--- title: "Connect Autotask to magicplan - APIANT.ai" description: "When \"New Company\" fires in Autotask, your agent runs \"Add project file\" in magicplan." canonical: "https://apiant.ai/connect/autotask-to-magicplan" --- # Connect Autotask to magicplan When **New Company** fires in [Autotask](https://apiant.ai/connections/autotask), your agent runs **Add project file** in [magicplan](https://apiant.ai/connections/magicplan). Describe the whole flow and it is built, tested on every scenario and kept running. Autotask **24** triggers Autotask **9** actions magicplan **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 Autotask and magicplan 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 Autotask can start in magicplan - When **New Company** in Autotask then **Add project file** in magicplan - When **New Company "To Do" Event** in Autotask then **Create New Project** in magicplan 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 magicplan ## Triggers and actions 24 triggers · 22 actions - Trigger **New Company** Triggers when a new company is created. - Trigger **New Company "To Do" Event** Triggers when a new to-do is added to a company. - Trigger **New Configuration Item** Triggers when a new configuration item is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New Opportunity** Triggers when a new opportunity is created. - Trigger **New or Updated Ticket Note** Triggers when a ticket note is created or updated. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Quote** Triggers when a new quote is created. - Trigger **New Service Call** Triggers when a new service call is created. - Trigger **New Task** Triggers when a new project task is created. - Trigger **New Ticket** Triggers when a new ticket is created. - Trigger **New Time Entry** Triggers when a new time entry is created. - Trigger **Updated Company** Triggers when a company is updated. - Trigger **Updated Company "To Do" Event** Triggers when an existing company to-do is updated. - Trigger **Updated Configuration Item** Triggers when a configuration item is updated. - Trigger **Updated Contact** Triggers when a contact is updated. - Trigger **Updated Opportunity** Triggers when an opportunity is updated. - Trigger **Updated Project** Triggers when a project is updated. - Trigger **Updated Quote** Triggers when a quote is updated. - Trigger **Updated Service Call** Triggers when an existing service call is updated. - Trigger **Updated Task** Triggers when a project task is updated. - Trigger **Updated Ticket** Triggers when an existing ticket is updated. - Trigger **Updated Time Entry** Triggers when a time entry is updated. - Action **Find Company** Finds companies by ID, name or phone. - Action **Find Contact** Finds contacts by ID, email, name or company. - Action **Find Contract** Finds contracts by ID, company or name. - Action **Find Country** Finds countries by ID, code or name. - Action **Find Currency** Finds currencies by ID or code. - Action **Find Opportunity** Finds opportunities by ID, company or title. - Action **Find Quote** Finds quotes by ID, company, opportunity or name. - Action **Find Resource** Finds resources (users) by ID, email, username or last name. - Action **Find Ticket** Finds tickets by ID, ticket number, company or title. - Action **Add project file** Uploads a file from a link and attaches it to a magicplan project. Returns the new project file record. - Action **Archive project** Archives a magicplan project so it can no longer be modified, and returns the archived project. - Action **Create New Project** Creates a new magicplan project for a workspace user, with optional team, address, and custom form answers. - Action **Delete project** Permanently deletes a magicplan project and all its associated data. - Action **Delete project file** Permanently deletes a file attached to a magicplan project. - Action **Find Files** Returns the files attached to a magicplan project, optionally narrowed to files whose name contains the text you give. - Action **Get estimate** Returns the full details of one estimate on a magicplan project, including its customer, company, line items and totals. - Action **Get project** Returns the details of a magicplan project, including its plan, team, owner, address and timestamps. - Action **Get project plan** Returns the floor plan of a magicplan project, including floors, rooms, objects, measurements and custom attributes. - Action **List estimates** Returns all estimates on a magicplan project, with their names, numbers and statuses. - Action **List projects** Returns the projects in your magicplan workspace, optionally filtered by name or assignee and sorted. - Action **Restore project** Restores an archived magicplan project so it becomes active again, and returns the project's details. - Action **Update project** Updates an existing magicplan project's name, description, address, custom forms or custom fields. ## Each app on its own - [ **Autotask** Autotask provides an IT business management solution that combines service desk, CRM, projects, time and...](https://apiant.ai/connections/autotask) - [ **magicplan** magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use...](https://apiant.ai/connections/magicplan) Reviews ## What our customers say ## More from Autotask - [ **Autotask to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/autotask-to-hubspot) - [ **Autotask to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/autotask-to-salesforce) - [ **Autotask to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/autotask-to-slack) - [ **Autotask to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/autotask-to-google-sheets) - [ **Autotask to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/autotask-to-gmail) - [ **Autotask to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/autotask-to-google-calendar) ## More into magicplan - [ **HubSpot to magicplan** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-magicplan) - [ **Salesforce to magicplan** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-magicplan) - [ **Slack to magicplan** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-magicplan) - [ **Google Sheets to magicplan** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-magicplan) - [ **Gmail to magicplan** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-magicplan) - [ **Google Calendar to magicplan** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-magicplan) Questions ## Autotask and magicplan, 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 magicplan when something happens in Autotask? Any of magicplan's 13 actions, including Create New Project, Update project, Add project file and Find Files. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from magicplan to Autotask? magicplan has no triggers in the catalog today, so automations start in Autotask. If you need the other direction, ask: your agent reads magicplan's API documentation and adds it. ### ### Do I have to build a connector for Autotask or magicplan? 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 magicplan 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.