Integration
Connect Grist and Projectworks
When New or Updated Record fires in Grist, your agent runs Add task in Projectworks, or New Leave Request in Projectworks to Create or Update Record in Grist. 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 Grist and Projectworks 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 Grist and Projectworks can do together
From Grist to Projectworks
When New or Updated Record in Grist
then Add task in Projectworks
When New Record in Grist
then Create Project in Projectworks
From Projectworks to Grist
When New Leave Request in Projectworks
then Create or Update Record in Grist
When New Leave Request in Projectworks
then Create Record in Grist
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 Grist and Projectworks
Triggers and actions 5 triggers · 50 actions
Trigger
New or Updated RecordTriggered when a row in a Grist table is created or updated.
Trigger
New or Updated Record (Instant)Triggers when a Record is updated, or a new Record is added.
Trigger
New RecordTriggered when a new row is added to a Grist table.
Trigger
New Record (Instant)Triggers when a new Record is created
Action
Add ColumnAdds a column to a table in a Grist document.
Action
Add TableCreates a new table in a Grist document, optionally with a starting set of columns.
Action
Create DocumentCreates a new document in a Grist workspace and returns its document ID.
Action
Create or Update RecordAdds a row to a Grist table, or updates the existing row when the match column already holds the match value. Returns the row ID.
Action
Create RecordAdds a new row to a Grist table and returns its row ID.
Action
Create WorkspaceCreates a new workspace in a Grist organization and returns its ID.
Action
Delete DocumentDeletes a Grist document permanently.
Action
Delete RecordsDeletes one or more rows from a Grist table by row ID.
Action
Delete WorkspaceDeletes a Grist workspace along with every document inside it.
Action
Find RecordSearches a Grist table for a row whose column holds a given value and returns that row's ID and column values.
Action
Get DocumentReturns the details of one Grist document — its name, web address, workspace, and organization.
Action
Get OrgReturns the details of one Grist organization (team site) — its name, subdomain, owner, and your access level.
Action
Get WorkspaceReturns the details of one Grist workspace, including the documents it contains.
Action
List ColumnsReturns the columns of a Grist table, with each column's ID, label, and type.
Action
List OrgsReturns every Grist organization (team site) this connection can reach.
Action
List TablesReturns the tables in a Grist document.
Action
List WorkspacesReturns the workspaces in a Grist organization, each with the documents it contains.
Action
Run SQL QueryRuns a read-only SELECT statement against a Grist document and returns the rows.
Action
Update DocumentRenames a Grist document or changes whether it is pinned. Anything left blank stays as it is.
Action
Update RecordChanges the column values of one row in a Grist table. Columns left blank keep their current values.
Action
Update WorkspaceRenames a Grist workspace.
Trigger
New Leave RequestTriggers when a new leave request is created.
Action
Add expense claimCreates an expense claim against a project and module for a user, optionally with an attached receipt file.
Action
Add taskCreates a task under a budget (module) of a Projectworks project.
Action
Create BudgetCreates a budget (module) on a project.
Action
Create CompanyCreates a new client company.
Action
Create LeaveCreates a leave request for a user for one day.
Action
Create ProjectCreates a new project.
Action
Create TimecodeCreates a timecode (task) on a project.
Action
Create Timesheet EntryCreates a timesheet entry.
Action
Delete taskDeletes a task from a Projectworks project.
Action
Find ClientIDFinds a client company by name or external reference.
Action
Find CurrencyIDFinds a currency by its name or code.
Action
Find GLCode IDFinds a GL code by its code or description.
Action
Find ModuleIDFinds a budget (module) by name or external reference.
Action
Find OfficeIDFinds an office by name or external reference.
Action
Find ProjectIDFinds a project by name, number or external reference.
Action
Find TaskIDFinds a timecode (task) by name or external reference.
Action
Find UserIDFinds a user by name, email address or external reference.
Action
Get BudgetsReturns a list of budgets (modules).
Action
Get ClientsReturns a list of client companies.
Action
Get Leave StatusesReturns the list of leave statuses.
Action
Get OfficesReturns a list of offices.
Action
Get ProjectsReturns a list of projects.
Action
Get TimecodesReturns a list of timecodes (tasks).
Action
Get Timesheet EntriesReturns a list of timesheet entries.
Action
Get UsersReturns a list of users.
Action
List tasksReturns tasks in Projectworks, optionally filtered by project, budget, user, name, external reference or last-modified date.
Action
Set ResourcingSets the resourcing for a person on a project on a given day.
Action
Update CustomFieldValueSets the value of a custom field on a record.
Action
Update Timesheet EntryUpdates a timesheet entry.
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 Grist
Grist to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Grist to ClickhouseColumn-oriented database for real-time analytical SQL queries at petabyte scale.
Grist to Mistral AIMistral AI is a platform for building, customizing, and deploying advanced AI models and agents for...
Grist to OpusClipOpusClip is a AI video tool that turns long videos into viral shorts with captions and transcripts.
Grist to PostmanPostman is a platform for building and testing APIs.
Grist to RuneScapeThe RuneScape Wiki API exposes data for RuneScape and Old School RuneScape.
More into Projectworks
HubSpot to ProjectworksHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to ProjectworksGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ProjectworksGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ProjectworksGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to ProjectworksGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to ProjectworksMailchimp marketing automation and email platform.
Questions
Grist and Projectworks, answered
What can start an automation from Grist?
Any of Grist's 4 triggers in the catalog, including New or Updated Record, New or Updated Record (Instant), New Record and New Record (Instant). Describe the moment in plain language and your agent picks the right one.
What can your agent do in Projectworks when something happens in Grist?
Any of Projectworks's 29 actions, including Create Budget, Create Company, Create Leave and Create Project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Projectworks to Grist?
Yes. When something happens in Projectworks, your agent can act in Grist too. This page covers both directions: Projectworks's triggers and Grist's actions are listed here as well.
Do I have to build a connector for Grist or Projectworks?
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 Grist and Projectworks 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.