Integration
Connect Aplos and Freelo
When something happens in Aplos or Freelo, 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 Freelo 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 Aplos and Freelo can do together
From Aplos to Freelo
When New contact in Aplos
then Add comment in Freelo
When New contribution in Aplos
then Add project in Freelo
From Freelo to Aplos
When New project in Freelo
then Add contribution in Aplos
When New project in Freelo
then Add payable in 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 Freelo
Triggers and actions 4 triggers · 33 actions
Trigger
New contactTriggers when a new contact (a donor, individual or company) is added in Aplos.
Trigger
New contributionTriggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts.
Trigger
New or updated contactTriggers when a contact (a donor, individual or company) is added or changed in Aplos.
Action
Add contributionRecords a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose.
Action
Add payableCreates an accounts payable bill in Aplos, split across one or more expense lines by account and fund.
Action
Add transactionCreates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund.
Action
Find contactsReturns the contacts that match the specified name, email, type or last-updated time.
Action
Find contributionsReturns contributions (donation records) that match the specified contact, name and date criteria.
Action
Find transactionsReturns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status).
Action
Get contactRetrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses.
Action
Get contributionRetrieve a single Aplos contribution record by its ID.
Action
Get payableRetrieves a single payable (bill) by its id.
Action
Get transactionRetrieves a single accounting transaction, including its lines (account, fund, amount) and contact.
Action
List accountsLists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type.
Action
List fundsLists the funds in the Aplos organization, optionally narrowed by name or fund balance account number.
Action
List purposesLists the donation purposes in the Aplos organization, optionally filtered by name or enabled status.
Trigger
New projectTriggered when a new project is created
Action
Add commentAdd a comment to a task.
Action
Add projectCreate a new project.
Action
Add taskCreate a new task in a tasklist.
Action
Add tasklistCreate a new tasklist within a project.
Action
Add work reportLogs a finished work report (time entry) directly on a Freelo task, for example to record hours after the fact.
Action
Delete projectSoft-delete a project.
Action
Delete taskDeletes a Freelo task (soft-delete); its subtasks are hidden too.
Action
Delete tasklistSoft-delete a tasklist.
Action
Find tasksReturns tasks whose name matches the search text, optionally narrowed by project, tasklist, assignee, state, labels, priority and date ranges.
Action
Get projectGet a single project's detail by ID.
Action
Get taskGet a single task's detail by ID.
Action
Get tasklistGet a single tasklist's detail by ID.
Action
List projectsLists the active projects owned by the connected user, each with its active tasklists. Projects you were only invited to, and archived or template projects, are not included.
Action
List tasksLists the active (unfinished) tasks in a Freelo tasklist.
Action
List usersLists the coworkers who share at least one active project with you.
Action
Start time trackingStarts a time tracking timer for the connected Freelo user, optionally on a specific task. Only one timer can run at a time.
Action
Stop time trackingStops your currently running Freelo timer and turns it into a work report.
Action
Update projectRenames a Freelo project and/or changes its deadline. Fields left blank are not changed.
Action
Update taskUpdates an existing Freelo task. Only the values you fill in are changed; blank fields keep their current value.
Action
Update tasklistEdit a tasklist's fields.
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
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Questions
Aplos and Freelo, answered
What can start an automation from Aplos?
Any of Aplos's 3 triggers in the catalog, including New contact, New contribution and New or updated contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Freelo when something happens in Aplos?
Any of Freelo's 20 actions, including Update project, Update task, Update tasklist and Add comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Freelo to Aplos?
Yes. When something happens in Freelo, your agent can act in Aplos too. This page covers both directions: Freelo's triggers and Aplos's actions are listed here as well.
Do I have to build a connector for Aplos or Freelo?
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.