Integration
Connect Playbook Creative to Fergus
When Asset Added fires in Playbook Creative, your agent runs Add Contact in Fergus. 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 Playbook Creative and Fergus 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 Playbook Creative can start in Fergus
When Asset Added in Playbook Creative
then Add Contact in Fergus
When Asset Updated in Board in Playbook Creative
then Add Task in Fergus
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 Playbook Creative and Fergus
Triggers and actions 2 triggers · 49 actions
Trigger
Asset AddedTriggers when a new asset is added to the chosen Playbook board. Returns the asset, the board and the organization it belongs to.
Trigger
Asset Updated in BoardTriggers when an asset on a chosen Playbook board is updated, returning the asset and what changed.
Action
Create AssetCreates an asset in a Playbook workspace, either from a file URL (fetched by Playbook or saved as a link) or as a text note, optionally placing it on a board.
Action
Create BoardCreates a new board in a Playbook workspace, optionally nested under an existing board as a sub-board.
Action
Create OrganizationCreates a new Playbook organization (workspace) with the given name and returns its id and slug.
Action
Delete assetDeletes an asset from a Playbook workspace.
Action
Delete boardDeletes a board from a Playbook workspace.
Action
Find AssetSearches a Playbook workspace for assets matching the words you enter, best match first, with optional filters for media type, boards, tags, statuses, uploader and more.
Action
Find BoardReturns the boards in a Playbook workspace whose title matches the text you search for.
Action
Get assetReturns one asset from a Playbook workspace, including its title, media type, tags, status, custom field values and preview URLs.
Action
Get boardReturns one Playbook board, including its title, description, asset count, published-page state and preview assets.
Action
List assetsReturns the assets in a Playbook workspace, optionally limited to one board, one uploader, or assets uploaded after a given time.
Action
List boardsReturns the boards in a Playbook workspace, optionally filtered by title and sorted by title or creation date.
Action
List organizationsReturns every Playbook organization (workspace) the connected user belongs to, with each one's name, slug, plan and usage limits.
Action
List usersReturns the members of a Playbook workspace, optionally narrowed to those whose name or email matches a search.
Action
Move AssetMoves one or more assets into a different board in a Playbook workspace.
Action
Update AssetUpdates an existing Playbook asset's title, board placement, status, tags or custom field values, and can save a new version of it.
Action
Update Asset StatusSets the status of an asset in a Playbook workspace and returns the updated asset.
Action
Update asset tagsAdds and/or removes tags on a Playbook asset, leaving its other tags untouched, and returns the updated asset.
Action
Update boardUpdates a board's title, description, or parent board in a Playbook workspace and returns the updated board.
Action
Add Calendar EventCreates a new calendar event/booking.
Action
Add ContactCreates a new contact.
Action
Add NoteCreates a new note against a record.
Action
Add QuoteCreates a new draft quote on a Fergus job. Supported for jobs whose job type is Quote or Estimate.
Action
Add TaskCreates a new task in Fergus, optionally linked to a job and assigned to employees.
Action
Archive SiteArchives a site in Fergus. The site can later be restored.
Action
Create CustomerCreates a new customer.
Action
Create JobCreates a job in Fergus — an active job, a draft job, or a variation of an existing job.
Action
Create SiteCreates a new site.
Action
Delete CustomerDeletes a Fergus customer by ID.
Action
Edit Draft JobUpdates a draft job in Fergus. Only draft jobs can be edited; leave a field blank to keep its current value.
Action
Finalize Draft JobFinalises a draft job in Fergus, turning it into an active job.
Action
Find All QuotesReturns up to 100 quotes from across all jobs that match the specified status and date criteria.
Action
Find CustomerReturns the customers whose name, or main or billing contact's name, email or phone, contains the search text.
Action
Find SiteFinds sites by name, city, postal code, or free-text search. Returns the first page of matches (up to 10).
Action
Get Calendar EventReturns a single Fergus calendar event by its ID, including title, start/end times, event type, assigned user, linked job/job phase and recurrence details.
Action
Get ContactReturns a single Fergus contact (customer or site contact) by its ID, including name, position, company and contact items.
Action
Get Customer by IDReturns a Fergus customer by its ID.
Action
Get Customer InvoiceRetrieves a customer invoice by ID.
Action
Get Job by IDRetrieves a specific job using its unique ID.
Action
Get Quotes for JobReturns all quotes for a Fergus job, optionally filtered by status.
Action
Get Site by IDRetrieves a specific site using its unique ID.
Action
List ContactsLists contacts, with optional filtering.
Action
List Customer InvoicesLists customer invoices, with optional filtering.
Action
List NotesReturns the notes (with their replies) attached to a Fergus record.
Action
List TasksLists the company's tasks, optionally filtered by status, assigned employee, job, due date range or overdue state.
Action
Update ContactUpdates an existing customer contact or site contact in Fergus.
Action
Update CustomerUpdates an existing customer's details.
Action
Update QuoteUpdates a draft quote on a Quote or Estimate job in Fergus: title, description and its sections with line items.
Action
Update SiteUpdates an existing site's details.
Action
Update TaskUpdates a task's description, due date, or assigned employees in Fergus. The job a task is linked to cannot be changed.
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
More from Playbook Creative
Playbook Creative to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Playbook Creative to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Playbook Creative to StripeStripe is a payment processing platform for online businesses.
Playbook Creative to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Playbook Creative to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Playbook Creative to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Fergus
Outlook to FergusOutlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...
HubSpot to FergusHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to FergusSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to FergusSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to FergusGoogle Sheets
Gmail to FergusGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Playbook Creative and Fergus, answered
What can start an automation from Playbook Creative?
Any of Playbook Creative's 2 triggers in the catalog, including Asset Added and Asset Updated in Board. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Fergus when something happens in Playbook Creative?
Any of Fergus's 31 actions, including Create Customer, Create Job, Create Site and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Fergus to Playbook Creative?
Fergus has no triggers in the catalog today, so automations start in Playbook Creative. If you need the other direction, ask: your agent reads Fergus's API documentation and adds it.
Do I have to build a connector for Playbook Creative or Fergus?
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 Playbook Creative and Fergus 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.