Integration
Connect Forecast and Reply
When New Client fires in Forecast, your agent runs Add contact list in Reply, or New Email Opened in Reply 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 Reply 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 Reply can do together
From Forecast to Reply
When New Client in Forecast
then Add contact list in Reply
When New Project in Forecast
then Add note to contact in Reply
From Reply to Forecast
When New Email Opened in Reply
then Create Task in Forecast
When New Emails Sent in Reply
then Update Task in 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 Reply
Triggers and actions 10 triggers · 36 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.
Trigger
Inbox Category Set for ReplyTriggers when an email reply in Reply is given an inbox category, automatically or by a user.
Trigger
New Email OpenedTriggers when a contact opens a tracked email sent from Reply.
Trigger
New Emails SentTriggers when Reply sends an email from a sequence step.
Trigger
New Link ClickedTriggers when a recipient clicks a tracked link in an email sent from Reply.
Trigger
New Person BounceTriggers when an email sent from Reply bounces or is rejected by the recipient's mail server.
Trigger
New Person Opt OutTriggers when a contact opts out of outreach in Reply (unsubscribe link, manual opt-out, or marked Do Not Contact).
Trigger
Prospect FinishedTriggers when a contact's participation in a Reply sequence ends — completed, replied, bounced, opted out, or finished manually.
Action
Add contact listCreates a new contact list in Reply, optionally shared with your team.
Action
Add note to contactAdds a note to a contact's timeline in Reply.
Action
Add sequenceCreates a new sequence in Reply with its steps, schedule, sending accounts and settings.
Action
Create\Update PersonCreates a Reply contact, or updates the existing contact with the same email address.
Action
Delete contactDeletes a contact from your Reply account.
Action
Find contacts by criteriaReturns the contacts that match a search term and/or field rules, optionally scoped to a contact list, sequence or sequence step.
Action
Get contactReturns one Reply contact by its id, including profile details, owner, opt-out, call and meeting status, stage and custom fields.
Action
Get sequenceReturns one sequence in full: name, status, owner, schedule, settings, connected email and LinkedIn accounts, and its steps.
Action
List contact listsReturns the contact lists you own plus those shared with your team, optionally filtered by name.
Action
List contactsReturns your Reply contacts, optionally narrowed to one email address or LinkedIn profile URL.
Action
List inbox categoriesReturns the inbox categories you can file conversations under.
Action
List Sequence ContactsReturns the contacts enrolled in a sequence, with each contact's status, current step, added date, opt-out and call status.
Action
List sequencesReturns the sequences in your Reply account, optionally filtered by status, owner, folder, archive state or name.
Action
Mark as FinishedMarks one or more contacts as finished in every sequence they are in, so they receive no further sequence steps.
Action
Remove Person From CampaignRemoves a contact from a sequence so they stop progressing through it. The contact and their history stay in your Reply account.
Action
Send Test Webhook EventSends a test event from an existing Reply webhook subscription to its configured URL.
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 Reply
HubSpot to ReplyHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to ReplyGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ReplyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ReplyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to ReplyGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to ReplyMailchimp marketing automation and email platform.
Questions
Forecast and Reply, 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 Reply when something happens in Forecast?
Any of Reply's 16 actions, including Create\Update Person, Send Test Webhook Event, Add contact list and Add note to contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Reply to Forecast?
Yes. When something happens in Reply, your agent can act in Forecast too. This page covers both directions: Reply's triggers and Forecast's actions are listed here as well.
Do I have to build a connector for Forecast or Reply?
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 Reply 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.