Integration
Connect Forecast and Stax
When New Client fires in Forecast, your agent runs Create Customer in Stax, or List Payment in Stax 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 Stax 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 Stax can do together
From Forecast to Stax
When New Client in Forecast
then Create Customer in Stax
From Stax 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 Stax
Triggers and actions 4 triggers · 36 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.
- List Payment
Triggers when a new payment transaction is recorded in Stax.
- Capture payment
Captures funds from a pre-authorized Stax transaction, turning the pre-authorization into a completed charge. Returns the updated transaction.
- Create Customer
Creates a customer record on the Stax merchant account and returns the new customer.
- Create Item
Creates an item in the merchant's Stax catalog and returns the new catalog item.
- Create Scheduled Invoice
Creates a scheduled invoice that automatically generates invoices for a customer on a one-time or recurring schedule, with optional autopay. Returns the new schedule.
- Delete payment method
Deletes a customer's saved payment method in Stax and returns the deleted payment method.
- Delete Scheduled Invoice
Deletes a recurring invoice schedule so it stops generating invoices.
- Find Customers
Searches your Stax customers by name, email, company, phone, address or other details and returns the matching customers.
- Find Invoices
Returns the invoices on the Stax merchant account that match the search criteria you supply, such as keywords, customer name, company, email, price, schedule or payment method.
- Find Items
Searches the merchant's catalog for items matching a name, code, price or other criteria and returns the matching items.
- Find Payment Methods
Returns all saved payment methods (cards and bank accounts) for a Stax customer.
- Find Payments
Returns the payments and other transactions on the merchant account that match the search criteria, such as keywords, customer, date range, amount, type or status.
- Make a Payment
Charges a customer's saved payment method for the amount you specify, or places a pre-authorization to capture later. Returns the resulting transaction.
- Update Catalog Item
Updates an existing catalog item's name, code, category, price, stock and other details.
- Update customer
Updates an existing customer's contact details, address, notes and options in Stax, and returns the updated customer.
- Update invoice
Updates an existing unpaid invoice's customer, amounts, line items, memos and payment options, and returns the updated invoice. Fully paid invoices cannot be edited.
- Void payment
Voids a payment transaction in Stax before it settles, cancelling the charge.
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
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Questions
Forecast and Stax, 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 Stax when something happens in Forecast?
Any of Stax's 16 actions, including Create Customer, Create Item, Create Scheduled Invoice and Update Catalog Item. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Stax to Forecast?
Yes. When something happens in Stax, your agent can act in Forecast too. This page covers both directions: Stax's triggers and Forecast's actions are listed here as well.
Do I have to build a connector for Forecast or Stax?
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 Stax 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.