Integration
Connect Autotask and Membrain
When New Company fires in Autotask, your agent runs Create Company in Membrain, or Account Growth Project Created in Membrain 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 Membrain 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 Membrain can do together
From Autotask to Membrain
When New Company in Autotask
then Create Company in Membrain
From Membrain 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 Membrain
Triggers and actions 41 triggers · 65 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.
- Account Growth Project Archived
Triggers when a Account Growth Project reaches status Archived.
- Account Growth Project Created
Triggers when a new Account Growth Project is created.
- Account Growth Project Moved to Stage
Triggers when a Account Growth Project moves to a different stage of its process.
- Account Growth Project Won
Triggers when a Account Growth Project reaches status Won.
- Activity Created
Triggers when a new Activity (email, call, note, appointment or task) is created in Membrain.
- Company Created
Triggers when a new Company is created.
- Contact Created
Triggers when a new Contact is created.
- Flow Archived
Triggers when a Flow reaches status Archived.
- Flow Created
Triggers when a new Flow is created.
- Flow Moved to Stage
Triggers when a Flow moves to a different stage of its process.
- Flow Won
Triggers when a Flow reaches status Won.
- Prospect Created
Triggers when a new Prospect is created.
- Prospect Disqualified
Triggers when a Prospect reaches status Disqualified.
- Prospect Won
Triggers when a Prospect reaches status Qualified.
- Sales Project Archived
Triggers when a Sales Project reaches status Archived.
- Sales Project Created
Triggers when a new Sales Project is created.
- Sales Project Moved to Stage
Triggers when a Sales Project moves to a different stage of its process.
- Sales Project Won
Triggers when a Sales Project reaches status Won.
- Ticket Archived
Triggers when a Ticket reaches status Archived.
- Ticket Created
Triggers when a new Ticket is created.
- Ticket Moved to Stage
Triggers when a Ticket moves to a different stage of its process.
- Ticket Resolved
Triggers when a Ticket reaches status Resolved.
- Create Account Growth Project
Creates a new Account Growth Project in Membrain.
- Create Appointment
Creates an Appointment in Membrain.
- Create Call
Logs a Call in Membrain.
- Create Company
Creates a new Company in Membrain.
- Create Completed Task
Creates a Task in Membrain and marks it completed, so it shows as done in the activity stream.
- Create Contact
Creates a new Contact in Membrain.
- Create Flow
Creates a new Flow in Membrain.
- Create Note
Creates a Note in Membrain.
- Create Prospect
Creates a new Prospect in Membrain.
- Create Sales Project
Creates a new Sales Project in Membrain.
- Create Task
Creates a Task in Membrain.
- Create Ticket
Creates a new Ticket in Membrain.
- Find Account Growth Project by Id
Returns one Account Growth Project by its Id.
- Find Account Growth Project by Key
Finds the first Account Growth Project matching the given value; returns found=false when there is none.
- Find Account Growth Project by Name
Finds the first Account Growth Project matching the given value; returns found=false when there is none.
- Find Company by External Identifier
Finds the first Company matching the given value; returns found=false when there is none.
- Find Company by Id
Returns one Company by its Id.
- Find Company by Name
Finds the first Company matching the given value; returns found=false when there is none.
- Find Contact by Company Name and Name
Finds the first Contact with the given full name.
- Find Contact by Id
Returns one Contact by its Id.
- Find Contact by Primary Email Address
Finds the first Contact matching the given value; returns found=false when there is none.
- Find Flow by Id
Returns one Flow by its Id.
- Find Flow by Key
Finds the first Flow matching the given value; returns found=false when there is none.
- Find Flow by Name
Finds the first Flow matching the given value; returns found=false when there is none.
- Find Prospect by Id
Returns one Prospect by its Id.
- Find Prospect by Key
Finds the first Prospect matching the given value; returns found=false when there is none.
- Find Prospect by Name
Finds the first Prospect matching the given value; returns found=false when there is none.
- Find Sales Project by Id
Returns one Sales Project by its Id.
- Find Sales Project by Key
Finds the first Sales Project matching the given value; returns found=false when there is none.
- Find Sales Project by Name
Finds the first Sales Project matching the given value; returns found=false when there is none.
- Find Ticket by Id
Returns one Ticket by its Id.
- Find Ticket by Key
Finds the first Ticket matching the given value; returns found=false when there is none.
- Find Ticket by Name
Finds the first Ticket matching the given value; returns found=false when there is none.
- Update Account Growth Project
Updates an existing Account Growth Project in Membrain.
- Update Company
Updates an existing Company in Membrain.
- Update Contact
Updates an existing Contact in Membrain.
- Update Flow
Updates an existing Flow in Membrain.
- Update Prospect
Updates an existing Prospect in Membrain.
- Update Sales Project
Updates an existing Sales Project in Membrain.
- Update Ticket
Updates an existing Ticket in Membrain.
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 Membrain, 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 Membrain when something happens in Autotask?
Any of Membrain's 40 actions, including Create Account Growth Project, Create Appointment, Create Call and Create Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Membrain to Autotask?
Yes. When something happens in Membrain, your agent can act in Autotask too. This page covers both directions: Membrain's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Membrain?
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 Membrain 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.