--- title: "Connect bambooHR and Clientary - APIANT.ai" description: "When \"New Employee\" fires in bambooHR, your agent runs \"Add contact\" in Clientary, or \"New Expense\" in Clientary to \"Add Employee Table Row\" in bambooHR." canonical: "https://apiant.ai/connect/bamboohr-to-clientary" --- # Connect bambooHR and Clientary When **New Employee** fires in [bambooHR](https://apiant.ai/connections/bamboohr), your agent runs **Add contact** in [Clientary](https://apiant.ai/connections/clientary), or **New Expense** in Clientary to **Add Employee Table Row** in bambooHR. Describe the whole flow and it is built, tested on every scenario and kept running. bambooHR **3** triggers bambooHR **20** actions Clientary **3** triggers Clientary **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want bambooHR and Clientary 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 bambooHR and Clientary can do together ### From bambooHR to Clientary - When **New Employee** in bambooHR then **Add contact** in Clientary - When **New or Updated Time Off Request** in bambooHR then **Create Invoice** in Clientary ### From Clientary to bambooHR - When **New Expense** in Clientary then **Add Employee Table Row** in bambooHR - When **New Invoice** in Clientary then **Add Employee File** in bambooHR 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 bambooHR and Clientary ## Triggers and actions 6 triggers · 34 actions - Trigger **New Employee** Triggers when a new employee is added. - Trigger **New or Updated Time Off Request** Triggers when a time off request is created or updated. - Trigger **Updated Employee** Triggers when an employee record is updated. - Action **Add Employee** Create a new employee record. The new employee's ID is returned in the Location header. - Action **Add Employee File** Upload a file to an employee record. - Action **Add Employee Table Row** Add a row to an employee table. - Action **Add Job Application Comment** Add a comment to a job application. - Action **Add Time Off Request** Create a time off request for an employee. - Action **Delete Employee** Delete an employee. - Action **Get Company Report** Run a company report by ID and return its rows as JSON. - Action **Get Employee** Retrieve a single employee's fields by employee ID. - Action **Get Employee Directory** Retrieve the full company employee directory. - Action **Get Employee Table Data** Get tabular data (job info, compensation, etc.) for an employee. - Action **Get Time Off Requests** List time off requests filtered by date range, employee, status, or type. - Action **Get Time Off Types** List the time off types configured for the company. - Action **Get Who's Out** List time off and holidays between a start and end date. - Action **List Employee Files** List files and categories for an employee. - Action **List Employees** List employees (paginated, filterable). - Action **List Goals** List an employee's goals. - Action **List Job Applications** List job applications. - Action **List Users** List BambooHR users. - Action **Update Employee** Update an existing employee's details. - Action **Update Time Off Request status** Approve, deny or cancel a time off request. - Trigger **New Expense** Triggers when a new expense is recorded in your Clientary account during the current fiscal year. - Trigger **New Invoice** Triggers when a new invoice is created in Clientary, optionally limited to invoices in a given status or matching a search. - Trigger **New Staff** Triggers when a new staff user is added to your Clientary account. - Action **Add comment** Posts a comment on an invoice, estimate, project, task, proposal or contract and notifies the people involved. - Action **Add contact** Creates a new contact (an individual person) under an existing Clientary client. - Action **Add contract** Creates a contract for a client in Clientary, optionally starting from a contract template, with its sections and signers. - Action **Add proposal** Creates a proposal for a client in Clientary, optionally starting from a proposal template, with its sections and signers. - Action **Add retainer** Creates a retainer for a client in Clientary: an up-front payment request kept apart from ordinary invoices. - Action **Client** Creates a new client in Clientary with its name, address, tax id, website and description. - Action **Create Estimate** Creates an estimate in Clientary, optionally for a client, with its dates, taxes, notes and line items. - Action **Create Invoice** Creates an invoice in Clientary, optionally for a client, with dates, currency, taxes, notes and line items. - Action **Create Lead** Creates a new lead (a prospective client) in Clientary. - Action **Create Task** Creates a new task (a to-do item) in Clientary, optionally on a project and assigned to a staff member. - Action **Expense** Creates a new expense in Clientary, optionally assigned to a client or project. - Action **Get client** Returns a single Clientary client by its ID, including its contact and address details. - Action **List comments** Returns the comments on one Clientary invoice, estimate, project, task, proposal or contract, newest first. - Action **Update contract** Updates an existing Clientary contract: its subject, date, client, status, signers or sections. Only a draft contract can be changed; void and reopen a sent contract first. ## Each app on its own - [ **bambooHR** BambooHR is HR software for small and medium businesses, covering employee records, time off, onboarding...](https://apiant.ai/connections/bamboohr) - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) Reviews ## What our customers say ## More from bambooHR - [ **bambooHR to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bamboohr-to-hubspot) - [ **bambooHR to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bamboohr-to-salesforce) - [ **bambooHR to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/bamboohr-to-slack) - [ **bambooHR to Google Sheets** Google Sheets](https://apiant.ai/connect/bamboohr-to-google-sheets) - [ **bambooHR to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/bamboohr-to-gmail) - [ **bambooHR to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/bamboohr-to-google-calendar) ## More into Clientary - [ **ActiveCampaign to Clientary** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-clientary) - [ **Airtable to Clientary** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-clientary) - [ **Asana to Clientary** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-clientary) - [ **ClickUp to Clientary** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-clientary) - [ **Brevo to Clientary** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-clientary) - [ **Calendly to Clientary** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-clientary) Questions ## bambooHR and Clientary, answered ### ### What can start an automation from bambooHR? Any of bambooHR's 3 triggers in the catalog, including New Employee, New or Updated Time Off Request and Updated Employee. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Clientary when something happens in bambooHR? Any of Clientary's 14 actions, including Create Estimate, Create Invoice, Create Lead and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Clientary to bambooHR? Yes. When something happens in Clientary, your agent can act in bambooHR too. This page covers both directions: Clientary's triggers and bambooHR's actions are listed here as well. ### ### Do I have to build a connector for bambooHR or Clientary? 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 bambooHR and Clientary 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.