# Connect Birdview PSA and Commerce Layer When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Add Customer Address** in [Commerce Layer](https://apiant.ai/connections/commerce-layer), or **New Attachment** in Commerce Layer 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 Commerce Layer **13** triggers Commerce Layer **28** 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 Commerce Layer to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Commerce Layer can do together ### From Birdview PSA to Commerce Layer - When **New Project** in Birdview PSA then **Add Customer Address** in Commerce Layer - When **Updated Project** in Birdview PSA then **Add Customer Password Reset** in Commerce Layer ### From Commerce Layer to Birdview PSA - When **New Attachment** in Commerce Layer then **Post Activity Message** in Birdview PSA - When **New Customer** in Commerce Layer 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 Commerce Layer ## Triggers and actions 15 triggers · 35 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 Attachment** Triggers when a new Attachment is created. - Trigger **New Customer** Triggers when a new Customer is created. - Trigger **New Customer Address Event** Triggers when a customer address is created. - Trigger **New Customer Password Reset Event** Triggers when a customer password reset is requested. - Trigger **New Customer Subscription Event** Triggers when a given customer_subscription event (one of create or destroy) is fired. - Trigger **New Price** Triggers when a new Price is created. - Trigger **New Price Import** Fires when a new price import is created in Commerce Layer. - Trigger **New Price List** Triggers when a new Price List is created. - Trigger **New Shipping Category** Triggers when a Shipping Category is created. - Trigger **New SKU** Triggers when a new SKU is created. - Trigger **New SKU Import** Triggers when a new SKU import is created. - Trigger **New Stock Item Import** Triggers when a new Stock Item import is created. - Trigger **New Stock Transfer Event** Triggers when a given stock transfer event (one of create, upocoming, picking, in_transit, complete, cancel is fired). - Action **Add Customer Address** Adds an existing address to a customer's address book. - Action **Add Customer Password Reset** Requests a password reset for a customer, returning the reset token to send them. - Action **Add Customer Subscription** Subscribes a customer email to a list, identified by a reference such as a newsletter id. - Action **Add Stock Transfer** Moves a quantity of a SKU from one stock location to another. - Action **Balance Change Gift Card** Change balance of a gift card. - Action **Create Address** Creates a postal address that can be attached to customers, orders and stock locations. - Action **Create Attachment** Creates a new Attachment. - Action **Create Customer** Creates a new Customer. - Action **Create Gift Card** Creates a new Gift Card. - Action **Create Price Import** Creates a new Price Import. - Action **Create Price List** Creates a new Price List. - Action **Create SKU** Creates a new SKU. - Action **Find Attachment** Finds a Attachment by name. - Action **Find Customer** Finds a customer by id or reference. - Action **Find Gift Card** Finds a gift card by id or reference. - Action **Find Price** Finds a price by price list. - Action **Find Price Import** Finds a Price Import by status. - Action **Find Price List** Finds a Price List by name. - Action **Find Shipping Category** Finds an Shipping Category by name. - Action **Find SKU** Finds an SKU by code. - Action **Find SKU Import** Finds an SKU Import by status. - Action **Find Stock Item Import** Finds a Stock Item Import by status. - Action **Get Address** Retrieves one address by id. - Action **Get Customer Address** Retrieves one customer address link by id. - Action **Get Customer Password Reset** Retrieves a customer password reset by id, returning customer_email, reset_password_token and reset_password_at. - Action **Get Customer Subscription** Retrieves one customer subscription by id. - Action **Get Stock Transfer** Retrieves one stock transfer by id. - Action **Update Customer Reference** Update customer data setting external identifier. ## 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) - [ **Commerce Layer** Commerce Layer is a lightning fast, super flexible and ultra secure REST API that lets you build...](https://apiant.ai/connections/commerce-layer) 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 Commerce Layer - [ **ActiveCampaign to Commerce Layer** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-commerce-layer) - [ **Airtable to Commerce Layer** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-commerce-layer) - [ **Asana to Commerce Layer** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-commerce-layer) - [ **ClickUp to Commerce Layer** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-commerce-layer) - [ **Brevo to Commerce Layer** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-commerce-layer) - [ **Calendly to Commerce Layer** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-commerce-layer) Questions ## Birdview PSA and Commerce Layer, 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 Commerce Layer when something happens in Birdview PSA? Any of Commerce Layer's 28 actions, including Create Address, Create Attachment, Create Customer and Create Gift Card. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Commerce Layer to Birdview PSA? Yes. When something happens in Commerce Layer, your agent can act in Birdview PSA too. This page covers both directions: Commerce Layer's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or Commerce Layer? 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.