Integration
Connect Booker Merchant and FreshBooks
When New Customer fires in Booker Merchant, your agent runs Add Payment to Invoice in FreshBooks, or New Bill in FreshBooks to Create Customer in Booker Merchant. 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 Booker Merchant and FreshBooks 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)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 Booker Merchant and FreshBooks can do together
From Booker Merchant to FreshBooks
When New Customer in Booker Merchant
then Add Payment to Invoice in FreshBooks
When New Order in Booker Merchant
then Create Invoice in FreshBooks
From FreshBooks to Booker Merchant
When New Bill in FreshBooks
then Create Customer in Booker Merchant
When New Client in FreshBooks
then Create Dependent Customer in Booker Merchant
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 Booker Merchant and FreshBooks
Triggers and actions 22 triggers · 82 actions
Trigger
New CustomerTriggered when a new customer is added at a location.
Trigger
New OrderTriggered when a new order is added at a location.
Trigger
New or Updated AppointmentTriggered when an appointment is added or updated.
Trigger
New or Updated Appointment TreatmentTriggered when an appointment treatment line is added or updated.
Trigger
New or Updated CustomerTriggered when a customer is added or updated.
Trigger
Updated CustomerTriggered when an existing customer is updated.
Action
Create CustomerCreate a new customer.
Action
Create Dependent CustomerCreate a customer that belongs to another customer's account.
Action
Create EmployeeCreate a new employee.
Action
Create MembershipCreate a new membership.
Action
Create RoomCreate a new room.
Action
Create SpecialCreate a special/promotion at a location.
Action
Delete CustomerDelete a customer.
Action
Delete EmployeeDelete an employee.
Action
Delete MembershipDelete a membership.
Action
Delete RoomDelete a room.
Action
Find AppointmentsList appointments at a location within a date range.
Action
Find CustomersList/search customers at a location.
Action
Find EmployeesList employees/staff at a location.
Action
Find LocationFind a single location matching your filters.
Action
Find LocationsList locations for the merchant account.
Action
Find OrdersList orders at a location.
Action
Find PackagesSearch the packages a location sells.
Action
Find ProductsSearch the products available to sell on an order.
Action
Find RoomsSearch the treatment rooms at a location.
Action
Find SeriesSearch the service series a location sells.
Action
Find SpecialsList active specials/promotions at a location.
Action
Find TreatmentsList bookable treatments/services at a location.
Action
Get AppointmentGet a single appointment by ID.
Action
Get Appointment By Booking NumberRetrieves an appointment using the booking reference the customer was given, rather than its internal Booker id.
Action
Get AppointmentsRetrieves a batch of appointments by their Booker ids, with their treatments, staff, customer and times.
Action
Get CustomerGet a single customer by ID.
Action
Get Customer AppointmentsList the appointments booked for one customer.
Action
Get Customer TypesList the customer types configured at a location.
Action
Get EmployeeGet a single employee by ID.
Action
Get Employee ScheduleRetrieve an employee's working schedule.
Action
Get Gift Certificate TemplatesList the gift certificate templates a location offers.
Action
Get LocationGet a single location by ID.
Action
Get Location Cancellation PolicyRetrieve a location's cancellation policy.
Action
Get Location CategoriesList a location's service categories.
Action
Get Location Return PolicyRetrieve a location's return policy.
Action
Get Location ScheduleGet a location's day schedule / business hours.
Action
Get Location Sub CategoriesList the sub-categories under a location's service category.
Action
Get PackageRetrieve a package by its id.
Action
Get Product CategoriesList the product categories available.
Action
Get Product Sub CategoriesList the product sub-categories available.
Action
Get Quantity In StockCheck the stock level of a product.
Action
Get RoomRetrieve a room by its id.
Action
Get Special By CodeRetrieve a promotional special using its code.
Action
Get TreatmentGet a single treatment/service by ID.
Action
Update CustomerUpdate a customer record.
Action
Update EmployeeUpdate an existing employee.
Action
Update Employee ScheduleUpdate an employee's working schedule.
Action
Update LocationUpdate an existing location.
Action
Update Location Cancellation PolicyUpdate a location's cancellation policy.
Action
Update Location Weekly Day ScheduleUpdate a location's weekly opening hours.
Action
Update MembershipUpdate an existing membership.
Action
Update RoomUpdate an existing room.
Action
Update TreatmentUpdate an existing treatment.
Trigger
New BillTriggers when a new bill is created in FreshBooks.
Trigger
New ClientTriggers when a new client is created in FreshBooks.
Trigger
New Credit NoteTriggers when a new credit note is created in your FreshBooks account.
Trigger
New EstimateTriggers when a new estimate is created in FreshBooks.
Trigger
New ExpenseTriggers when a new expense is recorded in FreshBooks.
Trigger
New Filtered InvoiceTriggers when a new invoice matching your chosen filters (client, status, currency, amount, and more) is created in FreshBooks.
