Integration
Connect Previsto to Mx Technologies
When something happens in Previsto, your agent does the next thing in Mx Technologies. Describe it 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 Previsto and Mx Technologies to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Previsto can start in Mx Technologies
When Completed Assignment in Previsto
then Add account in Mx Technologies
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 Previsto and Mx Technologies
Triggers and actions 5 triggers · 48 actions
- Completed Assignment
Triggers when an assignment is marked as completed in Previsto.
- Created Agreement
Triggers when a new service agreement is created in Previsto.
- Created Assignment
Triggers when a new assignment is created in Previsto.
- Created Contact
Triggers when a new contact is created in your Previsto account, and hands on that contact's details.
- Updated Contact
Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details.
- Create Agreement
Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.
- Create Assignment
Creates an assignment in Previsto for a customer and returns the created assignment.
- Create Contact
Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.
- Delete agreement
Deletes a service agreement from Previsto.
- Delete assignment
Deletes an assignment from Previsto.
- Delete contact
Deletes a contact from Previsto.
- Get account
Returns a single Previsto account, including its contact details, roles and location.
- Get agreement
Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.
- Get assignment
Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.
- Get contact
Returns a single Previsto contact, including its address, billing settings and notification preferences.
- List contacts
Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.
- Update agreement
Updates a service agreement in Previsto and returns the updated agreement.
- Update contact
Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.
- Add account
Creates a manual account for an MX user. Manual accounts sit under the Manual Institution member and never aggregate data from a financial institution.
- Add budget
Creates a budget for a category on an MX user.
- Add category
Create a custom category for a user.
- Add goal
Create a goal for a user.
- Add member
Create a member (connection between a user and a financial institution) to start aggregation.
- Add transaction
Creates a manual transaction on a manual account belonging to an MX user.
- Add user
Creates a new MX user. The returned user guid is what other MX actions (such as Add member) use to identify the user.
- Aggregate member
Starts an aggregation for a member, pulling the latest account and transaction data from the connected institution. MX may skip the aggregation if the data was updated recently.
- Delete account
Delete a manually created account.
- Delete budget
Deletes a budget belonging to an MX user.
- Delete category
Delete a custom category.
- Delete goal
Delete a goal.
- Delete member
Delete a member connection.
- Delete user
Delete a user.
- Get account
Read an account's attributes.
- Get budget
Retrieves a specific budget for an MX user.
- Get institution
Read an institution's attributes.
- Get member
Read a member's attributes and connection status.
- Get merchant
Returns information about a particular merchant, such as its logo, name, and website.
- Get transaction
Read a transaction's attributes.
- Get user
Retrieves the attributes of a specific MX user.
- List accounts
Lists all accounts belonging to an MX user. Returns up to 1000 accounts in one call.
- List categories
Lists all categories for an MX user, including default and custom categories.
- List goals
Lists all goals for an MX user.
- List institutions
Lists financial institutions available through MX, optionally filtered by name, country and supported product.
- List members
List all members belonging to a user.
- List merchants
Lists merchants in the MX system, optionally filtered by a name substring.
- List transactions
List all transactions for a user.
- Update account
Updates an account belonging to a member. Manual accounts can have every field updated; aggregated accounts only accept changes to Is Business, Is Hidden and Metadata.
- Update budget
Update a specific budget.
- Update category
Update a custom category.
- Update goal
Updates an existing savings or payoff goal for an MX user. Only the fields you fill in are changed.
- Update member
Updates a member's credentials, id, metadata, background aggregation setting or use cases. At least one value to update must be supplied.
- Update transaction
Update a transaction's category, description, or other editable attributes.
- Update user
Update a user's attributes.
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
Previsto and Mx Technologies, answered
What can start an automation from Previsto?
Any of Previsto's 5 triggers in the catalog, including Completed Assignment, Created Agreement, Created Assignment and Created Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Mx Technologies when something happens in Previsto?
Any of Mx Technologies's 35 actions, including Update account, Update budget, Update category and Update goal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Mx Technologies to Previsto?
Mx Technologies has no triggers in the catalog today, so automations start in Previsto. If you need the other direction, ask: your agent reads Mx Technologies's API documentation and adds it.
Do I have to build a connector for Previsto or Mx Technologies?
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.
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.