--- title: "Birdview PSA integrations and MCP server - APIANT.ai" description: "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..." canonical: "https://apiant.ai/connections/birdview-psa" --- # 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 token [birdviewpsa.com](https://birdviewpsa.com/) **2** triggers **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Birdview PSA? Give your AI client this address. `https://mcp.apiant.ai` One 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.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) Popular ## Birdview PSA with the apps people pair it with most - [ **Birdview PSA to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/birdview-psa-to-hubspot) - [ **Birdview PSA to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/birdview-psa-to-salesforce) - [ **Birdview PSA to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/birdview-psa-to-slack) - [ **Birdview PSA to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/birdview-psa-to-google-sheets) - [ **Birdview PSA to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/birdview-psa-to-gmail) - [ **Birdview PSA to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/birdview-psa-to-google-calendar) - [ **Birdview PSA to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/birdview-psa-to-google-drive) - [ **Birdview PSA to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/birdview-psa-to-mailchimp) Pair it ## Connect Birdview PSA with another app - [ **Birdview PSA to HubSpot**](https://apiant.ai/connect/birdview-psa-to-hubspot) - [ **Birdview PSA to Salesforce**](https://apiant.ai/connect/birdview-psa-to-salesforce) - [ **Birdview PSA to Slack**](https://apiant.ai/connect/birdview-psa-to-slack) - [ **Birdview PSA to Google Sheets**](https://apiant.ai/connect/birdview-psa-to-google-sheets) - [ **Birdview PSA to Gmail**](https://apiant.ai/connect/birdview-psa-to-gmail) - [ **Birdview PSA to Google Calendar**](https://apiant.ai/connect/birdview-psa-to-google-calendar) - [ **Birdview PSA to Google Drive**](https://apiant.ai/connect/birdview-psa-to-google-drive) - [ **Birdview PSA to Mailchimp**](https://apiant.ai/connect/birdview-psa-to-mailchimp) - [ **Birdview PSA to Stripe**](https://apiant.ai/connect/birdview-psa-to-stripe) - [ **Birdview PSA to Shopify**](https://apiant.ai/connect/birdview-psa-to-shopify) - [ **Birdview PSA to QuickBooks Online**](https://apiant.ai/connect/birdview-psa-to-quickbooks-online) - [ **Birdview PSA to Pipedrive**](https://apiant.ai/connect/birdview-psa-to-pipedrive) - [ **ActiveCampaign to Birdview PSA**](https://apiant.ai/connect/activecampaign-to-birdview-psa) - [ **Birdview PSA to Notion**](https://apiant.ai/connect/birdview-psa-to-notion) - [ **Airtable to Birdview PSA**](https://apiant.ai/connect/airtable-to-birdview-psa) - [ **Birdview PSA to Trello**](https://apiant.ai/connect/birdview-psa-to-trello) - [ **Asana to Birdview PSA**](https://apiant.ai/connect/asana-to-birdview-psa) - [ **Birdview PSA to JIRA**](https://apiant.ai/connect/birdview-psa-to-jira) - [ **Birdview PSA to ClickUp**](https://apiant.ai/connect/birdview-psa-to-clickup) - [ **Birdview PSA to Zoom**](https://apiant.ai/connect/birdview-psa-to-zoom) - [ **Birdview PSA to Discord**](https://apiant.ai/connect/birdview-psa-to-discord) - [ **Birdview PSA to Twilio**](https://apiant.ai/connect/birdview-psa-to-twilio) - [ **Birdview PSA to SendGrid**](https://apiant.ai/connect/birdview-psa-to-sendgrid) - [ **Birdview PSA to Outlook**](https://apiant.ai/connect/birdview-psa-to-outlook) - [ **Birdview PSA to Intercom**](https://apiant.ai/connect/birdview-psa-to-intercom) - [ **Birdview PSA to Freshdesk**](https://apiant.ai/connect/birdview-psa-to-freshdesk) - [ **Birdview PSA to Klaviyo**](https://apiant.ai/connect/birdview-psa-to-klaviyo) - [ **Birdview PSA to Brevo**](https://apiant.ai/connect/birdview-psa-to-brevo) - [ **Birdview PSA to Typeform**](https://apiant.ai/connect/birdview-psa-to-typeform) - [ **Birdview PSA to JotForm**](https://apiant.ai/connect/birdview-psa-to-jotform) - [ **Birdview PSA to Calendly**](https://apiant.ai/connect/birdview-psa-to-calendly) - [ **Birdview PSA to PandaDoc**](https://apiant.ai/connect/birdview-psa-to-pandadoc) - [ **Birdview PSA to Webflow**](https://apiant.ai/connect/birdview-psa-to-webflow) - [ **Birdview PSA to Wix**](https://apiant.ai/connect/birdview-psa-to-wix) - [ **Birdview PSA to LinkedIn**](https://apiant.ai/connect/birdview-psa-to-linkedin) - [ **Birdview PSA to Facebook**](https://apiant.ai/connect/birdview-psa-to-facebook) - [ **Birdview PSA to Instagram**](https://apiant.ai/connect/birdview-psa-to-instagram) - [ **Birdview PSA to OpenAI**](https://apiant.ai/connect/birdview-psa-to-openai) - [ **Birdview PSA to Anthropic**](https://apiant.ai/connect/birdview-psa-to-anthropic) - [ **Birdview PSA to OneDrive**](https://apiant.ai/connect/birdview-psa-to-onedrive) - [ **Birdview PSA to Google Docs**](https://apiant.ai/connect/birdview-psa-to-google-docs) - [ **Birdview PSA to Ontraport**](https://apiant.ai/connect/birdview-psa-to-ontraport) - [ **Birdview PSA to Freshworks CRM**](https://apiant.ai/connect/birdview-psa-to-freshworks-crm) - [ **Birdview PSA to GoHighLevel**](https://apiant.ai/connect/birdview-psa-to-gohighlevel) - [ **Birdview PSA to Capsule CRM**](https://apiant.ai/connect/birdview-psa-to-capsule-crm) - [ **Birdview PSA to Copper**](https://apiant.ai/connect/birdview-psa-to-copper) - [ **Birdview PSA to Streak**](https://apiant.ai/connect/birdview-psa-to-streak) - [ **Birdview PSA to NetHunt CRM**](https://apiant.ai/connect/birdview-psa-to-nethunt-crm) - [ **Birdview PSA to MINDBODY**](https://apiant.ai/connect/birdview-psa-to-mindbody) - [ **Birdview PSA to Supabase**](https://apiant.ai/connect/birdview-psa-to-supabase) - [ **Birdview PSA to PostgreSQL**](https://apiant.ai/connect/birdview-psa-to-postgresql) - [ **Birdview PSA to MySQL**](https://apiant.ai/connect/birdview-psa-to-mysql) - [ **Birdview PSA to Vercel**](https://apiant.ai/connect/birdview-psa-to-vercel) - [ **Birdview PSA to ElevenLabs**](https://apiant.ai/connect/birdview-psa-to-elevenlabs) - [ **Birdview PSA to PagerDuty**](https://apiant.ai/connect/birdview-psa-to-pagerduty) - [ **Birdview PSA to Pushover**](https://apiant.ai/connect/birdview-psa-to-pushover) - [ **Birdview PSA to Gravity Forms**](https://apiant.ai/connect/birdview-psa-to-gravity-forms) - [ **Birdview PSA to HubSpot Enterprise**](https://apiant.ai/connect/birdview-psa-to-hubspot-enterprise) - [ **Birdview PSA to Google Forms**](https://apiant.ai/connect/birdview-psa-to-google-forms) - [ **Birdview PSA to Facebook Lead Ads**](https://apiant.ai/connect/birdview-psa-to-facebook-lead-ads) 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 and sign in once in your browser. Your client can then run Birdview PSA actions on demand, or have APIANT 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. ### ### Can I use Birdview PSA directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Birdview PSA two ways. Ask it to do something in Birdview PSA 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Birdview PSA API? No. APIANT connects to the Birdview PSA API for you, with a token. Describe what you want in plain language and your agent builds it on the Birdview PSA triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Birdview PSA API documentation and adds it. ### ### 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.