Integration
Connect Clientary to Prisma Management Api
When New Expense fires in Clientary, your agent runs Add project in Prisma Management Api. 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 Clientary and Prisma Management Api 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 Clientary can start in Prisma Management Api
When New Expense in Clientary
then Add project in Prisma Management Api
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 Clientary and Prisma Management Api
Triggers and actions 3 triggers · 31 actions
- New Expense
Triggers when a new expense is recorded in your Clientary account during the current fiscal year.
- New Invoice
Triggers when a new invoice is created in Clientary, optionally limited to invoices in a given status or matching a search.
- New Staff
Triggers when a new staff user is added to your Clientary account.
- Add comment
Posts a comment on an invoice, estimate, project, task, proposal or contract and notifies the people involved.
- Add contact
Creates a new contact (an individual person) under an existing Clientary client.
- Add contract
Creates a contract for a client in Clientary, optionally starting from a contract template, with its sections and signers.
- Add proposal
Creates a proposal for a client in Clientary, optionally starting from a proposal template, with its sections and signers.
- Add retainer
Creates a retainer for a client in Clientary: an up-front payment request kept apart from ordinary invoices.
- Client
Creates a new client in Clientary with its name, address, tax id, website and description.
- Create Estimate
Creates an estimate in Clientary, optionally for a client, with its dates, taxes, notes and line items.
- Create Invoice
Creates an invoice in Clientary, optionally for a client, with dates, currency, taxes, notes and line items.
- Create Lead
Creates a new lead (a prospective client) in Clientary.
- Create Task
Creates a new task (a to-do item) in Clientary, optionally on a project and assigned to a staff member.
- Expense
Creates a new expense in Clientary, optionally assigned to a client or project.
- Get client
Returns a single Clientary client by its ID, including its contact and address details.
- List comments
Returns the comments on one Clientary invoice, estimate, project, task, proposal or contract, newest first.
- Update contract
Updates an existing Clientary contract: its subject, date, client, status, signers or sections. Only a draft contract can be changed; void and reopen a sent contract first.
- Add branch
Creates an empty branch in a Prisma project. The first branch in a project becomes the default production branch; later branches are preview branches.
- Add database
Creates a new Prisma Postgres database in a project, optionally cloned from another database or restored from a backup.
- Add database connection
Creates a new connection string for a Prisma Postgres database and returns its direct, pooled and Accelerate connection details.
- Add project
Creates a new Prisma project, optionally with a Postgres database, and returns the project with its workspace and database details.
- Add service token
Creates a new service token for a Prisma workspace, optionally limited to a single project. The token value is returned only once, in this step's output.
- Delete database
Deletes a Prisma Postgres database. A project's default database cannot be deleted.
- Delete project
Deletes a Prisma project. This cannot be undone.
- Get database
Returns a Prisma Postgres database by its ID, including its status, project, region and connections.
- Get project
Returns a Prisma project by its ID, including its name, default region, creation date and workspace.
- List branches
Returns the live branches of a Prisma project, optionally filtered by exact or partial Git branch name.
- List databases
Returns the Prisma Postgres databases you have access to, optionally filtered by project or branch.
- List projects
Returns the Prisma projects your token has access to, optionally narrowed to one logical ID.
- List service tokens
Returns the service tokens in a Prisma workspace, newest first, with each token's name, scope, project and expiry.
- List workspaces
Returns the Prisma workspaces your account can access, with each workspace's id, name and creation time.
- Transfer project
Transfers a Prisma project to another owner's workspace, using an access token supplied by the recipient.
- Update database
Updates a Prisma Postgres database: rename it, move it to another branch, or set its logical id. Returns the updated database record.
- Update project
Updates a Prisma project's name or settings and returns the updated project.
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 Clientary
Clientary to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Clientary to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Clientary to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Clientary to Google SheetsGoogle Sheets
Clientary to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Clientary to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Prisma Management Api
Questions
Clientary and Prisma Management Api, answered
What can start an automation from Clientary?
Any of Clientary's 3 triggers in the catalog, including New Expense, New Invoice and New Staff. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Prisma Management Api when something happens in Clientary?
Any of Prisma Management Api's 17 actions, including Update database, Update project, Add branch and Add database. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Prisma Management Api to Clientary?
Prisma Management Api has no triggers in the catalog today, so automations start in Clientary. If you need the other direction, ask: your agent reads Prisma Management Api's API documentation and adds it.
Do I have to build a connector for Clientary or Prisma Management Api?
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 Clientary and Prisma Management Api 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.