# Connect Birdview PSA and Readwise When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Add Document (Readwise Reader)** in [Readwise](https://apiant.ai/connections/readwise), or **Any Document Created (Readwise Reader)** in Readwise 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 Readwise **11** triggers Readwise **2** 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 Readwise 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 Readwise can do together ### From Birdview PSA to Readwise - When **New Project** in Birdview PSA then **Add Document (Readwise Reader)** in Readwise - When **Updated Project** in Birdview PSA then **Create Highlight (Readwise)** in Readwise ### From Readwise to Birdview PSA - When **Any Document Created (Readwise Reader)** in Readwise then **Post Activity Message** in Birdview PSA - When **Document Moved to Inbox (Readwise Reader)** in Readwise 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 Readwise ## Triggers and actions 13 triggers · 9 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 **Any Document Created (Readwise Reader)** Triggers when a new Document is created in Reader. - Trigger **Document Archived (Readwise Reader)** Triggers when user archive Reader document. - Trigger **Document Finished (Readwise Reader)** Triggers when user finishes reading the document in Reader (reaches 99% article done). - Trigger **Document Moved to Inbox (Readwise Reader)** Triggers when user moves document to inbox. - Trigger **Document Moved to Later (Readwise Reader)** Triggers when user moves Reader document to later section. - Trigger **Document Shortlisted (Readwise Reader)** Triggers when user shortlists a document in Reader. - Trigger **Document Tags Updated (Readwise Reader)** Triggers when user updates tags in a Reader document. - Trigger **Feed Document Created (Readwise Reader)** Triggers when a new (feed) Document is created in Reader. - Trigger **Highlight Created (Readwise)** Triggers when a new highlight has been created in Readwise. - Trigger **Highlight Tag Created (Readwise)** Triggers when user added a tag to a highlight. - Trigger **Non Feed Document Created (Readwise Reader)** Triggers when a new (non feed) Document is created in Reader. - Action **Add Document (Readwise Reader)** Add Document to Reader - Action **Create Highlight (Readwise)** Create a new highlight in Readwise. ## 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) - [ **Readwise** Readwise is a tool that makes it easy to revisit and learn from your ebook & article highlights.](https://apiant.ai/connections/readwise) 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 Readwise - [ **Arxiv to Readwise** Open-access repository API for searching and retrieving scholarly preprints in physics, math, CS, and...](https://apiant.ai/connect/arxiv-to-readwise) - [ **Dub to Readwise** Dub is the open-source link management infrastructure for modern marketing teams.](https://apiant.ai/connect/dub-to-readwise) - [ **HubSpot to Readwise** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-readwise) - [ **Google Sheets to Readwise** Google Sheets](https://apiant.ai/connect/google-sheets-to-readwise) - [ **Gmail to Readwise** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-readwise) - [ **Google Calendar to Readwise** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-readwise) Questions ## Birdview PSA and Readwise, 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 Readwise when something happens in Birdview PSA? Any of Readwise's 2 actions, including Create Highlight (Readwise) and Add Document (Readwise Reader). Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Readwise to Birdview PSA? Yes. When something happens in Readwise, your agent can act in Birdview PSA too. This page covers both directions: Readwise's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or Readwise? 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.