--- title: "Connect Anchor and BlueSuite - APIANT.ai" description: "When \"New Proposal Sent\" fires in Anchor, your agent runs \"Add contact\" in BlueSuite, or \"New Invoice\" in BlueSuite to \"Create Contact\" in Anchor." canonical: "https://apiant.ai/connect/anchor-to-bluesuite" --- # Connect Anchor and BlueSuite When **New Proposal Sent** fires in [Anchor](https://apiant.ai/connections/anchor), your agent runs **Add contact** in [BlueSuite](https://apiant.ai/connections/bluesuite), or **New Invoice** in BlueSuite to **Create Contact** in Anchor. Describe the whole flow and it is built, tested on every scenario and kept running. Anchor **4** triggers Anchor **6** actions BlueSuite **7** triggers BlueSuite **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Anchor and BlueSuite 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 Anchor and BlueSuite can do together ### From Anchor to BlueSuite - When **New Proposal Sent** in Anchor then **Add contact** in BlueSuite - When **Agreement Amended** in Anchor then **Add invoice** in BlueSuite ### From BlueSuite to Anchor - When **New Invoice** in BlueSuite then **Create Contact** in Anchor - When **New Job** in BlueSuite then **Find Contact by ID** in Anchor 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 Anchor and BlueSuite ## Triggers and actions 11 triggers · 23 actions - Trigger **Agreement Amended** Triggers when an agreement is amended. - Trigger **New Proposal Sent** Triggers when a proposal is sent to a client. - Trigger **Proposal Approved** Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval). - Trigger **Proposal Published** Triggers when a proposal is published. - Action **Add Service to Agreement** Adds a service to a signed Anchor agreement as a new amendment. - Action **Create Contact** Creates a new client contact in Anchor. - Action **Find Contact by ID** Looks up a single contact by its Anchor ID. - Action **List Contacts** Returns a list of contacts (client businesses), optionally filtered by search text or status. - Action **Publish Proposal** Publishes a proposal draft as a proposal and, unless set to silent, emails the client. - Action **Submit Charges** Submits charges on an agreement to issue an invoice now or schedule one for a future billing date. - Trigger **Invoice Paid** Triggers when a BlueSuite invoice is moved to Paid. - Trigger **Invoice Sent** Triggers when an invoice in your BlueSuite workspace is moved to Sent, returning the invoice. - Trigger **New Invoice** Triggers when a new invoice is created in your BlueSuite workspace. - Trigger **New Job** Triggers when a new job is created in BlueSuite. - Trigger **New or Updated Request** Triggers when a request is created or updated in BlueSuite, depending on the event you choose. - Trigger **New Quote** Triggers when a new quote is created in BlueSuite. - Trigger **Quote Accepted** Triggers when a quote is accepted in BlueSuite. - Action **Add contact** Creates a new contact (a person or company) in your BlueSuite workspace and returns the created contact. - Action **Add event** Creates an appointment, task or calendar event in BlueSuite, optionally linked to a job or request and assigned to team members. - Action **Add invoice** Creates a one-off invoice in BlueSuite, optionally linked to a contact, property, job or quote, with line items. Creating an invoice does not send it to the client. - Action **Add job** Creates a new job in BlueSuite, optionally linked to a contact, property, request or quote, with line items, pricing and billing settings. - Action **Add payment** Records a payment or deposit against an invoice or quote in BlueSuite. - Action **Add quote** Creates a quote in BlueSuite for a contact, with line items and pricing. Creating a quote does not send it to the customer. - Action **Get contact** Returns a single BlueSuite contact by its ID, including its details and custom field values. - Action **Get event** Returns a single BlueSuite event, appointment, task or visit by its ID. - Action **Get invoice** Returns a single BlueSuite invoice by its ID, including line items, payment and balance information. - Action **Get job** Returns a single BlueSuite job by its ID, with all of its details including line items, status and custom fields. - Action **Get quote** Returns a single BlueSuite quote by its ID, including its line items, pricing, status and custom fields. - Action **List contacts** Returns the contacts (people and companies) in your BlueSuite workspace, optionally filtered by search text, contact type, owner or tags. - Action **List invoices** Returns the invoices in your BlueSuite workspace, optionally filtered by search text, contact, job, tags or excluded statuses. - Action **List jobs** Returns the jobs in your BlueSuite workspace, optionally filtered by contact, quote, status, tags or search text. - Action **List quotes** Returns quotes in your BlueSuite workspace, optionally filtered by contact, status, tags or search text. - Action **Update contact** Updates an existing BlueSuite contact's name, contact details, company, type, owner and custom fields. Fields left blank are not changed. - Action **Update job** Updates an existing BlueSuite job: its client, pricing, line items, billing settings, or status (complete, cancel, or reopen). Fields left blank are not changed. ## Each app on its own - [ **Anchor** Get freedom from the burden of invoicing and collections.](https://apiant.ai/connections/anchor) - [ **BlueSuite** BlueSuite is an all-in-one business platform for home service pros.](https://apiant.ai/connections/bluesuite) Reviews ## What our customers say ## More from Anchor - [ **Anchor to Outlook** Outlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...](https://apiant.ai/connect/anchor-to-outlook) - [ **Anchor to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/anchor-to-hubspot) - [ **Anchor to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/anchor-to-salesforce) - [ **Anchor to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/anchor-to-slack) - [ **Anchor to Google Sheets** Google Sheets](https://apiant.ai/connect/anchor-to-google-sheets) - [ **Anchor to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/anchor-to-gmail) ## More into BlueSuite - [ **ActiveCampaign to BlueSuite** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-bluesuite) - [ **Airtable to BlueSuite** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-bluesuite) - [ **Asana to BlueSuite** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-bluesuite) - [ **2Chat to BlueSuite** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-bluesuite) - [ **3Scribe to BlueSuite** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-bluesuite) - [ **5pm to BlueSuite** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-bluesuite) Questions ## Anchor and BlueSuite, answered ### ### What can start an automation from Anchor? Any of Anchor's 4 triggers in the catalog, including New Proposal Sent, Agreement Amended, Proposal Approved and Proposal Published. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in BlueSuite when something happens in Anchor? Any of BlueSuite's 17 actions, including Update contact, Update job, Add contact and Add event. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from BlueSuite to Anchor? Yes. When something happens in BlueSuite, your agent can act in Anchor too. This page covers both directions: BlueSuite's triggers and Anchor's actions are listed here as well. ### ### Do I have to build a connector for Anchor or BlueSuite? 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 Anchor and BlueSuite 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.