Integration
Connect Autotask and Mendato
When New Company fires in Autotask, your agent runs Add order in Mendato, or New Employee in Mendato 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 Mendato 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 Mendato can do together
From Autotask to Mendato
When New Company in Autotask
then Add order in Mendato
When New Company "To Do" Event in Autotask
then Add ticket in Mendato
From Mendato to Autotask
When New Employee in Mendato
then Find Contact in Autotask
When New Subcontractor in Mendato
then Find Company in 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 Mendato
Triggers and actions 26 triggers · 34 actions
Trigger
New CompanyTriggers when a new company is created.
Trigger
New Company "To Do" EventTriggers when a new to-do is added to a company.
Trigger
New Configuration ItemTriggers when a new configuration item is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New OpportunityTriggers when a new opportunity is created.
Trigger
New or Updated Ticket NoteTriggers when a ticket note is created or updated.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New QuoteTriggers when a new quote is created.
Trigger
New Service CallTriggers when a new service call is created.
Trigger
New TaskTriggers when a new project task is created.
Trigger
New TicketTriggers when a new ticket is created.
Trigger
New Time EntryTriggers when a new time entry is created.
Trigger
Updated CompanyTriggers when a company is updated.
Trigger
Updated Company "To Do" EventTriggers when an existing company to-do is updated.
Trigger
Updated Configuration ItemTriggers when a configuration item is updated.
Trigger
Updated ContactTriggers when a contact is updated.
Trigger
Updated OpportunityTriggers when an opportunity is updated.
Trigger
Updated ProjectTriggers when a project is updated.
Trigger
Updated QuoteTriggers when a quote is updated.
Trigger
Updated Service CallTriggers when an existing service call is updated.
Trigger
Updated TaskTriggers when a project task is updated.
Trigger
Updated TicketTriggers when an existing ticket is updated.
Trigger
Updated Time EntryTriggers when a time entry is updated.
Action
Find CompanyFinds companies by ID, name or phone.
Action
Find ContactFinds contacts by ID, email, name or company.
Action
Find ContractFinds contracts by ID, company or name.
Action
Find CountryFinds countries by ID, code or name.
Action
Find CurrencyFinds currencies by ID or code.
Action
Find OpportunityFinds opportunities by ID, company or title.
Action
Find QuoteFinds quotes by ID, company, opportunity or name.
Action
Find ResourceFinds resources (users) by ID, email, username or last name.
Action
Find TicketFinds tickets by ID, ticket number, company or title.
Trigger
New EmployeeTriggers when a new employee is added in Mendato. Optional filters limit which employees fire the trigger.
Trigger
New SubcontractorTriggers when a new subcontractor is added in Mendato.
Action
Add employeeCreates a new employee in Mendato.
Action
Add materialGraphQL mutation createMaterial.
Action
Add objectGraphQL mutation createObject (cleaning object/property).
Action
Add orderCreates a new order (Auftrag) for an object, with the services to perform, and optionally the materials used and the employees or subcontractors assigned.
Action
Add prospectCreates a new prospect (potential customer) in Mendato, optionally with contact persons and a first prospect object.
Action
Add quoteGraphQL mutation createQuote.
Action
Add supplierGraphQL mutation createSupplier.
Action
Add ticketCreates a ticket (a complaint, extra request, material demand or damage report) for an object in Mendato.
Action
Add time recordCreates a time record for an employee in Mendato, with start and end time, optional journey start, break duration and the object (site) worked at.
Action
Create Credit NoteCreates a credit note (Gutschrift) for a subcontractor in Mendato, with its line items, dates and texts.
Action
Create CustomerCreates a new customer (person or company) in Mendato with address, contact and billing details.
Action
Create EstimateCreates a new estimate
Action
Create InvoiceCreates an invoice for a customer in Mendato, with its line items, dates and texts, optionally completing and sending it right away.
Action
Create SubcontractorCreates a new subcontractor
Action
Find CustomerReturns up to 100 customers whose number, name, email address or contact person matches the search text.
Action
Find employees by criteriaReturns the employees that match the given criteria, such as name or personnel number, status, city or ZIP, supervisor or driving licence.
Action
Find invoices by criteriaReturns up to 100 invoices that match the search text, statuses, date ranges, payment state, customer, order, service or object you specify.
Action
Find SubcontractorReturns up to 100 subcontractors whose number, name or other details match the search text.
Action
Get customerReturns a single customer by id, including contact details, address, email addresses, tax details, note and tags.
Action
Get orderReturns a single order (Auftrag) by its id, including its object, status, dates, staffing requirements and services.
Action
Get prospectReturns a single prospect (lead) by its id, with address, contact details, outcome and contact persons.
Action
Get QuoteReturns a single quote (Angebot) by its id, including its number, status, dates, customer or prospect, texts and line items.
Action
Get SupplierReturns a single supplier (Lieferant) by its id, with name, address, contact and tax details.
Action
Get time recordReturns a single time record by its id, including its date, start and end times, breaks, employee and object.
Action
Update customerUpdates an existing customer's name, address, contact details and email addresses. Fields left blank keep their current values.
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 Mendato, 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 Mendato when something happens in Autotask?
Any of Mendato's 25 actions, including Create Credit Note, Create Customer, Create Estimate and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Mendato to Autotask?
Yes. When something happens in Mendato, your agent can act in Autotask too. This page covers both directions: Mendato's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Mendato?
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 Mendato 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.