Integration
Connect ProjectManager to Eagle Doc
When New Project fires in ProjectManager, your agent runs Process Invoices in Eagle Doc. 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 ProjectManager and Eagle Doc 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 ProjectManager can start in Eagle Doc
When New Project in ProjectManager
then Process Invoices in Eagle Doc
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 ProjectManager and Eagle Doc
Triggers and actions 3 triggers · 31 actions
- New Project
Fires when a new project is created in the ProjectManager workspace.
- New Task
Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project
- New User
Fires when a new user (resource) is added to the ProjectManager workspace.
- Create Project
Create a new project in your workspace
- Create Task
Creates a new task within a specified project
- Create Timesheet Entry
Create a single timesheet entry. A timesheet entry is the number of hours spent by a person on a task on a specific day. There can only be one entry per person/task/day, trying to add a second entry will give a conflict error, however you can use the timesheet-update action to increase the number of hours logged for an existing timesheet entry.
- Create User
Add a new user/resource in your account
- Get Account Information
Returns information about the current user including home URL, email, user ID and workspace name
- Get Project Details
Get the details of one specific project
- Get Project Priorities
Gets a list of all the priorities which can be applied to a project
- Get Project Statuses
Get all the statuses which can be applied to a project
- Get Task Details
Get the details of one specific task, you will need to know the task's unique ID
- Get Task Fields
Get all the custom fields which can be applied to the tasks in a specific project, each project has different custom fields so you will need to provide a ProjectID with this action
- Get Task Field Values
Get the value of each custom field applied to a specific task
- Get Task Priorities
Get all the priorities which can be applied to a task
- Get Task Statuses (Columns)
Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses
- Get User Details
Get the details of one specific user/resource
- Get User Roles
Retrieves the list of user roles (privilege levels) defined in the ProjectManager workspace.
- Search Projects
Search through your active projects using various criteria, 100 results max
- Search Tasks
Search for tasks across your entire account, using various criteria, 100 results max
- Search Users
Search for workspace users/resources using various criteria, 100 results max
- Update Project
Update an existing project, empty fields will remain unchanged
- Update Task
Update an existing task, empty fields will remain unchanged
- Update Task Field Value
Update the value of a custom field for a specific task
- Update Timesheet Entry
Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry
- Update User
Update an existing user/resource, empty fields will remain unchanged
- Extract signature
Detect and extract signature(s) from a document via the Signature Extraction API.
- Get usage
Retrieve current API usage/quota (pages processed, plan limits) via the Usage Check API.
- Process any document
Extract structured data from an arbitrary/custom document type via the Any Document OCR API. Universal extraction with no template/training required.
- Process bank statement
Extract structured transaction data from a bank statement document via the Finance OCR API. Returns parsed transaction line items.
- Process document batch
Submit multiple documents for OCR extraction in a single batch call via the Document Batch OCR API.
- Process Invoices
Processes an invoice image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.
- Process Receipts
Processes a receipt image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.
- Split document
Split a multi-document PDF/image into individual documents via the Any Document Split API.
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 ProjectManager
ProjectManager to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
ProjectManager to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ProjectManager to StripeStripe is a payment processing platform for online businesses.
ProjectManager to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
ProjectManager to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
ProjectManager to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Eagle Doc
HubSpot to Eagle DocHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Eagle DocGoogle Sheets
Gmail to Eagle DocGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
ProjectManager and Eagle Doc, answered
What can start an automation from ProjectManager?
Any of ProjectManager's 3 triggers in the catalog, including New Project, New Task and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Eagle Doc when something happens in ProjectManager?
Any of Eagle Doc's 8 actions, including Extract signature, Get usage, Process any document and Process bank statement. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Eagle Doc to ProjectManager?
Eagle Doc has no triggers in the catalog today, so automations start in ProjectManager. If you need the other direction, ask: your agent reads Eagle Doc's API documentation and adds it.
Do I have to build a connector for ProjectManager or Eagle Doc?
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.