Integration
Connect Better Proposals to Klipfolio
When something happens in Better Proposals, your agent does the next thing in Klipfolio. Describe it 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 Better Proposals and Klipfolio to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 Better Proposals can start in Klipfolio
When Proposal Opened in Better Proposals
then Update Data Source in Klipfolio
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 Better Proposals and Klipfolio
Triggers and actions 3 triggers · 10 actions
- Proposal Opened
Triggers when a proposal is opened.
- Proposal Paid
Triggers when a proposal is paid.
- Proposal Signed
Triggers when a proposal is signed.
- Create a Proposal
Creates a new proposal.
- Delete Data Source
Deletes a Klipfolio data source by ID.
- Get Data Source
Get the details for a specific Klipfolio data source by id.
- Get Data Source Instance Data
Retrieves the data held by a Klipfolio data source instance.
- Get Klip
Fetches a Klip by ID. An error occurs if the Klip is not found.
- List Data Sources
Returns all data sources the connected user can access.
- List Klips
Returns the Klips you can access, optionally narrowed to one data source or one client account.
- List Users
Returns all users in the company or client account.
- Refresh Data Source
Queue one or more Klipfolio data sources for refresh.
- Update Data Source
Replace data in a data source in Klipfolio.
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
What our customers say
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Questions
Better Proposals and Klipfolio, answered
What can start an automation from Better Proposals?
Any of Better Proposals's 3 triggers in the catalog, including Proposal Opened, Proposal Paid and Proposal Signed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Klipfolio when something happens in Better Proposals?
Any of Klipfolio's 9 actions, including Update Data Source, Get Data Source, Get Data Source Instance Data and Get Klip. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Klipfolio to Better Proposals?
Klipfolio has no triggers in the catalog today, so automations start in Better Proposals. If you need the other direction, ask: your agent reads Klipfolio's API documentation and adds it.
Do I have to build a connector for Better Proposals or Klipfolio?
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.
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.