--- title: "Connect Birdview PSA and Cartes - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Add map\" in Cartes, or \"New marker\" in Cartes to \"Post Activity Message\" in Birdview PSA." canonical: "https://apiant.ai/connect/birdview-psa-to-cartes" --- # Connect Birdview PSA and Cartes When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Add map** in [Cartes](https://apiant.ai/connections/cartes), or **New marker** in Cartes to **Post Activity Message** in Birdview PSA. Describe the whole flow and it is built, tested on every scenario and kept running. Birdview PSA **2** triggers Birdview PSA **7** actions Cartes **1** trigger Cartes **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Birdview PSA and Cartes 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 Birdview PSA and Cartes can do together ### From Birdview PSA to Cartes - When **New Project** in Birdview PSA then **Add map** in Cartes - When **Updated Project** in Birdview PSA then **Add marker** in Cartes ### From Cartes to Birdview PSA - When **New marker** in Cartes then **Post Activity Message** in Birdview PSA - When **New marker** in Cartes then **Post Project Message** in Birdview PSA 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 Birdview PSA and Cartes ## Triggers and actions 3 triggers · 18 actions - Trigger **New Project** Triggers when a new project is created in Birdview. - Trigger **Updated Project** Triggers when a project is updated in Birdview PSA, returning the latest version of the project. - Action **Create Activity** Creates a new activity (task) in a Birdview project and returns the created activity. - Action **Create Project** Creates a new project in Birdview PSA and returns the created project record. - Action **Create Project (With Custom Fields)** Creates a project in Birdview PSA, including values for your account's custom project fields. - Action **Find Project** Finds projects in Birdview by name and other filters, returning the matching projects and the first match. - Action **Post Activity Message** Posts a message to an activity (task) in Birdview, optionally requesting approval from users and attaching existing files. - Action **Post Project Message** Posts a message to a Birdview project's discussion, optionally requesting approval from users or attaching files. - Action **Update Activity** Updates an existing activity (task) in Birdview PSA. Fields left blank keep their current values. - Trigger **New marker** Triggers when a new marker is added to a Cartes map. - Action **Add map** Creates a new map on Cartes.io and returns it, including the one-time map token needed to edit or delete it. - Action **Add marker** Adds a marker at a latitude and longitude on a Cartes.io map, in an existing or new category. - Action **Delete map** Deletes a map from Cartes.io. - Action **Delete marker** Deletes a marker from a Cartes.io map. - Action **Find maps by keyword** Returns public Cartes.io maps that match a keyword. - Action **Get map** Returns a single Cartes.io map, including its title, description, privacy setting and categories. - Action **List categories** Returns all marker categories available on Cartes.io. - Action **List maps** Returns the public maps on Cartes.io, optionally filtered by ID, category or query. - Action **List markers** Returns all markers on a Cartes.io map, optionally including expired ones. - Action **Update map** Updates the title, description, privacy or marker-creation setting of an existing Cartes.io map. - Action **Update marker** Updates a marker on a Cartes.io map: change its description, or (as the map owner) flag it as spam. ## Each app on its own - [ **Birdview PSA** Birdview PSA is an all-in-one platform for professional services, enabling seamless resource, project, and...](https://apiant.ai/connections/birdview-psa) - [ **Cartes** Open-source platform for creating live, community-driven, anonymous maps with custom markers via API.](https://apiant.ai/connections/cartes) Reviews ## What our customers say ## More from Birdview PSA - [ **Birdview PSA to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/birdview-psa-to-hubspot) - [ **Birdview PSA to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/birdview-psa-to-salesforce) - [ **Birdview PSA to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/birdview-psa-to-slack) - [ **Birdview PSA to Google Sheets** Google Sheets](https://apiant.ai/connect/birdview-psa-to-google-sheets) - [ **Birdview PSA to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/birdview-psa-to-gmail) - [ **Birdview PSA to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/birdview-psa-to-google-calendar) ## More into Cartes - [ **ActiveCampaign to Cartes** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-cartes) - [ **Airtable to Cartes** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-cartes) - [ **Asana to Cartes** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-cartes) - [ **Brevo to Cartes** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-cartes) - [ **Calendly to Cartes** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-cartes) - [ **Capsule CRM to Cartes** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-cartes) Questions ## Birdview PSA and Cartes, answered ### ### What can start an automation from Birdview PSA? Any of Birdview PSA's 2 triggers in the catalog, including New Project and Updated Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Cartes when something happens in Birdview PSA? Any of Cartes's 11 actions, including Update map, Update marker, Add map and Add marker. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Cartes to Birdview PSA? Yes. When something happens in Cartes, your agent can act in Birdview PSA too. This page covers both directions: Cartes's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or Cartes? 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 Birdview PSA and Cartes 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.