Integration
Connect Apex27 and Forecast
When New / Updated Listing fires in Apex27, your agent runs Create Task in Forecast, or New Client in Forecast to Create / Update Contact in Apex27. 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 Apex27 and Forecast 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 Apex27 and Forecast can do together
From Apex27 to Forecast
When New / Updated Listing in Apex27
then Create Task in Forecast
When New / Updated Task in Apex27
then Update Task in Forecast
From Forecast to Apex27
When New Client in Forecast
then Create / Update Contact in Apex27
When New Project in Forecast
then Create / Update Contact Note in Apex27
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 Apex27 and Forecast
Triggers and actions 7 triggers ยท 35 actions
Trigger
New / Updated ListingTriggers when a listing is created or updated inside Apex27.
Trigger
New / Updated TaskTriggers when a task is created or updated inside Apex27.
Trigger
New / Updated ValuationTriggers when a valuation is created or updated inside Apex27.
Trigger
New / Updated ViewingTriggers when a viewing is created or updated inside Apex27.
Action
Add Listing Valuationcreates a valuation on a listing (body: userId, thirdPartyContactId, dtsValued, status, valuedPrice, recommendedPrice, vendorsEstimate, notes). Fires listing_valuation.create.
Action
Add Listing Viewingbooks a viewing on a listing (required body: contactId, userId, event, isAccompanied). Fires listing_viewing.create.
Action
Create Call LogCreates a call log record in Apex27.
Action
Create NotificationSends an in-app notification to Apex27 users. Provide at least one of User, Branch, Main Branch, Listing or Contact.
Action
Create / Update ContactCreates a new contact or updates an existing contact in Apex27.
Action
Create / Update Contact NoteCreates a note linked to a contact
Action
Create / Update ListingCreates a new listing, or updates an existing listing if you pass the existing listing ID
Action
Create / Update Listing NoteCreates or updates a listing note
Action
Create / Update TaskCreates or updates a task if you pass the task ID.
Action
Find ContactFinds a contact by ID, Email or Phone
Action
Get Contact NoteReturns one contact note by id.
Action
List Contact Call LogsReturns the call logs recorded against a contact.
Action
List Listing ValuationsReturns the valuations recorded on a listing.
Action
Upload DocumentThis will upload a document to either a listing or a contact
Action
Upload Image for ListingUploads an image to a listing
Trigger
New ClientTriggers when a new client is added in Forecast.
Trigger
New ProjectTriggers when a new project is created in Forecast.
Trigger
New Task in ProjectTriggers when a new task is added to a Forecast project.
Action
Create ClientCreates a client in Forecast and returns the new client.
Action
Create ProjectCreates a project in Forecast and returns the new project.
Action
Create TaskCreates a task in a Forecast project and returns the new task.
Action
Create Time RegistrationLogs time for a person against a Forecast project, task or non-project time and returns the time registration.
Action
Delete ClientDeletes a Forecast client.
Action
Delete TaskDeletes a Forecast task.
Action
Delete Time RegistrationDeletes a Forecast time registration.
Action
Find a ProjectFinds a Forecast project by its name and returns it, or found = false when no project has that name.
Action
Get ClientReturns one Forecast client by its ID.
Action
Get PersonReturns one Forecast person by their ID.
Action
Get ProjectReturns one Forecast project by its ID.
Action
Get TaskReturns one Forecast task by its ID.
Action
Get Time RegistrationReturns one Forecast time registration by its ID.
Action
List ClientsReturns every client in the Forecast account.
Action
List PersonsReturns every person in the Forecast account.
Action
List ProjectsReturns every project in the Forecast account.
Action
List Tasks in ProjectReturns every task in a Forecast project.
Action
Update ClientUpdates a Forecast client's details and returns the updated client.
Action
Update ProjectUpdates a Forecast project and returns the updated project.
Action
Update TaskUpdates a Forecast task and returns the updated task.
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
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Questions
Apex27 and Forecast, answered
What can start an automation from Apex27?
Any of Apex27's 4 triggers in the catalog, including New / Updated Listing, New / Updated Task, New / Updated Valuation and New / Updated Viewing. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Forecast when something happens in Apex27?
Any of Forecast's 20 actions, including Create Client, Create Project, Create Task and Create Time Registration. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Forecast to Apex27?
Yes. When something happens in Forecast, your agent can act in Apex27 too. This page covers both directions: Forecast's triggers and Apex27's actions are listed here as well.
Do I have to build a connector for Apex27 or Forecast?
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 Apex27 and Forecast 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.