Integration
Connect LiveSwitch and ProjectManager
When New Contact Matching Filter fires in LiveSwitch, your agent runs Create Task in ProjectManager, or New Project in ProjectManager to Create Project in LiveSwitch. 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 LiveSwitch and ProjectManager to do together?
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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 LiveSwitch and ProjectManager can do together
From LiveSwitch to ProjectManager
When New Contact Matching Filter in LiveSwitch
then Create Task in ProjectManager
From ProjectManager to LiveSwitch
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 LiveSwitch and ProjectManager
Triggers and actions 8 triggers · 44 actions
- New Contact Matching Filter
Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter.
- New Conversation Matching Filter
Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter.
- New Guided Instructions
Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps.
- New Project
Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID.
- New Tag
Triggers when a new tag is created in LiveSwitch.
- Create Conversation
Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links.
- Create Project
Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links.
- Create Tag
Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag.
- Find All Tags
Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose.
- Find Contact by ID
Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values.
- Find Contact by Phone
Returns the LiveSwitch contact that has the given phone number, including its custom attributes.
- Find Conversation by ID
Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes.
- Find Conversations
Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order.
- Find Document by ID
Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links.
- Find Form by ID
Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects.
- Find Form Submission by ID
Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given.
- Find Guided Instructions
Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type.
- Find Project by ID
Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes.
- Find Projects
Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter.
- Find Recording by ID
Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags.
- Find Recordings by Conversation
Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags.
- Find Recordings by Project
Returns the recordings that belong to the specified project, including their public links, status, type and tags.
- Get Current User (Me)
Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization.
- Get Organization Settings
Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled.
- Update Conversation
Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation.
- Update Tag
Updates the name or display color of an existing tag and returns the updated tag.
- New Project
Fires when a new project is created in the ProjectManager workspace.
- New Task
Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project
- New User
Fires when a new user (resource) is added to the ProjectManager workspace.
- Create Project
Create a new project in your workspace
- Create Task
Creates a new task within a specified project
- Create Timesheet Entry
Create a single timesheet entry. A timesheet entry is the number of hours spent by a person on a task on a specific day. There can only be one entry per person/task/day, trying to add a second entry will give a conflict error, however you can use the timesheet-update action to increase the number of hours logged for an existing timesheet entry.
- Create User
Add a new user/resource in your account
- Get Account Information
Returns information about the current user including home URL, email, user ID and workspace name
- Get Project Details
Get the details of one specific project
- Get Project Priorities
Gets a list of all the priorities which can be applied to a project
- Get Project Statuses
Get all the statuses which can be applied to a project
- Get Task Details
Get the details of one specific task, you will need to know the task's unique ID
- Get Task Fields
Get all the custom fields which can be applied to the tasks in a specific project, each project has different custom fields so you will need to provide a ProjectID with this action
- Get Task Field Values
Get the value of each custom field applied to a specific task
- Get Task Priorities
Get all the priorities which can be applied to a task
- Get Task Statuses (Columns)
Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses
- Get User Details
Get the details of one specific user/resource
- Get User Roles
Retrieves the list of user roles (privilege levels) defined in the ProjectManager workspace.
- Search Projects
Search through your active projects using various criteria, 100 results max
- Search Tasks
Search for tasks across your entire account, using various criteria, 100 results max
- Search Users
Search for workspace users/resources using various criteria, 100 results max
- Update Project
Update an existing project, empty fields will remain unchanged
- Update Task
Update an existing task, empty fields will remain unchanged
- Update Task Field Value
Update the value of a custom field for a specific task
- Update Timesheet Entry
Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry
- Update User
Update an existing user/resource, empty fields will remain unchanged
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
LiveSwitch and ProjectManager, answered
What can start an automation from LiveSwitch?
Any of LiveSwitch's 5 triggers in the catalog, including New Contact Matching Filter, New Conversation Matching Filter, New Guided Instructions and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ProjectManager when something happens in LiveSwitch?
Any of ProjectManager's 23 actions, including Create Project, Create Task, Create Timesheet Entry and Create User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ProjectManager to LiveSwitch?
Yes. When something happens in ProjectManager, your agent can act in LiveSwitch too. This page covers both directions: ProjectManager's triggers and LiveSwitch's actions are listed here as well.
Do I have to build a connector for LiveSwitch or ProjectManager?
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 LiveSwitch and ProjectManager 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.