Integration
Connect Cling and Katana
When New Document fires in Cling, your agent runs Add manufacturing order in Katana, or New Customer in Katana to Create Client in Cling. 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 Cling 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 Cling and Katana can do together
From Cling to Katana
When New Document in Cling
then Add manufacturing order in Katana
From Katana to Cling
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 Cling and Katana
Triggers and actions 7 triggers · 28 actions
- Document Accepted
Triggers when a Cling document is fully accepted (signed by all clients).
- Document Denied
Triggers when a client denies a Cling document.
- Document Expired
Triggers when a Cling document passes its expiration date.
- Document Sent
Triggers when a Cling document is sent to its clients.
- New Document
Triggers when a new document is created in Cling.
- Create Client
Creates a new client (end customer) in Cling that documents can be sent to.
- Create Document
Creates a new Cling document from a template for one signing client. The document is created as a draft; use Send Document to deliver it.
- Delete Document
Deletes a Cling document by its ID.
- Get Document
Returns one Cling document by its ID, including its status and dates.
- List Clients
Returns the clients (end customers) in your Cling account.
- List Templates
Returns the document templates in your Cling account.
- Send Document
Sends an existing Cling document to its clients for signing.
- New Customer
Triggers when a new customer is created in Katana.
- New Sales Order
Triggers when a new sales order is created in Katana.
- Add manufacturing order
Creates a manufacturing order in Katana for a product variant at a location. Recipe and operation rows are added automatically from the product's recipe.
- Add material
Creates a material in Katana, with one or more variants, and returns the new material.
- Add product
Creates a product in Katana with one or more variants, including its unit of measure, category, and sell/make/buy settings.
- Add purchase order
Creates a purchase order for a supplier, together with its line items, in Katana.
- Create Customer
Creates a customer in Katana.
- Delete customer
Deletes a customer from Katana by its ID.
- Delete sales order
Deletes a single sales order in Katana by its ID.
- Find Customer
Finds Katana customers matching a name, email or phone number.
- Get manufacturing order
Returns the details of a manufacturing order, including its status, quantities, costs, dates and custom field values.
- Get product
Returns a Katana product by its ID, including its variants and configuration options.
- Get purchase order
Returns a purchase order by its ID, including its rows, totals, status and custom field values.
- Get Sales Order
Returns one Katana sales order by its ID.
- List customers
Returns the customers in your Katana account, most recent first, optionally filtered by name, email, company, category and date ranges.
- List inventory
Returns current inventory levels per variant and location, optionally filtered by location or variant.
- List manufacturing orders
Returns manufacturing orders, most recent first, optionally filtered by status, order number, location, linked sales order, or created/updated date ranges.
- List products
Returns the products in your Katana account, most recent first, optionally filtered by name, unit of measure, flags, supplier or date ranges.
- List purchase orders
Returns the purchase orders in your Katana account, most recent first, optionally filtered by status, supplier, location, order number and date ranges.
- List sales orders
Returns the sales orders in your Katana account, most recent first, optionally filtered by customer, status, location, dates and more.
- Update Customer
Updates an existing Katana customer. Only the fields you fill in are changed.
- Update product
Updates an existing Katana product. Only the fields you fill in are changed; everything else is left as it is.
- Update sales order
Updates 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
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Questions
Cling and Katana, answered
What can start an automation from Cling?
Any of Cling's 5 triggers in the catalog, including New Document, Document Accepted, Document Denied and Document Expired. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Katana when something happens in Cling?
Any of Katana's 21 actions, including Create Customer, Update Customer, Update product and Update sales order. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Katana to Cling?
Yes. When something happens in Katana, your agent can act in Cling too. This page covers both directions: Katana's triggers and Cling's actions are listed here as well.
Do I have to build a connector for Cling 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 Cling 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.