--- title: "Connect COR and Productboard - APIANT.ai" description: "When \"Create Brand\" fires in COR, your agent runs \"Create Note\" in Productboard, or \"New Feature\" in Productboard to \"Create Invoice\" in COR." canonical: "https://apiant.ai/connect/cor-to-productboard" --- # Connect COR and Productboard When **Create Brand** fires in [COR](https://apiant.ai/connections/cor), your agent runs **Create Note** in [Productboard](https://apiant.ai/connections/productboard), or **New Feature** in Productboard to **Create Invoice** in COR. Describe the whole flow and it is built, tested on every scenario and kept running. COR **12** triggers COR **24** actions Productboard **4** triggers Productboard **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want COR and Productboard to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.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 COR and Productboard can do together ### From COR to Productboard - When **Create Brand** in COR then **Create Note** in Productboard - When **Create Client** in COR then **Update Note** in Productboard ### From Productboard to COR - When **New Feature** in Productboard then **Create Invoice** in COR - When **New Note** in Productboard then **Create Task** in COR 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 COR and Productboard ## Triggers and actions 16 triggers · 36 actions - Trigger **Create Brand** Triggers when a new brand is created in COR. - Trigger **Create Client** Triggers when a new client is created in COR. - Trigger **Create Hour** Triggers when a new time entry is logged in COR. - Trigger **Create Invoice** Triggers when a new transaction is recorded in COR. COR has no separate invoice record, so this watches all transactions, invoices included; use the type field to tell them apart. - Trigger **Create Product** Triggers when a new product is created in COR. - Trigger **Create Project** Triggers when a new project is created in COR. - Trigger **Create Task** Triggers when a new task is created in COR. Returns the new task's details. - Trigger **Create User** Triggers when a new user is created in COR. - Trigger **Updated Client** Triggers when an existing client is changed in COR. - Trigger **Updated Project** Triggers when an existing project is updated in COR. - Trigger **Updated Task** Triggers when a task is changed, such as a new title, status, priority or deadline. Also fires when a new task appears. - Trigger **Updated User** Triggers when a user in COR is created or changed, such as their name, email, role, position or labels. - Action **Add brand** Creates a new brand under a client in COR. - Action **Add team** Creates a new team in COR with a name and, optionally, a description and workspace. Returns the team that was created. - Action **Create Client** Creates a new client in COR with its company details and primary contact, and returns the new client's id. - Action **Create Fee** Creates a fee for a client in COR, with its name, estimate and work order, and optional details such as dates, status and currency. Returns the new fee. - Action **Create Hour** Logs a time entry against a task in COR and returns the new entry's id. - Action **Create Invoice** Creates an invoice (a COR transaction) for the given date, total and currency, optionally linked to a client, and returns the new transaction. - Action **Create Project** Creates a new project for a client in COR and returns the created project. - Action **Create Task** Creates a new task in COR, optionally within a project, and returns the created task. - Action **Delete Project** Deletes a project in COR by its ID. - Action **Delete task** Deletes a task in COR by its ID. - Action **Find clients by name** Returns the clients whose name matches the specified name. - Action **Find projects by name** Returns the COR projects whose name matches the name you search for, including each project's client, project manager, status and budget details. - Action **Get client** Returns a single COR client by its id, including its business name, contact details, website and description. - Action **Get project** Returns a single COR project by its id, including its client, project manager, dates, status, budget figures and assigned labels. An error occurs if the project is not found. - Action **Get task** Returns a single COR task by its id, including its title, project, deadline, status and priority. - Action **List clients** Returns all clients in the COR account, optionally narrowed by filter criteria. - Action **List fees** Returns the fees in the COR account, including each fee's name, estimate, status and dates. - Action **List hours** Returns the time entries logged in the COR account, optionally narrowed by date range, client, project, user, label or team, and sorted as you choose. - Action **List products** Returns all products in the COR account, each with its name, client and brand. - Action **List projects** Returns the company's projects, optionally narrowed by client, team, user, brand, product, dates, status, health or archived state. - Action **List tasks** Returns the tasks in your COR account, optionally narrowed by project, project manager, status and other criteria, and sorted the way you choose. - Action **List teams** Returns the teams in the COR workspace, including each team's name and description. - Action **Update Project** Updates