Integration
Connect Autotask and MarketSharp
When New Company fires in Autotask, your agent runs Find Contacts in MarketSharp, or New or Updated Contact in MarketSharp to Create 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 MarketSharp 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 Autotask and MarketSharp can do together
From Autotask to MarketSharp
When New Company in Autotask
then Find Contacts in MarketSharp
From MarketSharp 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 MarketSharp
Triggers and actions 21 triggers · 47 actions
- New Company
Triggers when a new company is created.
- 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 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 Ticket
Triggers when an existing ticket is updated.
- Create Company
Creates a company and returns its ID.
- Create Company To-Do
Creates a to-do for a company and returns its ID.
- Create Contact
Creates a contact under a company and returns its ID.
- Create Expense Report
Creates an expense report and returns its ID.
- Create Opportunity
Creates an opportunity and returns its ID.
- Create Quote
Creates a quote and returns its ID.
- Create Task
Creates a task in a project and returns its ID.
- Create Ticket
Creates a ticket for a company and returns its ID.
- Create Ticket Note
Adds a note to a ticket and returns its ID.
- Create Time Entry
Creates a time entry against a ticket or task and returns its ID.
- 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.
- Update Company
Updates the fields you supply on an existing company.
- Update Contact
Updates the fields you supply on an existing contact.
- Update Opportunity
Updates the fields you supply on an existing opportunity.
- Update Quote
Updates the fields you supply on an existing quote.
- Update Task
Updates the fields you supply on an existing project task.
- Update Ticket
Updates the fields you supply on an existing ticket.
- New or Updated Contact
Triggers when a MarketSharp contact is created or modified.
- New or Updated Inquiry
Triggers when a MarketSharp inquiry (lead) is created or modified.
- Add calendar event
Creates a calendar event in MarketSharp, optionally emailing the event's resources.
- Create Activity
Creates an activity (task) on a MarketSharp contact.
- Create or Update Appointment
Creates an appointment on a MarketSharp inquiry, or updates an existing appointment.
- Create or Update Job
Creates a job and its contract for a MarketSharp contact, or updates an existing job.
- Delete calendar event
Deletes a calendar event, either a single occurrence or an entire recurring series.
- Delete opportunity note
Deletes a note from an opportunity (inquiry) in MarketSharp.
- Find Appointments
Returns appointments matching a modified-date range, appointment-date range, salesperson, or list of inquiries.
- Find Contacts
Searches MarketSharp contacts by name, business, email, phone or zip and returns the matches.
- Find Inquiries
Searches inquiries by name, business, address, email or phone and returns the matching inquiries.
- Get Appointment
Returns one MarketSharp appointment by its ID.
- Get Contact
Returns one MarketSharp contact by its ID, with name, address, emails and phones.
- Get Inquiry
Returns one MarketSharp inquiry (lead) by its ID.
- Get Job
Returns one MarketSharp job by its ID.
- List Contact Inquiries
Returns every inquiry (lead) on a MarketSharp contact.
- List Contact Notes
Returns the notes on a MarketSharp contact.
- List divisions
Returns all divisions defined for the connected MarketSharp company.
- List Employees
Returns the employees of the MarketSharp company.
- List pricebook items
Returns the company's pricebook: every product type with its product details, unit prices and units of measure.
- List Primary Lead Sources
Returns the company's active primary lead sources.
- List secondary lead sources
Returns the company's secondary lead sources, optionally including inactive ones.
- Result appointment
Records the result of an appointment, with an optional result reason, notes and resulting employee, and returns the updated appointment.
- Update calendar event
Updates an existing MarketSharp calendar event, optionally emailing the event's resources.
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
What our customers say
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Questions
Autotask and MarketSharp, answered
What can start an automation from Autotask?
Any of Autotask's 19 triggers in the catalog, including New Company, New Configuration Item, New Contact and New Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in MarketSharp when something happens in Autotask?
Any of MarketSharp's 22 actions, including Create Activity, Create or Update Appointment, Create or Update Job and Update calendar event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from MarketSharp to Autotask?
Yes. When something happens in MarketSharp, your agent can act in Autotask too. This page covers both directions: MarketSharp's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or MarketSharp?
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 MarketSharp 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.