation and adds it.
Do I have to build a connector for Vouchsafe or ForceManager CRM?
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.
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.