App

Birdview PSA integrations

Connect Birdview PSA to any other app, or use it from your AI client over MCP. Birdview PSA is an all-in-one platform for professional services, enabling seamless resource, project, and finance planning, management, and forecasting.

Connects with a tokenbirdviewpsa.com
2 triggers7 actions

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 to automate with Birdview PSA?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

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)
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)
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)

Popular

Birdview PSA with the apps people pair it with most

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What your agent can do with Birdview PSA

Triggers and actions 2 triggers · 7 actions

  • Trigger
    New Project

    Triggers when a new project is created in Birdview.

  • Trigger
    Updated Project

    Triggers when a project is updated in Birdview PSA, returning the latest version of the project.

  • Action
    Create Activity

    Creates a new activity (task) in a Birdview project and returns the created activity.

  • Action
    Create Project

    Creates a new project in Birdview PSA and returns the created project record.

  • Action
    Create Project (With Custom Fields)

    Creates a project in Birdview PSA, including values for your account's custom project fields.

  • Action
    Find Project

    Finds projects in Birdview by name and other filters, returning the matching projects and the first match.

  • Action
    Post Activity Message

    Posts a message to an activity (task) in Birdview, optionally requesting approval from users and attaching existing files.

  • Action
    Post Project Message

    Posts a message to a Birdview project's discussion, optionally requesting approval from users or attaching files.

  • Action
    Update Activity

    Updates an existing activity (task) in Birdview PSA. Fields left blank keep their current values.

Reviews

What our customers say

Questions

Birdview PSA, answered

Is there a Birdview PSA MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Birdview PSA. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use Birdview PSA. Nothing to install.

What can start an automation from Birdview PSA?

Any of Birdview PSA's 2 triggers in the catalog, including New Project and Updated Project. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Birdview PSA?

Any of Birdview PSA's 7 actions, including Create Activity, Create Project, Create Project (With Custom Fields) and Post Activity Message. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can Birdview PSA connect to?

Any app in the catalog; the list on this page pairs Birdview PSA with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.