--- title: "Connect ProjectManager and SOS Inventory - APIANT.ai" description: "When \"New Project\" fires in ProjectManager, your agent runs \"Add invoice\" in SOS Inventory." canonical: "https://apiant.ai/connect/projectmanager-to-sos-inventory" --- # Connect ProjectManager and SOS Inventory When **New Project** fires in [ProjectManager](https://apiant.ai/connections/projectmanager), your agent runs **Add invoice** in [SOS Inventory](https://apiant.ai/connections/sos-inventory), or **New Customer** in SOS Inventory to **Create Task** in ProjectManager. Describe the whole flow and it is built, tested on every scenario and kept running. ProjectManager **3** triggers ProjectManager **23** actions SOS Inventory **10** triggers SOS Inventory **26** 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 SOS Inventory 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 and SOS Inventory can do together ### From ProjectManager to SOS Inventory - When **New Project** in ProjectManager then **Add invoice** in SOS Inventory - When **New Task** in ProjectManager then **Add purchase order** in SOS Inventory ### From SOS Inventory to ProjectManager - When **New Customer** in SOS Inventory then **Create Task** in ProjectManager - When **New Estimate** in SOS Inventory then **Update Task** in 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 SOS Inventory ## Triggers and actions 13 triggers · 49 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 - Trigger **New Customer** Triggers when a new customer is created. - Trigger **New Estimate** - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New Item** - Trigger **New Purchase Order** Triggers when a new purchase order is created. - Trigger **New Sales Order** Triggers when a new sales order is created. - Trigger **New Sales Receipt** Triggers when a new sales receipt is created. - Trigger **New Shipment** Triggers when a new shipment is created. - Trigger **New Vendor** - Trigger **Updated Item Quantity** Triggers when an item quantity is updated. - Action **Add estimate** /api/v2/estimate. Creates an estimate. - Action **Add inventory adjustment** /api/v2/adjustment. Creates an inventory adjustment. - Action **Add invoice** /api/v2/invoice. Creates an invoice. - Action **Add item** /api/v2/item. Creates an item (inventory, non-inventory, service, assembly, kit etc.). - Action **Add purchase order** /api/v2/purchaseorder. Creates a purchase order. - Action **Add transfer** /api/v2/transfer. Creates an inventory transfer between locations. - Action **Add vendor** /api/v2/vendor. Creates a vendor. - Action **Create Customer** Creates a new customer - Action **Create Sales Order** Creates a new sales order - Action **Create Sales Receipt** Creates a new sales receipt - Action **Find Customer** Finds a customer - Action **Find Sales Order** Finds a sales order - Action **Find vendors** /api/v2/vendor with query filters. Searches vendors. - Action **Get customer** /api/v2/customer/{id}. Retrieves one customer by id. - Action **Get estimate** Returns one estimate by id, including its lines and custom fields. - Action **Get inventory adjustment** Returns one inventory adjustment by id, including its lines. - Action **Get invoice** Returns one invoice by id. - Action **Get item** /api/v2/item/{id}. Retrieves one item by id. - Action **Get purchase order** Returns one purchase order by id. - Action **Get sales order** /api/v2/salesorder/{id}. Retrieves one sales order. - Action **Get sales receipt** Returns one sales receipt by id, including its lines and custom fields. - Action **Get transfer** Retrieves a single inventory transfer by id, including its from/to locations and lines. - Action **List items** /api/v2/item. Lists items with query filters and paging. - Action **Update customer** /api/v2/customer/{id}. Updates a customer; requires syncToken. - Action **Update item** /api/v2/item/{id}. Updates an item; requires current syncToken. - Action **Update sales order** /api/v2/salesorder/{id}. Updates a sales order; requires syncToken. ## 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) - [ **SOS Inventory** SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and...](https://apiant.ai/connections/sos-inventory) 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 SOS Inventory - [ **HubSpot to SOS Inventory** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sos-inventory) - [ **Salesforce to SOS Inventory** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sos-inventory) - [ **Slack to SOS Inventory** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sos-inventory) - [ **Google Sheets to SOS Inventory** Google Sheets](https://apiant.ai/connect/google-sheets-to-sos-inventory) - [ **Gmail to SOS Inventory** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sos-inventory) - [ **Google Calendar to SOS Inventory** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sos-inventory) Questions ## ProjectManager and SOS Inventory, 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 SOS Inventory when something happens in ProjectManager? Any of SOS Inventory's 26 actions, including Create Customer, Create Sales Order, Create Sales Receipt and Update customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SOS Inventory to ProjectManager? Yes. When something happens in SOS Inventory, your agent can act in ProjectManager too. This page covers both directions: SOS Inventory's triggers and ProjectManager's actions are listed here as well. ### ### Do I have to build a connector for ProjectManager or SOS Inventory? 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 SOS Inventory 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.