Integration
Connect Katana to Fergus
When New Customer fires in Katana, your agent runs Create Customer in Fergus. 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 Katana and Fergus 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Katana can start in Fergus
When New Customer in Katana
then Create Customer in Fergus
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 Katana and Fergus
Triggers and actions 2 triggers · 53 actions
- New Customer
Triggers when a new customer is created in Katana.
- New Sales Order
Triggers when a new sales order is created in Katana.
- Add manufacturing order
Creates a manufacturing order in Katana for a product variant at a location. Recipe and operation rows are added automatically from the product's recipe.
- Add material
Creates a material in Katana, with one or more variants, and returns the new material.
- Add product
Creates a product in Katana with one or more variants, including its unit of measure, category, and sell/make/buy settings.
- Add purchase order
Creates a purchase order for a supplier, together with its line items, in Katana.
- Create Customer
Creates a customer in Katana.
- Create Sales Order
Creates a sales order in Katana for a customer with one product variant line.
- Delete customer
Deletes a customer from Katana by its ID.
- Delete sales order
Deletes a single sales order in Katana by its ID.
- Find Customer
Finds Katana customers matching a name, email or phone number.
- Get manufacturing order
Returns the details of a manufacturing order, including its status, quantities, costs, dates and custom field values.
- Get product
Returns a Katana product by its ID, including its variants and configuration options.
- Get purchase order
Returns a purchase order by its ID, including its rows, totals, status and custom field values.
- Get Sales Order
Returns one Katana sales order by its ID.
- List customers
Returns the customers in your Katana account, most recent first, optionally filtered by name, email, company, category and date ranges.
- List inventory
Returns current inventory levels per variant and location, optionally filtered by location or variant.
- List manufacturing orders
Returns manufacturing orders, most recent first, optionally filtered by status, order number, location, linked sales order, or created/updated date ranges.
- List products
Returns the products in your Katana account, most recent first, optionally filtered by name, unit of measure, flags, supplier or date ranges.
- List purchase orders
Returns the purchase orders in your Katana account, most recent first, optionally filtered by status, supplier, location, order number and date ranges.
- List sales orders
Returns the sales orders in your Katana account, most recent first, optionally filtered by customer, status, location, dates and more.
- Update Customer
Updates an existing Katana customer. Only the fields you fill in are changed.
- Update product
Updates an existing Katana product. Only the fields you fill in are changed; everything else is left as it is.
- Update sales order
Updates an existing Katana sales order. Only the fields you fill in are changed; everything else is left as is.
- Add Calendar Event
Creates a new calendar event/booking.
- Add Contact
Creates a new contact.
- Add Note
Creates a new note against a record.
- Add Quote
Creates a new draft quote on a Fergus job. Supported for jobs whose job type is Quote or Estimate.
- Add Task
Creates a new task in Fergus, optionally linked to a job and assigned to employees.
- Archive Site
Archives a site in Fergus. The site can later be restored.
- Create Customer
Creates a new customer.
- Create Job
Creates a job in Fergus — an active job, a draft job, or a variation of an existing job.
- Create Site
Creates a new site.
- Delete Customer
Deletes a Fergus customer by ID.
- Edit Draft Job
Updates a draft job in Fergus. Only draft jobs can be edited; leave a field blank to keep its current value.
- Finalize Draft Job
Finalises a draft job in Fergus, turning it into an active job.
- Find All Quotes
Returns up to 100 quotes from across all jobs that match the specified status and date criteria.
- Find Customer
Returns the customers whose name, or main or billing contact's name, email or phone, contains the search text.
- Find Site
Finds sites by name, city, postal code, or free-text search. Returns the first page of matches (up to 10).
- Get Calendar Event
Returns a single Fergus calendar event by its ID, including title, start/end times, event type, assigned user, linked job/job phase and recurrence details.
- Get Contact
Returns a single Fergus contact (customer or site contact) by its ID, including name, position, company and contact items.
- Get Customer by ID
Returns a Fergus customer by its ID.
- Get Customer Invoice
Retrieves a customer invoice by ID.
- Get Job by ID
Retrieves a specific job using its unique ID.
- Get Quotes for Job
Returns all quotes for a Fergus job, optionally filtered by status.
- Get Site by ID
Retrieves a specific site using its unique ID.
- List Contacts
Lists contacts, with optional filtering.
- List Customer Invoices
Lists customer invoices, with optional filtering.
- List Notes
Returns the notes (with their replies) attached to a Fergus record.
- List Tasks
Lists the company's tasks, optionally filtered by status, assigned employee, job, due date range or overdue state.
- Update Contact
Updates an existing customer contact or site contact in Fergus.
- Update Customer
Updates an existing customer's details.
- Update Quote
Updates a draft quote on a Quote or Estimate job in Fergus: title, description and its sections with line items.
- Update Site
Updates an existing site's details.
- Update Task
Updates a task's description, due date, or assigned employees in Fergus. The job a task is linked to cannot be changed.
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
More from Katana
Katana to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Katana to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Katana to MailchimpMailchimp marketing automation and email platform.
Katana to StripeStripe is a payment processing platform for online businesses.
Katana to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Katana to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Fergus
Outlook to FergusOutlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...
HubSpot to FergusHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to FergusGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to FergusGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Katana and Fergus, answered
What can start an automation from Katana?
Any of Katana's 2 triggers in the catalog, including New Customer and New Sales Order. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Fergus when something happens in Katana?
Any of Fergus's 31 actions, including Create Customer, Create Job, Create Site and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Fergus to Katana?
Fergus has no triggers in the catalog today, so automations start in Katana. If you need the other direction, ask: your agent reads Fergus's API documentation and adds it.
Do I have to build a connector for Katana or Fergus?
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 Katana and Fergus 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.