Integration
Connect Karlia and Playbook Creative
When New Contact fires in Karlia, your agent runs Create Asset in Playbook Creative, or Asset Added in Playbook Creative to Create Contact in Karlia. 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 Karlia and Playbook Creative 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 Karlia and Playbook Creative can do together
From Karlia to Playbook Creative
When New Contact in Karlia
then Create Asset in Playbook Creative
From Playbook Creative to Karlia
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 Karlia and Playbook Creative
Triggers and actions 23 triggers · 56 actions
- Delete Equipment
Triggers when an equipement is deleted.
- Delete Event
Triggers when an event is deleted.
- Delete Note
Triggers when a note is deleted.
- Delete Opportunity
Triggers when an opportunity is deleted.
- Delete Product
Triggers when a product is deleted.
- Delete Project
Triggers when a project is deleted.
- Delete Project Subtask
Triggers when a project subtask is deleted.
- Delete Project Task
Triggers when a project task is deleted.
- Delete Task
Triggers when a task is deleted.
- Delete Ticket
Triggers when a ticket is deleted.
- Delete Time
Triggers when a time is deleted.
- New Contact
Triggers when a new contact is created.
- New Equipment
Triggers when a new equipment is created.
- New Opportunity
Triggers when a new opportunity is created.
- New Product
Triggers when a new product is created.
- New Project
Triggers when a new project is created.
- New Project Subtask
Triggers when a new project subtask is created.
- New Project Task
Triggers when a new project task is created.
- New Task
Triggers when a new task is created.
- New Ticket
Triggers when a new ticket is created.
- New Time
Triggers when a new time is created.
- Create Contact
Adds a new contact to a Karlia customer or supplier.
- Create Customer
Create a Customer.
- Create Event
Create an Event.
- Create Note
Creates a note in Karlia, optionally linked to a customer, opportunity, project or ticket.
- Create Opportunity
Create an Opportunity.
- Create Product
Create a Product.
- Create Project Subtask
Creates a subtask under a task in a Karlia project, with optional status, dates, time estimate and assignee.
- Create Project Task
Creates a task inside a Karlia project.
- Create Supplier
Create a Supplier.
- Create Task
Create a Task.
- Create Ticket
Creates a ticket in a Karlia ticketing pipeline.
- Create Time
Create a Time.
- Delete Equipment
Deletes a piece of equipment from Karlia.
- Delete Event
Delete an event (calendar appointment) in Karlia.
- Delete Note
Delete a note in Karlia by its ID.
- Delete Opportunity
Deletes an opportunity.
- Delete Product
Delete a product in Karlia.
- Delete Project
Delete a project in Karlia.
- Delete Project Subtask
Deletes a subtask from a project task in Karlia.
- Delete Project Task
Deletes a task from a Karlia project.
- Delete Task
Delete a task in Karlia.
- Delete Ticket
Deletes a ticket in Karlia by its ID.
- Delete Time
Delete a time entry in Karlia.
- Find Contact
Returns up to 100 Karlia contacts that match the specified search criteria (email, name, phone, customer/supplier, and more).
- Find Customer
Returns the Karlia customers that match the search criteria you supply, plus the first match on its own.
- Find Supplier
Returns the Karlia suppliers that match the specified search criteria.
- Get Contact
Show contact details
- Get Customer
Show customer details
- Get Opportunity
Show opportunity details
- Get Product
Show product details
- Get Project Subtask
Returns one subtask of a Karlia project task, including its status, dates, time estimate and assignees.
- Get Supplier
Show supplier details
- Get Ticket
Retrieve one Karlia ticket by its ID.
- Get Time
Get one time entry from Karlia by its ID.
- List Projects
Lists the projects in your Karlia account.
- List Project Tasks
Lists the tasks of one Karlia project.
- List Webhook Events
Lists the event names a Karlia webhook can subscribe to.
- Update/Create Customer
Updates a Karlia customer when a Customer ID is given; otherwise creates a new customer.
- Asset Added
Triggers when a new asset is added to the chosen Playbook board. Returns the asset, the board and the organization it belongs to.
- Asset Updated in Board
Triggers when an asset on a chosen Playbook board is updated, returning the asset and what changed.
- Create Asset
Creates an asset in a Playbook workspace, either from a file URL (fetched by Playbook or saved as a link) or as a text note, optionally placing it on a board.
- Create Board
Creates a new board in a Playbook workspace, optionally nested under an existing board as a sub-board.
- Create Organization
Creates a new Playbook organization (workspace) with the given name and returns its id and slug.
- Delete asset
Deletes an asset from a Playbook workspace.
- Delete board
Deletes a board from a Playbook workspace.
- Find Asset
Searches a Playbook workspace for assets matching the words you enter, best match first, with optional filters for media type, boards, tags, statuses, uploader and more.
- Find Board
Returns the boards in a Playbook workspace whose title matches the text you search for.
- Get asset
Returns one asset from a Playbook workspace, including its title, media type, tags, status, custom field values and preview URLs.
- Get board
Returns one Playbook board, including its title, description, asset count, published-page state and preview assets.
- List assets
Returns the assets in a Playbook workspace, optionally limited to one board, one uploader, or assets uploaded after a given time.
- List boards
Returns the boards in a Playbook workspace, optionally filtered by title and sorted by title or creation date.
- List organizations
Returns every Playbook organization (workspace) the connected user belongs to, with each one's name, slug, plan and usage limits.
- List users
Returns the members of a Playbook workspace, optionally narrowed to those whose name or email matches a search.
- Move Asset
Moves one or more assets into a different board in a Playbook workspace.
- Update Asset
Updates an existing Playbook asset's title, board placement, status, tags or custom field values, and can save a new version of it.
- Update Asset Status
Sets the status of an asset in a Playbook workspace and returns the updated asset.
- Update asset tags
Adds and/or removes tags on a Playbook asset, leaving its other tags untouched, and returns the updated asset.
- Update board
Updates a board's title, description, or parent board in a Playbook workspace and returns the updated board.
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
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Questions
Karlia and Playbook Creative, answered
What can start an automation from Karlia?
Any of Karlia's 21 triggers in the catalog, including New Contact, New Equipment, New Opportunity and New Product. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Playbook Creative when something happens in Karlia?
Any of Playbook Creative's 18 actions, including Create Asset, Create Board, Create Organization and Update Asset. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Playbook Creative to Karlia?
Yes. When something happens in Playbook Creative, your agent can act in Karlia too. This page covers both directions: Playbook Creative's triggers and Karlia's actions are listed here as well.
Do I have to build a connector for Karlia or Playbook Creative?
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 Karlia and Playbook Creative 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.