Integration
Connect Birdview PSA and Chargify
When New Project fires in Birdview PSA, your agent runs Create Customer in Chargify, or New Customer in Chargify to Post Activity Message in Birdview PSA. 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 Birdview PSA and Chargify to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Birdview PSA and Chargify can do together
From Birdview PSA to Chargify
When New Project in Birdview PSA
then Create Customer in Chargify
When Updated Project in Birdview PSA
then Find a Customer in Chargify
From Chargify to Birdview PSA
When New Customer in Chargify
then Post Activity Message in Birdview PSA
When New Invoice in Chargify
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 Chargify
Triggers and actions 7 triggers · 17 actions
Trigger
New ProjectTriggers when a new project is created in Birdview.
Trigger
Updated ProjectTriggers when a project is updated in Birdview PSA, returning the latest version of the project.
Action
Create ActivityCreates a new activity (task) in a Birdview project and returns the created activity.
Action
Create ProjectCreates 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 ProjectFinds projects in Birdview by name and other filters, returning the matching projects and the first match.
Action
Post Activity MessagePosts a message to an activity (task) in Birdview, optionally requesting approval from users and attaching existing files.
Action
Post Project MessagePosts a message to a Birdview project's discussion, optionally requesting approval from users or attaching files.
Action
Update ActivityUpdates an existing activity (task) in Birdview PSA. Fields left blank keep their current values.
Trigger
New CustomerTriggers when a customer is added.
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New SubscriptionTriggers when a new subscription is created.
Trigger
New Subscription StateTriggers when the state of a subscription changes.
Trigger
Updated SubscriptionTriggers when a subscription is updated.
Action
Create CouponCreates a coupon.
Action
Create CustomerCreates a customer.
Action
Create Product Price PointCreates a product price point.
Action
Create SubscriptionCreates a subscription.
Action
Find a CustomerFinds a customer.
Action
Find a ProductFinds a product.
Action
Find a Product FamilyFinds a product family.
Action
Find a Product Family ComponentFinds a product family component.
Action
Find a SubscriptionFinds a subscription.
Action
Update SubscriptionUpdates an existing subscription.
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
Birdview PSA and Chargify, 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 Chargify when something happens in Birdview PSA?
Any of Chargify's 10 actions, including Create Coupon, Create Customer, Create Product Price Point and Create Subscription. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Chargify to Birdview PSA?
Yes. When something happens in Chargify, your agent can act in Birdview PSA too. This page covers both directions: Chargify's triggers and Birdview PSA's actions are listed here as well.
Do I have to build a connector for Birdview PSA or Chargify?
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.
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.