an existing project in COR, changing only the fields you fill in, and returns the updated project. - Action **Update Task** Updates an existing task by its id, changing its title, project, description, deadline, status, priority or archived state, and returns the updated task. - Trigger **New Feature** Triggered when a new feature is created in Productboard. - Trigger **New Note** Triggered when a new note (a piece of customer feedback) is created in Productboard. - Trigger **Updated Feature** Triggered when a feature is created or changed in Productboard. - Trigger **Updated Note** Triggered when a note (a piece of customer feedback) is created or changed in Productboard. - Action **Create Company** Creates a company record in Productboard so customer feedback and insights can be attributed to it. Returns the new company's ID and a link to open it in Productboard. - Action **Create Feature** Creates a feature in Productboard under a product or component you choose. Optionally sets the description, owner and status. Returns the new feature's ID and a link to open it in Productboard. - Action **Create Note** Creates a note (a piece of customer feedback) in Productboard. Optionally attributes it to a company or customer, links it to a feature, and applies existing tags. Returns the new note's ID and a link to open it in Productboard. - Action **Find Note** Looks up a single note (customer feedback) in Productboard. Narrows the list by owner, created date and processed/archived state, then matches the text you give against the note's title and body. Returns the first match, or found=false. - Action **Get Company** Returns one company from Productboard by its ID, including its name, domain, description, owner and any custom fields set up in your workspace. - Action **Get Feature by ID** Returns one feature from Productboard by its ID, including its name, description, owner, status and any custom fields set up in your workspace. - Action **List Components** Returns the components in your Productboard workspace — the folders that features live under. Use a component's ID as the parent when creating a feature. - Action **List Members** Returns the people who have access to your Productboard workspace, with their email address and role. Optionally search by name or email and filter by role. - Action **List Note Relationships** Returns everything a Productboard note is linked to — the customer or company it came from and the features it has been connected to. - Action **List Products** Returns the products in your Productboard workspace — the top level of the product hierarchy. Use a product's ID as the parent when creating a feature or component. - Action **List Releases** Returns the releases in your Productboard workspace — the buckets features are grouped into for delivery — with their status and dates. - Action **Update Note** Changes an existing note in Productboard. Only the values you fill in are sent, so anything left empty keeps its current value. ## Each app on its own - [ **COR** COR is the all-in-one management solution for creative agencies that automate timesheets, through AI, to...](https://apiant.ai/connections/cor) - [ **Productboard** Productboard is beautiful, simple, and powerful product management.](https://apiant.ai/connections/productboard) Reviews ## What our customers say ## More from COR - [ **COR to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cor-to-hubspot) - [ **COR to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cor-to-salesforce) - [ **COR to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cor-to-slack) - [ **COR to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/cor-to-google-sheets) - [ **COR to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cor-to-gmail) - [ **COR to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cor-to-google-calendar) ## More into Productboard - [ **Beehiiv to Productboard** Beehiiv is a newsletter publishing and audience growth platform.](https://apiant.ai/connect/beehiiv-to-productboard) - [ **HelloSign to Productboard** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connect/hellosign-to-productboard) - [ **HubSpot to Productboard** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-productboard) - [ **Gmail to Productboard** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-productboard) - [ **Google Calendar to Productboard** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-productboard) - [ **Google Drive to Productboard** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-productboard) Questions ## COR and Productboard, answered ### ### What can start an automation from COR? Any of COR's 12 triggers in the catalog, including Create Brand, Create Client, Create Hour and Create Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Productboard when something happens in COR? Any of Productboard's 12 actions, including Create Company, Create Feature, Create Note and Update Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Productboard to COR? Yes. When something happens in Productboard, your agent can act in COR too. This page covers both directions: Productboard's triggers and COR's actions are listed here as well. ### ### Do I have to build a connector for COR or Productboard? 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 COR and Productboard 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.