Integration
Connect Fulcrum and Saasu
When Record Created fires in Fulcrum, your agent runs Create Contact in Saasu, or New Contact in Saasu to Update Record (Partial) in Fulcrum. 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 Fulcrum and Saasu 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 Fulcrum and Saasu can do together
From Fulcrum to Saasu
When Record Created in Fulcrum
then Create Contact in Saasu
From Saasu to Fulcrum
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 Fulcrum and Saasu
Triggers and actions 3 triggers · 42 actions
- Record Created
Triggers when a new record is created in Fulcrum.
- Record Updated
Triggers when a record is created or updated in Fulcrum.
- Add form
Creates a new form (app) in Fulcrum with the fields, status options and settings you provide.
- Delete project
Deletes a project from your Fulcrum account.
- Delete Record
Deletes a Fulcrum record.
- Download PDF Report
Downloads the PDF file of a generated Fulcrum report.
- Find Record
Returns one Fulcrum record by its ID, with its field values and location.
- Find Records
Returns Fulcrum records, optionally filtered by form, project and created or updated time.
- Generate PDF Report
Generates a PDF report for a Fulcrum record, optionally from a report template.
- Get Form
Returns one Fulcrum form (app) with its fields.
- Get Project
Returns one Fulcrum project by its ID.
- List Forms
Returns the forms (apps) in your Fulcrum organization.
- List memberships
Returns the members of your Fulcrum organization, optionally limited to a form, project or layer.
- List photos
Returns metadata for photos in your Fulcrum account, optionally limited to one record or app.
- List Projects
Returns the projects in your Fulcrum organization.
- List record history
Returns every saved version of a Fulcrum record, with who made each change and when.
- Project Create
Creates a new Fulcrum project.
- Query Records
Runs a SQL query against your organization's Fulcrum data and returns the rows.
- Record Create
Creates a new record in a Fulcrum form.
- Record Update
Replaces a Fulcrum record with the values given; fields not sent are cleared.
- Update form
Updates an existing Fulcrum form's name, fields and settings. The whole field list is replaced with the elements you supply.
- Update project
Updates the name and description of an existing Fulcrum project and returns the updated project.
- Update Record (Partial)
Updates only the given fields of a Fulcrum record and leaves the rest unchanged.
- New Contact
Triggers when a new contact is added to your Saasu file.
- Add activity
Creates an activity (task, call, meeting, note) in your Saasu file, optionally attached to a contact or transaction.
- Add company
Creates a company record in Saasu.
- Add item
Creates an inventory or combo item in Saasu.
- Add journal
Creates a manual journal entry with debit and credit lines in a Saasu file.
- Create Contact
Creates a new contact (person) in your Saasu file and returns its id.
- Create Item Invoice
Creates an item-layout invoice, quote or order in Saasu with inventory item line items.
- Create Service Invoice
Creates a service-layout sale or purchase invoice in Saasu, with line items described by account and amount.
- Delete contact
Deletes a contact from your Saasu file.
- Delete invoice
Deletes a sale or purchase invoice from the Saasu file.
- Delete item
Deletes an inventory item from the Saasu file.
- Email invoice
Emails a Saasu invoice to the email address you specify.
- Find accounts
Returns the accounts in your Saasu chart of accounts, filtered by type, status, bank-account flag or header account.
- Find companies
Returns the companies in your Saasu file whose name matches, optionally limited to a last-modified date range.
- Find Contact
Finds Saasu contacts matching an email, name, company or other criteria and returns the matching contacts.
- Find items
Returns the inventory and combo items whose code or description matches the search text.
- Get contact
Returns a single Saasu contact by its ID.
- Get invoice
Returns a single Saasu invoice (sale or purchase) by its ID, including line items and totals.
- Get journal
Returns a single journal transaction, including its date, reference, summary and journal line items.
- Update contact
Updates an existing contact in Saasu, such as their name, email, phone numbers, addresses and customer/supplier flags.
- Update invoice
Updates an existing Saasu sale or purchase invoice, replacing its details and line items.
- Update item
Updates an existing inventory or combo item in Saasu, such as its code, description, prices, accounts and tax codes.
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 Fulcrum
Fulcrum to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Fulcrum to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Fulcrum to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Fulcrum to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Fulcrum to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Fulcrum to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Saasu
Google Drive to SaasuGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to SaasuMailchimp marketing automation and email platform.
Questions
Fulcrum and Saasu, answered
What can start an automation from Fulcrum?
Any of Fulcrum's 2 triggers in the catalog, including Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Saasu when something happens in Fulcrum?
Any of Saasu's 21 actions, including Create Contact, Create Item Invoice, Create Service Invoice and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Saasu to Fulcrum?
Yes. When something happens in Saasu, your agent can act in Fulcrum too. This page covers both directions: Saasu's triggers and Fulcrum's actions are listed here as well.
Do I have to build a connector for Fulcrum or Saasu?
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 Fulcrum and Saasu 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.