Integration
Connect Birdview PSA and NeetoInvoice
When New Project fires in Birdview PSA, your agent runs Add project in NeetoInvoice, or New Client in NeetoInvoice 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 NeetoInvoice to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 NeetoInvoice can do together
From Birdview PSA to NeetoInvoice
When New Project in Birdview PSA
then Add project in NeetoInvoice
From NeetoInvoice to 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 NeetoInvoice
Triggers and actions 3 triggers · 17 actions
- New Project
Triggers when a new project is created in Birdview.
- Updated Project
Triggers when a project is updated in Birdview PSA, returning the latest version of the project.
- Create Activity
Creates a new activity (task) in a Birdview project and returns the created activity.
- Create Project
Creates a new project in Birdview PSA and returns the created project record.
- Create Project (With Custom Fields)
Creates a project in Birdview PSA, including values for your account's custom project fields.
- Find Project
Finds projects in Birdview by name and other filters, returning the matching projects and the first match.
- Post Activity Message
Posts a message to an activity (task) in Birdview, optionally requesting approval from users and attaching existing files.
- Post Project Message
Posts a message to a Birdview project's discussion, optionally requesting approval from users or attaching files.
- Update Activity
Updates an existing activity (task) in Birdview PSA. Fields left blank keep their current values.
- New Client
Triggers when a new client is added to your NeetoInvoice workspace.
- Add client
Creates a new client in NeetoInvoice with a name, currency and status.
- Add project
Creates a project for a client in NeetoInvoice, with its billing method, tasks and assigned team members.
- Add time entry
Logs hours worked by a team member on a project task for a given date.
- Generate invoice
Generates an invoice for a client from unbilled time entries, services, expenses or fixed price projects, with optional taxes, and can email it to the client's recipients.
- Get client
Returns the details of a client, including its currency, status and invoice recipients.
- Get project
Returns the details of a project, including its client, billing method, rates, tasks and recurring invoice settings.
- List clients
Returns the workspace's clients ordered by name, optionally filtered by status or by name.
- List time entries
Returns the unbilled time entries logged against a client's project, optionally limited to a date range.
- Update client
Updates an existing client's details, such as its name, currency, status, notes or address.
- Update project
Updates an existing project's name, billing, time-rounding, autolock, approval settings and tasks.
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 NeetoInvoice, 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 NeetoInvoice when something happens in Birdview PSA?
Any of NeetoInvoice's 10 actions, including Update client, Update project, Add client and Add project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from NeetoInvoice to Birdview PSA?
Yes. When something happens in NeetoInvoice, your agent can act in Birdview PSA too. This page covers both directions: NeetoInvoice's triggers and Birdview PSA's actions are listed here as well.
Do I have to build a connector for Birdview PSA or NeetoInvoice?
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 NeetoInvoice 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.