Integration
Connect CATS and Playbook Creative
When Candidate Updated fires in CATS, your agent runs Create Asset in Playbook Creative, or Asset Added in Playbook Creative to Create a Contact in CATS. 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 CATS and Playbook Creative 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 CATS and Playbook Creative can do together
From CATS to Playbook Creative
When Candidate Updated in CATS
then Create Asset in Playbook Creative
When Company Status Changed in CATS
then Update Asset Status in Playbook Creative
From Playbook Creative to CATS
When Asset Added in Playbook Creative
then Create a Contact in CATS
When Asset Updated in Board in Playbook Creative
then Create a Task in CATS
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 CATS and Playbook Creative
Triggers and actions 16 triggers · 40 actions
Trigger
Candidate UpdatedTriggers when a candidate is updated in CATS.
Trigger
Company Status ChangedTriggers when a company's status is changed in CATS.
Trigger
Company UpdatedTriggers when a company is updated in CATS.
Trigger
Contact Status ChangedTriggers when a contact's status changes in CATS.
Trigger
Contact UpdatedTriggers when a contact is updated in CATS.
Trigger
Custom TriggerTriggers when the CATS event you choose fires (any record type: candidate, company, contact, job, pipeline, activity or user).
Trigger
Job Status ChangedTriggers when a job's status changes in CATS, returning the job with its previous and new status ids.
Trigger
New ActivityTriggers when a new activity (call, email, meeting, note) is logged in CATS.
Trigger
New CandidateTriggers when a new candidate is created in CATS.
Trigger
New CompanyTriggers when a new company is created in CATS.
Trigger
New ContactTriggers when a new contact is created in CATS.
Trigger
New JobTriggers when a new job order is created in CATS.
Trigger
New PipelineTriggers when a candidate is added to a job's pipeline in CATS.
Trigger
Pipeline UpdatedTriggers when a pipeline (a candidate's placement on a job) is updated in CATS.
Action
Add Candidate to PipelineAdds a candidate to a job's pipeline in CATS and returns the new pipeline record's id.
Action
Change Company StatusChanges the status of a company in CATS, optionally choosing which status-change triggers fire.
Action
Change Contact StatusChanges the status of a contact in CATS, optionally choosing which status triggers fire.
Action
Change Job StatusChanges the status of a job in CATS, optionally choosing which status triggers fire.
Action
Create a CandidateCreates a new candidate record in CATS with contact details, address, pay, skills and custom field values.
Action
Create a CompanyCreates a new company record in CATS and returns its ID.
Action
Create a ContactCreates a contact in CATS linked to a company and owner, and returns the new contact's ID.
Action
Create a JobCreates a new job order in CATS and returns its ID.
Action
Create a TaskCreates a task in CATS, optionally linked to a candidate, contact, company or job and assigned to a user.
Action
Find a CandidateSearches CATS candidates by a keyword such as a name or email and returns the matching candidate records.
Action
Find a CompanySearches CATS companies by text and returns the matching companies.
Action
Find a ContactSearches CATS contacts by text and returns the matching contacts.
Action
Find a JobSearches CATS jobs by text and returns the matching jobs.
Action
Find a UserFinds CATS users whose email, username or name matches the search term.
Action
Get ActivityReturns a single CATS activity (call, email, meeting, note) by its ID, including the record it is logged against.
Action
Get PipelineReturns a single pipeline — a candidate's placement on a job — including its status, workflow and rating.
Action
Get TaskReturns a single CATS task by its ID, including its description, priority, due date, assignee, completion state and the record it concerns.
Action
Log Candidate ActivityLogs an activity (call, email, meeting or other) against a candidate in CATS.
Action
Update CandidateUpdates an existing candidate in CATS, including name, contact details, pay, availability and custom field values.
Action
Update CompanyUpdates an existing company in CATS, including its name, owner, contact details, address and custom field values.
Action
Update ContactUpdates an existing contact in CATS, including name, owner, company, title, contact details, address and custom field values.
Action
Update PipelineUpdates the rating of a candidate's pipeline record on a job in CATS.
Trigger
Asset AddedTriggers when a new asset is added to the chosen Playbook board. Returns the asset, the board and the organization it belongs to.
Trigger
Asset Updated in BoardTriggers when an asset on a chosen Playbook board is updated, returning the asset and what changed.
Action
Create AssetCreates an asset in a Playbook workspace, either from a file URL (fetched by Playbook or saved as a link) or as a text note, optionally placing it on a board.
Action
Create BoardCreates a new board in a Playbook workspace, optionally nested under an existing board as a sub-board.
Action
Create OrganizationCreates a new Playbook organization (workspace) with the given name and returns its id and slug.
Action
Delete assetDeletes an asset from a Playbook workspace.
Action
Delete boardDeletes a board from a Playbook workspace.
Action
Find AssetSearches a Playbook workspace for assets matching the words you enter, best match first, with optional filters for media type, boards, tags, statuses, uploader and more.
Action
Find BoardReturns the boards in a Playbook workspace whose title matches the text you search for.
Action
Get assetReturns one asset from a Playbook workspace, including its title, media type, tags, status, custom field values and preview URLs.
Action
Get boardReturns one Playbook board, including its title, description, asset count, published-page state and preview assets.
Action
List assetsReturns the assets in a Playbook workspace, optionally limited to one board, one uploader, or assets uploaded after a given time.
Action
List boardsReturns the boards in a Playbook workspace, optionally filtered by title and sorted by title or creation date.
Action
List organizationsReturns every Playbook organization (workspace) the connected user belongs to, with each one's name, slug, plan and usage limits.
Action
List usersReturns the members of a Playbook workspace, optionally narrowed to those whose name or email matches a search.
Action
Move AssetMoves one or more assets into a different board in a Playbook workspace.
Action
Update AssetUpdates an existing Playbook asset's title, board placement, status, tags or custom field values, and can save a new version of it.
Action
Update Asset StatusSets the status of an asset in a Playbook workspace and returns the updated asset.
Action
Update asset tagsAdds and/or removes tags on a Playbook asset, leaving its other tags untouched, and returns the updated asset.
Action
Update boardUpdates a board's title, description, or parent board in a Playbook workspace and returns the updated board.
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
CATS and Playbook Creative, answered
What can start an automation from CATS?
Any of CATS's 14 triggers in the catalog, including Candidate Updated, Company Status Changed, Company Updated and Contact Status Changed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Playbook Creative when something happens in CATS?
Any of Playbook Creative's 18 actions, including Create Asset, Create Board, Create Organization and Update Asset. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Playbook Creative to CATS?
Yes. When something happens in Playbook Creative, your agent can act in CATS too. This page covers both directions: Playbook Creative's triggers and CATS's actions are listed here as well.
Do I have to build a connector for CATS or Playbook Creative?
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 CATS and Playbook Creative 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.