Integration
Connect ClientSuccess and Projectworks
When New Client fires in ClientSuccess, your agent runs Add task in Projectworks, or New Leave Request in Projectworks to Create Contact in ClientSuccess. 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 ClientSuccess and Projectworks 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 ClientSuccess and Projectworks can do together
From ClientSuccess to Projectworks
When New Client in ClientSuccess
then Add task in Projectworks
From Projectworks to ClientSuccess
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 ClientSuccess and Projectworks
Triggers and actions 6 triggers · 39 actions
- New Client
Triggers when a new client is added in ClientSuccess.
- New Contact
Triggers when a new contact is created in ClientSuccess.
- New Contract
Triggers when a new contract is added to a ClientSuccess client.
- New Pulse
Triggers when a new pulse is recorded on a ClientSuccess client.
- New Task
Triggers when a new task is added in ClientSuccess.
- Create Client
Creates a new client (customer account) in ClientSuccess.
- Create Contact
Creates a new contact on a ClientSuccess client.
- Create Contract
Creates a new contract for a ClientSuccess client.
- Create Engagement Interaction
Logs an engagement interaction (client note) on a ClientSuccess client.
- Create Pulse
Records a new pulse (health sentiment) on a ClientSuccess client.
- Create Task
Creates a new task in ClientSuccess, optionally tied to a client.
- Find Client by External ID
Finds ClientSuccess clients whose external system ID matches the one given.
- Find Client by ID
Returns one ClientSuccess client by its UUID.
- Find Contact
Finds ClientSuccess contacts by email, name or client.
- Update Task
Updates a ClientSuccess task's name, description, due date or completion; only the fields you fill in change.
- New Leave Request
Triggers when a new leave request is created.
- Add expense claim
Creates an expense claim against a project and module for a user, optionally with an attached receipt file.
- Add task
Creates a task under a budget (module) of a Projectworks project.
- Create Budget
Creates a budget (module) on a project.
- Create Company
Creates a new client company.
- Create Leave
Creates a leave request for a user for one day.
- Create Project
Creates a new project.
- Create Timecode
Creates a timecode (task) on a project.
- Create Timesheet Entry
Creates a timesheet entry.
- Delete task
Deletes a task from a Projectworks project.
- Find ClientID
Finds a client company by name or external reference.
- Find CurrencyID
Finds a currency by its name or code.
- Find GLCode ID
Finds a GL code by its code or description.
- Find ModuleID
Finds a budget (module) by name or external reference.
- Find OfficeID
Finds an office by name or external reference.
- Find ProjectID
Finds a project by name, number or external reference.
- Find TaskID
Finds a timecode (task) by name or external reference.
- Find UserID
Finds a user by name, email address or external reference.
- Get Budgets
Returns a list of budgets (modules).
- Get Clients
Returns a list of client companies.
- Get Leave Statuses
Returns the list of leave statuses.
- Get Offices
Returns a list of offices.
- Get Projects
Returns a list of projects.
- Get Timecodes
Returns a list of timecodes (tasks).
- Get Timesheet Entries
Returns a list of timesheet entries.
- Get Users
Returns a list of users.
- List tasks
Returns tasks in Projectworks, optionally filtered by project, budget, user, name, external reference or last-modified date.
- Set Resourcing
Sets the resourcing for a person on a project on a given day.
- Update CustomFieldValue
Sets the value of a custom field on a record.
- Update Timesheet Entry
Updates a timesheet entry.
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
ClientSuccess and Projectworks, answered
What can start an automation from ClientSuccess?
Any of ClientSuccess's 5 triggers in the catalog, including New Client, New Contact, New Contract and New Pulse. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Projectworks when something happens in ClientSuccess?
Any of Projectworks's 29 actions, including Create Budget, Create Company, Create Leave and Create Project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Projectworks to ClientSuccess?
Yes. When something happens in Projectworks, your agent can act in ClientSuccess too. This page covers both directions: Projectworks's triggers and ClientSuccess's actions are listed here as well.
Do I have to build a connector for ClientSuccess or Projectworks?
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 ClientSuccess and Projectworks 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.