Integration
Connect Partial.ly and Previsto
When New Customer fires in Partial.ly, your agent runs Create Contact in Previsto, or Completed Assignment in Previsto to Create a Customer in Partial.ly. 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 Partial.ly and Previsto 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 Partial.ly and Previsto can do together
From Partial.ly to Previsto
When New Customer in Partial.ly
then Create Contact in Previsto
From Previsto to Partial.ly
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 Partial.ly and Previsto
Triggers and actions 8 triggers · 27 actions
- 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.
- Completed Assignment
Triggers when an assignment is marked as completed in Previsto.
- Created Agreement
Triggers when a new service agreement is created in Previsto.
- Created Assignment
Triggers when a new assignment is created in Previsto.
- Created Contact
Triggers when a new contact is created in your Previsto account, and hands on that contact's details.
- Updated Contact
Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details.
- Create Agreement
Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.
- Create Assignment
Creates an assignment in Previsto for a customer and returns the created assignment.
- Create Contact
Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.
- Delete agreement
Deletes a service agreement from Previsto.
- Delete assignment
Deletes an assignment from Previsto.
- Delete contact
Deletes a contact from Previsto.
- Get account
Returns a single Previsto account, including its contact details, roles and location.
- Get agreement
Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.
- Get assignment
Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.
- Get contact
Returns a single Previsto contact, including its address, billing settings and notification preferences.
- List contacts
Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.
- Update agreement
Updates a service agreement in Previsto and returns the updated agreement.
- Update contact
Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.
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
Partial.ly and Previsto, answered
What can start an automation from Partial.ly?
Any of Partial.ly's 3 triggers in the catalog, including New Customer, New Payment Plan (Polling) and New Refund. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Previsto when something happens in Partial.ly?
Any of Previsto's 13 actions, including Create Agreement, Create Assignment, Create Contact and Update agreement. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Previsto to Partial.ly?
Yes. When something happens in Previsto, your agent can act in Partial.ly too. This page covers both directions: Previsto's triggers and Partial.ly's actions are listed here as well.
Do I have to build a connector for Partial.ly or Previsto?
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 Partial.ly and Previsto 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.