Integration
Connect Forecast and SegMetrics
When New Client fires in Forecast, your agent runs Add or Update a Contact in SegMetrics, or New Contact in Report in SegMetrics 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 SegMetrics 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 SegMetrics can do together
From Forecast to SegMetrics
When New Client in Forecast
then Add or Update a Contact in SegMetrics
From SegMetrics 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 SegMetrics
Triggers and actions 4 triggers · 34 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 Contact in Report
Triggers when a new contact appears in a SegMetrics report (leads, revenue, ads or subscriptions).
- Add or Update a Contact
Adds a contact to a SegMetrics integration, or updates it when the contact ID or email already exists.
- Add or Update an Order
Adds a purchase (invoice) to a contact in a SegMetrics integration, or updates it when the invoice ID already exists.
- Add or Update Product
Adds a product to a SegMetrics integration, or updates it when the product ID already exists.
- Add or Update Subscription
Adds a subscription to a contact in a SegMetrics integration, or updates it when the subscription ID already exists.
- Add Tag to Contact
Adds one or more tags, by name, to a contact in a SegMetrics integration.
- Delete Contact
Permanently deletes a contact, by contact ID or email, from a SegMetrics integration.
- Delete Order
Permanently deletes an order (invoice) from a SegMetrics integration.
- Delete Subscription
Permanently deletes a subscription from a SegMetrics integration.
- Get Contact
Returns one SegMetrics contact and, optionally, their tags, orders and web events, looked up by email or contact ID.
- Get Report Data
Returns the KPIs, graph series and table rows of a SegMetrics report (leads, revenue, ads or subscriptions) for a date range.
- List Report Contacts
Returns one page of the contacts (with their customer journey) in a SegMetrics report for a date range.
- Record Ad Performance
Records one day of performance (spend, clicks, impressions) for an ad in SegMetrics.
- Remove Tag From Contact
Removes one or more tags, by name, from a contact in a SegMetrics integration.
- Run Report Query
Runs an ad-hoc SegMetrics report query (type, dimensions, metrics, date range) and returns its fields, rows and totals.
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 SegMetrics, 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 SegMetrics when something happens in Forecast?
Any of SegMetrics's 14 actions, including Add or Update a Contact, Add or Update an Order, Add or Update Product and Add or Update Subscription. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SegMetrics to Forecast?
Yes. When something happens in SegMetrics, your agent can act in Forecast too. This page covers both directions: SegMetrics's triggers and Forecast's actions are listed here as well.
Do I have to build a connector for Forecast or SegMetrics?
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 SegMetrics 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.