Integration
Connect Karlia and Previsto
When something happens in Karlia or Previsto, your agent does the next thing in the other. Describe it 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 Previsto to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Previsto can do together
From Karlia to Previsto
When New Contact in Karlia
then Create Contact in Previsto
When New Equipment in Karlia
then Create Agreement in Previsto
From Previsto to Karlia
When Completed Assignment in Previsto
then Create Contact in Karlia
When Created Agreement in Previsto
then Create Customer in 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 Previsto
Triggers and actions 24 triggers · 51 actions
Trigger
Delete EquipmentTriggers when an equipement is deleted.
Trigger
Delete EventTriggers when an event is deleted.
Trigger
Delete NoteTriggers when a note is deleted.
Trigger
Delete ProductTriggers when a product is deleted.
Trigger
Delete ProjectTriggers when a project is deleted.
Trigger
Delete Project SubtaskTriggers when a project subtask is deleted.
Trigger
Delete Project TaskTriggers when a project task is deleted.
Trigger
Delete TaskTriggers when a task is deleted.
Trigger
Delete TicketTriggers when a ticket is deleted.
Trigger
Delete TimeTriggers when a time is deleted.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New EquipmentTriggers when a new equipment is created.
Trigger
New OpportunityTriggers when a new opportunity is created.
Trigger
New ProductTriggers when a new product is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New Project TaskTriggers when a new project task is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
New TicketTriggers when a new ticket is created.
Trigger
New TimeTriggers when a new time is created.
Action
Create ContactAdds a new contact to a Karlia customer or supplier.
Action
Create CustomerCreate a Customer.
Action
Create EventCreate an Event.
Action
Create NoteCreates a note in Karlia, optionally linked to a customer, opportunity, project or ticket.
Action
Create OpportunityCreate an Opportunity.
Action
Create ProductCreate a Product.
Action
Create Project SubtaskCreates a subtask under a task in a Karlia project, with optional status, dates, time estimate and assignee.
Action
Create Project TaskCreates a task inside a Karlia project.
Action
Create SupplierCreate a Supplier.
Action
Create TaskCreate a Task.
Action
Create TicketCreates a ticket in a Karlia ticketing pipeline.
Action
Create TimeCreate a Time.
Action
Delete EquipmentDeletes a piece of equipment from Karlia.
Action
Delete EventDelete an event (calendar appointment) in Karlia.
Action
Delete NoteDelete a note in Karlia by its ID.
Action
Delete OpportunityDeletes an opportunity.
Action
Delete ProductDelete a product in Karlia.
Action
Delete ProjectDelete a project in Karlia.
Action
Delete Project SubtaskDeletes a subtask from a project task in Karlia.
Action
Delete Project TaskDeletes a task from a Karlia project.
Action
Delete TaskDelete a task in Karlia.
Action
Delete TicketDeletes a ticket in Karlia by its ID.
Action
Delete TimeDelete a time entry in Karlia.
Action
Find ContactReturns up to 100 Karlia contacts that match the specified search criteria (email, name, phone, customer/supplier, and more).
Action
Find CustomerReturns the Karlia customers that match the search criteria you supply, plus the first match on its own.
Action
Find SupplierReturns the Karlia suppliers that match the specified search criteria.
Action
Get ContactShow contact details
Action
Get CustomerShow customer details
Action
Get OpportunityShow opportunity details
Action
Get ProductShow product details
Action
Get Project SubtaskReturns one subtask of a Karlia project task, including its status, dates, time estimate and assignees.
Action
Get SupplierShow supplier details
Action
Get TicketRetrieve one Karlia ticket by its ID.
Action
Get TimeGet one time entry from Karlia by its ID.
Action
List ProjectsLists the projects in your Karlia account.
Action
List Project TasksLists the tasks of one Karlia project.
Action
List Webhook EventsLists the event names a Karlia webhook can subscribe to.
Action
Update/Create CustomerUpdates a Karlia customer when a Customer ID is given; otherwise creates a new customer.
Trigger
Completed AssignmentTriggers when an assignment is marked as completed in Previsto.
Trigger
Created AgreementTriggers when a new service agreement is created in Previsto.
Trigger
Created AssignmentTriggers when a new assignment is created in Previsto.
Trigger
Created ContactTriggers when a new contact is created in your Previsto account, and hands on that contact's details.
Trigger
Updated ContactTriggers when a contact is created or changed in your Previsto account, and hands on that contact's details.
Action
Create AgreementCreates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.
Action
Create AssignmentCreates an assignment in Previsto for a customer and returns the created assignment.
Action
Create ContactCreates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.
Action
Delete agreementDeletes a service agreement from Previsto.
Action
Delete assignmentDeletes an assignment from Previsto.
Action
Delete contactDeletes a contact from Previsto.
Action
Get accountReturns a single Previsto account, including its contact details, roles and location.
Action
Get agreementRetrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.
Action
Get assignmentReturns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.
Action
Get contactReturns a single Previsto contact, including its address, billing settings and notification preferences.
Action
List contactsReturns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.
Action
Update agreementUpdates a service agreement in Previsto and returns the updated agreement.
Action
Update contactUpdates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.
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
Karlia and Previsto, answered
What can start an automation from Karlia?
Any of Karlia's 19 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 Previsto when something happens in Karlia?
Any of Previsto's 13 actions, including Create Agreement, Create Assignment, Create Contact and Update agreement. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Previsto to Karlia?
Yes. When something happens in Previsto, your agent can act in Karlia too. This page covers both directions: Previsto's triggers and Karlia's actions are listed here as well.
Do I have to build a connector for Karlia or Previsto?
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.