Integration
Connect ProjectManager to Federal Reserve Market Data
When New Project fires in ProjectManager, your agent runs Find agency MBS operations in Federal Reserve Market Data. 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 Federal Reserve Market Data 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 ProjectManager can start in Federal Reserve Market Data
When New Project in ProjectManager
then Find agency MBS operations in Federal Reserve Market Data
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 Federal Reserve Market Data
Triggers and actions 3 triggers · 36 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
- Find agency MBS operations
Finds agency mortgage-backed securities (AMBS) operation results from the New York Fed, filtered by operation type, date range, security method, CUSIP or security description.
- Find FX swap operations
Returns Federal Reserve central bank liquidity swap operations matching a date range and optional counterparties.
- Find reference rates by date range
Returns the New York Fed's secured and unsecured reference rates (SOFR, EFFR, OBFR, TGCR, BGCR) or volumes published between two dates.
- Find securities lending operations
Searches Federal Reserve securities lending operation results and extensions by date range, CUSIP or security description.
- Find Treasury securities operations
Searches the New York Fed's Treasury securities purchase and sale operations by date range, security type, CUSIP or description.
- Get agency holdings by as of date
Returns the Federal Reserve's SOMA agency securities holdings (agency debt, MBS and CMBS) as of a given weekly date.
- Get primary dealer market share
Returns the latest primary dealer market share statistics, either for the most recent quarter or year-to-date, broken down by security type and dealer quintile.
- Get primary dealer survey by time series
Returns Primary Dealer Statistics survey values for one or more time series across all series breaks.
- Get SOMA holdings summary
Returns the System Open Market Account (SOMA) holdings totals by security type (bills, notes and bonds, TIPS, FRNs, MBS, CMBS, agencies) for each as-of date.
- Get Treasury holdings by as of date
Returns the Treasury securities held in the Fed's System Open Market Account (SOMA) on a given as-of date, with CUSIP, maturity, par value and security type for each.
- List latest rates by type
Returns the most recently published secured or unsecured reference rates from the New York Fed.
- List reference rates
Returns the most recently published secured and unsecured reference rates (SOFR, BGCR, TGCR, EFFR, OBFR and the SOFR averages and index).
- List SOMA as of dates
Returns the list of all as-of dates for which System Open Market Account (SOMA) holdings data is available.
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
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Questions
ProjectManager and Federal Reserve Market Data, 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 Federal Reserve Market Data when something happens in ProjectManager?
Any of Federal Reserve Market Data's 13 actions, including Find agency MBS operations, Find FX swap operations, Find reference rates by date range and Find securities lending operations. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Federal Reserve Market Data to ProjectManager?
Federal Reserve Market Data has no triggers in the catalog today, so automations start in ProjectManager. If you need the other direction, ask: your agent reads Federal Reserve Market Data's API documentation and adds it.
Do I have to build a connector for ProjectManager or Federal Reserve Market Data?
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 ProjectManager and Federal Reserve Market Data 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.