--- title: "Connect BaseLinker and Clientary - APIANT.ai" description: "When \"New Order\" fires in BaseLinker, your agent runs \"Add contact\" in Clientary, or \"New Expense\" in Clientary to \"Add Invoice\" in BaseLinker." canonical: "https://apiant.ai/connect/baselinker-to-clientary" --- # Connect BaseLinker and Clientary When **New Order** fires in [BaseLinker](https://apiant.ai/connections/baselinker), your agent runs **Add contact** in [Clientary](https://apiant.ai/connections/clientary), or **New Expense** in Clientary to **Add Invoice** in BaseLinker. Describe the whole flow and it is built, tested on every scenario and kept running. BaseLinker **1** trigger BaseLinker **24** 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 BaseLinker 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 BaseLinker and Clientary can do together ### From BaseLinker to Clientary - When **New Order** in BaseLinker then **Add contact** in Clientary - When **New Order** in BaseLinker then **Create Invoice** in Clientary ### From Clientary to BaseLinker - When **New Expense** in Clientary then **Add Invoice** in BaseLinker - When **New Invoice** in Clientary then **Add Order** in BaseLinker 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 BaseLinker and Clientary ## Triggers and actions 4 triggers · 38 actions - Trigger **New Order** Triggers when a new confirmed order appears in the BaseLinker order manager. - Action **Add a Tracking Number** Adds a tracking number from a courier shipment created outside BaseLinker to an order. - Action **Add CRM client** Creates a new CRM client in BaseLinker, or updates an existing one when a CRM client ID is given. Returns the client's ID. - Action **Add Invoice** Issues an invoice for an order in the BaseLinker order manager. - Action **Add Order** Creates a new order in the Base (BaseLinker) order manager with buyer, delivery, billing and product details, and returns the new order's ID. - Action **Add order product** Adds a product line item to an existing BaseLinker order and returns the new item's id. - Action **Add order return** Creates a new order return in the BaseLinker return manager, optionally linked to an existing order, and returns its ID. - Action **Add Payment** Records a payment on a BaseLinker order, setting the order's paid amount, date and comment. - Action **Add product** Creates a new product in a BaseLinker (Base) inventory catalog and returns its product ID. - Action **Delete order** Deletes an order from the BaseLinker order manager. - Action **Delete product** Deletes a product from a BaseLinker product catalog. - Action **Find orders** Finds orders in the Base order manager matching the filters you give (order ID, buyer email, status, source, dates). Returns up to 100 orders. - Action **Get CRM clients** Returns CRM clients from BaseLinker, optionally filtered by client ID, email, phone, login, invoice company, tax ID, full name or status. Returns up to 100 clients. - Action **Get Order Fields** Returns the custom extra fields defined for orders in BaseLinker, with each field's ID, name, editor type and allowed options. - Action **Get Order Package** Returns the courier shipments (packages) created for a BaseLinker order, with tracking numbers, courier and tracking status. - Action **Get Order Returns** Returns order returns from the BaseLinker return manager, optionally narrowed by order, return, date, status or source (up to 100 at a time). - Action **Get product** Returns the full details of one product from a BaseLinker catalog, including prices, stock, text fields, images and variants. - Action **List inventories** Returns the product catalogs (inventories) in your BaseLinker account, with their languages, price groups and warehouses. - Action **List order statuses** Returns the order statuses created in the BaseLinker order manager, with their names, colors and groups. - Action **List products** Returns the basic data (ID, SKU, EAN, name, prices and stock) of products in a BaseLinker catalog, optionally filtered by category, tag, SKU, EAN, name, price or stock. - Action **Update Order** Updates selected fields of an existing BaseLinker order, such as addresses, comments, delivery details and extra fields. Fields left blank are not changed. - Action **Update Order Status** Changes the status of a BaseLinker order to the status you choose. - Action **Update product** Updates an existing product in a BaseLinker catalog. Only the fields you fill in are changed. - Action **Update product prices** Updates the gross prices of up to 1000 products or variants in a BaseLinker catalog, per price group. - Action **Update product stock** Updates the stock levels of products or variants in a BaseLinker catalog, per warehouse. - 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 - [ **BaseLinker** BaseLinker is a cloud-based system integrating 1000+ marketplaces, stores, carriers, accounting and many more.](https://apiant.ai/connections/baselinker) - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) Reviews ## What our customers say ## More from BaseLinker - [ **BaseLinker to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/baselinker-to-hubspot) - [ **BaseLinker to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/baselinker-to-salesforce) - [ **BaseLinker to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/baselinker-to-slack) - [ **BaseLinker to Google Sheets** Google Sheets](https://apiant.ai/connect/baselinker-to-google-sheets) - [ **BaseLinker to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/baselinker-to-gmail) - [ **BaseLinker to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/baselinker-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 ## BaseLinker and Clientary, answered ### ### What can start an automation from BaseLinker? Any of BaseLinker's 1 trigger in the catalog, including New Order. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Clientary when something happens in BaseLinker? 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 BaseLinker? Yes. When something happens in Clientary, your agent can act in BaseLinker too. This page covers both directions: Clientary's triggers and BaseLinker's actions are listed here as well. ### ### Do I have to build a connector for BaseLinker 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 BaseLinker 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.