--- title: "Connect ProjectManager to inFakt - APIANT.ai" description: "When \"New Project\" fires in ProjectManager, your agent runs \"Find Invoice\" in inFakt." canonical: "https://apiant.ai/connect/projectmanager-to-infakt" --- # Connect ProjectManager to inFakt When **New Project** fires in [ProjectManager](https://apiant.ai/connections/projectmanager), your agent runs **Find Invoice** in [inFakt](https://apiant.ai/connections/infakt). Describe the whole flow and it is built, tested on every scenario and kept running. ProjectManager **3** triggers ProjectManager **23** actions inFakt **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ProjectManager and inFakt 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 ProjectManager can start in inFakt - When **New Project** in ProjectManager then **Find Invoice** in inFakt - When **New Task** in ProjectManager then **Create Client** in inFakt 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 inFakt ## Triggers and actions 3 triggers · 35 actions - Trigger **New Project** Fires when a new project is created in the ProjectManager workspace. - Trigger **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 - Trigger **New User** Fires when a new user (resource) is added to the ProjectManager workspace. - Action **Create Project** Create a new project in your workspace - Action **Create Task** Creates a new task within a specified project - Action **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. - Action **Create User** Add a new user/resource in your account - Action **Get Account Information** Returns information about the current user including home URL, email, user ID and workspace name - Action **Get Project Details** Get the details of one specific project - Action **Get Project Priorities** Gets a list of all the priorities which can be applied to a project - Action **Get Project Statuses** Get all the statuses which can be applied to a project - Action **Get Task Details** Get the details of one specific task, you will need to know the task's unique ID - Action **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 - Action **Get Task Field Values** Get the value of each custom field applied to a specific task - Action **Get Task Priorities** Get all the priorities which can be applied to a task - Action **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 - Action **Get User Details** Get the details of one specific user/resource - Action **Get User Roles** Retrieves the list of user roles (privilege levels) defined in the ProjectManager workspace. - Action **Search Projects** Search through your active projects using various criteria, 100 results max - Action **Search Tasks** Search for tasks across your entire account, using various criteria, 100 results max - Action **Search Users** Search for workspace users/resources using various criteria, 100 results max - Action **Update Project** Update an existing project, empty fields will remain unchanged - Action **Update Task** Update an existing task, empty fields will remain unchanged - Action **Update Task Field Value** Update the value of a custom field for a specific task - Action **Update Timesheet Entry** Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry - Action **Update User** Update an existing user/resource, empty fields will remain unchanged - Action **Add Cost** Adds a cost to inFakt by uploading a scan or PDF of the cost document (PDF, JPG or PNG, up to 15 MB). The uploaded document appears on the costs list. - Action **Add Product** Creates a product in the inFakt product catalog. - Action **Create Client** Creates a new client in Infakt. Use this to add customers before invoicing or to import clients from external sources (CRM, spreadsheets, etc.). - Action **Delete Client** Deletes a client from your inFakt account. - Action **Find Client** Returns up to 100 inFakt clients matching the given company name, NIP, email or person name. - Action **Find Invoice** Returns the VAT invoices whose number exactly matches the specified invoice number. - Action **Get Client** Retrieves a single inFakt client (kontrahent) by its id, returning the full client record. - Action **Get Cost** Retrieves a single cost document (cost, document scan or internal evidence) from inFakt by its UUID. - Action **Get Product** Retrieves a single product from your inFakt product catalog by its ID. - Action **List Products** Returns all products in the inFakt account, optionally filtered by exact product name. - Action **Update Client** Updates an existing client in inFakt. Only the fields you fill in are changed; blank fields are left as they are. - Action **Update Product** Updates an existing product in inFakt. Only the fields you fill in are changed; the full updated product is returned. ## Each app on its own - [ **ProjectManager** ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to...](https://apiant.ai/connections/projectmanager) - [ **inFakt** inFakt is a Polish invoicing and accounting platform that lets you manage invoices, clients, and payments.](https://apiant.ai/connections/infakt) Reviews ## What our customers say ## More from ProjectManager - [ **ProjectManager to World News Api** REST API for searching global news articles with entity extraction, sentiment analysis, and geolocation...](https://apiant.ai/connect/projectmanager-to-world-news-api) - [ **ProjectManager to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/projectmanager-to-salesforce) - [ **ProjectManager to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/projectmanager-to-slack) - [ **ProjectManager to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/projectmanager-to-stripe) - [ **ProjectManager to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/projectmanager-to-shopify) - [ **ProjectManager to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/projectmanager-to-quickbooks-online) ## More into inFakt - [ **Pipedrive to inFakt** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-infakt) - [ **HubSpot to inFakt** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-infakt) - [ **Salesforce to inFakt** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-infakt) - [ **Slack to inFakt** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-infakt) - [ **Google Sheets to inFakt** Google Sheets](https://apiant.ai/connect/google-sheets-to-infakt) - [ **Gmail to inFakt** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-infakt) Questions ## ProjectManager and inFakt, 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 inFakt when something happens in ProjectManager? Any of inFakt's 12 actions, including Create Client, Update Client, Update Product and Add Cost. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from inFakt to ProjectManager? inFakt has no triggers in the catalog today, so automations start in ProjectManager. If you need the other direction, ask: your agent reads inFakt's API documentation and adds it. ### ### Do I have to build a connector for ProjectManager or inFakt? 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 inFakt 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.