--- title: "Connect Anchor and Habitify - APIANT.ai" description: "When \"New Proposal Sent\" fires in Anchor, your agent runs \"Add Note\" in Habitify, or \"New Log\" in Habitify to \"Create Contact\" in Anchor." canonical: "https://apiant.ai/connect/anchor-to-habitify" --- # Connect Anchor and Habitify When **New Proposal Sent** fires in [Anchor](https://apiant.ai/connections/anchor), your agent runs **Add Note** in [Habitify](https://apiant.ai/connections/habitify), or **New Log** in Habitify 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 Habitify **4** triggers Habitify **15** 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 Habitify 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 Habitify can do together ### From Anchor to Habitify - When **New Proposal Sent** in Anchor then **Add Note** in Habitify - When **Agreement Amended** in Anchor then **Add area** in Habitify ### From Habitify to Anchor - When **New Log** in Habitify then **Create Contact** in Anchor - When **New Mood** in Habitify 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 Habitify ## Triggers and actions 8 triggers · 21 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 **New Log** Triggers when a new log entry is recorded for the selected habit. - Trigger **New Mood** Triggered when a new mood is logged on a note for the chosen habit. - Trigger **New Note** Triggers when a new note is added to the selected habit. - Trigger **New Status** Triggers when a habit is marked completed, skipped or failed for a day. - Action **Add area** Creates a new area for organizing and categorizing habits, and returns the created area. - Action **Add Log** Adds a log entry with a specific value and unit to a measurable habit, for today or a chosen date. - Action **Add Note** Adds a note to a habit, with any combination of text, a mood level and photos. Returns the note that was created. - Action **Complete habit** Marks a habit as completed for a specific date, with Habitify working out the log value from the habit's goal. - Action **Delete habit** Permanently deletes a habit along with its logs, notes, goals and reminders. This cannot be undone. - Action **Delete habit log** Permanently deletes one log entry from a habit, removing the recorded value from its tracking history. - Action **Fail habit** Marks a habit as failed for a specific date, defaulting to today. - Action **Get habit** Returns the full details of a habit, including its schedule, goals, reminders, areas and time-of-day periods. An error occurs if the habit is not found. - Action **Get Habit Journal** Returns all your habits for a given day, with each habit's completion status, current streak and progress toward its goal. - Action **Get habit statistics** Returns aggregated statistics for a habit over an optional date range, including completion, skip and failure counts, total and average logged values, and a day-by-day progress breakdown. - Action **List areas** Returns all of the areas in the Habitify account, the groups used to organize habits such as Health or Work. - Action **List habit logs** Returns the log entries recorded for a habit, newest first, optionally limited to a date range. - Action **List habit notes** Returns the notes attached to a habit, including each note's text, mood level, photos and creation time. - Action **List habits** Returns the habits in the account, optionally filtered by archived status, area, habit type or time of day. - Action **Skip habit** Marks a habit as skipped for a specific date, for days you intentionally decide not to perform it. Returns Habitify's confirmation message. ## Each app on its own - [ **Anchor** Get freedom from the burden of invoicing and collections.](https://apiant.ai/connections/anchor) - [ **Habitify** Habitify is a habit tracker that helps you form habits that actually stick.](https://apiant.ai/connections/habitify) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 Habitify - [ **Google Sheets to Habitify** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-habitify) - [ **Gmail to Habitify** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-habitify) - [ **Google Calendar to Habitify** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-habitify) - [ **Google Drive to Habitify** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-habitify) - [ **ActiveCampaign to Habitify** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-habitify) - [ **Airtable to Habitify** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-habitify) Questions ## Anchor and Habitify, 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 Habitify when something happens in Anchor? Any of Habitify's 15 actions, including Add area, Add Log, Add Note and Complete habit. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Habitify to Anchor? Yes. When something happens in Habitify, your agent can act in Anchor too. This page covers both directions: Habitify's triggers and Anchor's actions are listed here as well. ### ### Do I have to build a connector for Anchor or Habitify? 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 Habitify 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.