Integration
Connect Easy Project and SetSmart
When New Project fires in Easy Project, your agent runs Set Lead to Booked in SetSmart, or New Lead in SetSmart to Create Task in Easy Project. 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 Easy Project and SetSmart 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 Easy Project and SetSmart can do together
From Easy Project to SetSmart
When New Project in Easy Project
then Set Lead to Booked in SetSmart
From SetSmart to Easy Project
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 Easy Project and SetSmart
Triggers and actions 9 triggers · 18 actions
- New Project
Triggers when a new project is created in Easy Project.
- New Task
Triggers when a new task is created in Easy Project.
- Task Comments Web Hook Trigger
Triggers when a comment is added to a task in Easy Project.
- Create Planned Project Expense
Creates a planned (expected) expense in a project's budget in Easy Project, with its amount, currency, VAT and planned date.
- Create Project
Creates a new project in Easy Project with its name, dates, manager, parent project, tags and custom field values.
- Create Project Expense
Creates an actual (other) expense on a project's budget in Easy Project, with amounts, VAT, currency, date, tags and custom fields.
- Create Project Income
Creates an actual income (other revenue) on an Easy Project project's budget, with amounts, VAT, currency, date and optional milestone, tags and custom fields.
- Create Task
Creates a task (issue) in an Easy Project project, with its tracker, status, priority, assignee, dates and custom field values.
- Create Time Entry
Logs spent time in Easy Project against a project, and optionally a task, for a user on a given date.
- Find Project
Returns the projects whose details match the search text you supply.
- Get Planned Project Expense
Returns a single planned project expense by its ID, including its amounts, currency, project, milestone, custom fields and tags.
- Get Project Expense
Returns a single project expense by its ID, including its project, milestone, amounts, VAT, currency, date, custom fields and tags.
- Get Project Income
Returns a single project income (other revenue) record by its ID, including amounts, currency, project, custom fields and tags.
- Update Task
Updates an existing task in Easy Project, changing only the fields you fill in, and can add a comment to it.
- AI Switched Off
Triggers when the AI is switched off for a SetSmart lead.
- Failed Message
Triggers when a message to a SetSmart lead fails to send.
- Lead Accepts to Book a Sales Call
Triggers when a SetSmart lead agrees to book a sales call.
- Lead Answered
Triggers when a SetSmart lead answers the AI for the first time.
- New Lead
Triggers when a new lead (conversation) is created in SetSmart.
- New Resume for Lead
Triggers when the SetSmart AI generates or updates a lead's qualification summary.
- Cancel Scheduled Message
Cancels a pending scheduled template message before it is sent.
- Export Conversations
Exports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.
- Find Contact
Finds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.
- List Scheduled Messages
Lists scheduled WhatsApp template messages, filtered by status, template, contact or date range.
- Set Lead to Booked
Marks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.
- Turn Off AI
Turns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.
- Turn On AI
Turns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email.
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
Easy Project and SetSmart, answered
What can start an automation from Easy Project?
Any of Easy Project's 3 triggers in the catalog, including New Project, New Task and Task Comments Web Hook Trigger. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SetSmart when something happens in Easy Project?
Any of SetSmart's 7 actions, including Export Conversations, Find Contact, List Scheduled Messages and Set Lead to Booked. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SetSmart to Easy Project?
Yes. When something happens in SetSmart, your agent can act in Easy Project too. This page covers both directions: SetSmart's triggers and Easy Project's actions are listed here as well.
Do I have to build a connector for Easy Project or SetSmart?
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 Easy Project and SetSmart 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.