---
title: "Connect PPM Express to magicplan - APIANT.ai"
description: "When \"Idea Created\" fires in PPM Express, your agent runs \"Add project file\" in magicplan."
canonical: "https://apiant.ai/connect/ppm-express-to-magicplan"
---

# Connect PPM Express to magicplan

When **Idea Created** fires in [PPM Express](https://apiant.ai/connections/ppm-express), your agent runs **Add project file** in [magicplan](https://apiant.ai/connections/magicplan). Describe the whole flow and it is built, tested on every scenario and kept running.

PPM Express **8** triggers PPM Express **9** actions magicplan **13** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want PPM Express and magicplan 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 PPM Express can start in magicplan

- When **Idea Created** in PPM Express then **Add project file** in magicplan
- When **Key Date Created** in PPM Express then **Create New Project** in magicplan

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 PPM Express and magicplan

## Triggers and actions 8 triggers · 22 actions

- Trigger

**Idea Created**

Triggers when a Idea is created.

- Trigger

**Key Date Created**

Triggers when a Key Date is created.

- Trigger

**Key Date Updated**

Triggers when a Key Date is updated.

- Trigger

**Project Created**

Triggers when a Project is created.

- Trigger

**Project Updated**

Triggers when a Project is updated.

- Trigger

**Task Created**

Triggers when a Task is created.

- Trigger

**Task Deleted**

Triggers when a Task is deleted.

- Trigger

**Task Updated**

Triggers when a Task is updated.

- Action

**Create Idea**

Creates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields.

- Action

**Create Project**

Creates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio.

- Action

**Create Project Key Date**

Creates a key date (milestone) on a PPM Express project and returns the new key date.

- Action

**Create Project Task**

Creates a task in a PPM Express project with the field values you supply.

- Action

**Delete Project Task**

Deletes a task from a PPM Express project.

- Action

**Update Idea**

Updates the field values of an existing idea in PPM Express and returns the updated idea.

- Action

**Update Project**

Updates the fields of an existing project, including custom fields, and returns the updated project.

- Action

**Update Project Key Date**

Updates the field values of an existing key date in a PPM Express project.

- Action

**Update Project Task**

Updates field values on an existing task in a PPM Express project and returns the updated task.

- Action

**Add project file**

Uploads a file from a link and attaches it to a magicplan project. Returns the new project file record.

- Action

**Archive project**

Archives a magicplan project so it can no longer be modified, and returns the archived project.

- Action

**Create New Project**

Creates a new magicplan project for a workspace user, with optional team, address, and custom form answers.

- Action

**Delete project**

Permanently deletes a magicplan project and all its associated data.

- Action

**Delete project file**

Permanently deletes a file attached to a magicplan project.

- Action

**Find Files**

Returns the files attached to a magicplan project, optionally narrowed to files whose name contains the text you give.

- Action

**Get estimate**

Returns the full details of one estimate on a magicplan project, including its customer, company, line items and totals.

- Action

**Get project**

Returns the details of a magicplan project, including its plan, team, owner, address and timestamps.

- Action

**Get project plan**

Returns the floor plan of a magicplan project, including floors, rooms, objects, measurements and custom attributes.

- Action

**List estimates**

Returns all estimates on a magicplan project, with their names, numbers and statuses.

- Action

**List projects**

Returns the projects in your magicplan workspace, optionally filtered by name or assignee and sorted.

- Action

**Restore project**

Restores an archived magicplan project so it becomes active again, and returns the project's details.

- Action

**Update project**

Updates an existing magicplan project's name, description, address, custom forms or custom fields.

## Each app on its own

- [ **PPM Express** PPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing...](https://apiant.ai/connections/ppm-express)
- [ **magicplan** magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use...](https://apiant.ai/connections/magicplan)

Reviews

## What our customers say

## More from PPM Express

- [ **PPM Express to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ppm-express-to-salesforce)
- [ **PPM Express to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ppm-express-to-slack)
- [ **PPM Express to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ppm-express-to-stripe)
- [ **PPM Express to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ppm-express-to-shopify)
- [ **PPM Express to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/ppm-express-to-quickbooks-online)
- [ **PPM Express to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/ppm-express-to-trello)

## More into magicplan

- [ **HubSpot to magicplan** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-magicplan)
- [ **Salesforce to magicplan** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-magicplan)
- [ **Slack to magicplan** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-magicplan)
- [ **Google Sheets to magicplan** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-magicplan)
- [ **Gmail to magicplan** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-magicplan)
- [ **Google Calendar to magicplan** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-magicplan)

Questions

## PPM Express and magicplan, answered

###

### What can start an automation from PPM Express?

Any of PPM Express's 8 triggers in the catalog, including Idea Created, Key Date Created, Key Date Updated and Project Created. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in magicplan when something happens in PPM Express?

Any of magicplan's 13 actions, including Create New Project, Update project, Add project file and Find Files. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from magicplan to PPM Express?

magicplan has no triggers in the catalog today, so automations start in PPM Express. If you need the other direction, ask: your agent reads magicplan's API documentation and adds it.

###

### Do I have to build a connector for PPM Express or magicplan?

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 PPM Express and magicplan 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.
