Integration
Connect Aplos and Manifestly Checklists Agent
When something happens in Aplos or Manifestly Checklists Agent, 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 Manifestly Checklists Agent 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 Manifestly Checklists Agent can do together
From Aplos to Manifestly Checklists Agent
When New contact in Aplos
then Change Step State in Manifestly Checklists Agent
From Manifestly Checklists Agent 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 Manifestly Checklists Agent
Triggers and actions 4 triggers · 18 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.
- Run Late
Triggers when a run is late.
- Change Step State
Completes, reopens, skips, starts, stops or stores data on a step of a Manifestly checklist run.
- Get Run
Look up one checklist run by its id and return its current details, including its title, state, progress, notes, tags and the workflow it came from.
- List Run Steps
Returns the steps of a checklist run
- List Workflows
Returns the checklist workflows in your Manifestly account.
- Run Workflow
Starts a new run of a Manifestly checklist workflow, optionally naming it, scheduling it and assigning the people who take part.
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 Manifestly Checklists Agent, 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 Manifestly Checklists Agent when something happens in Aplos?
Any of Manifestly Checklists Agent's 5 actions, including Change Step State, Get Run, List Run Steps and List Workflows. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Manifestly Checklists Agent to Aplos?
Yes. When something happens in Manifestly Checklists Agent, your agent can act in Aplos too. This page covers both directions: Manifestly Checklists Agent's triggers and Aplos's actions are listed here as well.
Do I have to build a connector for Aplos or Manifestly Checklists Agent?
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.