--- title: "Connect AgencyAccess to Invovate - APIANT.ai" description: "When \"Client Created\" fires in AgencyAccess, your agent runs \"Generate invoice\" in Invovate." canonical: "https://apiant.ai/connect/agencyaccess-to-invovate" --- # Connect AgencyAccess to Invovate When **Client Created** fires in [AgencyAccess](https://apiant.ai/connections/agencyaccess), your agent runs **Generate invoice** in [Invovate](https://apiant.ai/connections/invovate). Describe the whole flow and it is built, tested on every scenario and kept running. AgencyAccess **1** trigger AgencyAccess **3** actions Invovate **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AgencyAccess and Invovate 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 AgencyAccess can start in Invovate - When **Client Created** in AgencyAccess then **Generate invoice** in Invovate - When **Client Created** in AgencyAccess then **Generate invoices (batch)** in Invovate 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 AgencyAccess and Invovate ## Triggers and actions 1 trigger · 6 actions - Trigger **Client Created** Triggers when a client is created in AgencyAccess, from the dashboard, the API or an access page. - Action **Create Client** Creates a client in AgencyAccess. - Action **Get Client** Returns a single AgencyAccess client by its ID, including contact details, language and metadata. - Action **Send Webhook Test Event** Sends a webhook.test event to an AgencyAccess webhook. - Action **Generate invoice** Generate a single invoice (JSON totals, PDF, or UBL 2.1 XML) from sender, recipient, and line-item data. - Action **Generate invoices (batch)** Generate up to 50 invoices in a single call. - Action **Get invoice** Open a previously generated hosted invoice by its id (7-day signed link). ## Each app on its own - [ **AgencyAccess** AgencyAccess allows marketing agencies to request access to their clients Google and Meta accounts via a...](https://apiant.ai/connections/agencyaccess) - [ **Invovate** Generate PDF, JSON & UBL invoices in 11 languages from one JSON POST](https://apiant.ai/connections/invovate) Reviews ## What our customers say ## More from AgencyAccess - [ **AgencyAccess to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/agencyaccess-to-hubspot) - [ **AgencyAccess to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agencyaccess-to-salesforce) - [ **AgencyAccess to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/agencyaccess-to-slack) - [ **AgencyAccess to Google Sheets** Google Sheets](https://apiant.ai/connect/agencyaccess-to-google-sheets) - [ **AgencyAccess to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/agencyaccess-to-gmail) - [ **AgencyAccess to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/agencyaccess-to-google-calendar) ## More into Invovate - [ **ConvesioConvert to Invovate** ConvesioConvert is a cross-channel marketing automation tool to nurture your customer journey.](https://apiant.ai/connect/convesioconvert-to-invovate) - [ **HubSpot to Invovate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-invovate) - [ **Salesforce to Invovate** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-invovate) - [ **Slack to Invovate** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-invovate) - [ **Google Sheets to Invovate** Google Sheets](https://apiant.ai/connect/google-sheets-to-invovate) - [ **Gmail to Invovate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-invovate) Questions ## AgencyAccess and Invovate, answered ### ### What can start an automation from AgencyAccess? Any of AgencyAccess's 1 trigger in the catalog, including Client Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Invovate when something happens in AgencyAccess? Any of Invovate's 3 actions, including Generate invoice, Generate invoices (batch) and Get invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Invovate to AgencyAccess? Invovate has no triggers in the catalog today, so automations start in AgencyAccess. If you need the other direction, ask: your agent reads Invovate's API documentation and adds it. ### ### Do I have to build a connector for AgencyAccess or Invovate? 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 AgencyAccess and Invovate 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.