Integration
Connect Aura and Tidely
When New Call fires in Aura, your agent runs Update Invoice in Tidely, or New Bank Account Transaction in Tidely to Add Lead Note in Aura. Describe the whole flow 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 Aura and Tidely to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Aura and Tidely can do together
From Aura to Tidely
When New Call in Aura
then Update Invoice in Tidely
When New Lead in Aura
then Import Invoice in Tidely
From Tidely to Aura
When New Bank Account Transaction in Tidely
then Add Lead Note in Aura
When New Invoice in Tidely
then Create Lead in Aura
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 Aura and Tidely
Triggers and actions 5 triggers · 61 actions
Trigger
New CallTriggers when a new call is booked in Aura.
Trigger
New LeadTriggers when a new lead is added in Aura.
Trigger
New PaymentTriggers when a new payment is recorded in Aura.
Action
Add Lead NoteAdds a note to an Aura lead.
Action
Archive LeadArchives an Aura lead.
Action
Cancel CallCancels a booked Aura call.
Action
Create LeadCreates a new lead in Aura.
Action
Get CallReturns one Aura call by its ID.
Action
Get Call AnalysisReturns the AI analysis of an Aura call.
Action
Get Call Form AnswersReturns the booking-form answers submitted for an Aura call.
Action
Get Dashboard AnalyticsReturns Aura's dashboard analytics.
Action
Get LeadReturns one Aura lead by its ID.
Action
Get OpportunityReturns one Aura opportunity by its ID.
Action
Get PaymentReturns one Aura payment by its ID.
Action
Get ProductReturns one Aura product by its ID.
Action
Get Revenue AnalyticsReturns Aura revenue grouped by currency.
Action
Get SchedulerReturns one Aura scheduler by its ID.
Action
Get Scheduler AvailabilityReturns the bookable time slots of an Aura scheduler.
Action
Get Scheduler FieldsReturns the booking-form fields of an Aura scheduler.
Action
Get Team MemberReturns one Aura team member by its ID.
Action
Get Team PerformanceReturns a performance summary for the Aura team.
Action
List CallsReturns a page of Aura calls, optionally filtered.
Action
List Lead NotesReturns the notes on an Aura lead.
Action
List LeadsReturns a page of Aura leads, optionally filtered by status or pipeline stage.
Action
List OpportunitiesReturns a page of Aura opportunities.
Action
List PaymentsReturns a page of payments recorded in Aura.
Action
List ProductsReturns the products in the Aura account.
Action
List SchedulersReturns the schedulers (booking links) in the Aura account.
Action
List Team MembersReturns the team members in the Aura account.
Action
Qualify LeadChecks whether a lead would qualify for a scheduler and returns the result.
Action
Reassign Call CloserMoves a booked Aura call to a different closer.
Action
Record PaymentRecords a payment in Aura.
Action
Reschedule CallMoves a booked Aura call to a new time.
Action
Send Test WebhookSends a test event to an Aura webhook subscription and returns how its endpoint responded.
Action
Set Call OutcomeRecords the outcome of an Aura call (for example won, lost or no-show).
Action
Update CallUpdates an existing Aura call.
Action
Update LeadUpdates an existing Aura lead's details.
Action
Update PaymentUpdates a payment recorded in Aura.
Action
Verify PaymentMarks an Aura payment as verified.
Trigger
New Bank Account TransactionTriggers when a new transaction is added to a bank account.
Trigger
New InvoiceTriggers when a new sales or purchase invoice is added.
Action
Create CategoryCreates an income or expense category.
Action
Delete Bank AccountDeletes a bank account.
Action
Delete Bank Account TransactionDeletes a bank account transaction.
Action
Delete CategoryDeletes a category.
Action
Delete InvoiceDeletes an invoice.
Action
Delete PlansDeletes all plan values of a category in a scenario.
Action
Get Bank AccountReturns one bank account.
Action
Get Bank Account TransactionReturns one bank account transaction.
Action
Get CashflowReturns the cashflow per period for a scenario and date range.
Action
Get CategoryReturns one category.
Action
Get CompanyReturns one company.
Action
Get InvoiceReturns one invoice.
Action
Get ScenarioReturns one planning scenario.
Action
Import InvoiceCreates an invoice in Tidely.
Action
Import PlanCreates a plan value in Tidely.
Action
List Bank Account BalancesReturns the daily balances of a bank account.
Action
List Bank AccountsReturns the company's bank accounts.
Action
List Bank Account TransactionsReturns the transactions of a bank account.
Action
List CategoriesReturns the income and expense categories.
Action
List CompaniesReturns the companies the API key can access.
Action
List ScenariosReturns the company's planning scenarios.
Action
Update Bank AccountUpdates a bank account.
Action
Update Bank Account TransactionUpdates a bank account transaction.
Action
Update CategoryRenames a category or changes its type.
Action
Update InvoiceUpdates an invoice'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
Reviews
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Questions
Aura and Tidely, answered
What can start an automation from Aura?
Any of Aura's 3 triggers in the catalog, including New Call, New Lead and New Payment. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Tidely when something happens in Aura?
Any of Tidely's 25 actions, including Create Category, Update Bank Account, Update Bank Account Transaction and Update Category. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Tidely to Aura?
Yes. When something happens in Tidely, your agent can act in Aura too. This page covers both directions: Tidely's triggers and Aura's actions are listed here as well.
Do I have to build a connector for Aura or Tidely?
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 Aura and Tidely 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.