Integration
Connect SourceWhale and Truss
When Contact Added fires in SourceWhale, your agent runs Create Contact in Truss, or New Comment in Truss to Find Contact in SourceWhale. 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 SourceWhale and Truss 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 SourceWhale and Truss can do together
From SourceWhale to Truss
When Contact Added in SourceWhale
then Create Contact in Truss
From Truss to SourceWhale
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 SourceWhale and Truss
Triggers and actions 12 triggers · 20 actions
- Contact Added
Triggers when a new person (candidate or contact) is added in SourceWhale.
- Contact Updated
Triggers when a person (candidate or contact) is updated in SourceWhale.
- New Placement
Triggers when a new placement is created in SourceWhale.
- Find activities
Searches SourceWhale activities using structured filters such as activity type, person, project, company or creation date, and returns the matching activities.
- Find Company
Finds SourceWhale companies whose name starts with the text you give.
- Find Contact
Finds SourceWhale people whose email address contains the text you give.
- Get Company
Returns one SourceWhale company by ID, with its name, website, industries and size.
- Get Contact
Returns one SourceWhale person (candidate or contact) by ID, with name, role, location, emails and phones.
- Get Placement
Returns one SourceWhale placement by ID, with the person, project, company, dates and rates.
- Get Project
Returns one SourceWhale project (job) by ID, with its name, status, company, location and salary.
- List Users
Lists the users on your SourceWhale team, with name, email and status.
- Contact Modified
Triggers when a contact's details change.
- New Comment
Triggers when a new comment is added to a task.
- New Contact
Triggers when a new contact is created.
- New Entity
Triggers when a new entity is created.
- New Project Created
Triggers when a new project is created in the firm.
- New Task
Triggers when a new task is added to a project.
- Project Modified
Triggers when a project is created or changed.
- Project Status Change
Triggers when a project's status changes.
- Project Task Modified
Triggers when a task in a project is added or changed (name, description, status or due date).
- Add Contact to Entity
Links an existing contact to an existing entity and returns the entity.
- Add Project to Entity
Links an existing project to an existing entity and returns the entity.
- Change Project Status
Changes a project's status to the status you choose.
- Create Assignee by Contact ID
Assigns an existing contact to a project.
- Create Contact
Creates a client contact with a name and primary email.
- Create Entity
Creates an entity (a business or individual taxpayer) in the firm.
- Get All Projects in Firm
Returns every project in the firm.
- Get All Tasks in Project
Returns every task in a project.
- Get Contact by ID
Returns a contact by its ID.
- Get Entity by ID
Returns an entity by its ID, with its linked contacts and projects.
- Get One Task From Project
Returns one task of a project, with its attached files.
- Update Project Name or Metadata
Updates a project's name, due date or metadata.
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
SourceWhale and Truss, answered
What can start an automation from SourceWhale?
Any of SourceWhale's 3 triggers in the catalog, including Contact Added, Contact Updated and New Placement. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Truss when something happens in SourceWhale?
Any of Truss's 12 actions, including Create Assignee by Contact ID, Create Contact, Create Entity and Update Project Name or Metadata. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Truss to SourceWhale?
Yes. When something happens in Truss, your agent can act in SourceWhale too. This page covers both directions: Truss's triggers and SourceWhale's actions are listed here as well.
Do I have to build a connector for SourceWhale or Truss?
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 SourceWhale and Truss 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.