Integration
Connect Autotask and Cin7 Core Inventory
When New Company fires in Autotask, your agent runs Create Customer in Cin7 Core Inventory, or New Customer / Updated Customer in Cin7 Core Inventory to Find Contact in Autotask. 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 Autotask and Cin7 Core Inventory 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)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 Autotask and Cin7 Core Inventory can do together
From Autotask to Cin7 Core Inventory
When New Company in Autotask
then Create Customer in Cin7 Core Inventory
From Cin7 Core Inventory to Autotask
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 Autotask and Cin7 Core Inventory
Triggers and actions 37 triggers · 33 actions
- New Company
Triggers when a new company is created.
- New Company "To Do" Event
Triggers when a new to-do is added to a company.
- New Configuration Item
Triggers when a new configuration item is created.
- New Contact
Triggers when a new contact is created.
- New Invoice
Triggers when a new invoice is created.
- New Opportunity
Triggers when a new opportunity is created.
- New or Updated Ticket Note
Triggers when a ticket note is created or updated.
- New Project
Triggers when a new project is created.
- New Quote
Triggers when a new quote is created.
- New Service Call
Triggers when a new service call is created.
- New Task
Triggers when a new project task is created.
- New Ticket
Triggers when a new ticket is created.
- New Time Entry
Triggers when a new time entry is created.
- Updated Company
Triggers when a company is updated.
- Updated Company "To Do" Event
Triggers when an existing company to-do is updated.
- Updated Configuration Item
Triggers when a configuration item is updated.
- Updated Contact
Triggers when a contact is updated.
- Updated Opportunity
Triggers when an opportunity is updated.
- Updated Project
Triggers when a project is updated.
- Updated Quote
Triggers when a quote is updated.
- Updated Service Call
Triggers when an existing service call is updated.
- Updated Task
Triggers when a project task is updated.
- Updated Ticket
Triggers when an existing ticket is updated.
- Updated Time Entry
Triggers when a time entry is updated.
- Find Company
Finds companies by ID, name or phone.
- Find Contact
Finds contacts by ID, email, name or company.
- Find Contract
Finds contracts by ID, company or name.
- Find Country
Finds countries by ID, code or name.
- Find Currency
Finds currencies by ID or code.
- Find Opportunity
Finds opportunities by ID, company or title.
- Find Quote
Finds quotes by ID, company, opportunity or name.
- Find Resource
Finds resources (users) by ID, email, username or last name.
- Find Ticket
Finds tickets by ID, ticket number, company or title.
- New Customer / Updated Customer
Triggers when a customer is created or updated in Cin7 Core.
- New Payment
Triggers when a payment is added to a sale (its paid amount changes).
- New Product / Updated Product
Triggers when a product is created or updated in Cin7 Core.
- New Purchase / Updated Purchase
Triggers when a purchase is created or updated in Cin7 Core.
- New Sale
Triggers when a new sale is created in Cin7 Core.
- New Supplier / Updated Supplier
Triggers when a supplier is created or updated in Cin7 Core.
- Sale Credit Note Authorised
Triggers when a sale credit note is authorised.
- Sale Fulfilment Update
Triggers when a sale's pick, pack or ship status changes.
- Sale Invoice Authorised
Triggers when a sale becomes fully invoiced.
- Sale Shipment Tracking Number Changed
Triggers when a sale's shipment tracking numbers change.
- Sale Status Change
Triggers when a sale's status changes in Cin7 Core.
- Sale Voided/Undone
Triggers when a sale is voided.
- Stock Level Update
Triggers when a product's stock level at a location changes.
- Add Sale Attachment
Attaches a file to a sale.
- Add Sale Pack
Records packing for a sale fulfilment.
- Add Sale Payment
Records a payment or refund against a sale invoice.
- Add Sale Shipment
Records shipment of a sale fulfilment, with carrier and tracking numbers.
- Create Customer
Creates a new customer in Cin7 Core.
- Create Product
Creates a new product in Cin7 Core.
- Create Sale
Creates a new sale (quote or order header) in Cin7 Core.
- Create Stock Adjustment
Creates a stock adjustment that changes on-hand quantities.
- Create Stock Transfer
Creates a stock transfer between two locations.
- Create Supplier
Creates a new supplier in Cin7 Core.
- Find a Customer
Finds customers by name, ID or contact.
- Find an Assembly
Finds assemblies (finished goods tasks) by status, search text or sale.
- Find a Product
Finds products by name, SKU or ID.
- Find a Products Availability
Returns on-hand, allocated and available stock for products, per location.
- Find a Sale
Returns one sale by its ID, with its order, invoices and fulfilments.
- Find a Sale Credit Note
Returns a sale's credit notes.
- Find a Sale Extended
Finds sales by order number, customer, invoice number, reference, credit note number or status.
- Find a Sale Fulfilment
Returns a sale's fulfilments with their pick, pack and ship details.
- Find a Sale Invoice
Returns a sale's invoices.
- Find a Sale Payments
Returns the payments and refunds recorded on a sale.
- Update Customer
Updates an existing customer in Cin7 Core.
- Update Product
Updates an existing product in Cin7 Core.
- Update Sale
Updates the header of an existing sale in Cin7 Core.
- Update Supplier
Updates an existing supplier in Cin7 Core.
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
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Questions
Autotask and Cin7 Core Inventory, answered
What can start an automation from Autotask?
Any of Autotask's 24 triggers in the catalog, including New Company, New Company "To Do" Event, New Configuration Item and New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Cin7 Core Inventory when something happens in Autotask?
Any of Cin7 Core Inventory's 24 actions, including Create Customer, Create Product, Create Sale and Create Stock Adjustment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Cin7 Core Inventory to Autotask?
Yes. When something happens in Cin7 Core Inventory, your agent can act in Autotask too. This page covers both directions: Cin7 Core Inventory's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Cin7 Core Inventory?
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 Autotask and Cin7 Core Inventory 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.