Integration
Connect EFC Aquila and Perspective
When New Appointment fires in EFC Aquila, your agent runs Create Contact in Perspective, or New Contact in Perspective to Add Lead in EFC Aquila. 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 EFC Aquila and Perspective 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 EFC Aquila and Perspective can do together
From EFC Aquila to Perspective
When New Appointment in EFC Aquila
then Create Contact in Perspective
From Perspective to EFC Aquila
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 EFC Aquila and Perspective
Triggers and actions 11 triggers · 16 actions
- Assessment Query
Triggers when a member's assessment standing on a Programme is recorded or re-assessed, optionally limited by grade, progress, attendance, age or group filters.
- Birthday
Triggers when a member at the Location has a birthday within the chosen window (today by default), once per member per year.
- Classes Attended
Triggers when a member reaches a lifetime (or this month's) classes-attended count in your chosen range — fires again each time their attendance count changes within it.
- Did Not Show
Triggers when a member booked onto a class or event today is marked absent (did not show).
- Expired Member
Triggers when a member's enrolment expires at the Location (members whose status becomes lapsed), newest expiry first.
- Member Query
Triggers when a member newly appears in a saved roster search at a Location, such as members who become enrolled or fall inactive.
- New Appointment
Triggers when a new appointment (a 1-on-1 slot with a member) is booked at the Location, scheduled from yesterday through the next year.
- New Lead
Triggers when a new lead (prospective member) is registered at the selected Location.
- New Member
Triggers when a member enrols at the selected Location (school).
- Add Lead
Captures a lead at a Location, merging into an existing matching lead instead of creating a duplicate. Returns the created or matched Member.
- Book Session
Books a member onto one occurrence of a class session, or every occurrence from that date forward. Returns the confirmed booking; if the member is already booked, the existing booking is returned.
- Create Appointment
Creates a one-on-one appointment with a member at a location, optionally as a recurring series.
- Create Note
Adds a note to a member's record, optionally pinning it to the top of their note feed or raising it to EFC.
- Enrol Member
Enrols a member at a location and sets the programmes they are enrolled on, replacing their current programme set. Returns the member's updated enrolment.
- Send Email
Sends an email from a Location to a recipient, optionally filing it in a member's conversation. Returns the queued message.
- Send SMS
Sends an SMS text message from a Location through its connected SMS provider, optionally filing it in a member's conversation.
- Send Template
Emails a member using one of the Location's library email templates, with merge fields filled in from the member's record. The message is queued for delivery.
- New Contact
Triggers when a new contact is added to the selected funnel.
- New Lead via Funnel
Triggers when a visitor submits the selected funnel and becomes a new lead (contacts whose source is the funnel itself).
- Create Contact
Creates a new contact in the CRM of a Perspective funnel. Returns the created contact.
- Get Contact
Returns a single CRM contact from a funnel by its ID. An error occurs if the contact is not found.
- Get Funnel Chart
Returns chart data points for a funnel over a time window, such as page-to-page conversion, visitor devices, top traffic sources or button clicks.
- Get Funnel KPI
Returns a single key performance indicator, such as conversion rate or total sessions, for a funnel over a chosen time period.
- Get Funnel Question Insight
Returns aggregated response counts for a specific funnel question or survey element over a date range.
- List Contacts
Returns the CRM contacts captured by a funnel, with their details, custom properties and attribution data.
- List Workspaces
Returns all workspaces in your Perspective company, along with the campaigns (funnels) that belong to each one.
- Update Contact Field
Updates one field on a contact in a funnel, either a standard contact field, an address field or a custom property, and returns the new value.
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
EFC Aquila and Perspective, answered
What can start an automation from EFC Aquila?
Any of EFC Aquila's 9 triggers in the catalog, including New Appointment, New Lead, New Member and Assessment Query. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Perspective when something happens in EFC Aquila?
Any of Perspective's 8 actions, including Create Contact, Update Contact Field, Get Contact and Get Funnel Chart. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perspective to EFC Aquila?
Yes. When something happens in Perspective, your agent can act in EFC Aquila too. This page covers both directions: Perspective's triggers and EFC Aquila's actions are listed here as well.
Do I have to build a connector for EFC Aquila or Perspective?
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 EFC Aquila and Perspective 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.