Integration
Connect KanbanFlow and PocketSmith
When New Board Event fires in KanbanFlow, your agent runs Add category in PocketSmith, or New transaction in PocketSmith to Create Task in KanbanFlow. 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 KanbanFlow and PocketSmith 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)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 KanbanFlow and PocketSmith can do together
From KanbanFlow to PocketSmith
When New Board Event in KanbanFlow
then Add category in PocketSmith
From PocketSmith to KanbanFlow
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 KanbanFlow and PocketSmith
Triggers and actions 3 triggers · 24 actions
- New Board Event
Triggers when something changes on the board, such as a task being created, changed, moved or deleted.
- New Task
Triggers when a new task appears in a column of the board.
- Add Comment
Adds a comment to a task.
- Add Label
Adds a label to a task.
- Create Subtask
Adds a subtask to the end of a task's checklist.
- Create Task
Creates a new task in a column of the board.
- Delete Task
Deletes a task from the board.
- Get Board
Returns the board your token belongs to, with its columns, swimlanes and colors.
- Get Task
Returns one task by its ID.
- List Comments
Returns all comments on a task.
- List Members
Returns the people who are members of the board.
- Search Tasks
Finds tasks on the board whose name or description matches your search text, most relevant first.
- Update Task
Updates an existing task; only the fields you supply change.
- New transaction
Fires when a new transaction appears in the authorised user's PocketSmith accounts.
- Add category
Create a new category for the authorised user.
- Add transaction
Create a new transaction in a PocketSmith transaction account.
- Delete category
Delete a category by id.
- Delete transaction
Delete a transaction by id.
- Get account
Retrieve a single account by id.
- Get category
Retrieve a single category by id.
- Get transaction
Retrieve a single transaction by id.
- List accounts
List all bank/investment accounts for the authorised user.
- List categories
List all categories for the authorised user.
- List transaction accounts
List the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions.
- List transactions
List transactions for the authorised user, with filters for date range, category, account, type and search text.
- Update category
Update an existing category's title, colour or parent.
- Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels).
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
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Questions
KanbanFlow and PocketSmith, answered
What can start an automation from KanbanFlow?
Any of KanbanFlow's 2 triggers in the catalog, including New Board Event and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PocketSmith when something happens in KanbanFlow?
Any of PocketSmith's 13 actions, including Update category, Update transaction, Add category and Add transaction. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PocketSmith to KanbanFlow?
Yes. When something happens in PocketSmith, your agent can act in KanbanFlow too. This page covers both directions: PocketSmith's triggers and KanbanFlow's actions are listed here as well.
Do I have to build a connector for KanbanFlow or PocketSmith?
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 KanbanFlow and PocketSmith 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.