--- title: "Connect Birdview PSA and Invoice Ninja - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Find Project\" in Invoice Ninja." canonical: "https://apiant.ai/connect/birdview-psa-to-invoice-ninja" --- # Connect Birdview PSA and Invoice Ninja When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Find Project** in [Invoice Ninja](https://apiant.ai/connections/invoice-ninja), or **New expense** in Invoice Ninja 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 Invoice Ninja **1** trigger Invoice Ninja **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 Invoice Ninja 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 Invoice Ninja can do together ### From Birdview PSA to Invoice Ninja - When **New Project** in Birdview PSA then **Find Project** in Invoice Ninja - When **Updated Project** in Birdview PSA then **Email Invoice** in Invoice Ninja ### From Invoice Ninja to Birdview PSA - When **New expense** in Invoice Ninja then **Post Activity Message** in Birdview PSA - When **New expense** in Invoice Ninja 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 Invoice Ninja ## Triggers and actions 3 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. - Trigger **New expense** Triggers when a new expense is created in Invoice Ninja. - Action **Delete invoice** Deletes an invoice from your Invoice Ninja company by its id. - Action **Email Invoice** Emails an invoice to its client using the chosen email template, optionally with a custom subject, body and CC address. - Action **Email Quote** Emails an existing quote to its client, using a quote template or a custom subject and body. Returns the confirmation message and the quote that was emailed. - Action **Find Client** Finds clients by name, email, number or search text and returns the matching client records. - Action **Find Credit** Returns the credits that match a credit number, search text, client, status or date. - Action **Find Invoice** Finds invoices by number, search text, client, status or date, and returns the matches with the first one broken out. - Action **Find payments** Returns the payments that match a payment number, search text, client or other criteria. - Action **Find Product** Finds products in Invoice Ninja by name, product key or other filters, returning the matches and the first match. - Action **Find Project** Finds projects whose name, number or notes match the search text and returns the matches. - Action **Find Quote** Returns the quotes that match a quote number, search text, client, status or date criteria. ## 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) - [ **Invoice Ninja** Create. Send. Get Paid. Invoice Ninja is a free, code-available suite of apps to invoice clients, accept...](https://apiant.ai/connections/invoice-ninja) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 Invoice Ninja - [ **HubSpot to Invoice Ninja** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-invoice-ninja) - [ **Google Sheets to Invoice Ninja** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-invoice-ninja) - [ **Gmail to Invoice Ninja** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-invoice-ninja) - [ **Google Calendar to Invoice Ninja** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-invoice-ninja) - [ **Google Drive to Invoice Ninja** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-invoice-ninja) - [ **ActiveCampaign to Invoice Ninja** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-invoice-ninja) Questions ## Birdview PSA and Invoice Ninja, 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 Invoice Ninja when something happens in Birdview PSA? Any of Invoice Ninja's 10 actions, including Email Invoice, Email Quote, Find Client and Find Credit. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Invoice Ninja to Birdview PSA? Yes. When something happens in Invoice Ninja, your agent can act in Birdview PSA too. This page covers both directions: Invoice Ninja's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or Invoice Ninja? 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 Invoice Ninja 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.