Integration
Connect Aplos and FreeAgent
When something happens in Aplos or FreeAgent, 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 FreeAgent 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)FreeAgent handles your invoices, projects and time, while Aplos keeps the fund accounting and donor records. Joining them means a contact created in one can be matched or created in the other, and invoices raised in FreeAgent can be checked against or booked as transactions in Aplos, so the two ledgers describe the same people and money.
Example flows
What Aplos and FreeAgent can do together
From Aplos to FreeAgent
When New contact in Aplos
then Create Contact in FreeAgent
From FreeAgent 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 FreeAgent
Triggers and actions 6 triggers · 28 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.
- New Contact
Triggers when a new contact is created.
- New Invoice
Triggers when a new invoice is created.
- New Project
Triggers when a new project is created.
- Create Contact
Create a new contact.
- Create Invoice
Create an invoice for a contact.
- Create Project
Create a project for a contact.
- Create Timeslip
Create a timeslip (time tracking entry).
- Delete Contact
Delete a contact by id.
- Get Contact
Get a single contact by id.
- Get Invoice
Get a single invoice by id.
- List Bills
List bills.
- List Contacts
List contacts in FreeAgent.
- List Estimates
List estimates.
- List Expenses
List expenses.
- List Invoices
List invoices.
- List Projects
List projects.
- List Timeslips
List timeslips (time tracking entries).
- Update Contact
Update an existing 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 FreeAgent, answered
Can an invoice raised in FreeAgent become an entry in Aplos?
Yes. The New Invoice trigger in FreeAgent can look up the matching contact with Find contacts in Aplos, read the fund list with List funds, and record a balanced journal entry with Add transaction. You can also use Find transactions first so an invoice already booked is skipped.
How are contacts kept consistent between the two apps?
A new contact in Aplos can create the matching record in FreeAgent with Create Contact, and the New or updated contact trigger can push later changes through Update Contact. Going the other way, a new FreeAgent contact can be checked against Aplos with Find contacts before anyone adds a duplicate.
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 FreeAgent when something happens in Aplos?
Any of FreeAgent's 15 actions, including Create Contact, Update Contact, Create Invoice and Create Project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from FreeAgent to Aplos?
Yes. When something happens in FreeAgent, your agent can act in Aplos too. This page covers both directions: FreeAgent's triggers and Aplos's actions are listed here as well.
Do I have to build a connector for Aplos or FreeAgent?
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.