--- title: "Projectworks integrations and MCP server - APIANT.ai" description: "Connect Projectworks to any other app, or use it from your AI client over MCP. Projectworks is a professional services automation software that connects time..." canonical: "https://apiant.ai/connections/projectworks" --- # Projectworks integrations Connect Projectworks to any other app, or use it from your AI client over MCP. Projectworks is a professional services automation software that connects time and expense tracking, resource management, invoicing, and financial reporting. Connects with an API key [projectworks.com](https://projectworks.com/) **1** trigger **29** 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 Projectworks? 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) ### 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)](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 ## Projectworks with the apps people pair it with most - [ **HubSpot to Projectworks** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-projectworks) - [ **Projectworks to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/projectworks-to-salesforce) - [ **Projectworks to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/projectworks-to-slack) - [ **Google Sheets to Projectworks** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-projectworks) - [ **Gmail to Projectworks** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-projectworks) - [ **Google Calendar to Projectworks** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-projectworks) - [ **Google Drive to Projectworks** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-projectworks) - [ **Mailchimp to Projectworks** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-projectworks) Pair it ## Connect Projectworks with another app - [ **HubSpot to Projectworks**](https://apiant.ai/connect/hubspot-to-projectworks) - [ **Projectworks to Salesforce**](https://apiant.ai/connect/projectworks-to-salesforce) - [ **Projectworks to Slack**](https://apiant.ai/connect/projectworks-to-slack) - [ **Google Sheets to Projectworks**](https://apiant.ai/connect/google-sheets-to-projectworks) - [ **Gmail to Projectworks**](https://apiant.ai/connect/gmail-to-projectworks) - [ **Google Calendar to Projectworks**](https://apiant.ai/connect/google-calendar-to-projectworks) - [ **Google Drive to Projectworks**](https://apiant.ai/connect/google-drive-to-projectworks) - [ **Mailchimp to Projectworks**](https://apiant.ai/connect/mailchimp-to-projectworks) - [ **Projectworks to Stripe**](https://apiant.ai/connect/projectworks-to-stripe) - [ **Projectworks to Shopify**](https://apiant.ai/connect/projectworks-to-shopify) - [ **Projectworks to QuickBooks Online**](https://apiant.ai/connect/projectworks-to-quickbooks-online) - [ **Pipedrive to Projectworks**](https://apiant.ai/connect/pipedrive-to-projectworks) - [ **ActiveCampaign to Projectworks**](https://apiant.ai/connect/activecampaign-to-projectworks) - [ **Notion to Projectworks**](https://apiant.ai/connect/notion-to-projectworks) - [ **Airtable to Projectworks**](https://apiant.ai/connect/airtable-to-projectworks) - [ **Projectworks to Trello**](https://apiant.ai/connect/projectworks-to-trello) - [ **Asana to Projectworks**](https://apiant.ai/connect/asana-to-projectworks) - [ **JIRA to Projectworks**](https://apiant.ai/connect/jira-to-projectworks) - [ **ClickUp to Projectworks**](https://apiant.ai/connect/clickup-to-projectworks) - [ **Projectworks to Zoom**](https://apiant.ai/connect/projectworks-to-zoom) - [ **Discord to Projectworks**](https://apiant.ai/connect/discord-to-projectworks) - [ **Projectworks to Twilio**](https://apiant.ai/connect/projectworks-to-twilio) - [ **Projectworks to SendGrid**](https://apiant.ai/connect/projectworks-to-sendgrid) - [ **Outlook to Projectworks**](https://apiant.ai/connect/outlook-to-projectworks) - [ **Intercom to Projectworks**](https://apiant.ai/connect/intercom-to-projectworks) - [ **Freshdesk to Projectworks**](https://apiant.ai/connect/freshdesk-to-projectworks) - [ **Klaviyo to Projectworks**](https://apiant.ai/connect/klaviyo-to-projectworks) - [ **Brevo to Projectworks**](https://apiant.ai/connect/brevo-to-projectworks) - [ **Projectworks to Typeform**](https://apiant.ai/connect/projectworks-to-typeform) - [ **JotForm to Projectworks**](https://apiant.ai/connect/jotform-to-projectworks) - [ **Calendly to Projectworks**](https://apiant.ai/connect/calendly-to-projectworks) - [ **PandaDoc to Projectworks**](https://apiant.ai/connect/pandadoc-to-projectworks) - [ **Projectworks to Webflow**](https://apiant.ai/connect/projectworks-to-webflow) - [ **Projectworks to Wix**](https://apiant.ai/connect/projectworks-to-wix) - [ **Projectworks to LinkedIn**](https://apiant.ai/connect/projectworks-to-linkedin) - [ **Projectworks to Facebook**](https://apiant.ai/connect/projectworks-to-facebook) - [ **Instagram to Projectworks**](https://apiant.ai/connect/instagram-to-projectworks) - [ **OpenAI to Projectworks**](https://apiant.ai/connect/openai-to-projectworks) - [ **Projectworks to Anthropic**](https://apiant.ai/connect/projectworks-to-anthropic) - [ **OneDrive to Projectworks**](https://apiant.ai/connect/onedrive-to-projectworks) - [ **Google Docs to