--- title: "Connect Aplos and Wachete - APIANT.ai" description: "When \"New contact\" fires in Aplos, your agent runs \"Create monitor\" in Wachete, or \"New notification for monitor\" in Wachete to \"Find contacts\" in Aplos." canonical: "https://apiant.ai/connect/aplos-to-wachete" --- # Connect Aplos and Wachete When **New contact** fires in [Aplos](https://apiant.ai/connections/aplos), your agent runs **Create monitor** in [Wachete](https://apiant.ai/connections/wachete), or **New notification for monitor** in Wachete to **Find contacts** in Aplos. Describe the whole flow and it is built, tested on every scenario and kept running. Aplos **3** triggers Aplos **13** actions Wachete **2** triggers Wachete **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Aplos and Wachete 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) Aplos holds your funds, contacts and transactions; Wachete watches the web pages your finance team depends on, like grant portals, vendor billing pages and donation listings. Connecting them means a change on a watched page can turn into a lookup or an entry in Aplos, and new records in Aplos can put a page under watch. Example flows ## What Aplos and Wachete can do together ### From Aplos to Wachete - When **New contact** in Aplos then **Create monitor** in Wachete - When **New or updated contact** in Aplos then **Get monitor data** in Wachete ### From Wachete to Aplos - When **New notification for monitor** in Wachete then **Find contacts** in Aplos - When **Any new notification** in Wachete then **Get contact** 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 Wachete ## Triggers and actions 5 triggers · 20 actions - Trigger **New contact** Triggers when a new contact (a donor, individual or company) is added in Aplos. - Trigger **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. - Trigger **New or updated contact** Triggers when a contact (a donor, individual or company) is added or changed in Aplos. - Action **Add contribution** Records a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose. - Action **Add payable** Creates an accounts payable bill in Aplos, split across one or more expense lines by account and fund. - Action **Add transaction** Creates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund. - Action **Find contacts** Returns the contacts that match the specified name, email, type or last-updated time. - Action **Find contributions** Returns contributions (donation records) that match the specified contact, name and date criteria. - Action **Find transactions** Returns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status). - Action **Get contact** Retrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses. - Action **Get contribution** Retrieve a single Aplos contribution record by its ID. - Action **Get payable** Retrieves a single payable (bill) by its id. - Action **Get transaction** Retrieves a single accounting transaction, including its lines (account, fund, amount) and contact. - Action **List accounts** Lists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type. - Action **List funds** Lists the funds in the Aplos organization, optionally narrowed by name or fund balance account number. - Action **List purposes** Lists the donation purposes in the Aplos organization, optionally filtered by name or enabled status. - Trigger **Any new notification** Fires when there is a new change notification from any monitor in your Wachete account. - Trigger **New notification for monitor** Fires when there is a new change notification from the specified Wachete monitor (taskId). - Action **Create monitor** Create a new Wachete monitor (wachet) that watches a web page or part of a page for changes. - Action **Delete monitor** Delete a Wachete monitor by its ID. - Action **Get monitor** Get information about a specific Wachete monitor by its ID. - Action **Get monitor data** Get the captured data/history for a Wachete monitor, optionally as a diff and within a date range. - Action **List folders** List folder contents, optionally under a parent folder. - Action **List notifications** List change notifications, optionally filtered by monitor (taskId) and date range. - Action **Update monitor** Change the settings of an existing Wachete monitor — name, URL, watched/excluded XPath, regex, note, job type, check frequency and location, crawl options, folder, alerts, notification endpoints, headers and proxies. A partial update: the op first reads the monitor's current record, overlays only the fields you filled in, then writes the merged record back, so anything you leave blank keeps its current value — including settings this op does not expose. Identify the monitor by its id. Check frequency is in seconds (86400 = daily) and is ignored if not positive; the true/false options take the words true or false; alerts, notification endpoints, headers and proxies take JSON. Returns the monitor id, name and URL after the update plus the full monitor record. ## Each app on its own - [ **Aplos** Aplos is fund accounting and donor management software for churches and nonprofits: contacts and donors...](https://apiant.ai/connections/aplos) - [ **Wachete** Wachete monitors web pages (or parts of pages) for changes and notifies you when the text changes or...](https://apiant.ai/connections/wachete) Reviews ## What our customers say ## More from Aplos - [ **Aplos to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/aplos-to-salesforce) - [ **Aplos to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/aplos-to-stripe) - [ **Aplos to JotForm** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connect/aplos-to-jotform) - [ **Aplos to OpenAI** OpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...](https://apiant.ai/connect/aplos-to-openai) - [ **Aplos to Ontraport** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/aplos-to-ontraport) - [ **Aplos to Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/aplos-to-freshworks-crm) ## More into Wachete - [ **HubSpot to Wachete** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wachete) - [ **Slack to Wachete** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wachete) - [ **Mailchimp to Wachete** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-wachete) - [ **Shopify to Wachete** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-wachete) - [ **QuickBooks Online to Wachete** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-wachete) - [ **Pipedrive to Wachete** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-wachete) Questions ## Aplos and Wachete, answered ### ### Can the agent avoid posting the same grant payment twice in Aplos? Yes. Before it adds anything, it can run Find transactions in Aplos on the amount, fund and date range from the Wachete change, and only use Add transaction when nothing matches. The agent tests every scenario, including the case where a matching transaction already exists. ### ### Can Wachete monitors be created from Aplos records? Yes. A New contact or New or updated contact trigger in Aplos can feed Create monitor or Update monitor in Wachete, so a donor or vendor page is watched with the URL and check frequency you set. Get monitor can confirm the settings that were saved. ### ### 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 Wachete when something happens in Aplos? Any of Wachete's 7 actions, including Create monitor, Get monitor data, Update monitor and Get monitor. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Wachete to Aplos? Yes. When something happens in Wachete, your agent can act in Aplos too. This page covers both directions: Wachete's triggers and Aplos's actions are listed here as well. ### ### Do I have to build a connector for Aplos or Wachete? 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 Aplos and Wachete 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.