Integration
Connect Forecast and Repsly
When New Client fires in Forecast, your agent runs Create Client in Repsly, or New Audit With Items in Repsly 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 Repsly 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 Repsly can do together
From Forecast to Repsly
When New Client in Forecast
then Create Client in Repsly
From Repsly 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 Repsly
Triggers and actions 11 triggers · 31 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.
- New Audit With Items
Triggers when a new retail audit is submitted in Repsly, returning the audit with its client, representative and audited items.
- New client note
Triggers when a representative adds a new note to a client in Repsly.
- New Client With Details
Triggers when a new client is added in Repsly, returning the client's code, name, address, contact details, territory and assigned representative.
- New Form With Details
Triggers when a representative submits a new form in Repsly, returning the form with its client, representative and answers.
- New Order
Triggers when a new order or other sales document is created in Repsly, returning the document with its client, representative, status and line items.
- New photo
Triggers when a new photo is taken in Repsly, returning the photo URL, note, client and representative.
- New Visit Start
Triggers when a representative starts a new client visit in Repsly, returning the visit's client, representative, start time and location.
- New Workday Start
Triggers when a representative starts a new workday in Repsly, returning the workday's start time, mileage and representative.
- Add account
Creates or updates a place account in Repsly by its unique code.
- Add pricelist
Adds a product with its price to an existing Repsly pricelist (or updates it), via an asynchronous import job.
- Add schedule
Creates or updates a visit schedule in Repsly for a client and representative.
- Add user
Creates a user in Repsly, or updates the existing user with the same code.
- Create Client
Creates a client in Repsly, or updates it when the code already exists. Repsly processes the import in the background and returns the import job ID.
- Create Product
Creates a product in Repsly, or updates it when the code already exists. Repsly processes the import in the background and returns the import job ID.
- Get client
Returns a single client (place) from Repsly by its client code, including address, contact, territory, representatives and custom attributes.
- Get import job status
Returns the status of a Repsly import job, including counts of inserted, updated and invalid rows plus any warnings and errors.
- List pricelists
Returns all pricelists in your Repsly account, with their name, default flag and active status.
- List products
Returns the products in your Repsly account, with their codes, names, prices, barcodes, packaging and custom attributes.
- Update sales document status
Changes the status of a Repsly sales document, such as a purchase order, to another valid status for its document type.
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 Repsly, 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 Repsly when something happens in Forecast?
Any of Repsly's 11 actions, including Create Client, Create Product, Update sales document status and Add account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Repsly to Forecast?
Yes. When something happens in Repsly, your agent can act in Forecast too. This page covers both directions: Repsly's triggers and Forecast's actions are listed here as well.
Do I have to build a connector for Forecast or Repsly?
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 Repsly 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.