Integration
Connect Katana and WildApricot
When New Customer fires in Katana, your agent runs Find Contact in WildApricot, or Contact or Member Created in WildApricot to Add manufacturing order 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 WildApricot 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 and WildApricot can do together
From Katana to WildApricot
When New Customer in Katana
then Find Contact in WildApricot
When New Sales Order in Katana
then Find Invoice in WildApricot
From WildApricot to Katana
When Contact or Member Created in WildApricot
then Add manufacturing order in Katana
When Contact or Member Created or Updated in WildApricot
then Add purchase order in 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 WildApricot
Triggers and actions 19 triggers · 31 actions
Trigger
New CustomerTriggers when a new customer is created in Katana.
Trigger
New Sales OrderTriggers when a new sales order is created in Katana.
Action
Add manufacturing orderCreates a manufacturing order in Katana for a product variant at a location. Recipe and operation rows are added automatically from the product's recipe.
Action
Add materialCreates a material in Katana, with one or more variants, and returns the new material.
Action
Add productCreates a product in Katana with one or more variants, including its unit of measure, category, and sell/make/buy settings.
Action
Add purchase orderCreates a purchase order for a supplier, together with its line items, in Katana.
Action
Create CustomerCreates a customer in Katana.
Action
Create Sales OrderCreates a sales order in Katana for a customer with one product variant line.
Action
Delete customerDeletes a customer from Katana by its ID.
Action
Delete sales orderDeletes a single sales order in Katana by its ID.
Action
Find CustomerFinds Katana customers matching a name, email or phone number.
Action
Get manufacturing orderReturns the details of a manufacturing order, including its status, quantities, costs, dates and custom field values.
Action
Get productReturns a Katana product by its ID, including its variants and configuration options.
Action
Get purchase orderReturns a purchase order by its ID, including its rows, totals, status and custom field values.
Action
Get Sales OrderReturns one Katana sales order by its ID.
Action
List customersReturns the customers in your Katana account, most recent first, optionally filtered by name, email, company, category and date ranges.
Action
List inventoryReturns current inventory levels per variant and location, optionally filtered by location or variant.
Action
List manufacturing ordersReturns manufacturing orders, most recent first, optionally filtered by status, order number, location, linked sales order, or created/updated date ranges.
Action
List productsReturns the products in your Katana account, most recent first, optionally filtered by name, unit of measure, flags, supplier or date ranges.
Action
List purchase ordersReturns the purchase orders in your Katana account, most recent first, optionally filtered by status, supplier, location, order number and date ranges.
Action
List sales ordersReturns the sales orders in your Katana account, most recent first, optionally filtered by customer, status, location, dates and more.
Action
Update CustomerUpdates an existing Katana customer. Only the fields you fill in are changed.
Action
Update productUpdates an existing Katana product. Only the fields you fill in are changed; everything else is left as it is.
Action
Update sales orderUpdates an existing Katana sales order. Only the fields you fill in are changed; everything else is left as is.
Trigger
Contact or Member CreatedTriggers when a new contact or member is added in WildApricot.
Trigger
Contact or Member Created or UpdatedTriggers when a contact or member is created or their profile is updated in WildApricot.
Trigger
Contact or Member UpdatedTriggers when a contact's or member's profile is updated in WildApricot.
Trigger
Event Registration CanceledTriggers when an event registration's status changes to canceled in WildApricot.
Trigger
Event Registration CreatedTriggers when a new registration is added to an event in WildApricot.
Trigger
Event Registration Created or UpdatedTriggers when an event registration is created or changed in WildApricot.
Trigger
Event Registration UpdatedTriggers when an event registration is changed in WildApricot.
Trigger
Invoice CreatedTriggers when an invoice is created in WildApricot.
Trigger
Invoice UpdatedTriggers when an invoice is updated in WildApricot.
Trigger
Membership LapsedTriggers when a member's status in WildApricot changes to Lapsed.
Trigger
Membership Level UpdatedTriggers when a contact's membership level changes in WildApricot.
Trigger
Membership RenewedTriggers when a member's membership is renewed in WildApricot.
Trigger
Membership SuspendedTriggers when a member's status in WildApricot changes to Suspended.
Trigger
Payment ReceivedTriggers when a payment is received in WildApricot.
Trigger
Payment UpdatedTriggers when a payment is updated in WildApricot.
Trigger
Refund CreatedTriggers when a refund is created in WildApricot.
Trigger
Refund UpdatedTriggers when a refund is updated in WildApricot.
Action
Delete ContactDeletes a contact or member from your WildApricot database.
Action
Delete Event RegistrationDeletes an event registration from your WildApricot database.
Action
Find ContactReturns the WildApricot contacts and members that match a search text or filter.
Action
Find DonationReturns the donations received in WildApricot within a date range.
Action
Find Event RegistrationReturns the event registrations for an event or a contact in WildApricot.
Action
Find EventsReturns the WildApricot events that match an optional filter.
Action
Find InvoiceReturns the invoices for a contact or within a date range in WildApricot.
Action
Find PaymentReturns the payments for a contact or within a date range in WildApricot.
Action
Find RefundReturns the refunds for a contact or within a date range in WildApricot.
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
Katana and WildApricot, 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 WildApricot when something happens in Katana?
Any of WildApricot's 9 actions, including Find Contact, Find Donation, Find Event Registration and Find Events. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WildApricot to Katana?
Yes. When something happens in WildApricot, your agent can act in Katana too. This page covers both directions: WildApricot's triggers and Katana's actions are listed here as well.
Do I have to build a connector for Katana or WildApricot?
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 WildApricot 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.