--- title: "Mavenlink (Kantata) Integration" description: "Connect AI agents to Mavenlink (Kantata OX) professional services automation. Agents create and track client workspaces, manage tasks and stories, log time entries for billing and utilization, and sync project and user data with other systems." url: https://flowrunner.ai/integrations/mavenlink date_modified: 2026-08-01T02:40:32-07:00 --- # Mavenlink (Kantata) [Project Management](https://flowrunner.ai/integrations/category/project-management-productivity) Connect AI agents to Mavenlink (Kantata OX) professional services automation. Agents create and track client workspaces, manage tasks and stories, log time entries for billing and utilization, and sync project and user data with other systems. [Verified](https://flowrunner.ai/integrations/verified "What does verified mean?") · 9 actions · API key · available [Mavenlink (Kantata) website](https://kantata.com/) · [Platform Documentation](https://developer.kantata.com) · Capability data verified 2026-07-28 1. A signed statement of work lands in the intake system, or a project-approval button is pressed in Slack 2. Create Workspace opens the client project with its title, creator role, and budgeted flag set 3. Create Story seeds the plan: deliverables with nested tasks and milestones, each with start and due dates 4. A weekly sweep runs List Time Entries across active workspaces and compares logged time against the external tracker 5. The agent stages the missing entries, matched to the right workspace and story via List Stories 6. The delivery lead reviews every staged entry marked billable, because billable minutes become invoice lines a client will read 7. Create Time Entry writes the approved entries with date, minutes, billable status, and notes 8. A utilization and project-status digest posts to the stakeholder channel ## What This Integration Enables A professional services firm's commercial truth lives in its PSA: which projects exist, what work they contain, and who logged how many billable minutes against them. Kantata OX holds that record; the problem is everything upstream of it, the intake systems where projects are born and the time trackers where hours actually get logged. FlowRunner agents move that upstream reality into the record continuously, and they treat the billable write as the serious operation it is. - Open client workspaces from external intake systems the moment an engagement is approved - Seed and update story trees, tasks, deliverables, and milestones, as project plans evolve - Mirror billable and non-billable time from external trackers, with [human-in-the-loop](https://flowrunner.ai/concepts/human-in-the-loop) review on billable entries - Report time and task status across projects for utilization and stakeholder dashboards - Sync project and user data between Kantata and the rest of the business stack ### Without FlowRunner **Project setup by copy-paste**: Every new engagement means recreating the workspace, task tree, and milestones by hand from the last project that looked similar **Time scattered across trackers**: Consultants log hours wherever they live, and someone reconciles it into the PSA at month end, from memory **Utilization known after the fact**: The numbers that drive staffing and pricing decisions arrive weeks late, assembled in a spreadsheet nobody trusts ### With FlowRunner **Engagements open themselves**: An approved SOW becomes a workspace with a seeded story tree in minutes, structured the same way every time **Time mirrored with a witness**: External tracker entries flow into Kantata continuously, and a person approves anything billable before it joins the record **Utilization read weekly, live**: Time entries and story status flow into standing reports, so resourcing decisions run on current data ## Use Case Scenarios ### The approval button that opens the whole engagement A partner presses the approval button in [Slack](https://flowrunner.ai/integrations/slack). The agent calls Create Workspace with the engagement title and the maven creator role, then Create Story repeatedly to build the standard delivery tree: discovery deliverable, build milestones, review tasks nested under each phase, dates offset from the start date. A confirmation with the workspace link posts back to the channel. Every engagement starts with the same skeleton, and nobody rebuilt it from a copied project. ### The time record that reconciles itself Consultants log hours in [Harvest](https://flowrunner.ai/integrations/harvest). Nightly, the agent pulls the day's entries, uses List Stories to match each one to the right Kantata workspace and story, and stages them. Non-billable entries write straight through with Create Time Entry. Billable entries queue for the delivery lead's morning review, then write with notes intact. The month-end reconciliation ritual disappears because the record never drifted. ### The utilization report nobody compiles Every Friday, the agent runs List Time Entries scoped to the week and List Stories across active workspaces, sideloading users and parents so the data arrives connected. It writes hours by person, billable percentage, and story states to [Google Sheets](https://flowrunner.ai/integrations/google-sheets) and posts the headline numbers to the leadership channel. Staffing conversations on Monday start from what actually happened last week. ## Human-in-Loop Highlight Create Time Entry with the billable flag set is not bookkeeping, it is revenue assertion. Billable minutes logged against a client workspace flow into invoicing and into the utilization math that prices future work. An agent that mirrors a mis-matched tracker entry, wrong project, wrong story, wrong billable status, has put an error on a path that ends at a client's invoice, where it costs trust to correct. So in every workflow on this page, the agent does the matching and staging at machine speed, and billable entries wait for the delivery lead to confirm: this person, this project, these minutes, billable. Non-billable time flows freely. Money waits for a person. Agent processes routinely Detects exception requiring judgment Clear match Continues automatically Ambiguous Routes to human via preferred channel Human decides Agent resumes with decision ## Agent Capabilities 9 actions ### Projects 3 - **List Workspaces** Lists workspaces (projects) in the Kantata OX account with pagination and optional sideloading of related resources such as participants, creator, and tags. In Mavenlink terminology a workspace is a project. - **Get Workspace** Retrieves a single workspace by ID, including title, description, budget, currency, status flags, and timestamps, with optional sideloading of related resources. - **Create Workspace** Creates a new workspace. Requires a title and a creator role, maven for the delivering side or buyer for the client side, with optional description and budgeted flag. The step that turns an approved engagement into a live project. ### Tasks 3 - **List Stories** Lists stories, tasks, deliverables, and milestones, for a given workspace, with filtering by story type, pagination, and sideloading of assignees, tags, and parents. The lookup behind matching time to the right work item. - **Create Story** Creates a new story within a workspace. Requires a title, a story type, and the target workspace; optionally nests under a parent story and sets dates and description. The building block of the seeded project plan. - **Update Story** Updates an existing story: title, state, percentage complete, dates, or description. Only provided fields change. Used to keep plan status honest as work progresses. ### Time Tracking 2 - **List Time Entries** Lists time entries, optionally scoped to a workspace and date range. Each entry records who logged time, the date performed, minutes tracked, billable status, and notes. The read behind reconciliation sweeps and utilization reports. - **Create Time Entry** Logs a time entry against a workspace and story with date performed, duration in minutes, optional billable flag, and notes. The operation this page's human gate exists for when the billable flag is set. ### Users 1 - **List Users** Lists users in the account with ID, name, email, headline, and account-membership details, with pagination and search. Used to resolve who logged time or holds an assignment. ## Frequently Asked Questions ### What can FlowRunner do with Mavenlink (Kantata)? FlowRunner agents can run List Workspaces, Get Workspace, and Create Workspace in Mavenlink (Kantata), plus 6 more actions. ### Does connecting Mavenlink (Kantata) to FlowRunner require OAuth? No. Mavenlink (Kantata) connects to FlowRunner with an API key, no OAuth flow required. ### Can Mavenlink (Kantata) trigger a FlowRunner workflow automatically? Mavenlink (Kantata) doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger. **Work at Mavenlink (Kantata)?** This integration exposes Mavenlink (Kantata) to AI agents on every FlowRunner plan, including through MCP, at no cost to you. [See what FlowRunner offers integration partners](https://flowrunner.ai/integrations/partners), including how to keep this page current. --- Markdown version of https://flowrunner.ai/integrations/mavenlink. Site index: https://flowrunner.ai/llms.txt