Integration
Connect Forecast and Karlia
When New Client fires in Forecast, your agent runs Create Contact in Karlia, or New Contact in Karlia to Create Task in Forecast. 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 Karlia 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 and Karlia can do together
From Forecast to Karlia
When New Client in Forecast
then Create Contact in Karlia
From Karlia to Forecast
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 Karlia
Triggers and actions 24 triggers · 59 actions
- 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.
- Delete Equipment
Triggers when an equipement is deleted.
- Delete Event
Triggers when an event is deleted.
- Delete Note
Triggers when a note is deleted.
- Delete Opportunity
Triggers when an opportunity is deleted.
- Delete Product
Triggers when a product is deleted.
- Delete Project
Triggers when a project is deleted.
- Delete Project Subtask
Triggers when a project subtask is deleted.
- Delete Project Task
Triggers when a project task is deleted.
- Delete Task
Triggers when a task is deleted.
- Delete Ticket
Triggers when a ticket is deleted.
- Delete Time
Triggers when a time is deleted.
- New Contact
Triggers when a new contact is created.
- New Equipment
Triggers when a new equipment is created.
- New Opportunity
Triggers when a new opportunity is created.
- New Product
Triggers when a new product is created.
- New Project
Triggers when a new project is created.
- New Project Subtask
Triggers when a new project subtask is created.
- New Project Task
Triggers when a new project task is created.
- New Task
Triggers when a new task is created.
- New Ticket
Triggers when a new ticket is created.
- New Time
Triggers when a new time is created.
- Create Contact
Adds a new contact to a Karlia customer or supplier.
- Create Customer
Create a Customer.
- Create Equipment
Create a Equipment.
- Create Event
Create an Event.
- Create Note
Creates a note in Karlia, optionally linked to a customer, opportunity, project or ticket.
- Create Opportunity
Create an Opportunity.
- Create Product
Create a Product.
- Create Project Subtask
Creates a subtask under a task in a Karlia project, with optional status, dates, time estimate and assignee.
- Create Project Task
Creates a task inside a Karlia project.
- Create Supplier
Create a Supplier.
- Create Task
Create a Task.
- Create Ticket
Creates a ticket in a Karlia ticketing pipeline.
- Create Time
Create a Time.
- Delete Equipment
Deletes a piece of equipment from Karlia.
- Delete Event
Delete an event (calendar appointment) in Karlia.
- Delete Note
Delete a note in Karlia by its ID.
- Delete Opportunity
Deletes an opportunity.
- Delete Product
Delete a product in Karlia.
- Delete Project
Delete a project in Karlia.
- Delete Project Subtask
Deletes a subtask from a project task in Karlia.
- Delete Project Task
Deletes a task from a Karlia project.
- Delete Task
Delete a task in Karlia.
- Delete Ticket
Deletes a ticket in Karlia by its ID.
- Delete Time
Delete a time entry in Karlia.
- Find Contact
Returns up to 100 Karlia contacts that match the specified search criteria (email, name, phone, customer/supplier, and more).
- Find Customer
Returns the Karlia customers that match the search criteria you supply, plus the first match on its own.
- Find Supplier
Returns the Karlia suppliers that match the specified search criteria.
- Get Contact
Show contact details
- Get Customer
Show customer details
- Get Opportunity
Show opportunity details
- Get Product
Show product details
- Get Project Subtask
Returns one subtask of a Karlia project task, including its status, dates, time estimate and assignees.
- Get Supplier
Show supplier details
- Get Ticket
Retrieve one Karlia ticket by its ID.
- Get Time
Get one time entry from Karlia by its ID.
- List Projects
Lists the projects in your Karlia account.
- List Project Tasks
Lists the tasks of one Karlia project.
- List Webhook Events
Lists the event names a Karlia webhook can subscribe to.
- Update/Create Customer
Updates a Karlia customer when a Customer ID is given; otherwise creates a new customer.
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
Forecast and Karlia, 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 Karlia when something happens in Forecast?
Any of Karlia's 39 actions, including Create Contact, Create Customer, Create Equipment and Create Event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Karlia to Forecast?
Yes. When something happens in Karlia, your agent can act in Forecast too. This page covers both directions: Karlia's triggers and Forecast's actions are listed here as well.
Do I have to build a connector for Forecast or Karlia?
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 Karlia 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.