--- title: "Connect Aplos and Easy Project - APIANT.ai" description: "When \"New contact\" fires in Aplos, your agent runs \"Create Task\" in Easy Project, or \"New Project\" in Easy Project to \"Find contacts\" in Aplos." canonical: "https://apiant.ai/connect/aplos-to-easy-project" --- # Connect Aplos and Easy Project When **New contact** fires in [Aplos](https://apiant.ai/connections/aplos), your agent runs **Create Task** in [Easy Project](https://apiant.ai/connections/easy-project), or **New Project** in Easy Project to **Find contacts** in Aplos. Describe the whole flow and it is built, tested on every scenario and kept running. Aplos **3** triggers Aplos **13** actions Easy Project **3** triggers Easy Project **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Aplos and Easy Project to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.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 Aplos and Easy Project can do together ### From Aplos to Easy Project - When **New contact** in Aplos then **Create Task** in Easy Project - When **New contribution** in Aplos then **Update Task** in Easy Project ### From Easy Project to Aplos - When **New Project** in Easy Project then **Find contacts** in Aplos - When **New Task** in Easy Project then **Get contact** in Aplos 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 Aplos and Easy Project ## Triggers and actions 6 triggers · 24 actions - Trigger **New contact** Triggers when a new contact (a donor, individual or company) is added in Aplos. - Trigger **New contribution** Triggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts. - Trigger **New or updated contact** Triggers when a contact (a donor, individual or company) is added or changed in Aplos. - Action **Add contribution** Records a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose. - Action **Add payable** Creates an accounts payable bill in Aplos, split across one or more expense lines by account and fund. - Action **Add transaction** Creates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund. - Action **Find contacts** Returns the contacts that match the specified name, email, type or last-updated time. - Action **Find contributions** Returns contributions (donation records) that match the specified contact, name and date criteria. - Action **Find transactions** Returns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status). - Action **Get contact** Retrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses. - Action **Get contribution** Retrieve a single Aplos contribution record by its ID. - Action **Get payable** Retrieves a single payable (bill) by its id. - Action **Get transaction** Retrieves a single accounting transaction, including its lines (account, fund, amount) and contact. - Action **List accounts** Lists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type. - Action **List funds** Lists the funds in the Aplos organization, optionally narrowed by name or fund balance account number. - Action **List purposes** Lists the donation purposes in the Aplos organization, optionally filtered by name or enabled status. - Trigger **New Project** Triggers when a new project is created in Easy Project. - Trigger **New Task** Triggers when a new task is created in Easy Project. - Trigger **Task Comments Web Hook Trigger** Triggers when a comment is added to a task in Easy Project. - Action **Create Planned Project Expense** Creates a planned (expected) expense in a project's budget in Easy Project, with its amount, currency, VAT and planned date. - Action **Create Project** Creates a new project in Easy Project with its name, dates, manager, parent project, tags and custom field values. - Action **Create Project Expense** Creates an actual (other) expense on a project's budget in Easy Project, with amounts, VAT, currency, date, tags and custom fields. - Action **Create Project Income** Creates an actual income (other revenue) on an Easy Project project's budget, with amounts, VAT, currency, date and optional milestone, tags and custom fields. - Action **Create Task** Creates a task (issue) in an Easy Project project, with its tracker, status, priority, assignee, dates and custom field values. - Action **Create Time Entry** Logs spent time in Easy Project against a project, and optionally a task, for a user on a given date. - Action **Find Project** Returns the projects whose details match the search text you supply. - Action **Get Planned Project Expense** Returns a single planned project expense by its ID, including its amounts, currency, project, milestone, custom fields and tags. - Action **Get Project Expense** Returns a single project expense by its ID, including its project, milestone, amounts, VAT, currency, date, custom fields and tags. - Action **Get Project Income** Returns a single project income (other revenue) record by its ID, including amounts, currency, project, custom fields and tags. - Action **Update Task** Updates an existing task in Easy Project, changing only the fields you fill in, and can add a comment to it. ## Each app on its own - [ **Aplos** Aplos is fund accounting and donor management software for churches and nonprofits: contacts and donors...](https://apiant.ai/connections/aplos) - [ **Easy Project** Easy Project is a professional project management software for you, your team and the whole company.](https://apiant.ai/connections/easy-project) Reviews ## What our customers say ## More from Aplos - [ **Aplos to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/aplos-to-salesforce) - [ **Aplos to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/aplos-to-stripe) - [ **Aplos to OpenAI** OpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...](https://apiant.ai/connect/aplos-to-openai) - [ **Aplos to Ontraport** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/aplos-to-ontraport) - [ **Aplos to Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/aplos-to-freshworks-crm) - [ **Aplos to Beanstalk** Beanstalk is a code hosting and deployment workflow tool for Git and Subversion.](https://apiant.ai/connect/aplos-to-beanstalk) ## More into Easy Project - [ **ActiveCampaign to Easy Project** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-easy-project) - [ **Airtable to Easy Project** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-easy-project) - [ **Asana to Easy Project** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-easy-project) - [ **ClickUp to Easy Project** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-easy-project) - [ **Discord to Easy Project** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-easy-project) - [ **Brevo to Easy Project** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-easy-project) Questions ## Aplos and Easy Project, answered ### ### What can start an automation from Aplos? Any of Aplos's 3 triggers in the catalog, including New contact, New contribution and New or updated contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Easy Project when something happens in Aplos? Any of Easy Project's 11 actions, including Create Planned Project Expense, Create Project, Create Project Expense and Create Project Income. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Easy Project to Aplos? Yes. When something happens in Easy Project, your agent can act in Aplos too. This page covers both directions: Easy Project's triggers and Aplos's actions are listed here as well. ### ### Do I have to build a connector for Aplos or Easy Project? 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 Aplos and Easy Project 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.