Integration
Connect ProjectManager and QuickFile
When New Project fires in ProjectManager, your agent runs Convert estimate to invoice in QuickFile, or New Client in QuickFile to Create Task in ProjectManager. 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 QuickFile 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 ProjectManager and QuickFile can do together
From ProjectManager to QuickFile
When New Project in ProjectManager
then Convert estimate to invoice in QuickFile
From QuickFile to ProjectManager
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 QuickFile
Triggers and actions 5 triggers · 40 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
- New Client
Triggers when a new client is created in QuickFile.
- New Invoice
Triggers when a new invoice is created in QuickFile.
- Convert estimate to invoice
Converts an existing estimate into a new invoice in QuickFile.
- Create Client
Creates a new client (customer) in QuickFile with a default contact.
- Create Item
Creates an inventory item in QuickFile.
- Create Payment
Records a payment received from a QuickFile client.
- Create Supplier
Creates a new supplier in QuickFile.
- Delete Client
Deletes a QuickFile client by ID.
- Delete invoice
Deletes a QuickFile invoice, estimate or recurring invoice template, optionally keeping its payments as credits.
- Delete supplier
Deletes a supplier record from QuickFile.
- Find Clients
Searches QuickFile clients by company name, email or account reference.
- Find invoices
Returns QuickFile invoices, estimates or recurring profiles matching your search criteria such as client, invoice number, status, date or amount range (up to 200).
- Find Suppliers
Searches QuickFile suppliers by company name.
- Get Client
Returns one QuickFile client by ID.
- Get Invoice
Returns one QuickFile invoice, estimate or credit note by ID.
- Get invoice PDF
Returns a link to the PDF version of a QuickFile invoice or estimate.
- Get supplier
Returns a supplier's details and contacts from QuickFile by supplier ID.
- List Bank Accounts
Returns the bank accounts in your QuickFile account.
- Update Client
Updates an existing client's company details, address, VAT and invoicing preferences in QuickFile.
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
ProjectManager and QuickFile, 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 QuickFile when something happens in ProjectManager?
Any of QuickFile's 17 actions, including Create Client, Create Item, Create Payment and Create Supplier. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from QuickFile to ProjectManager?
Yes. When something happens in QuickFile, your agent can act in ProjectManager too. This page covers both directions: QuickFile's triggers and ProjectManager's actions are listed here as well.
Do I have to build a connector for ProjectManager or QuickFile?
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 QuickFile 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.