Trigger
New InvoiceTriggers when a new invoice is created in FreshBooks.
Trigger
New Invoice PaymentTriggers when a new invoice payment is created.
Trigger
New ProjectTriggers when a new project is created in FreshBooks.
Trigger
New Staff MemberTriggers when a new staff member is added to your FreshBooks business.
Trigger
New Time EntryTriggers when a new time entry is created in FreshBooks.
Trigger
New VendorTriggers when a new bill vendor is created in FreshBooks.
Trigger
Updated BillTriggers when a bill is updated in FreshBooks. Returns the id of the updated bill and the account, business and user it belongs to.
Trigger
Updated EstimateTriggers when an estimate is updated.
Trigger
Updated InvoiceTriggers when an invoice is updated in FreshBooks.
Trigger
Updated VendorTriggers when a bill vendor is updated in FreshBooks.
Action
Add Payment to InvoiceRecords a payment against a FreshBooks invoice and returns the created payment.
Action
Create BillCreates a bill in FreshBooks recording what your business owes a vendor, with its line items.
Action
Create ClientCreates a new client in your FreshBooks business, with contact details, billing and shipping addresses, and optional secondary contacts.
Action
Create Credit NoteCreates a credit note or prepayment credit for a client in FreshBooks.
Action
Create EstimateCreates a new estimate for a client in FreshBooks, optionally with line items.
Action
Create ExpenseCreates an expense in your FreshBooks business, with its amount, category, date and optional vendor, client, project and taxes.
Action
Create InvoiceCreates a new invoice for a client in FreshBooks, with optional line items, terms and notes. New invoices start as drafts unless a status is given.
Action
Create Invoice PDFReturns the PDF of an existing FreshBooks invoice as a file you can attach or store.
Action
Create or Update ClientUpdates an existing FreshBooks client (by Client ID, or by matching email) or creates a new client when none matches.
Action
Create or Update InvoiceUpdates an existing FreshBooks invoice (by Invoice ID, or by matching Invoice Number), or creates a new invoice when none matches.
Action
Create Other IncomeRecords income received outside of an invoice, such as online store sales, rentals or advertising, in FreshBooks.
Action
Create ProjectCreates a new project in FreshBooks, optionally linked to a client, with a fixed price or hourly rate.
Action
Create Recurring InvoiceCreates a recurring invoice profile in FreshBooks that generates invoices for a client on a set schedule.
Action
Create Time EntryCreates a time entry recording time spent working for a client or project in FreshBooks.
Action
Create VendorCreates a bill vendor (a supplier you receive bills from) in your FreshBooks business.
Action
Find BillFinds bills in FreshBooks by id, vendor, status or currency and returns the matches.
Action
Find ClientFinds clients in your FreshBooks business by email, name, organization, phone or other details, and returns the matches.
Action
Find Credit NoteFinds a credit note in FreshBooks by its id and returns the credit note's details.
Action
Find EstimateFinds estimates in FreshBooks matching an estimate number, client, status, notes, date or amount range, and other criteria.
Action
Find InvoiceFinds invoices in your FreshBooks account matching the criteria you give, such as invoice number, client, status, dates or amounts.
Action
Find ProjectFinds FreshBooks projects whose title contains the given text, optionally limited to active or completed projects.
Action
Find VendorFinds bill vendors in your FreshBooks account whose business name matches the text you give.
Action
Send EstimateEmails an existing estimate to the listed recipients and marks it as sent.
Action
Send InvoiceEmails an existing invoice to the recipients you choose and marks it as sent.
Action
Update BillUpdates an existing bill from a vendor, such as its dates, bill number, line items or status.
Action
Update Credit NoteUpdates an existing credit note in FreshBooks, changing only the details you fill in.
Action
Update EstimateUpdates an existing FreshBooks estimate's client, dates, address details, notes, terms or line items. Only the fields you fill in are changed.
Action
Update Time EntryUpdates an existing time entry in FreshBooks, such as its duration, note, client or project.
Action
Update VendorUpdates an existing bill vendor's name, contact details, address and preferences. Fields left blank are not changed.
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
Booker Merchant and FreshBooks, answered
What can start an automation from Booker Merchant?
Any of Booker Merchant's 6 triggers in the catalog, including New Customer, New Order, New or Updated Appointment and New or Updated Appointment Treatment. Describe the moment in plain language and your agent picks the right one.
What can your agent do in FreshBooks when something happens in Booker Merchant?
Any of FreshBooks's 29 actions, including Create Bill, Create Client, Create Credit Note and Create Estimate. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from FreshBooks to Booker Merchant?
Yes. When something happens in FreshBooks, your agent can act in Booker Merchant too. This page covers both directions: FreshBooks's triggers and Booker Merchant's actions are listed here as well.
Do I have to build a connector for Booker Merchant or FreshBooks?
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 Booker Merchant and FreshBooks 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.