--- title: "Connect Apollo to MILKEE - APIANT.ai" description: "When \"Account Updated\" fires in Apollo, your agent runs \"Create Account\" in MILKEE." canonical: "https://apiant.ai/connect/apollo-to-milkee" --- # Connect Apollo to MILKEE When **Account Updated** fires in [Apollo](https://apiant.ai/connections/apollo), your agent runs **Create Account** in [MILKEE](https://apiant.ai/connections/milkee). Describe the whole flow and it is built, tested on every scenario and kept running. Apollo **4** triggers Apollo **10** actions MILKEE **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Apollo and MILKEE 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) Example flows ## What Apollo can start in MILKEE - When **Account Updated** in Apollo then **Create Account** in MILKEE - When **Contact Updated** in Apollo then **Create Customer** in MILKEE 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 Apollo and MILKEE ## Triggers and actions 4 triggers · 25 actions - Trigger **Account Updated** Polls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger. - Trigger **Contact Updated** Polls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger. - Trigger **New Account** Polls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger. - Trigger **New Contact** Polls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger. - Action **Create Account** An Account is a company that your team has added to Apollo. - Action **Create Contact** A Contact is a person your team has added to Apollo. - Action **Create Deal** Deals are records that you can use to track possible opportunities with your prospective customers. - Action **Create Task** Creates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact). - Action **Find Contact** Find a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first. - Action **Find Deal** Returns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals. - Action **Find Task** Returns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks. - Action **Get Account** Returns the details of an existing Apollo account (a company saved in Apollo), including its custom field values. - Action **Update Account** Update an existing Account. - Action **Update Contact** Update an already existing Contact. - Action **Create Account** Creates a new ledger account in a MILKEE company's chart of accounts. - Action **Create Customer** Creates a new customer. - Action **Create Entry** Creates a new booking entry (Buchung) in a MILKEE company. The entry type (income, expense or swap) is determined automatically from the debit and credit accounts. - Action **Create Invoice** Creates a new invoice with line items for a customer/project. - Action **Create Product** Creates a new reusable product or service in a MILKEE company, for use on invoices and proposals. - Action **Create Project** Creates a new project in a MILKEE company, linked to an existing customer or to a new customer created on the fly. - Action **Create Tag** Creates a new tag in a MILKEE company. - Action **Create Task** Creates a new task within a MILKEE project. - Action **Create Tax Rate** Creates a new tax rate (e.g. a VAT rate) for a MILKEE company. - Action **Create Time Track** Creates a time tracking entry on a MILKEE project. - Action **Find Entry** Returns the MILKEE bookkeeping entries (Buchungen) of a company that match the given filters, such as entry ID, date range, type, customer, project, account or tag. - Action **Find Project** Returns the MILKEE projects whose name matches the specified name, optionally narrowed by customer and archive status. - Action **Find Task** Returns the tasks in a MILKEE company whose title contains the text you give, optionally narrowed to one status. - Action **Find Time Track** Returns the time entries in a MILKEE company that match the specified criteria (entry id, user, customer, project, invoice, status, billable flag or date range). - Action **Update Invoice** Updates an existing MILKEE invoice by ID. Only invoices in status open can be edited. ## Each app on its own - [ **Apollo** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connections/apollo) - [ **MILKEE** MILKEE is a all in one accounting tool for Swiss Freelancers and small businesses.](https://apiant.ai/connections/milkee) Reviews ## What our customers say ## More from Apollo - [ **Apollo to Streak** Streak is a flexible CRM and process management system that lives inside your Gmail inbox.](https://apiant.ai/connect/apollo-to-streak) - [ **Apollo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/apollo-to-hubspot) - [ **Apollo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/apollo-to-salesforce) - [ **Apollo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/apollo-to-slack) - [ **Apollo to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/apollo-to-google-sheets) - [ **Apollo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/apollo-to-gmail) ## More into MILKEE - [ **YNAB to MILKEE** YNAB is an award-winning personal finance app and method that helps you gain total control of your money.](https://apiant.ai/connect/ynab-to-milkee) - [ **HubSpot to MILKEE** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-milkee) - [ **Salesforce to MILKEE** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-milkee) - [ **Slack to MILKEE** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-milkee) - [ **Google Sheets to MILKEE** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-milkee) - [ **Gmail to MILKEE** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-milkee) Questions ## Apollo and MILKEE, answered ### ### What can start an automation from Apollo? Any of Apollo's 4 triggers in the catalog, including Account Updated, Contact Updated, New Account and New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in MILKEE when something happens in Apollo? Any of MILKEE's 15 actions, including Create Account, Create Customer, Create Entry and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from MILKEE to Apollo? MILKEE has no triggers in the catalog today, so automations start in Apollo. If you need the other direction, ask: your agent reads MILKEE's API documentation and adds it. ### ### Do I have to build a connector for Apollo or MILKEE? 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 Apollo and MILKEE 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.