Integration
Connect Evoliz and Forecast
When New Account fires in Evoliz, your agent runs Create Task in Forecast, or New Client in Forecast to Create Client in Evoliz. 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 Evoliz and Forecast 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 Evoliz and Forecast can do together
From Evoliz to Forecast
When New Account in Evoliz
then Create Task in Forecast
From Forecast to Evoliz
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 Evoliz and Forecast
Triggers and actions 8 triggers · 43 actions
- New Account
Triggered when a new accounting account is created in Evoliz.
- New Article
Triggered when a new article is created in your Evoliz catalog.
- New Client
Triggered when a new client is created
- New Client Contact
Triggered when a new client contact is created.
- New Event
Triggered when a new event (a document or contact being created, updated, sent, accepted, invoiced, deleted and so on) is recorded in Evoliz.
- Create Account
Creates a new accounting account (accounting classification) in Evoliz.
- Create Article
Creates a Article
- Create Client
Creates a Client
- Create Contact Client
Creates a Contact Client
- Create Contact Prospect
Creates a new contact attached to an existing prospect in Evoliz.
- Create Expense
Creates a purchase (expense) in Evoliz for a supplier, with its total and one or more classified amount lines.
- Create Invoice
Creates a new draft invoice in Evoliz for a client. Totals, margins and VAT are calculated by Evoliz.
- Create Prospect
Creates a Prospect
- Create Quote
Creates a Quote
- Create Sale Order
Create a new draft sale order for a client in Evoliz. Totals, margins and VAT-inclusive amounts are calculated by Evoliz.
- Find Article
Finds an Article
- Find Client
Returns up to 100 clients that match the search text; the first match is also returned on its own.
- Find Contact Client
Returns up to 100 client contacts that match the specified search text, email, or client.
- Find Supplier
Finds a Supplier
- Find User
Finds users of your Evoliz company whose details match the search text.
- Get Contact Prospect
Returns one Evoliz prospect contact by its ID, with the contact's name, email, phone numbers, consent and the prospect it belongs to.
- Get Expense
Returns one Evoliz purchase (expense) by its ID, with its supplier, label, dates, totals, status and amount lines.
- Get Prospect
Returns one Evoliz prospect by its ID, with its name, type, address, phone numbers and business identifiers.
- Invoice Quote
Creates a complete invoice from an existing Evoliz quote (full invoicing of the quote).
- Invoice Sale Order
Create a new invoice from an existing Evoliz sale order.
- Send Quote
Emails a quote to one or more recipients with a link to the document (and optionally the PDF attached).
- Update Article
Updates an existing article in the Evoliz catalog. Only the fields you fill in are changed.
- Update Client
Updates an existing client. Replaces only data that is set.
- New Client
Triggers when a new client is added in Forecast.
- New Project
Triggers when a new project is created in Forecast.
- New Task in Project
Triggers when a new task is added to a Forecast project.
- Create Client
Creates a client in Forecast and returns the new client.
- Create Project
Creates a project in Forecast and returns the new project.
- Create Task
Creates a task in a Forecast project and returns the new task.
- Create Time Registration
Logs time for a person against a Forecast project, task or non-project time and returns the time registration.
- Delete Client
Deletes a Forecast client.
- Delete Task
Deletes a Forecast task.
- Delete Time Registration
Deletes a Forecast time registration.
- Find a Project
Finds a Forecast project by its name and returns it, or found = false when no project has that name.
- Get Client
Returns one Forecast client by its ID.
- Get Person
Returns one Forecast person by their ID.
- Get Project
Returns one Forecast project by its ID.
- Get Task
Returns one Forecast task by its ID.
- Get Time Registration
Returns one Forecast time registration by its ID.
- List Clients
Returns every client in the Forecast account.
- List Persons
Returns every person in the Forecast account.
- List Projects
Returns every project in the Forecast account.
- List Tasks in Project
Returns every task in a Forecast project.
- Update Client
Updates a Forecast client's details and returns the updated client.
- Update Project
Updates a Forecast project and returns the updated project.
- Update Task
Updates a Forecast task and returns the updated task.
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
Evoliz and Forecast, answered
What can start an automation from Evoliz?
Any of Evoliz's 5 triggers in the catalog, including New Account, New Article, New Client and New Client Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Forecast when something happens in Evoliz?
Any of Forecast's 20 actions, including Create Client, Create Project, Create Task and Create Time Registration. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Forecast to Evoliz?
Yes. When something happens in Forecast, your agent can act in Evoliz too. This page covers both directions: Forecast's triggers and Evoliz's actions are listed here as well.
Do I have to build a connector for Evoliz or Forecast?
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 Evoliz and Forecast 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.