# Connect Saasu and Teamwork When **New Contact** fires in [Saasu](https://apiant.ai/connections/saasu), your agent runs **Add Message** in [Teamwork](https://apiant.ai/connections/teamwork), or **New Company** in Teamwork to **Add company** in Saasu. Describe the whole flow and it is built, tested on every scenario and kept running. Saasu **1** trigger Saasu **21** actions Teamwork **6** triggers Teamwork **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Saasu and Teamwork to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Saasu and Teamwork can do together ### From Saasu to Teamwork - When **New Contact** in Saasu then **Add Message** in Teamwork - When **New Contact** in Saasu then **Create Task** in Teamwork ### From Teamwork to Saasu - When **New Company** in Teamwork then **Add company** in Saasu - When **New Milestone** in Teamwork then **Create Contact** in Saasu 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 Saasu and Teamwork ## Triggers and actions 7 triggers · 43 actions - Trigger **New Contact** Triggers when a new contact is added to your Saasu file. - Action **Add activity** Creates an activity (task, call, meeting, note) in your Saasu file, optionally attached to a contact or transaction. - Action **Add company** Creates a company record in Saasu. - Action **Add item** Creates an inventory or combo item in Saasu. - Action **Add journal** Creates a manual journal entry with debit and credit lines in a Saasu file. - Action **Create Contact** Creates a new contact (person) in your Saasu file and returns its id. - Action **Create Item Invoice** Creates an item-layout invoice, quote or order in Saasu with inventory item line items. - Action **Create Service Invoice** Creates a service-layout sale or purchase invoice in Saasu, with line items described by account and amount. - Action **Delete contact** Deletes a contact from your Saasu file. - Action **Delete invoice** Deletes a sale or purchase invoice from the Saasu file. - Action **Delete item** Deletes an inventory item from the Saasu file. - Action **Email invoice** Emails a Saasu invoice to the email address you specify. - Action **Find accounts** Returns the accounts in your Saasu chart of accounts, filtered by type, status, bank-account flag or header account. - Action **Find companies** Returns the companies in your Saasu file whose name matches, optionally limited to a last-modified date range. - Action **Find Contact** Finds Saasu contacts matching an email, name, company or other criteria and returns the matching contacts. - Action **Find items** Returns the inventory and combo items whose code or description matches the search text. - Action **Get contact** Returns a single Saasu contact by its ID. - Action **Get invoice** Returns a single Saasu invoice (sale or purchase) by its ID, including line items and totals. - Action **Get journal** Returns a single journal transaction, including its date, reference, summary and journal line items. - Action **Update contact** Updates an existing contact in Saasu, such as their name, email, phone numbers, addresses and customer/supplier flags. - Action **Update invoice** Updates an existing Saasu sale or purchase invoice, replacing its details and line items. - Action **Update item** Updates an existing inventory or combo item in Saasu, such as its code, description, prices, accounts and tax codes. - Trigger **New Company** Triggered when a new company is added. - Trigger **New Milestone** Triggered when a new milestone is added. - Trigger **New Person** Triggered when a new person is added. - Trigger **New Project** Triggered when a new project is added. - Trigger **New Task** Triggered when a new task is added. - Trigger **New Time Entry** Triggered when a new time entry is added. - Action **Add Company** Creates a new company. - Action **Add Message** Adds a message to the specified project. - Action **Add Milestone** Adds a new milestone to the specified project. - Action **Add Time Entry** Logs a time entry against the specified task. - Action **Complete Task** Marks a task as complete. - Action **Create Project** Adds a new project. - Action **Create Task** Adds a new task to the specified task list. - Action **Create Task List** Creates a new task list in the specified project. - Action **Delete Project** Deletes a project by ID. - Action **Delete Task** Deletes a task by ID. - Action **Get Project** Returns a single project by ID. - Action **Get Task** Returns a single task by ID. - Action **List Companies** Returns all companies on the site. - Action **List Milestones** Returns all milestones on the site. - Action **List People** Returns all people on the site. - Action **List Projects** Returns all projects on the Teamwork site. - Action **List Task Lists** Returns all task lists in the specified project. - Action **List Tasks** Returns all tasks across the site. - Action **List Tasks in Project** Returns all tasks in the specified project. - Action **List Time Entries** Returns time entries across the site. - Action **Update Project** Updates an existing project. - Action **Update Task** Updates an existing task. ## Each app on its own - [ **Saasu** Fast, simple online accounting for small business that includes cashflow, invoicing, inventory, payroll and...](https://apiant.ai/connections/saasu) - [ **Teamwork** Project management software that lets you own the big picture — manage projects, tasks, milestones, time...](https://apiant.ai/connections/teamwork) Reviews ## What our customers say ## More from Saasu - [ **Saasu to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/saasu-to-salesforce) - [ **Saasu to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/saasu-to-slack) - [ **Saasu to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/saasu-to-stripe) - [ **Saasu to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/saasu-to-shopify) - [ **Saasu to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/saasu-to-trello) - [ **Saasu to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/saasu-to-zoom) ## More into Teamwork - [ **Slack to Teamwork** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teamwork) - [ **Gmail to Teamwork** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teamwork) - [ **Mailchimp to Teamwork** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-teamwork) - [ **Stripe to Teamwork** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-teamwork) - [ **Shopify to Teamwork** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-teamwork) - [ **Pipedrive to Teamwork** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-teamwork) Questions ## Saasu and Teamwork, answered ### ### What can start an automation from Saasu? Any of Saasu's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Teamwork when something happens in Saasu? Any of Teamwork's 22 actions, including Create Project, Create Task, Create Task List and Update Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Teamwork to Saasu? Yes. When something happens in Teamwork, your agent can act in Saasu too. This page covers both directions: Teamwork's triggers and Saasu's actions are listed here as well. ### ### Do I have to build a connector for Saasu or Teamwork? 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. ### ### 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.