Integration
Connect ActiveCollab and Fulcrum
When New Project fires in ActiveCollab, your agent runs Update project in Fulcrum, or Record Created in Fulcrum to Add time record 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 Fulcrum 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 Fulcrum can do together
From ActiveCollab to Fulcrum
When New Project in ActiveCollab
then Update project in Fulcrum
From Fulcrum 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 Fulcrum
Triggers and actions 7 triggers · 45 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.
- Record Created
Triggers when a new record is created in Fulcrum.
- Record Updated
Triggers when a record is created or updated in Fulcrum.
- Add form
Creates a new form (app) in Fulcrum with the fields, status options and settings you provide.
- Delete project
Deletes a project from your Fulcrum account.
- Delete Record
Deletes a Fulcrum record.
- Download PDF Report
Downloads the PDF file of a generated Fulcrum report.
- Find Record
Returns one Fulcrum record by its ID, with its field values and location.
- Find Records
Returns Fulcrum records, optionally filtered by form, project and created or updated time.
- Generate PDF Report
Generates a PDF report for a Fulcrum record, optionally from a report template.
- Get Form
Returns one Fulcrum form (app) with its fields.
- Get Project
Returns one Fulcrum project by its ID.
- List Forms
Returns the forms (apps) in your Fulcrum organization.
- List memberships
Returns the members of your Fulcrum organization, optionally limited to a form, project or layer.
- List photos
Returns metadata for photos in your Fulcrum account, optionally limited to one record or app.
- List Projects
Returns the projects in your Fulcrum organization.
- List record history
Returns every saved version of a Fulcrum record, with who made each change and when.
- Project Create
Creates a new Fulcrum project.
- Query Records
Runs a SQL query against your organization's Fulcrum data and returns the rows.
- Record Create
Creates a new record in a Fulcrum form.
- Record Update
Replaces a Fulcrum record with the values given; fields not sent are cleared.
- Update form
Updates an existing Fulcrum form's name, fields and settings. The whole field list is replaced with the elements you supply.
- Update project
Updates the name and description of an existing Fulcrum project and returns the updated project.
- Update Record (Partial)
Updates only the given fields of a Fulcrum record and leaves the rest unchanged.
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
More from ActiveCollab
ActiveCollab to PandaDocPandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...
ActiveCollab to Google GeminiGoogle AI Studio is a fast, easy way to start prototyping generative AI ideas using Google's Gemini model.
ActiveCollab to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
ActiveCollab to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
ActiveCollab to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ActiveCollab to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
More into Fulcrum
ActiveCampaign to FulcrumActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to FulcrumOrganize anything with Airtable, a modern database created for everyone.
Asana to FulcrumAsana is a collaborative information manager for workspace.
ClickUp to FulcrumClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to FulcrumDiscord is an all-in-one voice and text chat for gamers.
Freshdesk to FulcrumFreshdesk is a cloud-based customer support and helpdesk platform.
Questions
ActiveCollab and Fulcrum, 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 Fulcrum when something happens in ActiveCollab?
Any of Fulcrum's 21 actions, including Update form, Update project, Update Record (Partial) and Add form. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Fulcrum to ActiveCollab?
Yes. When something happens in Fulcrum, your agent can act in ActiveCollab too. This page covers both directions: Fulcrum's triggers and ActiveCollab's actions are listed here as well.
Do I have to build a connector for ActiveCollab or Fulcrum?
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 Fulcrum 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.