PSA INTEGRATIONS & MCP ACCESS

Your service delivery stack, connected across tools and AI

Connect Birdview with the tools your teams already use, automate workflows across 5,000+ apps, and access Birdview data and actions from ChatGPT and Claude through Birdview MCP.

✓ SOC 2 Type II ✓ Built-in BI reporting ✓ Typical go-live: 4–6 weeks

BIRDVIEW MCP [Beta]

Connect Birdview to the AI tools you use

Birdview MCP connects ChatGPT, Claude, and other compatible MCP clients to your Birdview data and actions.

Ask about your work: projects, tasks, portfolios, workload, availability, time, and project health
Take action from AI: create and update supported projects and tasks, with preview available for bulk changes
Keep access controlled: the assistant only works with the data and actions available to the connected Birdview user
No Birdview AI credits required

No-code external automation builder

Experience seamless and easy automation with Birdview External Automation.

With our intuitive builder, you can effortlessly automate processes without any need for coding knowledge. Simply choose your app and the triggering event, specify the destination app and the actions to be executed, and select the data to transfer.

The process is straightforward, ensuring you’re all set to go with your streamlined, automated workflow within minutes.

Birdview External Automation workflow builder

Ready to use integrations

Office 365

Streamline your workflows, project communications and task management.

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MS Teams

Turn MS Teams chats into actionable items in Birdview.

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Jira

Import project data from Jira to Birdview for effortless project management.

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ServiceNow

Manage digital workflows for better technical management support.

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QuickBooks

Full-featured software for business and financial management.

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Adobe

Connect to Creative Cloud Libraries and easily access creative solutions by Adobe.

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SharePoint

A web-based collaboration tool for data storage, management, and sharing.

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MS Excel

Built-in import/export for projects, tasks, timesheets to and from spreadsheets.

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MS Project

Two-way import/export of project schedule between MS Project and Birdview.

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MS Outlook

Add tasks, post messages, and convert emails into new projects within a click.

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OneDrive

Synchronize your Birdview files and share them anywhere and anytime you need.

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TimeControl

Sync project assignments and approved time logs between TimeControl and Birdview PSA

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5000+ Integrations via our partners

When Deal status changes Triggers when the deal status has changed.

Then Create a project Creates a new project based on a template.
When Create new event Triggers when a new event is added.

Then Create a task Creates a new activity.
When Opportunity status “Closed/Won” Triggers when an opportunity status has changed to “Closed/Won”.

Then Create a project Creates a new project based on a template.
When New file uploaded Triggers when a new file is uploaded.

Then Create a project Creates a new activity.