--- title: "Connect McTime to Customer Fields - APIANT.ai" description: "When \"New Organization\" fires in McTime, your agent runs \"Create Customer\" in Customer Fields." canonical: "https://apiant.ai/connect/mctime-to-customer-fields" --- # Connect McTime to Customer Fields When **New Organization** fires in [McTime](https://apiant.ai/connections/mctime), your agent runs **Create Customer** in [Customer Fields](https://apiant.ai/connections/customer-fields). Describe the whole flow and it is built, tested on every scenario and kept running. McTime **1** trigger McTime **16** actions Customer Fields **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want McTime and Customer Fields to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What McTime can start in Customer Fields - When **New Organization** in McTime then **Create Customer** in Customer Fields - When **New Organization** in McTime then **Update Customer** in Customer Fields 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 McTime and Customer Fields ## Triggers and actions 1 trigger · 23 actions - Trigger **New Organization** Triggered when a new organization is created in McTime. - Action **Add Assignment** Adds a user to an organization with a role (or edits an existing assignment when an Assignment ID is given) in McTime. - Action **Add User** Create (or edit, per vendor's add-or-edit semantics) a user. - Action **Create Client** Creates a new client (an organization of type "client") in McTime. - Action **Create Organization** Creates a new organization (project, client, branch, etc.) in McTime. - Action **Create Project** Creates a new project in McTime. Projects are McTime organization units of type "project" that time entries can be booked against. - Action **Delete User** Deletes a McTime user by ID. All of the user's time entries and payroll results are deleted too. - Action **Find Client** Returns up to 50 McTime clients whose name contains the specified text. - Action **Find Organization** Returns up to 50 organizations whose name contains the specified text. - Action **Find Project** Returns up to 50 McTime projects whose name contains the specified text. - Action **Get Time Entry** Retrieve a single McTime time entry by its ID. - Action **Get User** Retrieves a single McTime user by id, including roles, address, export ids and employment details. - Action **List Assignments** Lists a McTime user's assignments to organizations, grouped by role. - Action **List Time Entries** Retrieve time entries within a date range, optionally filtered by user IDs. - Action **List Users** Retrieves the users the authenticated McTime user is allowed to see, optionally filtered by user ids, organization, role and active status. Returns at most 20 users per page. - Action **Start Clocking** Starts a running clock (stopwatch) for a McTime user. One user can have only one running clock at a time. - Action **Stop Clocking** Stops the running McTime clock for a user, turning it into a normal time entry. - Action **Create Customer** Creates a new customer in Customer Fields and Shopify, including any custom data columns defined on the account. - Action **Find a Customer** Returns the customers whose email address matches the one you specify, including their custom data column values. - Action **List data columns** Returns every data column defined in the Customer Fields account, including built-in customer fields and the merchant's custom columns. - Action **List forms** Returns the account's non-archived Customer Fields forms, with each form's id and name. - Action **List segments** Returns the customer segments in the Customer Fields account, including whether each one can be subscribed to by a webhook. - Action **Send Account Invite** Sends an account invite email to a customer so they can activate their store account. The customer must have a Shopify id and must not already have an enabled account. - Action **Update Customer** Updates an existing customer in Customer Fields and Shopify, including custom data column values, and returns the updated customer. ## Each app on its own - [ **McTime** McTime is an easy to use Time Tracking and Payroll Software which helps teams become more productive.](https://apiant.ai/connections/mctime) - [ **Customer Fields** Customer Fields provides a way to collect and store custom data for Shopify customers](https://apiant.ai/connections/customer-fields) Reviews ## What our customers say ## More from McTime - [ **McTime to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/mctime-to-slack) - [ **McTime to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/mctime-to-stripe) - [ **McTime to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/mctime-to-shopify) - [ **McTime to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/mctime-to-quickbooks-online) - [ **McTime to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/mctime-to-pipedrive) - [ **McTime to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/mctime-to-notion) ## More into Customer Fields - [ **HubSpot to Customer Fields** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-customer-fields) - [ **Salesforce to Customer Fields** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-customer-fields) - [ **Slack to Customer Fields** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-customer-fields) - [ **Google Sheets to Customer Fields** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-customer-fields) - [ **Gmail to Customer Fields** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-customer-fields) - [ **Google Calendar to Customer Fields** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-customer-fields) Questions ## McTime and Customer Fields, answered ### ### What can start an automation from McTime? Any of McTime's 1 trigger in the catalog, including New Organization. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Customer Fields when something happens in McTime? Any of Customer Fields's 7 actions, including Create Customer, Send Account Invite, Update Customer and Find a Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Customer Fields to McTime? Customer Fields has no triggers in the catalog today, so automations start in McTime. If you need the other direction, ask: your agent reads Customer Fields's API documentation and adds it. ### ### Do I have to build a connector for McTime or Customer Fields? 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 McTime and Customer Fields 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.