Projectworks**](https://apiant.ai/connect/google-docs-to-projectworks) - [ **Ontraport to Projectworks**](https://apiant.ai/connect/ontraport-to-projectworks) - [ **Freshworks CRM to Projectworks**](https://apiant.ai/connect/freshworks-crm-to-projectworks) - [ **GoHighLevel to Projectworks**](https://apiant.ai/connect/gohighlevel-to-projectworks) - [ **Capsule CRM to Projectworks**](https://apiant.ai/connect/capsule-crm-to-projectworks) - [ **Copper to Projectworks**](https://apiant.ai/connect/copper-to-projectworks) - [ **Projectworks to Streak**](https://apiant.ai/connect/projectworks-to-streak) - [ **NetHunt CRM to Projectworks**](https://apiant.ai/connect/nethunt-crm-to-projectworks) - [ **MINDBODY to Projectworks**](https://apiant.ai/connect/mindbody-to-projectworks) - [ **Projectworks to Supabase**](https://apiant.ai/connect/projectworks-to-supabase) - [ **PostgreSQL to Projectworks**](https://apiant.ai/connect/postgresql-to-projectworks) - [ **MySQL to Projectworks**](https://apiant.ai/connect/mysql-to-projectworks) - [ **Projectworks to Vercel**](https://apiant.ai/connect/projectworks-to-vercel) - [ **Projectworks to ElevenLabs**](https://apiant.ai/connect/projectworks-to-elevenlabs) - [ **PagerDuty to Projectworks**](https://apiant.ai/connect/pagerduty-to-projectworks) - [ **Projectworks to Pushover**](https://apiant.ai/connect/projectworks-to-pushover) - [ **Gravity Forms to Projectworks**](https://apiant.ai/connect/gravity-forms-to-projectworks) - [ **HubSpot Enterprise to Projectworks**](https://apiant.ai/connect/hubspot-enterprise-to-projectworks) - [ **Google Forms to Projectworks**](https://apiant.ai/connect/google-forms-to-projectworks) - [ **Facebook Lead Ads to Projectworks**](https://apiant.ai/connect/facebook-lead-ads-to-projectworks) What your agent can do with Projectworks ## Triggers and actions 1 trigger · 29 actions - Trigger **New Leave Request** Triggers when a new leave request is created. - Action **Add expense claim** Creates an expense claim against a project and module for a user, optionally with an attached receipt file. - Action **Add task** Creates a task under a budget (module) of a Projectworks project. - Action **Create Budget** Creates a budget (module) on a project. - Action **Create Company** Creates a new client company. - Action **Create Leave** Creates a leave request for a user for one day. - Action **Create Project** Creates a new project. - Action **Create Timecode** Creates a timecode (task) on a project. - Action **Create Timesheet Entry** Creates a timesheet entry. - Action **Delete task** Deletes a task from a Projectworks project. - Action **Find ClientID** Finds a client company by name or external reference. - Action **Find CurrencyID** Finds a currency by its name or code. - Action **Find GLCode ID** Finds a GL code by its code or description. - Action **Find ModuleID** Finds a budget (module) by name or external reference. - Action **Find OfficeID** Finds an office by name or external reference. - Action **Find ProjectID** Finds a project by name, number or external reference. - Action **Find TaskID** Finds a timecode (task) by name or external reference. - Action **Find UserID** Finds a user by name, email address or external reference. - Action **Get Budgets** Returns a list of budgets (modules). - Action **Get Clients** Returns a list of client companies. - Action **Get Leave Statuses** Returns the list of leave statuses. - Action **Get Offices** Returns a list of offices. - Action **Get Projects** Returns a list of projects. - Action **Get Timecodes** Returns a list of timecodes (tasks). - Action **Get Timesheet Entries** Returns a list of timesheet entries. - Action **Get Users** Returns a list of users. - Action **List tasks** Returns tasks in Projectworks, optionally filtered by project, budget, user, name, external reference or last-modified date. - Action **Set Resourcing** Sets the resourcing for a person on a project on a given day. - Action **Update CustomFieldValue** Sets the value of a custom field on a record. - Action **Update Timesheet Entry** Updates a timesheet entry. Reviews ## What our customers say Questions ## Projectworks, answered ### ### Is there a Projectworks MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Projectworks. 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 Projectworks actions on demand, or have APIANT build, test and run automations that use Projectworks. Nothing to install. ### ### 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 Projectworks? Any of Projectworks's 29 actions, including Create Budget, Create Company, Create Leave and Create Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Projectworks directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Projectworks two ways. Ask it to do something in Projectworks 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 Projectworks API? No. APIANT connects to the Projectworks API for you, with your Projectworks API key. Describe what you want in plain language and your agent builds it on the Projectworks triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Projectworks API documentation and adds it. ### ### Which apps can Projectworks connect to? Any app in the catalog; the list on this page pairs Projectworks 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.