Integration
Connect Projectworks to Act!
When New Leave Request fires in Projectworks, your agent runs Add Contact in Act!. 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 Projectworks and Act! 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 Projectworks can start in Act!
When New Leave Request in Projectworks
then Add Contact in Act!
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 Projectworks and Act!
Triggers and actions 1 trigger · 55 actions
- New Leave Request
Triggers when a new leave request is created.
- Add expense claim
Creates an expense claim against a project and module for a user, optionally with an attached receipt file.
- Add task
Creates a task under a budget (module) of a Projectworks project.
- Create Budget
Creates a budget (module) on a project.
- Create Company
Creates a new client company.
- Create Leave
Creates a leave request for a user for one day.
- Create Project
Creates a new project.
- Create Timecode
Creates a timecode (task) on a project.
- Create Timesheet Entry
Creates a timesheet entry.
- Delete task
Deletes a task from a Projectworks project.
- Find ClientID
Finds a client company by name or external reference.
- Find CurrencyID
Finds a currency by its name or code.
- Find GLCode ID
Finds a GL code by its code or description.
- Find ModuleID
Finds a budget (module) by name or external reference.
- Find OfficeID
Finds an office by name or external reference.
- Find ProjectID
Finds a project by name, number or external reference.
- Find TaskID
Finds a timecode (task) by name or external reference.
- Find UserID
Finds a user by name, email address or external reference.
- Get Budgets
Returns a list of budgets (modules).
- Get Clients
Returns a list of client companies.
- Get Leave Statuses
Returns the list of leave statuses.
- Get Offices
Returns a list of offices.
- Get Projects
Returns a list of projects.
- Get Timecodes
Returns a list of timecodes (tasks).
- Get Timesheet Entries
Returns a list of timesheet entries.
- Get Users
Returns a list of users.
- List tasks
Returns tasks in Projectworks, optionally filtered by project, budget, user, name, external reference or last-modified date.
- Set Resourcing
Sets the resourcing for a person on a project on a given day.
- Update CustomFieldValue
Sets the value of a custom field on a record.
- Update Timesheet Entry
Updates a timesheet entry.
- Add Activity
Schedules an activity (call, meeting or to-do) in Act!, optionally linked to a contact.
- Add Company
Creates a new company in Act!.
- Add Contact
Creates a new contact in your Act! database.
- Add Group
Creates a new group in Act!.
- Add History
Records a history item (a logged interaction) in Act!, optionally on a contact.
- Add Note
Adds a note in Act!, optionally attached to a contact.
- Add Opportunity
Creates a new sales opportunity in Act!.
- Delete company
Deletes an existing company from your Act! database.
- Delete Contact
Deletes an Act! contact by its ID.
- Delete group
Deletes an existing group in Act!.
- Delete note
Deletes an existing note in Act!.
- Delete opportunity
Deletes an opportunity from your Act! database.
- Find Company
Finds companies in Act! by exact name.
- Find Contact
Finds contacts in Act! by email address.
- Find Group
Finds groups in Act! by exact name.
- Get company
Returns a single Act! company by its ID, including its addresses, contact details and custom fields.
- Get Contact
Returns one Act! contact by its ID.
- Get group
Returns a single Act! group by its ID, including its name, description, address, contact count and custom fields.
- Get opportunity
Returns a single Act! opportunity by its ID, including its stage, status, totals, associated contacts, companies and groups, and custom fields.
- List companies
Returns the companies in your Act! database, optionally filtered and sorted.
- List contacts
Returns contacts from your Act! database, optionally filtered and sorted.
- Update company
Updates an existing company in Act!, changing only the fields you fill in.
- Update Contact
Updates the fields you supply on an existing Act! contact.
- Update group
Updates an existing Act! group's name, description, parent group, privacy, record manager, address or custom fields. Fields left blank are not changed.
- Update note
Updates an existing Act! note's text, type, display date, privacy, or linked contacts, companies, groups and opportunities. Fields left blank keep their current values.
- Update Opportunity
Updates the fields you supply on an existing Act! opportunity.
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
Projectworks and Act!, answered
What can start an automation from Projectworks?
Any of Projectworks's 1 trigger in the catalog, including New Leave Request. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Act! when something happens in Projectworks?
Any of Act!'s 26 actions, including Update company, Update Contact, Update group and Update note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Act! to Projectworks?
Act! has no triggers in the catalog today, so automations start in Projectworks. If you need the other direction, ask: your agent reads Act!'s API documentation and adds it.
Do I have to build a connector for Projectworks or Act!?
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 Projectworks and Act! 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.