Integration
Connect Airtable and Daftra
When New or Updated Record fires in Airtable, your agent runs Add Invoice in Daftra, or Client Created in Daftra to Add Comment to Record in Airtable. 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 Airtable and Daftra to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Airtable and Daftra can do together
From Airtable to Daftra
When New or Updated Record in Airtable
then Add Invoice in Daftra
From Daftra to Airtable
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 Airtable and Daftra
Triggers and actions 11 triggers · 52 actions
- New or Updated Record
Triggers when a record is created or updated.
- New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
- Add Comment to Record
Add a comment to an existing record in Airtable.
- Create Base
Create a new Airtable base in your workspace.
- Create or Update Record
Find and update an existing record, or create a new one.
- Create Record
Creates a new record with auto-populating fields.
- Create Table
Create a new table in an existing Airtable base.
- Delete Record
Delete a record in a table.
- Find Record
Find a record in a table.
- Find Record by ID
Find a specific record using its unique ID.
- Find Table
Find tables by searching for a keyword in table name or description.
- Get All Records
List all records from a table with pagination support.
- Get Base Schema
Retrieve the complete schema for a base, including all tables and their field definitions.
- List bases
Lists every Airtable base the connected account can see. Takes no search criterion.
- Update Multiple Records
Update up to 10 records at once in a specific table.
- Update Record
Update a record in a specific table.
- Client Created
Triggers when a new client is added to your Daftra account.
- Client Updated
Triggers when a client is added or updated in Daftra.
- Estimate Updated
Triggers when an estimate (quote) is created or updated in Daftra.
- Invoice Created
Triggers when a new invoice (or debit note) is created in Daftra.
- Invoice Updated
Triggers when an invoice or debit note is created or updated in Daftra.
- Journal Created
Triggers when a new journal entry is created in Daftra.
- Journal Updated
Triggers when a journal entry is created or updated in Daftra.
- Product Created
Triggers when a new product is added in Daftra.
- Product Updated
Triggers when a product is added or updated in Daftra.
- Add Client
Creates a new client in Daftra and returns its id and client number.
- Add credit note
Creates a credit note for a client in Daftra, optionally against a source invoice, with line items.
- Add Estimate
Creates a new estimate (quote) for a client in Daftra, with optional line items.
- Add Expense
Creates an expense in Daftra with its amount, date, vendor, category and optional taxes, account splits and cost-center allocations.
- Add Invoice
Creates a sales invoice for a client in Daftra, with optional line items and payments, and returns the new invoice's id.
- Add Invoice Payment
Records a payment against an existing Daftra invoice and returns the new payment's id.
- Add Journal
Creates a manual double-entry journal entry with its debit and credit lines. Total debits must equal total credits.
- Add Product
Creates a new product, service or bundle in Daftra and returns its id.
- Add Refund Receipt
Creates a refund receipt against an existing invoice in Daftra, with optional refunded line items and refund payments.
- Add Supplier
Creates a new supplier in Daftra and returns its id.
- Delete Client
Deletes a client from Daftra. The client must have no invoices, payments or other related records.
- Delete credit note
Deletes a credit note in Daftra by its ID.
- Delete Estimate
Deletes an estimate (quote) in Daftra. Estimates already converted to an invoice or sales order cannot be deleted.
- Delete Expense
Deletes an expense in Daftra, along with its related accounting journal and attachments.
- Delete Invoice
Deletes a sales invoice in Daftra by its ID.
- Delete Invoice Payment
Deletes an invoice payment, re-adjusting the related invoice's paid total and the client's balance.
- Delete Product
Deletes a product, service or bundle in Daftra by its ID.
- Delete Refund Receipt
Deletes a refund receipt in Daftra by its ID.
- Delete Supplier
Deletes a supplier from Daftra. Suppliers referenced by purchase orders, expenses or other transactions cannot be deleted.
- Edit Client
Updates an existing client in Daftra. Only the fields you fill in are changed.
- Edit Estimate
Updates an existing estimate (quote) in Daftra, changing its client, date, currency, notes or line items.
- Edit Expense
Updates an existing expense in Daftra. Only the fields you fill in are changed.
- Edit Invoice
Updates an existing standard invoice in Daftra, including its header details, line items, payments and custom fields.
- Edit Invoice Payment
Updates an existing invoice payment in Daftra. Only the fields you fill in are changed.
- Edit Journal
Updates an existing journal entry in Daftra, replacing its debit and credit lines.
- Edit Product
Updates an existing product, service or bundle in Daftra. Only the fields you fill in are changed.
- Edit Refund Receipt
Updates an existing refund receipt in Daftra — its date, currency, store, notes or line items.
- Edit Supplier
Updates an existing supplier's business name, contact details, addresses and other details.
- Get client
Returns a single Daftra client by id, with its contact details, addresses, balances and custom field values.
- Get Expense
Returns a single expense by its id, including amount, taxes, totals, vendor, category, date and status.
- Get invoice
Returns a single standard invoice by ID, with its line items, payments, taxes, client and custom fields.
- Get Purchase Order
Returns a single purchase order by its ID, including its line items, supplier, taxes, payments and custom fields.
- Get Refund Receipt
Returns a single refund receipt by ID, including its line items, payments, taxes, custom fields and client.
- List clients
Returns a list of clients in your Daftra account, optionally filtered by keyword or assigned staff member.
- List estimates
Returns the account's estimates (quotes), most recent first, optionally filtered by client, number, status, amount, dates and more.
- List invoices
Returns a page of your Daftra invoices and debit notes, most recent first, optionally filtered by client, status, dates, amounts and more.
- List products
Returns a page of products and services in your Daftra account, optionally filtered by keyword, category, supplier, brand, stock status, barcode or product code.
- Update credit note
Updates an existing credit note in Daftra — its client, date, currency, store, notes or line items.
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
Airtable and Daftra, answered
What can start an automation from Airtable?
Any of Airtable's 2 triggers in the catalog, including New or Updated Record and New Record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Daftra when something happens in Airtable?
Any of Daftra's 38 actions, including Update credit note, Add Client, Add credit note and Add Estimate. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Daftra to Airtable?
Yes. When something happens in Daftra, your agent can act in Airtable too. This page covers both directions: Daftra's triggers and Airtable's actions are listed here as well.
Do I have to build a connector for Airtable or Daftra?
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.
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.