Integration
Connect Projectworks to SquaredUp
When New Leave Request fires in Projectworks, your agent runs Add alerting channel in SquaredUp. 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 SquaredUp 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 SquaredUp
When New Leave Request in Projectworks
then Add alerting channel in SquaredUp
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 SquaredUp
Triggers and actions 1 trigger · 41 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 alerting channel
Creates a new alerting channel (such as a webhook, Slack or email destination) that SquaredUp can send monitor notifications to.
- Add dashboard
Creates a new dashboard in a SquaredUp workspace.
- Add workspace
Creates a new SquaredUp workspace and returns its id.
- Delete dashboard
Deletes a SquaredUp dashboard.
- Delete workspace
Deletes a SquaredUp workspace.
- Get dashboard
Returns a SquaredUp dashboard, including its name, workspace, timeframe and content.
- Get workspace
Returns a SquaredUp workspace by its id, including its name and properties.
- List alerting channels
Returns all alerting channels configured in your SquaredUp organization.
- List dashboards
Returns all dashboards in the SquaredUp organization.
- List workspaces
Returns all workspaces in your SquaredUp organization.
- Update dashboard
Updates an existing SquaredUp dashboard's name, default timeframe or content.
- Update workspace
Updates an existing SquaredUp workspace's name, description, type, tags, linked data sources and workspaces, and sharing settings.
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
More from Projectworks
Projectworks to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Projectworks to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Projectworks to StripeStripe is a payment processing platform for online businesses.
Projectworks to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Projectworks to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Projectworks to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into SquaredUp
HubSpot to SquaredUpHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to SquaredUpGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SquaredUpGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SquaredUpGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Projectworks and SquaredUp, 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 SquaredUp when something happens in Projectworks?
Any of SquaredUp's 12 actions, including Update dashboard, Update workspace, Add alerting channel and Add dashboard. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SquaredUp to Projectworks?
SquaredUp has no triggers in the catalog today, so automations start in Projectworks. If you need the other direction, ask: your agent reads SquaredUp's API documentation and adds it.
Do I have to build a connector for Projectworks or SquaredUp?
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 SquaredUp 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.