Integration
Connect Aplos and Cliniko
When something happens in Aplos or Cliniko, 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 Aplos and Cliniko 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)Cliniko holds your patients, contacts and invoices; Aplos holds the funds, contacts and accounting records. Joining them means an invoice raised in Cliniko can land as a transaction in Aplos against the right contact and fund, and a donor added in Aplos can show up as a contact in Cliniko. The agent builds it, tests every scenario and keeps it running.
Example flows
What Aplos and Cliniko can do together
From Aplos to Cliniko
When New contact in Aplos
then Create contact in Cliniko
From Cliniko to Aplos
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 Aplos and Cliniko
Triggers and actions 20 triggers · 44 actions
- New contact
Triggers when a new contact (a donor, individual or company) is added in Aplos.
- New contribution
Triggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts.
- New or updated contact
Triggers when a contact (a donor, individual or company) is added or changed in Aplos.
- Add contribution
Records a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose.
- Add payable
Creates an accounts payable bill in Aplos, split across one or more expense lines by account and fund.
- Add transaction
Creates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund.
- Find contacts
Returns the contacts that match the specified name, email, type or last-updated time.
- Find contributions
Returns contributions (donation records) that match the specified contact, name and date criteria.
- Find transactions
Returns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status).
- Get contact
Retrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses.
- Get contribution
Retrieve a single Aplos contribution record by its ID.
- Get payable
Retrieves a single payable (bill) by its id.
- Get transaction
Retrieves a single accounting transaction, including its lines (account, fund, amount) and contact.
- List accounts
Lists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type.
- List funds
Lists the funds in the Aplos organization, optionally narrowed by name or fund balance account number.
- List purposes
Lists the donation purposes in the Aplos organization, optionally filtered by name or enabled status.
- Cancelled individual appointment
Triggered when an individual appointment is cancelled.
- New cancelled attendee
Triggered when an attendee is cancelled.
- New or updated attendee
Triggered when an attendee is created or updated.
- New or updated business
Triggered when a business is created or updated.
- New or updated communication
Triggered when a communication is created or updated.
- New or updated contact
Triggered when a contact is created or updated.
- New or updated daily availability
Triggered when a daily availability is created or updated.
- New or updated group appointment
Triggered when a group appointment is created or updated.
- New or updated individual appointment
Triggered when an individual appointment is created or updated.
- New or updated invoice
Triggered when an invoice is created or updated.
- New or updated patient
Triggered when a patient is created or updated.
- New or updated patient case
Triggered when a patient case is created or updated.
- New or updated practitioner
Triggered when a practitioner is created or updated.
- New or updated treatment notes
Triggered when treatment notes is created or updated.
- Patient added or removed for group appointment in date range
Triggered when a patient is added or removed for a group appointment within the specified date range.
- Two-way sync new or updated contacts
A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
- Two-way sync new or updated patients
A trigger for two-way syncing new and updated patients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
- Archive patient
Archives a patient. An error will occur if the patient is not found.
- Create contact
Creates a new contact.
- Create patient
Creates a new patient.
- Find Appointment by Patient Id
Returns appointment details for the specified patient if the Patient ID exists.
- Find cancelled appointment
Searches for a cancelled appointment. If no matching appointment is found, an error occurs.
- Find contact by email
Returns details of the contact having the specified email address. An error occurs if zero or multiple are found.
- Find patient by email
Returns details of the patient having the specified email address. An error occurs if zero or multiple are found.
- Get appointment
Returns details of the specified appointment.
- Get appointments by practitioner ID
Returns appointment details by practitioner ID.
- Get appointment type
Returns details of the specified appointment type.
- Get appointment type billable item
Returns details for a billable item.
- Get billable item
Returns details of the specified billable item.
- Get business
Returns details of the specified business.
- Get cancelled appointment
Returns details of the specified cancelled appointment.
- Get contact
Returns details of the specified contact.
- Get group appointment
Returns details of the specified group appointment.
- Get group appointment attendees
Returns attendee information for the specified group appointment.
- Get individual appointment attendees
Returns attendee information for the specified individual appointment.
- Get invoice
Returns details of the specified invoice.
- Get patient
Returns details of the specified patient.
- Get patient case
Returns details of the specified patient case.
- Get patient referral source
Returns the referral source for the specified patient.
- Get practitioner
Returns details of the specified practitioner. An error occurs if not found.
- Get practitioner availabilities
Returns availability information for the specified practitioner.
- List invoices for patient case
Emits all invoice IDs for the specified patient case.
- Two-way sync add or update a contact
An action for two-way syncing new and updated contacts, with enhanced on-the-fly mapping using contact email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
- Two-way sync add or update a patient
An action for two-way syncing new and updated patients, with enhanced on-the-fly mapping using patient email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
- Update contact
Updates a contact.
- Update patient
Updates a patient.
- Update patient custom field
Updates the value of the specified custom field for the specified patient.
- Update patient referral
Sets or changes a patient's referral source. Choose the referral source type; supply a Referrer ID only for types that take one (e.g. Patient or Contact).
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
Aplos and Cliniko, answered
Can invoices from Cliniko become accounting entries in Aplos?
Yes. The New or updated invoice trigger in Cliniko can be followed by Get patient, Find contacts in Aplos and Add transaction, so the entry carries the right contact and fund. The agent tests each scenario, including invoices where no matching Aplos contact is found.
How are people matched between the two apps?
Matching is done on email address, using Find contacts in Aplos and Find patient by email or Find contact by email in Cliniko. If no match exists you can create the record instead, with Create contact or Create patient in Cliniko.
What can start an automation from Aplos?
Any of Aplos's 3 triggers in the catalog, including New contact, New or updated contact and New contribution. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Cliniko when something happens in Aplos?
Any of Cliniko's 31 actions, including Create contact, Get patient, Update contact and Create patient. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Cliniko to Aplos?
Yes. When something happens in Cliniko, your agent can act in Aplos too. This page covers both directions: Cliniko's triggers and Aplos's actions are listed here as well.
Do I have to build a connector for Aplos or Cliniko?
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.