# Connect Hex to Birdview PSA When **New Project Run** fires in [Hex](https://apiant.ai/connections/hex), your agent runs **Create Project** in [Birdview PSA](https://apiant.ai/connections/birdview-psa). Describe the whole flow and it is built, tested on every scenario and kept running. Hex **4** triggers Birdview PSA **2** triggers Birdview PSA **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Hex and Birdview PSA 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 Hex can start in Birdview PSA - When **New Project Run** in Hex then **Create Project** in Birdview PSA - When **List Groups** in Hex then **Post Activity Message** in Birdview PSA 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 Hex and Birdview PSA ## Triggers and actions 6 triggers · 7 actions - Trigger **List Groups** Triggers when a group is found in your Hex workspace. - Trigger **List Projects** Triggers when a project is found in your Hex workspace. - Trigger **List Users** Triggers when a user is found in your Hex workspace. - Trigger **New Project Run** Triggers when a new API-triggered run appears for a Hex project. - Trigger **New Project** Triggers when a new project is created in Birdview. - Trigger **Updated Project** Triggers when a project is updated in Birdview PSA, returning the latest version of the project. - Action **Create Activity** Creates a new activity (task) in a Birdview project and returns the created activity. - Action **Create Project** Creates a new project in Birdview PSA and returns the created project record. - Action **Create Project (With Custom Fields)** Creates a project in Birdview PSA, including values for your account's custom project fields. - Action **Find Project** Finds projects in Birdview by name and other filters, returning the matching projects and the first match. - Action **Post Activity Message** Posts a message to an activity (task) in Birdview, optionally requesting approval from users and attaching existing files. - Action **Post Project Message** Posts a message to a Birdview project's discussion, optionally requesting approval from users or attaching files. - Action **Update Activity** Updates an existing activity (task) in Birdview PSA. Fields left blank keep their current values. ## Each app on its own - [ **Hex** Hex is a data science and analytics platform for building collaborative data projects and notebooks](https://apiant.ai/connections/hex) - [ **Birdview PSA** Birdview PSA is an all-in-one platform for professional services, enabling seamless resource, project, and...](https://apiant.ai/connections/birdview-psa) Reviews ## What our customers say ## More from Hex - [ **Hex to Free Dictionary** Free Dictionary is an open English dictionary service.](https://apiant.ai/connect/hex-to-free-dictionary) - [ **Hex to Google Slides** Google Slides is a cloud-based presentation editor with real-time collaboration, template gallery, and...](https://apiant.ai/connect/hex-to-google-slides) - [ **Hex to Hyperstack Certificates** Hyperstack helps you easily create and manage digital certificates & badges for your events or courses.](https://apiant.ai/connect/hex-to-hyperstack-certificates) - [ **Hex to PagerDuty Events API** PagerDuty Events API v2 — send alert events (trigger/acknowledge/resolve) and change events using a service...](https://apiant.ai/connect/hex-to-pagerduty-events-api) - [ **Hex to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hex-to-hubspot) - [ **Hex to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hex-to-salesforce) ## More into Birdview PSA - [ **ActiveCampaign to Birdview PSA** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-birdview-psa) - [ **Airtable to Birdview PSA** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-birdview-psa) - [ **Asana to Birdview PSA** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-birdview-psa) - [ **2Chat to Birdview PSA** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-birdview-psa) - [ **3Scribe to Birdview PSA** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-birdview-psa) - [ **5pm to Birdview PSA** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-birdview-psa) Questions ## Hex and Birdview PSA, answered ### ### What can start an automation from Hex? Any of Hex's 4 triggers in the catalog, including New Project Run, List Groups, List Projects and List Users. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Birdview PSA when something happens in Hex? Any of Birdview PSA's 7 actions, including Create Activity, Create Project, Create Project (With Custom Fields) and Post Activity Message. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Birdview PSA to Hex? Birdview PSA has no triggers in the catalog today, so automations start in Hex. If you need the other direction, ask: your agent reads Birdview PSA's API documentation and adds it. ### ### Do I have to build a connector for Hex or Birdview PSA? 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.