Integration
Connect Forecast to agilite
When New Client fires in Forecast, your agent runs Reassign responsible user in agilite. 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 Forecast and agilite 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 Forecast can start in agilite
When New Client in Forecast
then Reassign responsible user in agilite
When New Project in Forecast
then Find responsible users by role in agilite
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 Forecast and agilite
Triggers and actions 3 triggers · 27 actions
Trigger
New ClientTriggers when a new client is added in Forecast.
Trigger
New ProjectTriggers when a new project is created in Forecast.
Trigger
New Task in ProjectTriggers when a new task is added to a Forecast project.
Action
Create ClientCreates a client in Forecast and returns the new client.
Action
Create ProjectCreates a project in Forecast and returns the new project.
Action
Create TaskCreates a task in a Forecast project and returns the new task.
Action
Create Time RegistrationLogs time for a person against a Forecast project, task or non-project time and returns the time registration.
Action
Delete ClientDeletes a Forecast client.
Action
Delete TaskDeletes a Forecast task.
Action
Delete Time RegistrationDeletes a Forecast time registration.
Action
Find a ProjectFinds a Forecast project by its name and returns it, or found = false when no project has that name.
Action
Get ClientReturns one Forecast client by its ID.
Action
Get PersonReturns one Forecast person by their ID.
Action
Get ProjectReturns one Forecast project by its ID.
Action
Get TaskReturns one Forecast task by its ID.
Action
Get Time RegistrationReturns one Forecast time registration by its ID.
Action
List ClientsReturns every client in the Forecast account.
Action
List PersonsReturns every person in the Forecast account.
Action
List ProjectsReturns every project in the Forecast account.
Action
List Tasks in ProjectReturns every task in a Forecast project.
Action
Update ClientUpdates a Forecast client's details and returns the updated client.
Action
Update ProjectUpdates a Forecast project and returns the updated project.
Action
Update TaskUpdates a Forecast task and returns the updated task.
Action
Add role profileCreate a new role profile in Agilit-e.
Action
Change role conditional levelsChange the conditional levels of a role profile.
Action
Delete role profileDelete an existing role profile in Agilit-e.
Action
Find responsible users by roleReturn the responsible users for a role given matching conditions.
Action
List role profilesReturn all role profiles as an array.
Action
Reassign responsible userAssign a new responsible user to a specific role profile.
Action
Update role profileUpdate an existing role profile in Agilit-e.
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
More from Forecast
Forecast to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Forecast to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Forecast to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Forecast to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Forecast to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Forecast to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into agilite
awork to agiliteIntelligent projects, tasks and time tracking for your project business.
HubSpot to agiliteHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to agiliteSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to agiliteSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to agiliteGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to agiliteGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Forecast and agilite, answered
What can start an automation from Forecast?
Any of Forecast's 3 triggers in the catalog, including New Client, New Project and New Task in Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in agilite when something happens in Forecast?
Any of agilite's 7 actions, including Update role profile, Add role profile, Change role conditional levels and Find responsible users by role. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from agilite to Forecast?
agilite has no triggers in the catalog today, so automations start in Forecast. If you need the other direction, ask: your agent reads agilite's API documentation and adds it.
Do I have to build a connector for Forecast or agilite?
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 Forecast and agilite 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.