Integration
Connect BaseLinker and ConnectWise Manage
When New Order fires in BaseLinker, your agent runs Create Ticket Note in ConnectWise Manage, or New Territory in ConnectWise Manage to Add Invoice in BaseLinker. 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 BaseLinker and ConnectWise Manage 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 BaseLinker and ConnectWise Manage can do together
From BaseLinker to ConnectWise Manage
When New Order in BaseLinker
then Create Ticket Note in ConnectWise Manage
From ConnectWise Manage to BaseLinker
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 BaseLinker and ConnectWise Manage
Triggers and actions 6 triggers · 33 actions
- New Order
Triggers when a new confirmed order appears in the BaseLinker order manager.
- Add a Tracking Number
Adds a tracking number from a courier shipment created outside BaseLinker to an order.
- Add CRM client
Creates a new CRM client in BaseLinker, or updates an existing one when a CRM client ID is given. Returns the client's ID.
- Add Invoice
Issues an invoice for an order in the BaseLinker order manager.
- Add Order
Creates a new order in the Base (BaseLinker) order manager with buyer, delivery, billing and product details, and returns the new order's ID.
- Add order product
Adds a product line item to an existing BaseLinker order and returns the new item's id.
- Add order return
Creates a new order return in the BaseLinker return manager, optionally linked to an existing order, and returns its ID.
- Add Payment
Records a payment on a BaseLinker order, setting the order's paid amount, date and comment.
- Add product
Creates a new product in a BaseLinker (Base) inventory catalog and returns its product ID.
- Delete order
Deletes an order from the BaseLinker order manager.
- Delete product
Deletes a product from a BaseLinker product catalog.
- Find orders
Finds orders in the Base order manager matching the filters you give (order ID, buyer email, status, source, dates). Returns up to 100 orders.
- Get CRM clients
Returns CRM clients from BaseLinker, optionally filtered by client ID, email, phone, login, invoice company, tax ID, full name or status. Returns up to 100 clients.
- Get Order Fields
Returns the custom extra fields defined for orders in BaseLinker, with each field's ID, name, editor type and allowed options.
- Get Order Package
Returns the courier shipments (packages) created for a BaseLinker order, with tracking numbers, courier and tracking status.
- Get Order Returns
Returns order returns from the BaseLinker return manager, optionally narrowed by order, return, date, status or source (up to 100 at a time).
- Get product
Returns the full details of one product from a BaseLinker catalog, including prices, stock, text fields, images and variants.
- List inventories
Returns the product catalogs (inventories) in your BaseLinker account, with their languages, price groups and warehouses.
- List order statuses
Returns the order statuses created in the BaseLinker order manager, with their names, colors and groups.
- List products
Returns the basic data (ID, SKU, EAN, name, prices and stock) of products in a BaseLinker catalog, optionally filtered by category, tag, SKU, EAN, name, price or stock.
- Update Order
Updates selected fields of an existing BaseLinker order, such as addresses, comments, delivery details and extra fields. Fields left blank are not changed.
- Update Order Status
Changes the status of a BaseLinker order to the status you choose.
- Update product
Updates an existing product in a BaseLinker catalog. Only the fields you fill in are changed.
- Update product prices
Updates the gross prices of up to 1000 products or variants in a BaseLinker catalog, per price group.
- Update product stock
Updates the stock levels of products or variants in a BaseLinker catalog, per warehouse.
- New Territory
Triggers when a new territory (called a location in the ConnectWise API) is added in ConnectWise Manage.
- New Ticket Note
Triggers when a new note is added to a ConnectWise Manage service ticket.
- New/Updated Contact
Triggers when a contact is created or updated in ConnectWise Manage.
- New/Updated Project
Triggers when a project is created or updated in ConnectWise Manage.
- New/Updated Ticket
Triggers when a service ticket is created or updated in ConnectWise Manage.
- Attach a File to a Record
Attaches a file from a URL to a ConnectWise Manage record such as a ticket, company, contact or project.
- Create Company
Creates a new company in ConnectWise Manage.
- Create Ticket Note
Adds a note to a ConnectWise Manage service ticket.
- Find Company
Finds a company in ConnectWise Manage by name and returns the first match.
- Find Contact
Finds a contact in ConnectWise Manage by email address.
- Find File
Finds a file attached to a ConnectWise Manage record (ticket, company, contact, project and so on), optionally by title.
- Find Ticket
Finds a service ticket in ConnectWise Manage by summary, returning the newest match.
- Update Company
Updates an existing company in ConnectWise Manage; only the fields you fill in are changed.
- Update Ticket
Updates an existing ConnectWise Manage service ticket; only the fields you fill in are changed.
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
BaseLinker and ConnectWise Manage, answered
What can start an automation from BaseLinker?
Any of BaseLinker's 1 trigger in the catalog, including New Order. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ConnectWise Manage when something happens in BaseLinker?
Any of ConnectWise Manage's 9 actions, including Create Company, Create Ticket Note, Update Company and Update Ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ConnectWise Manage to BaseLinker?
Yes. When something happens in ConnectWise Manage, your agent can act in BaseLinker too. This page covers both directions: ConnectWise Manage's triggers and BaseLinker's actions are listed here as well.
Do I have to build a connector for BaseLinker or ConnectWise Manage?
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 BaseLinker and ConnectWise Manage 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.