# Connect CoachAccountable and Request Tracker (RT) When **New Client** fires in [CoachAccountable](https://apiant.ai/connections/coachaccountable), your agent runs **Create Ticket** in [Request Tracker (RT)](https://apiant.ai/connections/request-tracker-rt), or **Ticket Created** in Request Tracker (RT) to **Add Invoice Payment** in CoachAccountable. Describe the whole flow and it is built, tested on every scenario and kept running. CoachAccountable **5** triggers CoachAccountable **10** actions Request Tracker (RT) **3** triggers Request Tracker (RT) **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CoachAccountable and Request Tracker (RT) to do together? Give your AI client this address. `https://mcp.apiant.ai` 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What CoachAccountable and Request Tracker (RT) can do together ### From CoachAccountable to Request Tracker (RT) - When **New Client** in CoachAccountable then **Create Ticket** in Request Tracker (RT) - When **New Coach** in CoachAccountable then **Update ticket** in Request Tracker (RT) ### From Request Tracker (RT) to CoachAccountable - When **Ticket Created** in Request Tracker (RT) then **Add Invoice Payment** in CoachAccountable - When **Ticket Status Changed** in Request Tracker (RT) then **Add New Invoice** in CoachAccountable 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 CoachAccountable and Request Tracker (RT) ## Triggers and actions 8 triggers · 29 actions - Trigger **New Client** Triggers when a new client is created. - Trigger **New Coach** Triggers when a new coach is created. - Trigger **New Invoice** Triggers when a new client invoice is created. - Trigger **New Invoice Payment** Triggers when a new payment is posted for an invoice. - Trigger **New Session** Triggers when a new Session is marked complete. - Action **Activate Client** Activates a Client. - Action **Add Invoice Payment** Posts a payment to a Client Invoice. - Action **Add New Action** Adds an action for a specific client. - Action **Add New Client** Adds a new Client. - Action **Add New Invoice** Adds a new invoice. - Action **Add Session** Log a new coaching session for a client. - Action **Get Client** Retrieve a single client by ID. - Action **List Clients** List all clients on the account. - Action **Mark Action Done** Marks an existing client Action done. - Action **Update Client** Update an existing client's profile fields. - Trigger **Ticket Correspondence** Triggers when a ticket is replied to (that is, corresponded with). - Trigger **Ticket Created** Triggers when a new Request Tracker ticket is created. - Trigger **Ticket Status Changed** Triggers when a Request Tracker ticket changes status. Can watch for any status change or only for changes to a specific status. - Action **Add asset** Create an asset. - Action **Add user** Create a user. - Action **Comment on a Ticket** Add an internal comment to a ticket and send to any internal watchers. - Action **Create Ticket** Create a new ticket in Request Tracker. - Action **Find Attachment** Locate an attachment by ID. - Action **Find Ticket** Locate a ticket by ID. - Action **Find Tickets** Issue a query to find matching tickets. - Action **Find Transaction** Find a transaction by ID - Action **Get asset** Retrieves one asset by ID: name, description, status, catalog, owner, held by, contact, custom fields. - Action **Get queue** Get a queue by id or name. - Action **Get user** Get a user by id or name. - Action **List queues** List all queues visible to user. - Action **List ticket history** List transactions of a ticket. - Action **Reply to a Ticket** Reply to the requestor and any internal or external watchers of a ticket. - Action **Update ticket** General ticket update (Owner, Priority, Queue, custom fields). - Action **Update Ticket Due Date** Update the due date of a ticket. - Action **Update Ticket Status** Update the status of a ticket. - Action **Update Ticket Subject** Update the subject of a ticket. - Action **Update user** Update a user. ## Each app on its own - [ **CoachAccountable** CoachAccountable is a platform to support and structure coaching relationships between coaches and their...](https://apiant.ai/connections/coachaccountable) - [ **Request Tracker (RT)** Request Tracker (RT) is an open-source, enterprise-grade ticketing system.](https://apiant.ai/connections/request-tracker-rt) Reviews ## What our customers say ## More from CoachAccountable - [ **CoachAccountable to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/coachaccountable-to-hubspot) - [ **CoachAccountable to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/coachaccountable-to-salesforce) - [ **CoachAccountable to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/coachaccountable-to-slack) - [ **CoachAccountable to Google Sheets** Google Sheets](https://apiant.ai/connect/coachaccountable-to-google-sheets) - [ **CoachAccountable to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/coachaccountable-to-gmail) - [ **CoachAccountable to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/coachaccountable-to-google-calendar) ## More into Request Tracker (RT) - [ **HubSpot to Request Tracker (RT)** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-request-tracker-rt) - [ **Google Sheets to Request Tracker (RT)** Google Sheets](https://apiant.ai/connect/google-sheets-to-request-tracker-rt) - [ **Gmail to Request Tracker (RT)** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-request-tracker-rt) - [ **Google Calendar to Request Tracker (RT)** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-request-tracker-rt) - [ **Google Drive to Request Tracker (RT)** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-request-tracker-rt) - [ **Mailchimp to Request Tracker (RT)** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-request-tracker-rt) Questions ## CoachAccountable and Request Tracker (RT), answered ### ### What can start an automation from CoachAccountable? Any of CoachAccountable's 5 triggers in the catalog, including New Client, New Coach, New Invoice and New Invoice Payment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Request Tracker (RT) when something happens in CoachAccountable? Any of Request Tracker (RT)'s 19 actions, including Create Ticket, Update ticket, Update Ticket Due Date and Update Ticket Status. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Request Tracker (RT) to CoachAccountable? Yes. When something happens in Request Tracker (RT), your agent can act in CoachAccountable too. This page covers both directions: Request Tracker (RT)'s triggers and CoachAccountable's actions are listed here as well. ### ### Do I have to build a connector for CoachAccountable or Request Tracker (RT)? 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. ### ### 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.