Integration
Connect Katana and Partial.ly
When New Customer fires in Katana, your agent runs Create a Customer in Partial.ly, or New Customer in Partial.ly to Create Customer in Katana. 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 Partial.ly 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 Katana and Partial.ly can do together
From Katana to Partial.ly
When New Customer in Katana
then Create a Customer in Partial.ly
From Partial.ly to Katana
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 Partial.ly
Triggers and actions 5 triggers · 35 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.
- 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.
- New Customer
Triggers when a new customer is created in Partial.ly.
- New Payment Plan (Polling)
Triggers when a new payment plan is created in Partial.ly.
- New Refund
Triggers when a payment is refunded in Partial.ly.
- Add a Line Item
Adds a line item to a Partial.ly payment plan.
- Create a Customer
Creates a customer in Partial.ly and returns the new customer record.
- Delete a Payment Plan
Deletes a Partial.ly payment plan.
- Find a Payment Plan
Returns one Partial.ly payment plan by ID.
- Find Customers
Searches Partial.ly customers by name or email and returns the matches.
- Get a Customer
Returns one Partial.ly customer by ID.
- Get an Offer
Returns one Partial.ly offer (payment plan template) by ID.
- Get a Payment
Returns one Partial.ly payment by ID.
- List Payment Plans
Returns Partial.ly payment plans, optionally filtered by status or customer.
- List Payments
Returns Partial.ly payments, optionally for one payment plan.
- Refund a Payment
Refunds all or part of a Partial.ly payment and returns the refund.
- Send Plan Request Email
Emails the customer a request to open the payment plan.
- Update a Customer
Updates an existing Partial.ly customer and returns the updated record.
- Update a Payment Plan
Updates an existing Partial.ly payment plan.
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
Katana and Partial.ly, 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 Partial.ly when something happens in Katana?
Any of Partial.ly's 14 actions, including Create a Customer, Send Plan Request Email, Update a Customer and Update a Payment Plan. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Partial.ly to Katana?
Yes. When something happens in Partial.ly, your agent can act in Katana too. This page covers both directions: Partial.ly's triggers and Katana's actions are listed here as well.
Do I have to build a connector for Katana or Partial.ly?
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 Partial.ly 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.