Integration
Connect vTiger CRM to EyeLevel.ai
When New Contact (polling) fires in vTiger CRM, your agent runs Add document in EyeLevel.ai. 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 vTiger CRM and EyeLevel.ai 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 vTiger CRM can start in EyeLevel.ai
When New Contact (polling) in vTiger CRM
then Add document in EyeLevel.ai
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 vTiger CRM and EyeLevel.ai
Triggers and actions 6 triggers · 44 actions
- New Contact (polling)
Fires when a new Contact is created in vTiger. Polls via VTQL ordered by createdtime.
- New event
Triggered when any new event is added to your calendar.
- New Lead (polling)
Fires when a new Lead is created in vTiger. Polls via VTQL ordered by createdtime.
- New opportunity
Triggered when a new opportunity (Potential) is created in vTiger CRM.
- New organization
Triggered when any new organization (Account) is added in vTiger CRM.
- New ticket
Triggered when any new ticket (HelpDesk record) is added.
- Create Account
Create an Account (organization) in vTiger. Provide accountname (required) plus any other Account fields.
- Create Contact
Create a Contact in vTiger. Provide lastname (required) and any other Contact fields.
- Create Lead
Create a Lead in vTiger. Provide lastname and company (required) plus any other Lead fields.
- Create Opportunity
Create an Opportunity (Potential) in vTiger. Provide potentialname, related_to, sales_stage, closingdate (required) plus other fields.
- Create Record
Create a record in any vTiger module. Pass elementType (module name) and element (a JSON object of field values).
- Create Ticket
Create a Help Desk Ticket in vTiger. Provide ticket_title, assigned_user_id (required) plus other fields.
- Delete Record
Delete a vTiger record by its id (e.g. 11x123).
- Describe Module
Describe the fields and metadata of a vTiger module.
- Get Current User (me)
Return the logged-in vTiger user — useful as a connection/auth smoke test.
- List Accounts
List Accounts (organizations) via VTQL. Optional limit (default 100).
- List Contacts
List Contacts via VTQL. Optional limit (default 100).
- List Leads
List Leads via VTQL. Optional limit (default 100).
- List Modules (listtypes)
List all accessible vTiger modules (element types).
- List Opportunities
List Opportunities (Potentials) via VTQL. Optional limit (default 100).
- List Tickets
List Help Desk Tickets via VTQL. Optional limit (default 100).
- Query (VTQL)
Run a vTiger Query Language (VTQL) SELECT statement and return matching records.
- Retrieve Record
Retrieve a single record by its vTiger record id (e.g. 11x123).
- Update Record
Update an existing vTiger record. The element JSON must include the record id and all mandatory fields.
- Add bucket
Create a new bucket to hold documents.
- Add bucket to group
Adds an existing bucket to an existing group. Buckets and groups can be associated many to many.
- Add document
Uploads a file into an EyeLevel (GroundX) bucket for ingestion. Returns the ingest process id and its status; ingestion continues asynchronously.
- Add group
Create a new group (collection of buckets).
- Add remote document
Ingest a document hosted at a public URL into a GroundX bucket.
- Crawl website
Crawl a website and ingest its pages as documents into a bucket.
- Delete bucket
Delete a bucket.
- Delete document
Deletes a single document from GroundX.
- Delete group
Deletes a group in GroundX by its group ID.
- Find content by query
Semantic search over ingested content chunks within a bucket/group for relevant passages.
- Find documents by ID
Returns up to 20 documents associated with the specified process, bucket, or group ID.
- Find documents by query
Searches the given documents for the content most relevant to a query, returning suggested LLM context and the matching chunks.
- Get bucket
Retrieve a single bucket by ID.
- Get customer
Get the EyeLevel (GroundX) account information associated with the connected API key, including subscription usage and limits.
- Get customer usage
Get the total searches or file tokens used by the account over a time period.
- Get document
Look up an existing GroundX document by its ID.
- Get document extract
Look up the information GroundX extract has pulled from an existing document.
- Get document processing status
Get the ingestion/processing status of a document by process ID.
- Get document X-Ray
Retrieve the X-Ray (deep semantic parse) result for a document.
- Get group
Retrieve a single group by ID.
- List buckets
Lists the content buckets in your GroundX account.
- List groups
List all groups in your GroundX account (up to 100 per call).
- Remove bucket from group
Removes a bucket from a group without affecting the bucket's other group associations.
- Update bucket
Rename an existing content bucket.
- Update document
Update a document's metadata (e.g. searchData, fileName).
- Update group
Rename an existing group.
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
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Questions
vTiger CRM and EyeLevel.ai, answered
What can start an automation from vTiger CRM?
Any of vTiger CRM's 6 triggers in the catalog, including New Contact (polling), New event, New Lead (polling) and New opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in EyeLevel.ai when something happens in vTiger CRM?
Any of EyeLevel.ai's 26 actions, including Update bucket, Update document, Update group and Add bucket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from EyeLevel.ai to vTiger CRM?
EyeLevel.ai has no triggers in the catalog today, so automations start in vTiger CRM. If you need the other direction, ask: your agent reads EyeLevel.ai's API documentation and adds it.
Do I have to build a connector for vTiger CRM or EyeLevel.ai?
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 vTiger CRM and EyeLevel.ai 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.