App

Vitally integrations

Connect Vitally to any other app, or use it from your AI client over MCP. Vitally is a customer success platform for high-growth B2B SaaS teams.

Connects with an API keyvitally.io
8 triggers18 actions

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 to automate with Vitally?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One 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.ai

Start 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)

Popular

Vitally with the apps people pair it with most

Pair it

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What your agent can do with Vitally

Triggers and actions 8 triggers · 18 actions

  • Trigger
    Customer Created

    Triggers when a new account (customer) is created in Vitally.

  • Trigger
    Custom Object Instance Created

    Triggers when a new instance of a custom object is created.

  • Trigger
    Custom Object Instance Updated

    Triggers when an instance of a custom object is created or updated.

  • Trigger
    Note Created

    Triggers when a new note is created in Vitally.

  • Trigger
    NPS Response Created

    Triggers when a new NPS response is recorded in Vitally.

  • Trigger
    Organization Created

    Triggers when a new organization is created in Vitally.

  • Trigger
    Project Created

    Triggers when a new project is created in Vitally.

  • Trigger
    Task Created

    Triggers when a new task is created in Vitally.

  • Action
    Create Account

    Creates an account (customer) in Vitally, identified by your own external ID.

  • Action
    Create Note

    Creates a note on an account or organization in Vitally.

  • Action
    Create NPS Response

    Records an NPS survey response from a user in Vitally.

  • Action
    Create Organization

    Creates an organization in Vitally, identified by your own external ID.

  • Action
    Create Task

    Creates a task on an account or organization in Vitally.

  • Action
    Find a Customer

    Returns a account by its Vitally ID or external ID.

  • Action
    Find a Custom Object Instance

    Finds a custom object instance by ID, external ID, linked account or a custom field value.

  • Action
    Find a Note

    Returns a note by its Vitally ID or external ID.

  • Action
    Find a Organization

    Returns a organization by its Vitally ID or external ID.

  • Action
    Find a Task

    Returns a task by its Vitally ID or external ID.

  • Action
    Find a Teammate

    Finds a Vitally team member by email address.

  • Action
    Find a User

    Finds a user by email address, external ID or email domain.

  • Action
    Get Account Health Scores

    Returns an account's health score and its breakdown.

  • Action
    Update Customer Traits

    Updates the name or traits of a account in Vitally; traits are merged with existing ones.

  • Action
    Update Organization Traits

    Updates the name or traits of a organization in Vitally; traits are merged with existing ones.

  • Action
    Update Project Status

    Changes a project's status in Vitally.

  • Action
    Update Task

    Updates a task in Vitally, for example to reassign or complete it.

  • Action
    Update User Traits

    Updates the name or traits of a user in Vitally; traits are merged with existing ones.

Reviews

What our customers say

Questions

Vitally, answered

Is there a Vitally MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Vitally. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Vitally actions on demand, or have APIANT build, test and run automations that use Vitally. Nothing to install.

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 Vitally?

Any of Vitally's 18 actions, including Create Account, Create Note, Create NPS Response and Create Organization. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Vitally directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Vitally two ways. Ask it to do something in Vitally 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Vitally API?

No. APIANT connects to the Vitally API for you, with your Vitally API key. Describe what you want in plain language and your agent builds it on the Vitally triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Vitally API documentation and adds it.

Which apps can Vitally connect to?

Any app in the catalog; the list on this page pairs Vitally with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.