# Connect HelpSpace to MaintainX When **New Customer** fires in [HelpSpace](https://apiant.ai/connections/helpspace), your agent runs **Add Existing Categories to a Work Order** in [MaintainX](https://apiant.ai/connections/maintainx). Describe the whole flow and it is built, tested on every scenario and kept running. HelpSpace **1** trigger HelpSpace **15** actions MaintainX **34** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want HelpSpace and MaintainX to do together? Give your AI client this address. `https://mcp.apiant.ai` 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What HelpSpace can start in MaintainX - When **New Customer** in HelpSpace then **Add Existing Categories to a Work Order** in MaintainX - When **New Customer** in HelpSpace then **Add Purchase order** in MaintainX 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 HelpSpace and MaintainX ## Triggers and actions 1 trigger · 49 actions - Trigger **New Customer** Triggers when a new customer is created. - Action **Add organization** Create an organization. - Action **Add task** Create a task. - Action **Add task comment** Add a comment to a task. - Action **Customer Create** Creates a new Customer - Action **Customer Delete** Deletes a Customer - Action **Customer Update** Updates a Customer - Action **Delete organization** Delete an organization. - Action **Delete task** Delete a task. - Action **Get customer** Get a customer by id. - Action **Get organization** Get an organization by id. - Action **List customers** List all customers. - Action **List organizations** List all organizations. - Action **List tasks** List tasks. - Action **Update organization** Update an organization. - Action **Update task** Update a task. - Action **Add Existing Categories to a Work Order** Adds Existing Categories to a Work Order. - Action **Add Part** Creates a new part (inventory item) in MaintainX. - Action **Add Purchase order** Creates a purchase order in MaintainX for a vendor, with its line items, costs and addresses. - Action **Add Vendor** Create a new vendor. - Action **Create Asset** Creates an Asset in MaintainX - Action **Create Location** Creates a location in MaintainX - Action **Create Work Order** Creates a new Work Order. - Action **Create Work Order Comment** Creates a New Comment on a Work Order. - Action **Create Work Request** Creates a new Work Request. - Action **Delete Asset** Deletes an asset in MaintainX by its ID. - Action **Delete Location** Delete a location by ID. - Action **Delete Part** Deletes a part from MaintainX by its ID. - Action **Delete Work Order** Delete a work order by ID. - Action **Delete Work Request** Deletes a work request in MaintainX by its ID. - Action **Find an Entity** Finds a MaintainX asset, location, part or work order by the external ID your other system assigned to it. - Action **Get Asset** Retrieve a single asset by ID. - Action **Get Location** Retrieves a single MaintainX location by its ID, including its custom fields. - Action **Get Part** Retrieves a single MaintainX part (inventory item) by its ID, including stock quantities, locations, vendors and custom fields. - Action **Get Purchase order** Retrieves a single MaintainX purchase order by its ID, including items, costs, addresses, attachments and custom fields. - Action **Get Vendor** Retrieve a single vendor by ID. - Action **Get Work Order** Retrieve a single work order by ID. - Action **Get Work Request** Retrieves a MaintainX work request by its ID, including its custom fields and its linked asset, location and work order. - Action **List Assets** Returns all assets in the MaintainX organization, optionally filtered by location, manufacturer, model or created/updated date range. - Action **List Locations** Returns all locations in the MaintainX organization, optionally narrowed to names starting with a given prefix. - Action **List Vendors** Lists the vendors in your MaintainX organization, including their custom field values. - Action **List Work Orders** Lists work orders in MaintainX, optionally filtered by title, status, priority, asset, location, part, vendor, assignee, team, category and created/updated dates. - Action **List Work Requests** List work requests with pagination/filters. - Action **Update Location** Updates a Location in MaintainX - Action **Update Part** Update fields on an existing part. - Action **Update Purchase order** Update fields on an existing purchase order. - Action **Update Vendor** Update fields on an existing vendor. - Action **Update Work Order** Updates an existing Work Order - Action **Update Work Order Status** Changes the status of a MaintainX work order. - Action **Update Work Request** Update fields on an existing work request. ## Each app on its own - [ **HelpSpace** HelpSpace is a well-rounded customer service tool including a team inbox, intuitive interface, self-service...](https://apiant.ai/connections/helpspace) - [ **MaintainX** MaintainX helps you track your reactive maintenance, preventive maintenance, and control the daily...](https://apiant.ai/connections/maintainx) Reviews ## What our customers say ## More from HelpSpace - [ **HelpSpace to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/helpspace-to-hubspot) - [ **HelpSpace to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/helpspace-to-salesforce) - [ **HelpSpace to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/helpspace-to-slack) - [ **HelpSpace to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/helpspace-to-mailchimp) - [ **HelpSpace to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/helpspace-to-stripe) - [ **HelpSpace to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/helpspace-to-shopify) ## More into MaintainX - [ **HubSpot to MaintainX** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-maintainx) - [ **Salesforce to MaintainX** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-maintainx) - [ **Slack to MaintainX** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-maintainx) - [ **Google Sheets to MaintainX** Google Sheets](https://apiant.ai/connect/google-sheets-to-maintainx) - [ **Gmail to MaintainX** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-maintainx) - [ **Google Calendar to MaintainX** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-maintainx) Questions ## HelpSpace and MaintainX, answered ### ### What can start an automation from HelpSpace? Any of HelpSpace's 1 trigger in the catalog, including New Customer. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in MaintainX when something happens in HelpSpace? Any of MaintainX's 34 actions, including Create Asset, Create Location, Create Work Order and Create Work Order Comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from MaintainX to HelpSpace? MaintainX has no triggers in the catalog today, so automations start in HelpSpace. If you need the other direction, ask: your agent reads MaintainX's API documentation and adds it. ### ### Do I have to build a connector for HelpSpace or MaintainX? 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. ### ### 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.