Integration
Connect Partial.ly to Tracker
When New Customer fires in Partial.ly, your agent runs Create Contact in Tracker. 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 Tracker 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 can start in Tracker
When New Customer in Partial.ly
then Create Contact in Tracker
When New Payment Plan (Polling) in Partial.ly
then Create Invoice in Tracker
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 Tracker
Triggers and actions 3 triggers · 26 actions
Trigger
New CustomerTriggers when a new customer is created in Partial.ly.
Trigger
New Payment Plan (Polling)Triggers when a new payment plan is created in Partial.ly.
Trigger
New RefundTriggers when a payment is refunded in Partial.ly.
Action
Add a Line ItemAdds a line item to a Partial.ly payment plan.
Action
Create a CustomerCreates a customer in Partial.ly and returns the new customer record.
Action
Delete a Payment PlanDeletes a Partial.ly payment plan.
Action
Find a Payment PlanReturns one Partial.ly payment plan by ID.
Action
Find CustomersSearches Partial.ly customers by name or email and returns the matches.
Action
Get a CustomerReturns one Partial.ly customer by ID.
Action
Get an OfferReturns one Partial.ly offer (payment plan template) by ID.
Action
Get a PaymentReturns one Partial.ly payment by ID.
Action
List Payment PlansReturns Partial.ly payment plans, optionally filtered by status or customer.
Action
List PaymentsReturns Partial.ly payments, optionally for one payment plan.
Action
Refund a PaymentRefunds all or part of a Partial.ly payment and returns the refund.
Action
Send Plan Request EmailEmails the customer a request to open the payment plan.
Action
Update a CustomerUpdates an existing Partial.ly customer and returns the updated record.
Action
Update a Payment PlanUpdates an existing Partial.ly payment plan.
Action
Create ActivityCreates a new activity in Tracker, such as a call, email, task or interview, and returns the new activity's id.
Action
Create ContactCreates a new contact record in Tracker and returns the id of the new contact.
Action
Create InvoiceCreates a new invoice in Tracker, with its dates, amounts, line items, billing address and links to related records. Returns the new invoice's id.
Action
Create LeadCreates a new lead record in Tracker and returns its id.
Action
Create NoteCreates a note in Tracker, recorded as a Note-type activity and optionally linked to clients, contacts, resources, opportunities, leads or products.
Action
Create OpportunityCreates a new opportunity record in Tracker, with its client, contacts, rates, dates and custom fields, and returns the new opportunity's id.
Action
Create ResourceCreates a new resource (candidate or worker) record in Tracker and returns its id.
Action
Find ClientsReturns the clients that match a search term, phone or fax number, status, or last-updated date range.
Action
Find ContactsReturns the contacts that match a search term, email address, telephone number, client, status or last-updated date range.
Action
Find ResourcesReturns the resources (candidates and workers) that match a name, email address, telephone number, tag or date range.
Action
Update ActivityUpdates an existing activity in Tracker. Only the fields you fill in are changed.
Action
Update ContactUpdates an existing contact record in Tracker. Fields left blank keep their current values.
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 Tracker, 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 Tracker when something happens in Partial.ly?
Any of Tracker's 12 actions, including Create Activity, Create Contact, Create Invoice and Create Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Tracker to Partial.ly?
Tracker has no triggers in the catalog today, so automations start in Partial.ly. If you need the other direction, ask: your agent reads Tracker's API documentation and adds it.
Do I have to build a connector for Partial.ly or Tracker?
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 Tracker 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.