Integration
Connect Bloomerang and Forecast
When New Constituent fires in Bloomerang, your agent runs Create Task in Forecast, or New Client in Forecast to Add email in Bloomerang. 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 Bloomerang and Forecast 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Bloomerang and Forecast can do together
From Bloomerang to Forecast
When New Constituent in Bloomerang
then Create Task in Forecast
From Forecast to Bloomerang
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 Bloomerang and Forecast
Triggers and actions 10 triggers · 38 actions
- New Constituent
Triggers when a new constituent (individual or organization) is added in Bloomerang.
- New Interaction
Triggers when a new interaction (call, email, meeting or other touchpoint) is logged in Bloomerang.
- New or Updated Constituent
Triggers when a constituent is added or changed in Bloomerang.
- New Task
Triggers when a new task is created in Bloomerang.
- New Transaction
Triggers when a new transaction (donation, pledge or recurring gift) is recorded in Bloomerang, including its designation line items.
- New Transaction Payment
Triggers once for each donation, pledge payment or recurring donation payment in a new Bloomerang transaction, so a split payment fires once per line item.
- Updated Constituent
Triggers when an existing Bloomerang constituent is changed. Newly added constituents are skipped.
- Add address
Adds a new address to an existing Bloomerang constituent and returns the created address.
- Add email
Adds an email address to an existing constituent in Bloomerang.
- Add household
Creates a household in Bloomerang with a head of household and optional members, and returns the new household's ID.
- Add note
Adds a note to a constituent's record in Bloomerang.
- Add phone
Adds a phone number to an existing Bloomerang constituent.
- Add relationship
Creates a relationship between two constituents (not households), giving each side its relationship role.
- Complete task
Marks a Bloomerang task as complete, optionally recording it as an interaction on the constituent.
- Create Constituent
Creates a new individual or organization constituent in Bloomerang, with optional primary email, phone and address.
- Create Donation
Records a donation for a Bloomerang constituent, split across up to 10 fund designations.
- Create Interaction
Logs a new interaction (a call, email, meeting or other touchpoint) on a Bloomerang constituent.
- Create Task
Creates a new task in Bloomerang, optionally tied to a constituent and assigned to a user.
- Delete constituent
Deletes a constituent from Bloomerang by its ID.
- Find Constituent
Searches Bloomerang constituents and households by name, email or other text and returns the matches.
- Get constituent
Returns a single Bloomerang constituent by its ID, including contact details, household membership, communication preferences and custom field values.
- Get transaction
Returns one Bloomerang transaction by its ID, including its amount, payment method, designations and custom values.
- Update Constituent
Updates an existing Bloomerang constituent. Only the fields you fill in are changed.
- Update household
Updates a household's names in Bloomerang, and optionally its head and members.
- Update task
Updates an existing task in Bloomerang, such as its subject, due date, note, channel, purpose or assigned user.
- New Client
Triggers when a new client is added in Forecast.
- New Project
Triggers when a new project is created in Forecast.
- New Task in Project
Triggers when a new task is added to a Forecast project.
- Create Client
Creates a client in Forecast and returns the new client.
- Create Project
Creates a project in Forecast and returns the new project.
- Create Task
Creates a task in a Forecast project and returns the new task.
- Create Time Registration
Logs time for a person against a Forecast project, task or non-project time and returns the time registration.
- Delete Client
Deletes a Forecast client.
- Delete Task
Deletes a Forecast task.
- Delete Time Registration
Deletes a Forecast time registration.
- Find a Project
Finds a Forecast project by its name and returns it, or found = false when no project has that name.
- Get Client
Returns one Forecast client by its ID.
- Get Person
Returns one Forecast person by their ID.
- Get Project
Returns one Forecast project by its ID.
- Get Task
Returns one Forecast task by its ID.
- Get Time Registration
Returns one Forecast time registration by its ID.
- List Clients
Returns every client in the Forecast account.
- List Persons
Returns every person in the Forecast account.
- List Projects
Returns every project in the Forecast account.
- List Tasks in Project
Returns every task in a Forecast project.
- Update Client
Updates a Forecast client's details and returns the updated client.
- Update Project
Updates a Forecast project and returns the updated project.
- Update Task
Updates a Forecast task and returns the updated task.
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
Bloomerang and Forecast, answered
What can start an automation from Bloomerang?
Any of Bloomerang's 7 triggers in the catalog, including New Constituent, New Interaction, New or Updated Constituent and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Forecast when something happens in Bloomerang?
Any of Forecast's 20 actions, including Create Client, Create Project, Create Task and Create Time Registration. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Forecast to Bloomerang?
Yes. When something happens in Forecast, your agent can act in Bloomerang too. This page covers both directions: Forecast's triggers and Bloomerang's actions are listed here as well.
Do I have to build a connector for Bloomerang or Forecast?
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 Bloomerang and Forecast 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.