Integration
Connect Alegra and Gist
When something happens in Alegra or Gist, your agent does the next thing in the other. Describe it 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 Alegra and Gist 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 Alegra and Gist can do together
From Alegra to Gist
When New Contact in Alegra
then Create or Update Contact in Gist
When New Estimate in Alegra
then Add conversation in Gist
From Gist to Alegra
When New Contact in Gist
then Create Contact in Alegra
When New conversation in Gist
then Create Contact in Colombia in Alegra
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 Alegra and Gist
Triggers and actions 14 triggers · 29 actions
Trigger
New ContactTriggers when a new contact is created in your Alegra account.
Trigger
New EstimateTriggers when a new quote (estimate) is created in your Alegra account.
Trigger
New InvoiceTriggers when a new sales invoice is created in your Alegra account.
Trigger
New ItemTriggers when a new product or service is created in your Alegra account.
Action
Create ContactCreates a contact (client or provider) in your Alegra account. Returns the created contact.
Action
Create Contact in ColombiaCreates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact.
Action
Create TaxCreates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax.
Action
Find ContactSearches the contacts in your Alegra account by name or identification. Returns the matching contacts.
Action
Find Contact in ArgentinaSearches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts.
Action
Find Contact in ChileSearches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts.
Action
Find Contact in ColombiaSearches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts.
Action
Find Contact in Costa RicaSearches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts.
Action
Find Contact in MexicoSearches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts.
Action
Find Contact in PanamaSearches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts.
Action
Find Contact in PeruSearches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts.
Action
Find InvoiceSearches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices.
Action
Find ItemSearches the products and services in your Alegra account. Returns the matching items.
Action
Find TaxFinds a tax in your Alegra account by name. Returns the matching tax and its id.
Action
Update ContactUpdates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact.
Action
Update Contact in ColombiaUpdates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Only the values you supply are changed.
Trigger
Conversation closedFires when a conversation is closed. Webhook topic "Conversation Closed".
Trigger
New ContactTriggers when you add a new contact.
Trigger
New conversationFires when a contact initiates a new conversation. Webhook topic "Contact Initiated Conversation".
Trigger
New message from contactFires when a contact sends a message in a conversation. Webhook topic "Message From Contact".
Trigger
Performed an EventTriggers when a contact performs an event.
Trigger
Subscribed to a CampaignTriggers when a contact is subscribed to a campaign.
Trigger
Tag Added to ContactTriggers when a specific tag gets added to a contact.
Trigger
Tag Removed From ContactTriggers when a specific tag gets removed from a contact.
Trigger
Unsubscribed From a CampaignTriggers when a contact is unsubscribed from a campaign.
Trigger
Updated a Contact PropertyTriggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Action
Add conversationCreate a new conversation in Gist's helpdesk/live-chat.
Action
Add Tag to an Existing ContactApply a tag to an existing contact.
Action
Assign conversationAssign an existing conversation to a teammate or team.
Action
Close conversationClose an existing conversation.
Action
Create or Update ContactCreates a new Contact or updates an existing one.
Action
Delete contactDelete a contact by id.
Action
Find a ContactFinds an existing contact.
Action
Get a ContactFetches a contact by ID. An error occurs if the contact is not found.
Action
Get conversationRetrieve a single conversation by id.
Action
List contactsList all contacts in the workspace.
Action
List conversationsList all conversations in the workspace.
Action
Remove Tag From Existing ContactRemoves a tag from an existing contact.
Action
Reply to conversationAdd a reply message to an existing conversation.
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
Reviews
What our customers say
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Questions
Alegra and Gist, answered
What can start an automation from Alegra?
Any of Alegra's 4 triggers in the catalog, including New Contact, New Estimate, New Invoice and New Item. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Gist when something happens in Alegra?
Any of Gist's 13 actions, including Create or Update Contact, Add conversation, Add Tag to an Existing Contact and Assign conversation. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Gist to Alegra?
Yes. When something happens in Gist, your agent can act in Alegra too. This page covers both directions: Gist's triggers and Alegra's actions are listed here as well.
Do I have to build a connector for Alegra or Gist?
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.