Productivity · Integration
Birdview PSA
Add Birdview PSA to your product for your customers, and give your AI agents governed access to it.
Embed a Birdview PSA integration so your customers can run their own projects, tasks, timesheets, and resource assignments from inside your product, with governed agent access to the same records. Every services team configures its own statuses, custom fields, and workflow stages, so those are mapped per tenant as configuration rather than code. fastn handles each customer's auth and API upkeep, so a team with an unusual setup does not need a release from you.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let customers connect their own Birdview PSA account and read projects, tasks, and milestones into your product.
Create and update tasks and assignments from your product so delivery work stays in one place.
Read timesheets and logged hours so your product can report on utilisation and billable time.
Trigger your product when a task is completed, a project status changes, or time is submitted.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent reads a project's open tasks and flags the ones past their due date.
An agent creates or reassigns a task within governed permissions, with the action logged.
An agent reacts to a submitted timesheet and starts the approval workflow.
Example prompt
List projects where logged hours exceed the planned estimate and show the variance for each.
Set up Birdview PSA in 4 steps
- 01Open the Birdview PSA connector from your fastn dashboard.
- 02Have each customer authenticate their own Birdview PSA account.
- 03Map the project, task, and timesheet fields and statuses your product uses, then enable actions and triggers.
- 04Call them from your product, or expose them to an agent through the MCP server.
Why teams use the Birdview PSA integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a Birdview PSA integration without building it. Your customers connect their own Birdview PSA account inside your product and work their work items, assignees and due dates there, with no per-customer code on your side.
- Handle the part that actually costs time: every team configures its own fields, statuses and workflow stages. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a Birdview PSA update is not your on-call problem.
- One integration serves your product and your agents. The same governed Birdview PSA connection powers in-product features and gives AI agents scoped, audited access, so you keep work items in step with what happens in your product without wiring it twice.
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Birdview PSA integration FAQ
How do I add a Birdview PSA integration to my product?
Enable the Birdview PSA connector in your fastn dashboard, then let each customer authenticate their own Birdview PSA account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Birdview PSA client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own Birdview PSA account?
Yes. Every connection is scoped to the individual customer, so each authorises their own Birdview PSA account and only ever sees their own work items, assignees and due dates. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this Birdview PSA integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent reads a project's open tasks and flags the ones past their due date.
Who maintains the Birdview PSA integration?
fastn does. When Birdview PSA changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Can my product create and update work in Birdview PSA automatically?
Yes. Items can be created, updated, assigned and transitioned from your product, and changes made in Birdview PSA can trigger your workflows in return.
Does it adapt to each team's own Birdview PSA setup?
Yes. However a team has configured Birdview PSA, whether that is custom fields, statuses and workflow stages or its own calendars and working hours, those are mapped per customer, so an unusual setup works without custom code from you.
What can I build with the Birdview PSA integration?
A common starting point: connect their own Birdview PSA account and read projects, tasks, and milestones into your product. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the Birdview PSA integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding Birdview PSA does not change your per-connector cost. You can start free with 3 connected accounts.
Add Birdview PSA to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.