Integration
Connect CATS and ProjectManager
When Candidate Updated fires in CATS, your agent runs Create Task in ProjectManager, or New Project in ProjectManager 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 ProjectManager to do together?
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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 ProjectManager can do together
From CATS to ProjectManager
When Candidate Updated in CATS
then Create Task in ProjectManager
From ProjectManager to 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 ProjectManager
Triggers and actions 17 triggers · 45 actions
- Candidate Updated
Triggers when a candidate is updated in CATS.
- Company Status Changed
Triggers when a company's status is changed in CATS.
- Company Updated
Triggers when a company is updated in CATS.
- Contact Status Changed
Triggers when a contact's status changes in CATS.
- Contact Updated
Triggers when a contact is updated in CATS.
- Custom Trigger
Triggers when the CATS event you choose fires (any record type: candidate, company, contact, job, pipeline, activity or user).
- Job Status Changed
Triggers when a job's status changes in CATS, returning the job with its previous and new status ids.
- New Activity
Triggers when a new activity (call, email, meeting, note) is logged in CATS.
- New Candidate
Triggers when a new candidate is created in CATS.
- New Company
Triggers when a new company is created in CATS.
- New Contact
Triggers when a new contact is created in CATS.
- New Job
Triggers when a new job order is created in CATS.
- New Pipeline
Triggers when a candidate is added to a job's pipeline in CATS.
- Pipeline Updated
Triggers when a pipeline (a candidate's placement on a job) is updated in CATS.
- Add Candidate to Pipeline
Adds a candidate to a job's pipeline in CATS and returns the new pipeline record's id.
- Change Company Status
Changes the status of a company in CATS, optionally choosing which status-change triggers fire.
- Change Contact Status
Changes the status of a contact in CATS, optionally choosing which status triggers fire.
- Change Job Status
Changes the status of a job in CATS, optionally choosing which status triggers fire.
- Create a Candidate
Creates a new candidate record in CATS with contact details, address, pay, skills and custom field values.
- Create a Company
Creates a new company record in CATS and returns its ID.
- Create a Contact
Creates a contact in CATS linked to a company and owner, and returns the new contact's ID.
- Create a Job
Creates a new job order in CATS and returns its ID.
- Create a Task
Creates a task in CATS, optionally linked to a candidate, contact, company or job and assigned to a user.
- Find a Candidate
Searches CATS candidates by a keyword such as a name or email and returns the matching candidate records.
- Find a Company
Searches CATS companies by text and returns the matching companies.
- Find a Contact
Searches CATS contacts by text and returns the matching contacts.
- Find a Job
Searches CATS jobs by text and returns the matching jobs.
- Find a User
Finds CATS users whose email, username or name matches the search term.
- Get Activity
Returns a single CATS activity (call, email, meeting, note) by its ID, including the record it is logged against.
- Get Pipeline
Returns a single pipeline — a candidate's placement on a job — including its status, workflow and rating.
- Get Task
Returns a single CATS task by its ID, including its description, priority, due date, assignee, completion state and the record it concerns.
- Log Candidate Activity
Logs an activity (call, email, meeting or other) against a candidate in CATS.
- Update Candidate
Updates an existing candidate in CATS, including name, contact details, pay, availability and custom field values.
- Update Company
Updates an existing company in CATS, including its name, owner, contact details, address and custom field values.
- Update Contact
Updates an existing contact in CATS, including name, owner, company, title, contact details, address and custom field values.
- Update Pipeline
Updates the rating of a candidate's pipeline record on a job in CATS.
- New Project
Fires when a new project is created in the ProjectManager workspace.
- New Task
Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project
- New User
Fires when a new user (resource) is added to the ProjectManager workspace.
- Create Project
Create a new project in your workspace
- Create Task
Creates a new task within a specified project
- Create Timesheet Entry
Create a single timesheet entry. A timesheet entry is the number of hours spent by a person on a task on a specific day. There can only be one entry per person/task/day, trying to add a second entry will give a conflict error, however you can use the timesheet-update action to increase the number of hours logged for an existing timesheet entry.
- Create User
Add a new user/resource in your account
- Get Account Information
Returns information about the current user including home URL, email, user ID and workspace name
- Get Project Details
Get the details of one specific project
- Get Project Priorities
Gets a list of all the priorities which can be applied to a project
- Get Project Statuses
Get all the statuses which can be applied to a project
- Get Task Details
Get the details of one specific task, you will need to know the task's unique ID
- Get Task Fields
Get all the custom fields which can be applied to the tasks in a specific project, each project has different custom fields so you will need to provide a ProjectID with this action
- Get Task Field Values
Get the value of each custom field applied to a specific task
- Get Task Priorities
Get all the priorities which can be applied to a task
- Get Task Statuses (Columns)
Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses
- Get User Details
Get the details of one specific user/resource
- Get User Roles
Retrieves the list of user roles (privilege levels) defined in the ProjectManager workspace.
- Search Projects
Search through your active projects using various criteria, 100 results max
- Search Tasks
Search for tasks across your entire account, using various criteria, 100 results max
- Search Users
Search for workspace users/resources using various criteria, 100 results max
- Update Project
Update an existing project, empty fields will remain unchanged
- Update Task
Update an existing task, empty fields will remain unchanged
- Update Task Field Value
Update the value of a custom field for a specific task
- Update Timesheet Entry
Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry
- Update User
Update an existing user/resource, empty fields will remain unchanged
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
CATS and ProjectManager, 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 ProjectManager when something happens in CATS?
Any of ProjectManager's 23 actions, including Create Project, Create Task, Create Timesheet Entry and Create User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ProjectManager to CATS?
Yes. When something happens in ProjectManager, your agent can act in CATS too. This page covers both directions: ProjectManager's triggers and CATS's actions are listed here as well.
Do I have to build a connector for CATS or ProjectManager?
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 ProjectManager 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.