Integration
Connect BlueSuite and Halo Service Solutions
When New Invoice fires in BlueSuite, your agent runs Add action to ticket in Halo Service Solutions, or New Ticket in Halo Service Solutions to Add contact in BlueSuite. 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 BlueSuite and Halo Service Solutions 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 BlueSuite and Halo Service Solutions can do together
From BlueSuite to Halo Service Solutions
When New Invoice in BlueSuite
then Add action to ticket in Halo Service Solutions
From Halo Service Solutions to BlueSuite
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 BlueSuite and Halo Service Solutions
Triggers and actions 9 triggers · 32 actions
- Invoice Paid
Triggers when a BlueSuite invoice is moved to Paid.
- Invoice Sent
Triggers when an invoice in your BlueSuite workspace is moved to Sent, returning the invoice.
- New Invoice
Triggers when a new invoice is created in your BlueSuite workspace.
- New Job
Triggers when a new job is created in BlueSuite.
- New or Updated Request
Triggers when a request is created or updated in BlueSuite, depending on the event you choose.
- New Quote
Triggers when a new quote is created in BlueSuite.
- Quote Accepted
Triggers when a quote is accepted in BlueSuite.
- Add contact
Creates a new contact (a person or company) in your BlueSuite workspace and returns the created contact.
- Add event
Creates an appointment, task or calendar event in BlueSuite, optionally linked to a job or request and assigned to team members.
- Add invoice
Creates a one-off invoice in BlueSuite, optionally linked to a contact, property, job or quote, with line items. Creating an invoice does not send it to the client.
- Add job
Creates a new job in BlueSuite, optionally linked to a contact, property, request or quote, with line items, pricing and billing settings.
- Add payment
Records a payment or deposit against an invoice or quote in BlueSuite.
- Add quote
Creates a quote in BlueSuite for a contact, with line items and pricing. Creating a quote does not send it to the customer.
- Get contact
Returns a single BlueSuite contact by its ID, including its details and custom field values.
- Get event
Returns a single BlueSuite event, appointment, task or visit by its ID.
- Get invoice
Returns a single BlueSuite invoice by its ID, including line items, payment and balance information.
- Get job
Returns a single BlueSuite job by its ID, with all of its details including line items, status and custom fields.
- Get quote
Returns a single BlueSuite quote by its ID, including its line items, pricing, status and custom fields.
- List contacts
Returns the contacts (people and companies) in your BlueSuite workspace, optionally filtered by search text, contact type, owner or tags.
- List invoices
Returns the invoices in your BlueSuite workspace, optionally filtered by search text, contact, job, tags or excluded statuses.
- List jobs
Returns the jobs in your BlueSuite workspace, optionally filtered by contact, quote, status, tags or search text.
- List quotes
Returns quotes in your BlueSuite workspace, optionally filtered by contact, status, tags or search text.
- Send test event
Sends a sample event to one of your BlueSuite webhook subscriptions so you can check the receiving end. The sample carries test data, not a real record.
- Update contact
Updates an existing BlueSuite contact's name, contact details, company, type, owner and custom fields. Fields left blank are not changed.
- Update job
Updates an existing BlueSuite job: its client, pricing, line items, billing settings, or status (complete, cancel, or reopen). Fields left blank are not changed.
- New Ticket
Triggers when a new ticket is logged in Halo.
- Ticket Updated
Triggers when a ticket is created or updated in Halo.
- Add action to ticket
Adds a new action (note, update or outcome) to an existing Halo ticket.
- Add project
Creates a new project in Halo and returns the created project record.
- Create Site
Creates a new site for a customer in Halo.
- Create Ticket
Creates a new ticket in Halo with a summary, description and optional customer, user, type, priority, status and assignment.
- Create User
Creates a new end user in Halo under the chosen site.
- Get customer
Returns a single Halo customer (client) by its ID, optionally with extra details and ticket activity.
- Get project
Returns a single Halo project by its ID, including its details and custom fields.
- Get ticket
Returns a single Halo ticket by its ID, optionally with extra details and its last action.
- Get user
Returns a single Halo user (end-user contact) by ID, with optional details, ticket activity and pop-ups.
- List customers
Returns a list of customers (clients) in Halo, optionally filtered by search text or top level.
- List tickets
Returns tickets from Halo, optionally filtered by customer, agent, status, dates, search text and more.
- List users
Returns the users (end-user contacts) in Halo, optionally filtered by customer, site, search text and other criteria.
- Update ticket
Updates an existing Halo ticket's summary, details, customer, assignment, status, priority and category. Fields left blank are not changed.
- Update user
Updates an existing Halo user's name, site, email or phone number. Fields left blank keep their current values.
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
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Questions
BlueSuite and Halo Service Solutions, answered
What can start an automation from BlueSuite?
Any of BlueSuite's 7 triggers in the catalog, including New Invoice, New Job, New or Updated Request and New Quote. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Halo Service Solutions when something happens in BlueSuite?
Any of Halo Service Solutions's 14 actions, including Create Site, Create Ticket, Create User and Update ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Halo Service Solutions to BlueSuite?
Yes. When something happens in Halo Service Solutions, your agent can act in BlueSuite too. This page covers both directions: Halo Service Solutions's triggers and BlueSuite's actions are listed here as well.
Do I have to build a connector for BlueSuite or Halo Service Solutions?
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 BlueSuite and Halo Service Solutions 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.