Integration
Connect Agiled and Quo
When Invoice Created fires in Agiled, your agent runs Add contact in Quo, or List Phone Numbers in Quo to Add Invoice in Agiled. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Agiled and Quo to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Agiled and Quo can do together
From Agiled to Quo
When Invoice Created in Agiled
then Add contact in Quo
When New CRM Stage in Agiled
then Add task in Quo
From Quo to Agiled
When List Phone Numbers in Quo
then Add Invoice in Agiled
When List Phone Numbers in Quo
then Create Contact in Agiled
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 Agiled and Quo
Triggers and actions 7 triggers · 52 actions
Trigger
Invoice CreatedTriggers when an invoice is created in Agiled.
Trigger
New CRM StageTriggers when a new deal pipeline stage is added to any CRM pipeline in Agiled.
Trigger
Product CreatedTriggers when a product is created in Agiled.
Trigger
Project CreatedTriggers when a new project is created in Agiled.
Trigger
Task CreatedTriggers when a new task is created in Agiled.
Trigger
Ticket CreatedTriggers when a ticket is created in Agiled.
Action
Add InvoiceCreates an invoice in Agiled.
Action
Add ProductCreates a product in Agiled's catalog.
Action
Add ProjectCreates a project in Agiled.
Action
Create ContactCreates a contact in Agiled CRM with a name, email and phone number.
Action
Create EstimateCreates a new estimate (quote) in Agiled.
Action
Create ExpenseCreates an expense in Agiled.
Action
Create TaskCreates a task in Agiled.
Action
Create TicketCreates a support ticket in Agiled.
Action
Delete ContactDeletes a contact from Agiled by its id.
Action
Delete ContractDeletes a contract (an Agiled document) by its id.
Action
Delete EstimateDeletes an estimate in Agiled by its id.
Action
Delete ExpenseDeletes an expense from Agiled by its id.
Action
Delete ProductDeletes a product from your Agiled catalog by its id.
Action
Delete ProjectDeletes a project in Agiled by its id.
Action
Delete TaskDeletes a task in Agiled by its id.
Action
Delete TicketDeletes a support ticket in Agiled by its id.
Action
Edit ContactUpdates an existing contact's name, email or phone in Agiled.
Action
Edit ContractUpdates an existing contract document in Agiled, such as renaming it.
Action
Edit EstimateUpdates an existing estimate in Agiled, such as its name.
Action
Edit ExpenseUpdates an existing expense in Agiled.
Action
Edit InvoiceUpdates an existing invoice in Agiled.
Action
Edit ProductUpdates an existing product's name, SKU or price in Agiled.
Action
Edit ProjectUpdates an existing project's name, status or dates in Agiled.
Action
Edit TaskUpdates an existing task's name, status or due date.
Action
Edit TicketUpdates an existing ticket in Agiled. Only the fields you fill in are changed.
Action
Get ContactsReturns contacts from your Agiled CRM, optionally filtered by email or full name.
Action
Get ContractReturns one contract document by its id.
Action
Get EstimateReturns one estimate by its id, with optional related records.
Action
Get ProductReturns one product by its id.
Action
Get ProjectsReturns projects in your Agiled workspace, optionally filtered by name or status.
Action
Get TicketReturns one support ticket by its id, with optional related records.
Trigger
List Phone NumbersTriggers when a new phone number is added to your Quo workspace.
Action
Add contactAdds a new contact to your Quo workspace, with name, company, role, emails, phone numbers and custom field values.
Action
Add taskCreates a task in Quo linked to a phone number, a conversation, or a conversation activity, optionally with a due date and an assigned user.
Action
Delete contactDeletes a contact from your Quo workspace.
Action
Get a Message by IDReturns a single text message by its ID, including its sender, recipients, content, direction, delivery status and any attached media.
Action
Get a Summary for a CallReturns the AI-generated summary of a call, including key points discussed, suggested next steps, and any Sona job results. Call summaries are available on Business and Scale plans.
Action
Get a Transcription for a CallReturns the transcript of a call, including each spoken segment with its speaker and timing. Transcripts are available on Quo Business and Scale plans.
Action
Get callReturns a single Quo call by its ID, including its direction, status, participants, duration and timestamps.
Action
Get contactReturns a single Quo contact by its ID, including name, company, role, phone numbers, emails and custom field values.
Action
Get phone numberReturns one of your Quo phone numbers, including its display name, number, forwarding setting, assigned users and calling/messaging restrictions.
Action
Get Recordings for a CallReturns the recordings for a call, oldest segment first, with each recording's status, duration, file type and download URL.
Action
Get userReturns a user in your Quo workspace, including their name, email, role and profile picture.
Action
Get voicemail for a callReturns the voicemail left on a call, including its status, length, transcript and a link to the audio. Fields stay blank while the voicemail is still processing.
Action
List CallsReturns the calls between one of your Quo numbers and a specific external phone number, optionally limited to a date range.
Action
List contactsReturns the contacts in your Quo workspace, optionally limited to contacts with specific external IDs or sources.
Action
List ConversationsReturns the conversations in your Quo workspace, newest activity first, optionally narrowed to specific Quo numbers, a user's access, or a created/updated date range.
Action
List MessagesReturns the text messages exchanged between one of your Quo numbers and the given participants, newest first, optionally filtered by sender and date range.
Action
List Phone NumbersReturns the phone numbers in your Quo workspace along with the users who have access to each, optionally limited to one user's numbers.
Action
List tasksReturns the tasks in your Quo workspace, including title, description, due date, assignee and completion status.
Action
List usersReturns every user in your Quo workspace, with their email, name, role and picture.
Action
Send a MessageSends a text message from one of your Quo phone numbers to up to 10 recipients.
Action
Update contactUpdates an existing Quo contact's name, company, role, emails, phone numbers and custom fields. Fields you leave blank keep their current values.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Agiled and Quo, answered
What can start an automation from Agiled?
Any of Agiled's 6 triggers in the catalog, including Invoice Created, New CRM Stage, Product Created and Project Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Quo when something happens in Agiled?
Any of Quo's 21 actions, including Send a Message, Update contact, Add contact and Add task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Quo to Agiled?
Yes. When something happens in Quo, your agent can act in Agiled too. This page covers both directions: Quo's triggers and Agiled's actions are listed here as well.
Do I have to build a connector for Agiled or Quo?
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 Agiled and Quo 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.