--- title: "Connect BlueSuite and UpKeep - APIANT.ai" description: "When \"New Invoice\" fires in BlueSuite, your agent runs \"Create Purchase Order\" in UpKeep, or \"New Purchase Order\" in UpKeep to \"Add contact\" in BlueSuite." canonical: "https://apiant.ai/connect/bluesuite-to-upkeep" --- # Connect BlueSuite and UpKeep When **New Invoice** fires in [BlueSuite](https://apiant.ai/connections/bluesuite), your agent runs **Create Purchase Order** in [UpKeep](https://apiant.ai/connections/upkeep), or **New Purchase Order** in UpKeep to **Add contact** in BlueSuite. Describe the whole flow and it is built, tested on every scenario and kept running. BlueSuite **7** triggers BlueSuite **18** actions UpKeep **2** triggers UpKeep **31** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want BlueSuite and UpKeep 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 BlueSuite and UpKeep can do together ### From BlueSuite to UpKeep - When **New Invoice** in BlueSuite then **Create Purchase Order** in UpKeep - When **New Job** in BlueSuite then **Create Work Order** in UpKeep ### From UpKeep to BlueSuite - When **New Purchase Order** in UpKeep then **Add contact** in BlueSuite - When **New Work Order** in UpKeep then **Add invoice** in BlueSuite 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 BlueSuite and UpKeep ## Triggers and actions 9 triggers · 49 actions - Trigger **Invoice Paid** Triggers when a BlueSuite invoice is moved to Paid. - Trigger **Invoice Sent** Triggers when an invoice in your BlueSuite workspace is moved to Sent, returning the invoice. - Trigger **New Invoice** Triggers when a new invoice is created in your BlueSuite workspace. - Trigger **New Job** Triggers when a new job is created in BlueSuite. - Trigger **New or Updated Request** Triggers when a request is created or updated in BlueSuite, depending on the event you choose. - Trigger **New Quote** Triggers when a new quote is created in BlueSuite. - Trigger **Quote Accepted** Triggers when a quote is accepted in BlueSuite. - Action **Add contact** Creates a new contact (a person or company) in your BlueSuite workspace and returns the created contact. - Action **Add event** Creates an appointment, task or calendar event in BlueSuite, optionally linked to a job or request and assigned to team members. - Action **Add invoice** Creates a one-off invoice in BlueSuite, optionally linked to a contact, property, job or quote, with line items. Creating an invoice does not send it to the client. - Action **Add job** Creates a new job in BlueSuite, optionally linked to a contact, property, request or quote, with line items, pricing and billing settings. - Action **Add payment** Records a payment or deposit against an invoice or quote in BlueSuite. - Action **Add quote** Creates a quote in BlueSuite for a contact, with line items and pricing. Creating a quote does not send it to the customer. - Action **Get contact** Returns a single BlueSuite contact by its ID, including its details and custom field values. - Action **Get event** Returns a single BlueSuite event, appointment, task or visit by its ID. - Action **Get invoice** Returns a single BlueSuite invoice by its ID, including line items, payment and balance information. - Action **Get job** Returns a single BlueSuite job by its ID, with all of its details including line items, status and custom fields. - Action **Get quote** Returns a single BlueSuite quote by its ID, including its line items, pricing, status and custom fields. - Action **List contacts** Returns the contacts (people and companies) in your BlueSuite workspace, optionally filtered by search text, contact type, owner or tags. - Action **List invoices** Returns the invoices in your BlueSuite workspace, optionally filtered by search text, contact, job, tags or excluded statuses. - Action **List jobs** Returns the jobs in your BlueSuite workspace, optionally filtered by contact, quote, status, tags or search text. - Action **List quotes** Returns quotes in your BlueSuite workspace, optionally filtered by contact, status, tags or search text. - Action **Send test event** Sends a sample event to one of your BlueSuite webhook subscriptions so you can check the receiving end. The sample carries test data, not a real record. - Action **Update contact** Updates an existing BlueSuite contact's name, contact details, company, type, owner and custom fields. Fields left blank are not changed. - Action **Update job** Updates an existing BlueSuite job: its client, pricing, line items, billing settings, or status (complete, cancel, or reopen). Fields left blank are not changed. - Trigger **New Purchase Order** Triggers when a new purchase order is created. - Trigger **New Work Order** Triggers when a new work order is created. - Action **Add Asset** Create a new asset. - Action **Add Location** Creates a new location in UpKeep. - Action **Add User** Creates a new user in your UpKeep account. - Action **Add Vendor** Create a new vendor. - Action **Create Purchase Order** Creates a purchase