Integration
Connect ActiveCollab and ClientSuccess
When New Project fires in ActiveCollab, your agent runs Create Contact in ClientSuccess, or New Client in ClientSuccess to Add Comment to Task in ActiveCollab. 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 ActiveCollab and ClientSuccess 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 ActiveCollab and ClientSuccess can do together
From ActiveCollab to ClientSuccess
When New Project in ActiveCollab
then Create Contact in ClientSuccess
From ClientSuccess to ActiveCollab
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 ActiveCollab and ClientSuccess
Triggers and actions 10 triggers · 34 actions
- New Project
Fires when a new active project is created in ActiveCollab.
- New Task
Triggers when a new task is created.
- New Task List
Triggers when a new task list is created in a project in Active Collab.
- Task Closed
Triggers when a task is closed in Active Collab.
- Task Moved
Fires when an open task in the selected project lands in a task list it has not been seen in before (a task moved between task lists). Newly seen tasks also fire on first appearance.
- Add Comment to Discussion
Adds a new comment to discussion.
- Add Comment to Task
Creates a new comment in selected task.
- Add note
Create a note in a project.
- Add task list
Create a task list in a project.
- Add time record
Log time on a project or task.
- Add user
Create a user.
- Complete Project
Completes a project.
- Complete Task
Completes a task.
- Create Company
Creates a new company.
- Create Discussion
Creates a new discussion in a project.
- Create Project
Creates a new project.
- Create Task
Creates a task.
- Delete task
Moves a task in a project to trash.
- Get Discussion
Returns one discussion including its comments.
- Get project
Get a project by id.
- Get task
Get a task by id.
- Invite User to Project
Invites a new user to a project.
- List companies
List companies.
- List projects
List active projects.
- List task lists
List task lists in a project.
- List tasks
List open tasks in a project.
- List users
List users.
- Update project
Update a project.
- Update task
Update a task.
- New Client
Triggers when a new client is added in ClientSuccess.
- New Contact
Triggers when a new contact is created in ClientSuccess.
- New Contract
Triggers when a new contract is added to a ClientSuccess client.
- New Pulse
Triggers when a new pulse is recorded on a ClientSuccess client.
- New Task
Triggers when a new task is added in ClientSuccess.
- Create Client
Creates a new client (customer account) in ClientSuccess.
- Create Contact
Creates a new contact on a ClientSuccess client.
- Create Contract
Creates a new contract for a ClientSuccess client.
- Create Engagement Interaction
Logs an engagement interaction (client note) on a ClientSuccess client.
- Create Pulse
Records a new pulse (health sentiment) on a ClientSuccess client.
- Create Task
Creates a new task in ClientSuccess, optionally tied to a client.
- Find Client by External ID
Finds ClientSuccess clients whose external system ID matches the one given.
- Find Client by ID
Returns one ClientSuccess client by its UUID.
- Find Contact
Finds ClientSuccess contacts by email, name or client.
- Update Task
Updates a ClientSuccess task's name, description, due date or completion; only the fields you fill in change.
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
ActiveCollab and ClientSuccess, answered
What can start an automation from ActiveCollab?
Any of ActiveCollab's 5 triggers in the catalog, including New Project, New Task, New Task List and Task Moved. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ClientSuccess when something happens in ActiveCollab?
Any of ClientSuccess's 10 actions, including Create Client, Create Contact, Create Contract and Create Engagement Interaction. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ClientSuccess to ActiveCollab?
Yes. When something happens in ClientSuccess, your agent can act in ActiveCollab too. This page covers both directions: ClientSuccess's triggers and ActiveCollab's actions are listed here as well.
Do I have to build a connector for ActiveCollab or ClientSuccess?
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 ActiveCollab and ClientSuccess 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.