Integration
Connect Workbooks CRM to VedIntel™ AstroAPI
When New Case fires in Workbooks CRM, your agent runs Find ascendant in VedIntel™ AstroAPI. 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 Workbooks CRM and VedIntel™ AstroAPI 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 Workbooks CRM can start in VedIntel™ AstroAPI
When New Case in Workbooks CRM
then Find ascendant in VedIntel™ AstroAPI
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 Workbooks CRM and VedIntel™ AstroAPI
Triggers and actions 6 triggers · 39 actions
- New Case
Triggers when a new support case is created in Workbooks.
- New Organisation
Triggers when a new organisation is created in Workbooks.
- New Person
Triggers when a new person is created in Workbooks.
- New Sales Lead
Triggers when a new sales lead is created in Workbooks.
- Posted Credit Note
Triggers when a credit note in Workbooks is posted.
- Posted Invoice
Triggers when an invoice in Workbooks is posted.
- Create Case
Creates a new support case in Workbooks and returns its id and details.
- Create Customer Order
Creates a new customer order in Workbooks and returns its id and details.
- Create Marketing Campaign
Creates a new marketing campaign in Workbooks and returns its id and details.
- Create Marketing Campaign Member
Adds a person, organisation or lead to a marketing campaign in Workbooks and returns the membership's id.
- Create Marketing Campaign Member Status
Adds a new member status (such as Invited or Attended) to a marketing campaign in Workbooks.
- Create Organisation
Creates a new organisation (company) in Workbooks and returns its id and details.
- Create Person
Creates a new person (contact) in Workbooks and returns its id and details.
- Create Sales Lead
Creates a new sales lead in Workbooks and returns its id and details.
- Create Task
Creates a new task in Workbooks and returns its id and details.
- Find a Customer Order
Finds a customer order in Workbooks by its order reference and returns the first match.
- Find a Marketing Campaign
Finds a marketing campaign in Workbooks by name and returns the first match.
- Find a Marketing Campaign Member
Finds a member of a marketing campaign in Workbooks by campaign and member id.
- Find a Marketing Campaign Member Status
Finds a member status of a marketing campaign in Workbooks by its name.
- Find an Organisation
Finds an organisation in Workbooks by name and returns the first match.
- Find a Person
Finds a person in Workbooks by email address and returns the first match.
- Find a Sales Lead
Finds a sales lead in Workbooks by name and returns the first match.
- Update Customer Order
Updates an existing customer order in Workbooks. Only the fields you fill in are changed.
- Update Marketing Campaign Member
Updates an existing marketing campaign member in Workbooks, for example to change their member status.
- Update Organisation
Updates an existing organisation in Workbooks. Only the fields you fill in are changed.
- Update Person
Updates an existing person in Workbooks. Only the fields you fill in are changed.
- Update Sales Lead
Updates an existing sales lead in Workbooks. Only the fields you fill in are changed.
- Find ascendant
computes the rising sign (ascendant) for given birth data.
- Find match compatibility
/api/v1/matching/north-match (and south-match variants) — Vedic guna-milan compatibility score between two birth charts.
- Get ascendant report
narrative report on the ascendant (lagna) for a birth chart.
- Get chart image
rendered birth chart image (North/South Indian style) for given birth data.
- Get current mahadasha
current Vimshottari mahadasha/antardasha period details for a birth chart.
- Get daily horoscope by sign
daily horoscope text for a given zodiac sign.
- Get daily muhurta
auspicious/inauspicious time windows (muhurta) for a given date and location.
- Get daily panchang
daily Panchang (tithi, nakshatra, yoga, karana, sunrise/sunset) for a date and location.
- Get divisional chart
Vedic divisional (varga) charts for a birth chart.
- Get gem suggestion
recommended gemstone(s) based on a birth chart.
- Get kaal sarp dosha
checks presence/type of Kaal Sarp Dosha in a birth chart.
- Get mahadasha table
full life sequence of Vimshottari mahadasha periods for a birth chart.
- Get manglik dosha
checks presence/severity of Mangal (Manglik) Dosha in a birth chart.
- Get moon phase
current or date-specific lunar phase for a location.
- Get nakshatra
birth nakshatra (lunar mansion) and pada for given birth data.
- Get numerology
numerology (radical/day) number and reading based on name/dob.
- Get planet details
Vedic planetary positions (sign, house, degree, nakshatra) for a birth chart given dob/tob/lat/lon/tz.
- Get weekly horoscope by sign
weekly horoscope text for a given zodiac sign.
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
Workbooks CRM and VedIntel™ AstroAPI, answered
What can start an automation from Workbooks CRM?
Any of Workbooks CRM's 6 triggers in the catalog, including New Case, New Organisation, New Person and New Sales Lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in VedIntel™ AstroAPI when something happens in Workbooks CRM?
Any of VedIntel™ AstroAPI's 18 actions, including Find ascendant, Find match compatibility, Get ascendant report and Get chart image. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from VedIntel™ AstroAPI to Workbooks CRM?
VedIntel™ AstroAPI has no triggers in the catalog today, so automations start in Workbooks CRM. If you need the other direction, ask: your agent reads VedIntel™ AstroAPI's API documentation and adds it.
Do I have to build a connector for Workbooks CRM or VedIntel™ AstroAPI?
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 Workbooks CRM and VedIntel™ AstroAPI 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.