Integration
Connect PPM Express and Visible
When Idea Created fires in PPM Express, your agent runs Create or Update Contact in Visible, or New Metric in Visible to Create Project Task in PPM Express. 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 PPM Express and Visible 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 PPM Express and Visible can do together
From PPM Express to Visible
When Idea Created in PPM Express
then Create or Update Contact in Visible
When Key Date Created in PPM Express
then Create File Tag in Visible
From Visible to PPM Express
When New Metric in Visible
then Create Project Task in PPM Express
When New Portfolio Company in Visible
then Update Project Task in PPM Express
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 Visible
Triggers and actions 12 triggers · 40 actions
Trigger
Idea CreatedTriggers when a Idea is created.
Trigger
Key Date CreatedTriggers when a Key Date is created.
Trigger
Key Date UpdatedTriggers when a Key Date is updated.
Trigger
Project CreatedTriggers when a Project is created.
Trigger
Project UpdatedTriggers when a Project is updated.
Trigger
Task CreatedTriggers when a Task is created.
Trigger
Task DeletedTriggers when a Task is deleted.
Trigger
Task UpdatedTriggers when a Task is updated.
Action
Create IdeaCreates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields.
Action
Create ProjectCreates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio.
Action
Create Project Key DateCreates a key date (milestone) on a PPM Express project and returns the new key date.
Action
Create Project TaskCreates a task in a PPM Express project with the field values you supply.
Action
Delete Project TaskDeletes a task from a PPM Express project.
Action
Update IdeaUpdates the field values of an existing idea in PPM Express and returns the updated idea.
Action
Update ProjectUpdates the fields of an existing project, including custom fields, and returns the updated project.
Action
Update Project Key DateUpdates the field values of an existing key date in a PPM Express project.
Action
Update Project TaskUpdates field values on an existing task in a PPM Express project and returns the updated task.
Trigger
New MetricTriggers when a new metric is added in Visible.
Trigger
New Portfolio CompanyTriggers when a new portfolio company is added in Visible.
Trigger
New Portfolio FileTriggers when a new portfolio file is added in Visible.
Trigger
New Portfolio NoteTriggers when a new portfolio note is added in Visible.
Action
Create File TagCreates a file tag.
Action
Create MetricCreates a metric in a Visible company.
Action
Create NoteCreates a note attached to one or more contacts.
Action
Create or Update ContactCreates a contact, or updates the contact with the same email.
Action
Create Portfolio CompanyCreates a portfolio company profile.
Action
Create Portfolio FileFinalizes an uploaded file as a portfolio file.
Action
Create Portfolio File Upload RequestStarts a file upload for a portfolio company and returns the upload URL and form fields.
Action
Create Portfolio FolderCreates a portfolio folder.
Action
Create Portfolio NoteCreates a note on a portfolio company.
Action
Delete File TagDeletes a file tag.
Action
Delete Portfolio FileDeletes a portfolio file.
Action
Delete Portfolio FolderDeletes a portfolio folder.
Action
Get Portfolio FileReturns one portfolio file.
Action
Get Portfolio File Download URLReturns a temporary download URL for a portfolio file.
Action
List Contact ListsReturns a company's contact lists.
Action
List Data PointsReturns the data points of a metric.
Action
List File TagsReturns a company's file tags.
Action
List MetricsReturns the metrics of a Visible company.
Action
List Note TagsReturns a company's note tags.
Action
List Portfolio CompaniesReturns the portfolio companies of an investor company.
Action
List Portfolio FilesReturns a portfolio company's files.
Action
List Portfolio FoldersReturns a portfolio company's folders.
Action
List Portfolio NotesReturns the notes of a portfolio company.
Action
List Portfolio PropertiesReturns the custom portfolio properties of a company.
Action
List Portfolio Property OptionsReturns the options of a select property.
Action
List Portfolio Property ValuesReturns a portfolio company's property values.
Action
Set Value for MetricSets or replaces a metric's value for a date.
Action
Update File TagRenames a file tag.
Action
Update Portfolio CompanyUpdates a portfolio company profile.
Action
Update Portfolio FileRenames, moves or retags a portfolio file.
Action
Update Portfolio FolderRenames a portfolio folder.
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
PPM Express and Visible, 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 Visible when something happens in PPM Express?
Any of Visible's 31 actions, including Create File Tag, Create Metric, Create Note and Create or Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Visible to PPM Express?
Yes. When something happens in Visible, your agent can act in PPM Express too. This page covers both directions: Visible's triggers and PPM Express's actions are listed here as well.
Do I have to build a connector for PPM Express or Visible?
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 Visible 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.