Integration
Connect ProjectManager and Visible
When New Project fires in ProjectManager, your agent runs Create or Update Contact in Visible, or New Metric in Visible 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 Visible 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 Visible can do together
From ProjectManager to Visible
When New Project in ProjectManager
then Create or Update Contact in Visible
When New Task in ProjectManager
then Create File Tag in Visible
From Visible to ProjectManager
When New Metric in Visible
then Create Task in ProjectManager
When New Portfolio Company in Visible
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 Visible
Triggers and actions 7 triggers · 54 actions
Trigger
New ProjectFires when a new project is created in the ProjectManager workspace.
Trigger
New TaskTriggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project
Trigger
New UserFires when a new user (resource) is added to the ProjectManager workspace.
Action
Create ProjectCreate a new project in your workspace
Action
Create TaskCreates a new task within a specified project
Action
Create Timesheet EntryCreate 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 UserAdd a new user/resource in your account
Action
Get Account InformationReturns information about the current user including home URL, email, user ID and workspace name
Action
Get Project DetailsGet the details of one specific project
Action
Get Project PrioritiesGets a list of all the priorities which can be applied to a project
Action
Get Project StatusesGet all the statuses which can be applied to a project
Action
Get Task DetailsGet the details of one specific task, you will need to know the task's unique ID
Action
Get Task FieldsGet 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 ValuesGet the value of each custom field applied to a specific task
Action
Get Task PrioritiesGet 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 DetailsGet the details of one specific user/resource
Action
Get User RolesRetrieves the list of user roles (privilege levels) defined in the ProjectManager workspace.
Action
Search ProjectsSearch through your active projects using various criteria, 100 results max
Action
Search TasksSearch for tasks across your entire account, using various criteria, 100 results max
Action
Search UsersSearch for workspace users/resources using various criteria, 100 results max
Action
Update ProjectUpdate an existing project, empty fields will remain unchanged
Action
Update TaskUpdate an existing task, empty fields will remain unchanged
Action
Update Task Field ValueUpdate the value of a custom field for a specific task
Action
Update Timesheet EntryUpdate an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry
Action
Update UserUpdate an existing user/resource, empty fields will remain unchanged
Trigger
New MetricTriggers when a new metric is added in Visible.
Trigger
New Portfolio CompanyTriggers when a new portfolio company is added in Visible.
Trigger
New Portfolio FileTriggers when a new portfolio file is added in Visible.
Trigger
New Portfolio NoteTriggers when a new portfolio note is added in Visible.
Action
Create File TagCreates a file tag.
Action
Create MetricCreates a metric in a Visible company.
Action
Create NoteCreates a note attached to one or more contacts.
Action
Create or Update ContactCreates a contact, or updates the contact with the same email.
Action
Create Portfolio CompanyCreates a portfolio company profile.
Action
Create Portfolio FileFinalizes an uploaded file as a portfolio file.
Action
Create Portfolio File Upload RequestStarts a file upload for a portfolio company and returns the upload URL and form fields.
Action
Create Portfolio FolderCreates a portfolio folder.
Action
Create Portfolio NoteCreates a note on a portfolio company.
Action
Delete File TagDeletes a file tag.
Action
Delete Portfolio FileDeletes a portfolio file.
Action
Delete Portfolio FolderDeletes a portfolio folder.
Action
Get Portfolio FileReturns one portfolio file.
Action
Get Portfolio File Download URLReturns a temporary download URL for a portfolio file.
Action
List Contact ListsReturns a company's contact lists.
Action
List Data PointsReturns the data points of a metric.
Action
List File TagsReturns a company's file tags.
Action
List MetricsReturns the metrics of a Visible company.
Action
List Note TagsReturns a company's note tags.
Action
List Portfolio CompaniesReturns the portfolio companies of an investor company.
Action
List Portfolio FilesReturns a portfolio company's files.
Action
List Portfolio FoldersReturns a portfolio company's folders.
Action
List Portfolio NotesReturns the notes of a portfolio company.
Action
List Portfolio PropertiesReturns the custom portfolio properties of a company.
Action
List Portfolio Property OptionsReturns the options of a select property.
Action
List Portfolio Property ValuesReturns a portfolio company's property values.
Action
Set Value for MetricSets or replaces a metric's value for a date.
Action
Update File TagRenames a file tag.
Action
Update Portfolio CompanyUpdates a portfolio company profile.
Action
Update Portfolio FileRenames, moves or retags a portfolio file.
Action
Update Portfolio FolderRenames a portfolio folder.
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
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Questions
ProjectManager and Visible, 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 Visible when something happens in ProjectManager?
Any of Visible's 31 actions, including Create File Tag, Create Metric, Create Note and Create or Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Visible to ProjectManager?
Yes. When something happens in Visible, your agent can act in ProjectManager too. This page covers both directions: Visible's triggers and ProjectManager's actions are listed here as well.
Do I have to build a connector for ProjectManager or Visible?
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 Visible 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.