Integration
Connect PayPro and Projectworks
When New Sale fires in PayPro, your agent runs Add task in Projectworks, or New Leave Request in Projectworks to Add customer in PayPro. 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 PayPro and Projectworks 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 PayPro and Projectworks can do together
From PayPro to Projectworks
When New Sale in PayPro
then Add task in Projectworks
When New Sale in PayPro
then Create Project in Projectworks
From Projectworks to PayPro
When New Leave Request in Projectworks
then Add customer in PayPro
When New Leave Request in Projectworks
then Get customer in PayPro
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 PayPro and Projectworks
Triggers and actions 2 triggers · 39 actions
Trigger
New SaleTriggered when a new sale is made, meaning a payment on the PayPro account has been paid.
Action
Add customerCreates a new customer in PayPro with optional contact, address and company details, and returns the new customer's id.
Action
Add paymentCreates a new payment and returns its id, state and the checkout link to send your customer to.
Action
Add refundCreates a full or partial refund for a PayPro payment, returning the amount back to the customer from your PayPro balance.
Action
Add subscriptionCreates a recurring subscription for a customer in PayPro and returns the new subscription's id.
Action
Get customerReturns a single PayPro customer by id, including contact details, company details and address. An error occurs if the customer is not found.
Action
Get paymentReturns a single payment by its id, including its amount, state, pay method, metadata and related records. An error occurs if the payment is not found.
Action
List customersReturns all customers created for your PayPro account, most recent first.
Action
List paymentsReturns the payments created on the PayPro account, most recent first.
Action
List payoutsReturns the payouts created on your PayPro account, most recent first, optionally limited to a creation date range.
Action
List subscriptionsReturns the subscriptions created for your PayPro account, most recent first.
Trigger
New Leave RequestTriggers when a new leave request is created.
Action
Add expense claimCreates an expense claim against a project and module for a user, optionally with an attached receipt file.
Action
Add taskCreates a task under a budget (module) of a Projectworks project.
Action
Create BudgetCreates a budget (module) on a project.
Action
Create CompanyCreates a new client company.
Action
Create LeaveCreates a leave request for a user for one day.
Action
Create ProjectCreates a new project.
Action
Create TimecodeCreates a timecode (task) on a project.
Action
Create Timesheet EntryCreates a timesheet entry.
Action
Delete taskDeletes a task from a Projectworks project.
Action
Find ClientIDFinds a client company by name or external reference.
Action
Find CurrencyIDFinds a currency by its name or code.
Action
Find GLCode IDFinds a GL code by its code or description.
Action
Find ModuleIDFinds a budget (module) by name or external reference.
Action
Find OfficeIDFinds an office by name or external reference.
Action
Find ProjectIDFinds a project by name, number or external reference.
Action
Find TaskIDFinds a timecode (task) by name or external reference.
Action
Find UserIDFinds a user by name, email address or external reference.
Action
Get BudgetsReturns a list of budgets (modules).
Action
Get ClientsReturns a list of client companies.
Action
Get Leave StatusesReturns the list of leave statuses.
Action
Get OfficesReturns a list of offices.
Action
Get ProjectsReturns a list of projects.
Action
Get TimecodesReturns a list of timecodes (tasks).
Action
Get Timesheet EntriesReturns a list of timesheet entries.
Action
Get UsersReturns a list of users.
Action
List tasksReturns tasks in Projectworks, optionally filtered by project, budget, user, name, external reference or last-modified date.
Action
Set ResourcingSets the resourcing for a person on a project on a given day.
Action
Update CustomFieldValueSets the value of a custom field on a record.
Action
Update Timesheet EntryUpdates a timesheet entry.
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
PayPro and Projectworks, answered
What can start an automation from PayPro?
Any of PayPro's 1 trigger in the catalog, including New Sale. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Projectworks when something happens in PayPro?
Any of Projectworks's 29 actions, including Create Budget, Create Company, Create Leave and Create Project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Projectworks to PayPro?
Yes. When something happens in Projectworks, your agent can act in PayPro too. This page covers both directions: Projectworks's triggers and PayPro's actions are listed here as well.
Do I have to build a connector for PayPro or Projectworks?
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 PayPro and Projectworks 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.