order in UpKeep. - Action **Create Work Order** Creates new work order. - Action **Delete Purchase Order** Deletes a specific purchase order in UpKeep. - Action **Delete Work Order** Deletes a specific work order in UpKeep. - Action **Find Asset** Finds assets matching the given name, barcode, serial number, location, status, category or other criteria. Returns the first match plus the list of all matches on the first page of results. - Action **Find Location** Returns the locations whose name matches the name you supply, optionally narrowed by parent location, creator, hierarchy level, custom field and created/updated dates. - Action **Find Part** Finds parts in UpKeep by name. - Action **Find Vendor** Returns the vendors whose business name matches the one supplied, with the first match broken out. - Action **Get Asset** Gets a specific UpKeep asset by its ID, including its custom field values. - Action **Get Location** Gets a specific UpKeep location by its ID. - Action **Get Part** Gets a specific part from the UpKeep inventory by its ID. - Action **Get Purchase Order** Gets a specific purchase order by its ID. - Action **Get User** Gets a specific UpKeep user by ID. - Action **Get Vendor** Gets a specific vendor by its ID. - Action **Get Work Order** Retrieve a single work order by ID. - Action **List Assets** Lists the assets in your UpKeep account, optionally filtered by name, barcode, serial number, location, status, category, assigned or creating user, downtime status, one custom field, and created/updated time ranges. - Action **List Locations** Lists the locations in your UpKeep account, optionally filtered by name, creator, parent location, hierarchy level, custom field or created/updated date. - Action **List Purchase Orders** Lists purchase orders in the UpKeep account, optionally filtered by status. - Action **List Vendors** List/page all vendors. - Action **List Work Orders** List/page all work orders with filters. - Action **Update Asset** Updates the fields you supply on an existing UpKeep asset. Fields left blank are not changed. - Action **Update Location** Updates an existing location in UpKeep. Only the fields you fill in are changed. - Action **Update Part** Updates an existing part in UpKeep. Only the fields you fill in are changed. - Action **Update Purchase Order** Updates an existing purchase order in UpKeep. Only the fields you fill in are changed. - Action **Update User** Updates an existing UpKeep user. Only the fields you fill in are changed; blank fields are left as they are. - Action **Update Vendor** Update fields on an existing vendor. - Action **Update Work Order** Update fields on an existing work order. ## Each app on its own - [ **BlueSuite** BlueSuite is an all-in-one business platform for home service pros.](https://apiant.ai/connections/bluesuite) - [ **UpKeep** UpKeep is a maintenance management application for facility management teams.](https://apiant.ai/connections/upkeep) Reviews ## What our customers say ## More from BlueSuite - [ **BlueSuite to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bluesuite-to-hubspot) - [ **BlueSuite to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bluesuite-to-salesforce) - [ **BlueSuite to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/bluesuite-to-slack) - [ **BlueSuite to Google Sheets** Google Sheets](https://apiant.ai/connect/bluesuite-to-google-sheets) - [ **BlueSuite to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/bluesuite-to-gmail) - [ **BlueSuite to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/bluesuite-to-google-calendar) ## More into UpKeep - [ **HubSpot to UpKeep** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-upkeep) - [ **Salesforce to UpKeep** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-upkeep) - [ **Slack to UpKeep** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-upkeep) - [ **Google Sheets to UpKeep** Google Sheets](https://apiant.ai/connect/google-sheets-to-upkeep) - [ **Gmail to UpKeep** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-upkeep) - [ **Google Calendar to UpKeep** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-upkeep) Questions ## BlueSuite and UpKeep, answered ### ### What can start an automation from BlueSuite? Any of BlueSuite's 7 triggers in the catalog, including New Invoice, New Job, New or Updated Request and New Quote. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in UpKeep when something happens in BlueSuite? Any of UpKeep's 31 actions, including Create Purchase Order, Create Work Order, Update Asset and Update Location. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from UpKeep to BlueSuite? Yes. When something happens in UpKeep, your agent can act in BlueSuite too. This page covers both directions: UpKeep's triggers and BlueSuite's actions are listed here as well. ### ### Do I have to build a connector for BlueSuite or UpKeep? 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 BlueSuite and UpKeep 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.