Integration
Connect Flatfile and Previsto
When something happens in Flatfile or Previsto, your agent does the next thing in the other. Describe it 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 Flatfile and Previsto to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Flatfile and Previsto can do together
From Flatfile to Previsto
When New Agent in Flatfile
then Create Agreement in Previsto
When New App in Flatfile
then Create Assignment in Previsto
From Previsto to Flatfile
When Completed Assignment in Previsto
then Create Document in Flatfile
When Created Agreement in Previsto
then Create Prompt in Flatfile
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 Flatfile and Previsto
Triggers and actions 13 triggers · 17 actions
Trigger
New AgentTriggers when a new agent is created.
Trigger
New AppTriggers when a new app is created.
Trigger
New DocumentTriggers when a new document is created in a space.
Trigger
New EventTriggers when a new event occurs in Flatfile.
Trigger
New PromptTriggers when a new prompt is created.
Trigger
New SheetTrigger when a new sheet is created in a Flatfile workbook.
Trigger
New UserTriggers when a new user is created.
Trigger
New WorkbookTrigger when a new workbook is created in Flatfile.
Action
Create DocumentCreates a new document in Flatfile.
Action
Create PromptCreates a new AI prompt in Flatfile.
Action
Get DocumentRetrieves a single document from a Flatfile space by its ID.
Action
Upload FileUploads a file to Flatfile.
Trigger
Completed AssignmentTriggers when an assignment is marked as completed in Previsto.
Trigger
Created AgreementTriggers when a new service agreement is created in Previsto.
Trigger
Created AssignmentTriggers when a new assignment is created in Previsto.
Trigger
Created ContactTriggers when a new contact is created in your Previsto account, and hands on that contact's details.
Trigger
Updated ContactTriggers when a contact is created or changed in your Previsto account, and hands on that contact's details.
Action
Create AgreementCreates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.
Action
Create AssignmentCreates an assignment in Previsto for a customer and returns the created assignment.
Action
Create ContactCreates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.
Action
Delete agreementDeletes a service agreement from Previsto.
Action
Delete assignmentDeletes an assignment from Previsto.
Action
Delete contactDeletes a contact from Previsto.
Action
Get accountReturns a single Previsto account, including its contact details, roles and location.
Action
Get agreementRetrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.
Action
Get assignmentReturns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.
Action
Get contactReturns a single Previsto contact, including its address, billing settings and notification preferences.
Action
List contactsReturns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.
Action
Update agreementUpdates a service agreement in Previsto and returns the updated agreement.
Action
Update contactUpdates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.
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
Flatfile and Previsto, answered
What can start an automation from Flatfile?
Any of Flatfile's 8 triggers in the catalog, including New Agent, New App, New Document and New Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Previsto when something happens in Flatfile?
Any of Previsto's 13 actions, including Create Agreement, Create Assignment, Create Contact and Update agreement. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Previsto to Flatfile?
Yes. When something happens in Previsto, your agent can act in Flatfile too. This page covers both directions: Previsto's triggers and Flatfile's actions are listed here as well.
Do I have to build a connector for Flatfile or Previsto?
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.