--- title: "Connect Affinda and Agiled - APIANT.ai" description: "When \"Document parsed (instant)\" fires in Affinda, your agent runs \"Add Invoice\" in Agiled, or \"Invoice Created\" in Agiled to \"Add document\" in Affinda." canonical: "https://apiant.ai/connect/affinda-to-agiled" --- # Connect Affinda and Agiled When **Document parsed (instant)** fires in [Affinda](https://apiant.ai/connections/affinda), your agent runs **Add Invoice** in [Agiled](https://apiant.ai/connections/agiled), or **Invoice Created** in Agiled to **Add document** in Affinda. Describe the whole flow and it is built, tested on every scenario and kept running. Affinda **1** trigger Affinda **6** actions Agiled **6** triggers Agiled **31** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Affinda and Agiled to do together? 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) Example flows ## What Affinda and Agiled can do together ### From Affinda to Agiled - When **Document parsed (instant)** in Affinda then **Add Invoice** in Agiled - When **Document parsed (instant)** in Affinda then **Create Contact** in Agiled ### From Agiled to Affinda - When **Invoice Created** in Agiled then **Add document** in Affinda - When **New CRM Stage** in Agiled then **Get document** in Affinda Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Affinda and Agiled ## Triggers and actions 7 triggers ยท 37 actions - Trigger **Document parsed (instant)** Fires via a resthook subscription when Affinda finishes parsing a document. - Action **Add document** Upload a document (resume, invoice, job description, etc.) to Affinda for parsing. - Action **Delete document** Delete a document from Affinda. - Action **Find job descriptions by search expression** Search through parsed job descriptions matching given criteria. - Action **Get document** Retrieve a specific document and its parsed data by identifier. - Action **List documents** List all documents uploaded to Affinda. - Action **Search resumes** Search through parsed resumes matching given criteria. - Trigger **Invoice Created** Triggers when an invoice is created in Agiled. - Trigger **New CRM Stage** Triggers when a new deal pipeline stage is added to any CRM pipeline in Agiled. - Trigger **Product Created** Triggers when a product is created in Agiled. - Trigger **Project Created** Triggers when a new project is created in Agiled. - Trigger **Task Created** Triggers when a new task is created in Agiled. - Trigger **Ticket Created** Triggers when a ticket is created in Agiled. - Action **Add Invoice** Creates an invoice in Agiled. - Action **Add Product** Creates a product in Agiled's catalog. - Action **Add Project** Creates a project in Agiled. - Action **Create Contact** Creates a contact in Agiled CRM with a name, email and phone number. - Action **Create Estimate** Creates a new estimate (quote) in Agiled. - Action **Create Expense** Creates an expense in Agiled. - Action **Create Task** Creates a task in Agiled. - Action **Create Ticket** Creates a support ticket in Agiled. - Action **Delete Contact** Deletes a contact from Agiled by its id. - Action **Delete Contract** Deletes a contract (an Agiled document) by its id. - Action **Delete Estimate** Deletes an estimate in Agiled by its id. - Action **Delete Expense** Deletes an expense from Agiled by its id. - Action **Delete Product** Deletes a product from your Agiled catalog by its id. - Action **Delete Project** Deletes a project in Agiled by its id. - Action **Delete Task** Deletes a task in Agiled by its id. - Action **Delete Ticket** Deletes a support ticket in Agiled by its id. - Action **Edit Contact** Updates an existing contact's name, email or phone in Agiled. - Action **Edit Contract** Updates an existing contract document in Agiled, such as renaming it. - Action **Edit Estimate** Updates an existing estimate in Agiled, such as its name. - Action **Edit Expense** Updates an existing expense in Agiled. - Action **Edit Invoice** Updates an existing invoice in Agiled. - Action **Edit Product** Updates an existing product's name, SKU or price in Agiled. - Action **Edit Project** Updates an existing project's name, status or dates in Agiled. - Action **Edit Task** Updates an existing task's name, status or due date. - Action **Edit Ticket** Updates an existing ticket in Agiled. Only the fields you fill in are changed. - Action **Get Contacts** Returns contacts from your Agiled CRM, optionally filtered by email or full name. - Action **Get Contract** Returns one contract document by its id. - Action **Get Estimate** Returns one estimate by its id, with optional related records. - Action **Get Product** Returns one product by its id. - Action **Get Projects** Returns projects in your Agiled workspace, optionally filtered by name or status. - Action **Get Ticket** Returns one support ticket by its id, with optional related records. ## Each app on its own - [ **Affinda** AI document processing platform that extracts structured data from invoices, resumes, bank statements, and...](https://apiant.ai/connections/affinda) - [ **Agiled** Agiled is an all in one business management platform designed to help you manage employees, projects...](https://apiant.ai/connections/agiled) Reviews ## What our customers say ## More from Affinda - [ **Affinda to Cakemail** Cakemail provides all the tools you need to deliver the emails people want.](https://apiant.ai/connect/affinda-to-cakemail) - [ **Affinda to Healthcare.gov** Healthcare.gov publishes the educational content behind the US Health Insurance Marketplace as...](https://apiant.ai/connect/affinda-to-healthcare-gov) - [ **Affinda to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/affinda-to-hubspot) - [ **Affinda to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/affinda-to-salesforce) - [ **Affinda to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/affinda-to-slack) - [ **Affinda to Google Sheets** Google Sheets](https://apiant.ai/connect/affinda-to-google-sheets) ## More into Agiled - [ **ActiveCampaign to Agiled** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-agiled) - [ **2Chat to Agiled** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-agiled) - [ **3Scribe to Agiled** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-agiled) - [ **5pm to Agiled** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-agiled) - [ **Abyssale to Agiled** Abyssale is a banner maker platform that helps you to automatically generate on-brand images at scale.](https://apiant.ai/connect/abyssale-to-agiled) - [ **Academy by Coassemble to Agiled** Academy by Coassemble is a simple LMS platform that allows anyone to easily create and share courses.](https://apiant.ai/connect/academy-by-coassemble-to-agiled) Questions ## Affinda and Agiled, answered ### ### What can start an automation from Affinda? Any of Affinda's 1 trigger in the catalog, including Document parsed (instant). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Agiled when something happens in Affinda? Any of Agiled's 31 actions, including Create Contact, Create Estimate, Create Expense and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Agiled to Affinda? Yes. When something happens in Agiled, your agent can act in Affinda too. This page covers both directions: Agiled's triggers and Affinda's actions are listed here as well. ### ### Do I have to build a connector for Affinda or Agiled? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Affinda and Agiled without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app 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. One connection covers both. ### ### 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.