--- title: "Connect Birdview PSA to Factur-X by InvoiceXML - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Create Factur-X Invoice\" in Factur-X by InvoiceXML." canonical: "https://apiant.ai/connect/birdview-psa-to-factur-x-by-invoicexml" --- # Connect Birdview PSA to Factur-X by InvoiceXML When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Create Factur-X Invoice** in [Factur-X by InvoiceXML](https://apiant.ai/connections/factur-x-by-invoicexml). Describe the whole flow and it is built, tested on every scenario and kept running. Birdview PSA **2** triggers Birdview PSA **7** actions Factur-X by InvoiceXML **10** 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 Factur-X by InvoiceXML 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 can start in Factur-X by InvoiceXML - When **New Project** in Birdview PSA then **Create Factur-X Invoice** in Factur-X by InvoiceXML - When **Updated Project** in Birdview PSA then **Extract Invoice JSON** in Factur-X by InvoiceXML 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 Factur-X by InvoiceXML ## Triggers and actions 2 triggers · 17 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. - Action **Convert CII XML to Factur-X** Converts a CII XML invoice into a Factur-X compliant PDF/A-3 with the XML embedded. The API generates a visual PDF rendering of the invoice and packages it with the source CII XML. - Action **Convert Factur-X PDF to CII** Extracts the embedded CII (UN/CEFACT Cross Industry Invoice) XML from a Factur-X PDF and returns it as a standalone XML file. - Action **Convert Factur-X PDF to UBL** Extracts the embedded CII XML from a Factur-X PDF and converts it to UBL (Universal Business Language) XML. - Action **Convert UBL XML to Factur-X** Converts a UBL XML invoice into a Factur-X compliant PDF/A-3. The API maps UBL to CII, generates a visual PDF rendering, and embeds the CII XML in the PDF/A-3 container. - Action **Create Factur-X Invoice** Builds a Factur-X invoice from structured header, party, payment, and line-item data, then returns a ready-to-deliver PDF/A-3b file. - Action **Embed XML Into PDF (Factur-X)** Takes a PDF and a CII XML and produces a Factur-X compliant PDF/A-3 with the XML attached as factur-x.xml. Use this when you already have both the visual PDF and the structured XML of an invoice and just need the hybrid wrapper. - Action **Extract Invoice JSON** Pulls invoice fields from a PDF into structured JSON, preferring embedded Factur-X XML when present and falling back to intelligent extraction when not. - Action **Extract Invoice XML** Retrieves machine-readable invoice XML from a PDF, returning embedded Factur-X XML directly or generating compliant XML when none is embedded. - Action **Render CII as PDF** Renders a CII (UN/CEFACT Cross Industry Invoice) XML document into a human-readable PDF. The output is a visual PDF, not a Factur-X hybrid file. - Action **Validate Factur-X Invoice** Checks whether a Factur-X invoice is structurally and semantically valid, including schema status, conformance level, and rule-level issues. ## 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) - [ **Factur-X by InvoiceXML** Factur-X by InvoiceXML is an e-invoice automation: create, transform, validate, and extract Factur-X PDFs...](https://apiant.ai/connections/factur-x-by-invoicexml) 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 Factur-X by InvoiceXML - [ **Stripe to Factur-X by InvoiceXML** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-factur-x-by-invoicexml) - [ **HubSpot to Factur-X by InvoiceXML** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-factur-x-by-invoicexml) - [ **Salesforce to Factur-X by InvoiceXML** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-factur-x-by-invoicexml) - [ **Slack to Factur-X by InvoiceXML** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-factur-x-by-invoicexml) - [ **Google Sheets to Factur-X by InvoiceXML** Google Sheets](https://apiant.ai/connect/google-sheets-to-factur-x-by-invoicexml) - [ **Gmail to Factur-X by InvoiceXML** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-factur-x-by-invoicexml) Questions ## Birdview PSA and Factur-X by InvoiceXML, 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 Factur-X by InvoiceXML when something happens in Birdview PSA? Any of Factur-X by InvoiceXML's 10 actions, including Create Factur-X Invoice, Convert CII XML to Factur-X, Convert Factur-X PDF to CII and Convert Factur-X PDF to UBL. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Factur-X by InvoiceXML to Birdview PSA? Factur-X by InvoiceXML has no triggers in the catalog today, so automations start in Birdview PSA. If you need the other direction, ask: your agent reads Factur-X by InvoiceXML's API documentation and adds it. ### ### Do I have to build a connector for Birdview PSA or Factur-X by InvoiceXML? 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 Factur-X by InvoiceXML 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.