Integration
Connect BlueSuite and Katana
When New Invoice fires in BlueSuite, your agent runs Add manufacturing order in Katana, or New Customer in Katana 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 Katana 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 Katana can do together
From BlueSuite to Katana
When New Invoice in BlueSuite
then Add manufacturing order in Katana
When New Job in BlueSuite
then Add purchase order in Katana
From Katana to BlueSuite
When New Customer in Katana
then Add contact in BlueSuite
When New Sales Order in Katana
then Add invoice in 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 Katana
Triggers and actions 9 triggers · 40 actions
Trigger
Invoice PaidTriggers when a BlueSuite invoice is moved to Paid.
Trigger
Invoice SentTriggers when an invoice in your BlueSuite workspace is moved to Sent, returning the invoice.
Trigger
New InvoiceTriggers when a new invoice is created in your BlueSuite workspace.
Trigger
New JobTriggers when a new job is created in BlueSuite.
Trigger
New or Updated RequestTriggers when a request is created or updated in BlueSuite, depending on the event you choose.
Trigger
New QuoteTriggers when a new quote is created in BlueSuite.
Trigger
Quote AcceptedTriggers when a quote is accepted in BlueSuite.
Action
Add contactCreates a new contact (a person or company) in your BlueSuite workspace and returns the created contact.
Action
Add eventCreates an appointment, task or calendar event in BlueSuite, optionally linked to a job or request and assigned to team members.
Action
Add invoiceCreates 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.
Action
Add jobCreates a new job in BlueSuite, optionally linked to a contact, property, request or quote, with line items, pricing and billing settings.
Action
Add paymentRecords a payment or deposit against an invoice or quote in BlueSuite.
Action
Add quoteCreates a quote in BlueSuite for a contact, with line items and pricing. Creating a quote does not send it to the customer.
Action
Get contactReturns a single BlueSuite contact by its ID, including its details and custom field values.
Action
Get eventReturns a single BlueSuite event, appointment, task or visit by its ID.
Action
Get invoiceReturns a single BlueSuite invoice by its ID, including line items, payment and balance information.
Action
Get jobReturns a single BlueSuite job by its ID, with all of its details including line items, status and custom fields.
Action
Get quoteReturns a single BlueSuite quote by its ID, including its line items, pricing, status and custom fields.
Action
List contactsReturns the contacts (people and companies) in your BlueSuite workspace, optionally filtered by search text, contact type, owner or tags.
Action
List invoicesReturns the invoices in your BlueSuite workspace, optionally filtered by search text, contact, job, tags or excluded statuses.
Action
List jobsReturns the jobs in your BlueSuite workspace, optionally filtered by contact, quote, status, tags or search text.
Action
List quotesReturns quotes in your BlueSuite workspace, optionally filtered by contact, status, tags or search text.
Action
Send test eventSends 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.
Action
Update contactUpdates an existing BlueSuite contact's name, contact details, company, type, owner and custom fields. Fields left blank are not changed.
Action
Update jobUpdates an existing BlueSuite job: its client, pricing, line items, billing settings, or status (complete, cancel, or reopen). Fields left blank are not changed.
Trigger
New CustomerTriggers when a new customer is created in Katana.
Trigger
New Sales OrderTriggers when a new sales order is created in Katana.
Action
Add manufacturing orderCreates a manufacturing order in Katana for a product variant at a location. Recipe and operation rows are added automatically from the product's recipe.
Action
Add materialCreates a material in Katana, with one or more variants, and returns the new material.
Action
Add productCreates a product in Katana with one or more variants, including its unit of measure, category, and sell/make/buy settings.
Action
Add purchase orderCreates a purchase order for a supplier, together with its line items, in Katana.
Action
Create CustomerCreates a customer in Katana.
Action
Create Sales OrderCreates a sales order in Katana for a customer with one product variant line.
Action
Delete customerDeletes a customer from Katana by its ID.
Action
Delete sales orderDeletes a single sales order in Katana by its ID.
Action
Find CustomerFinds Katana customers matching a name, email or phone number.
Action
Get manufacturing orderReturns the details of a manufacturing order, including its status, quantities, costs, dates and custom field values.
Action
Get productReturns a Katana product by its ID, including its variants and configuration options.
Action
Get purchase orderReturns a purchase order by its ID, including its rows, totals, status and custom field values.
Action
Get Sales OrderReturns one Katana sales order by its ID.
Action
List customersReturns the customers in your Katana account, most recent first, optionally filtered by name, email, company, category and date ranges.
Action
List inventoryReturns current inventory levels per variant and location, optionally filtered by location or variant.
Action
List manufacturing ordersReturns manufacturing orders, most recent first, optionally filtered by status, order number, location, linked sales order, or created/updated date ranges.
Action
List productsReturns the products in your Katana account, most recent first, optionally filtered by name, unit of measure, flags, supplier or date ranges.
Action
List purchase ordersReturns the purchase orders in your Katana account, most recent first, optionally filtered by status, supplier, location, order number and date ranges.
Action
List sales ordersReturns the sales orders in your Katana account, most recent first, optionally filtered by customer, status, location, dates and more.
Action
Update CustomerUpdates an existing Katana customer. Only the fields you fill in are changed.
Action
Update productUpdates an existing Katana product. Only the fields you fill in are changed; everything else is left as it is.
Action
Update sales orderUpdates an existing Katana sales order. Only the fields you fill in are changed; everything else is left as is.
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
More from BlueSuite
BlueSuite to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
BlueSuite to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
BlueSuite to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
BlueSuite to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
BlueSuite to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
BlueSuite to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Katana
HubSpot to KatanaHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to KatanaGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to KatanaGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to KatanaGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to KatanaGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to KatanaActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
BlueSuite and Katana, 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 Katana when something happens in BlueSuite?
Any of Katana's 22 actions, including Create Customer, Create Sales Order, Update Customer and Update product. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Katana to BlueSuite?
Yes. When something happens in Katana, your agent can act in BlueSuite too. This page covers both directions: Katana's triggers and BlueSuite's actions are listed here as well.
Do I have to build a connector for BlueSuite or Katana?
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 Katana 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.