# Connect ActiveCollab and PocketSmith When **New Project** fires in [ActiveCollab](https://apiant.ai/connections/activecollab), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/pocketsmith), or **New transaction** in PocketSmith to **Add Comment to Task** in ActiveCollab. Describe the whole flow and it is built, tested on every scenario and kept running. ActiveCollab **5** triggers ActiveCollab **24** actions PocketSmith **1** trigger PocketSmith **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ActiveCollab and PocketSmith to do together? Give your AI client this address. `https://mcp.apiant.ai` 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What ActiveCollab and PocketSmith can do together ### From ActiveCollab to PocketSmith - When **New Project** in ActiveCollab then **Add category** in PocketSmith - When **New Task** in ActiveCollab then **Add transaction** in PocketSmith ### From PocketSmith to ActiveCollab - When **New transaction** in PocketSmith then **Add Comment to Task** in ActiveCollab - When **New transaction** in PocketSmith then **Add task list** in 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 PocketSmith ## Triggers and actions 6 triggers · 37 actions - Trigger **New Project** Fires when a new active project is created in ActiveCollab. - Trigger **New Task** Triggers when a new task is created. - Trigger **New Task List** Triggers when a new task list is created in a project in Active Collab. - Trigger **Task Closed** Triggers when a task is closed in Active Collab. - Trigger **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. - Action **Add Comment to Discussion** Adds a new comment to discussion. - Action **Add Comment to Task** Creates a new comment in selected task. - Action **Add note** Create a note in a project. - Action **Add task list** Create a task list in a project. - Action **Add time record** Log time on a project or task. - Action **Add user** Create a user. - Action **Complete Project** Completes a project. - Action **Complete Task** Completes a task. - Action **Create Company** Creates a new company. - Action **Create Discussion** Creates a new discussion in a project. - Action **Create Project** Creates a new project. - Action **Create Task** Creates a task. - Action **Delete task** Moves a task in a project to trash. - Action **Get Discussion** Returns one discussion including its comments. - Action **Get project** Get a project by id. - Action **Get task** Get a task by id. - Action **Invite User to Project** Invites a new user to a project. - Action **List companies** List companies. - Action **List projects** List active projects. - Action **List task lists** List task lists in a project. - Action **List tasks** List open tasks in a project. - Action **List users** List users. - Action **Update project** Update a project. - Action **Update task** Update a task. - Trigger **New transaction** Fires when a new transaction appears in the authorised user's PocketSmith accounts. - Action **Add category** Create a new category for the authorised user. - Action **Add transaction** Create a new transaction in a PocketSmith transaction account. - Action **Delete category** Delete a category by id. - Action **Delete transaction** Delete a transaction by id. - Action **Get account** Retrieve a single account by id. - Action **Get category** Retrieve a single category by id. - Action **Get transaction** Retrieve a single transaction by id. - Action **List accounts** List all bank/investment accounts for the authorised user. - Action **List categories** List all categories for the authorised user. - Action **List transaction accounts** List the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions. - Action **List transactions** List transactions for the authorised user, with filters for date range, category, account, type and search text. - Action **Update category** Update an existing category's title, colour or parent. - Action **Update transaction** Update fields on an existing transaction (amount, payee, date, category, note, labels). ## Each app on its own - [ **ActiveCollab** ActiveCollab is a powerful yet simple workspace for task, project, team, client and billing management –...](https://apiant.ai/connections/activecollab) - [ **PocketSmith** Manage your budget and forecast your finances with PocketSmith, the best personal finance software on the web.](https://apiant.ai/connections/pocketsmith) Reviews ## What our customers say ## More from ActiveCollab - [ **ActiveCollab to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/activecollab-to-hubspot) - [ **ActiveCollab to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/activecollab-to-salesforce) - [ **ActiveCollab to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/activecollab-to-slack) - [ **ActiveCollab to Google Sheets** Google Sheets](https://apiant.ai/connect/activecollab-to-google-sheets) - [ **ActiveCollab to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/activecollab-to-gmail) - [ **ActiveCollab to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/activecollab-to-google-calendar) ## More into PocketSmith - [ **HubSpot to PocketSmith** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pocketsmith) - [ **Slack to PocketSmith** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pocketsmith) - [ **Google Sheets to PocketSmith** Google Sheets](https://apiant.ai/connect/google-sheets-to-pocketsmith) - [ **Gmail to PocketSmith** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pocketsmith) - [ **Google Drive to PocketSmith** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pocketsmith) - [ **Mailchimp to PocketSmith** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pocketsmith) Questions ## ActiveCollab and PocketSmith, 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 PocketSmith when something happens in ActiveCollab? Any of PocketSmith's 13 actions, including Update category, Update transaction, Add category and Add transaction. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PocketSmith to ActiveCollab? Yes. When something happens in PocketSmith, your agent can act in ActiveCollab too. This page covers both directions: PocketSmith's triggers and ActiveCollab's actions are listed here as well. ### ### Do I have to build a connector for ActiveCollab or PocketSmith? 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. ### ### 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.