--- title: "Connect Bread & Butter and FreeAgent - APIANT.ai" description: "When \"New Authentication\" fires in Bread & Butter, your agent runs \"Create Contact\" in FreeAgent." canonical: "https://apiant.ai/connect/bread-butter-to-freeagent" --- # Connect Bread & Butter and FreeAgent When **New Authentication** fires in [Bread & Butter](https://apiant.ai/connections/bread-butter), your agent runs **Create Contact** in [FreeAgent](https://apiant.ai/connections/freeagent), or **New Bank Transaction** in FreeAgent to **Add contact us submission** in Bread & Butter. Describe the whole flow and it is built, tested on every scenario and kept running. Bread & Butter **6** triggers Bread & Butter **24** actions FreeAgent **6** triggers FreeAgent **50** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Bread & Butter and FreeAgent 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 Bread & Butter and FreeAgent can do together ### From Bread & Butter to FreeAgent - When **New Authentication** in Bread & Butter then **Create Contact** in FreeAgent - When **New Contact Us Submission** in Bread & Butter then **Create Invoice** in FreeAgent ### From FreeAgent to Bread & Butter - When **New Bank Transaction** in FreeAgent then **Add contact us submission** in Bread & Butter - When **New Contact** in FreeAgent then **Add lead list** in Bread & Butter 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 Bread & Butter and FreeAgent ## Triggers and actions 12 triggers · 74 actions - Trigger **New Authentication** Triggers every time a user signs in. - Trigger **New Contact Us Submission** Triggers when a user submits the Contact Us tool. - Trigger **New Custom Fields** Triggers when a user submits the Custom Fields for Registration. - Trigger **New Custom User Event** Triggers when a user subscribes to custom events, selected in the triggers section below. - Trigger **New Email Captured** Triggers when a user enters their email address, or signs in with SSO for the first time. - Trigger **New Profile Verified** Triggers when a user signs in for the first time. - Action **Add contact us submission** Records a Contact Us submission from a visitor's device in a Bread & Butter app. - Action **Add event** Records an event (such as a page view or custom event code) for a device in a Bread & Butter app. - Action **Add form submission** Records a form submission from a visitor's device in a Bread & Butter app, capturing their email, name and any extra form fields. - Action **Add lead list** Creates a lead list in a Bread & Butter app from a set of leads, returning the new list with its lead count and credit quote. - Action **Add tag** Creates a new tag in a Bread & Butter app. - Action **Add user custom values** Saves custom field values (key/value pairs) for a visitor in a Bread & Butter app. - Action **Create custom event definition** Creates a custom event definition in a Bread & Butter app, which users can then trigger and which can be subscribed to. - Action **Create webhook** Subscribes a webhook URL to a Bread & Butter event so Bread & Butter posts each new occurrence to it. Returns the id of the new subscription. - Action **Delete tag** Deletes a tag from a Bread & Butter app. - Action **Get credit balance** Returns the credit balance for a Bread & Butter app, including credits used this period, the monthly allowance and pending enrichments. - Action **Get device profile** Returns the sign-in options and the visitor's profile state for one registered device. - Action **Get lead list** Returns a Bread & Butter lead list by its ID, including its processing status, lead counts and credit usage. - Action **Identify user** Identifies an anonymous visitor's device as a known person in a Bread & Butter app by attaching their email address and name. - Action **List app triggers** Returns the triggers set up in a Bread & Butter app, including webhook subscriptions, with their kind, filters and activity state. - Action **List custom event definitions** Returns the event definitions configured in a Bread & Butter app, optionally filtered to enabled or disabled ones. - Action **List Events** Returns the events recorded in a Bread & Butter app — sign-ins, page views, custom events, form submissions and more — optionally narrowed to one user or a date range. - Action **List lead lists** Returns all lead lists in a Bread & Butter app, including each list's status, lead counts and credit usage. - Action **List tags** Returns every tag defined in a Bread & Butter app, with each tag's id and name. - Action **List user events** Returns the page views and events (sign-ins, custom events, form submissions and more) a user recorded during one of their sessions in a Bread & Butter app. - Action **List users** Returns the users (visitors and leads) recorded in a Bread & Butter app, optionally narrowed to one email address or user state. - Action **List user sessions** Lists the sessions of one Bread & Butter user, newest first, with each session's ID, start time, location, device and page view count. - Action **Record external authentication** Records that a visitor signed in through your own login system, linking their device to the user with that email address. - Action **Register device** Registers a new visitor device in a Bread & Butter app and returns its device ID. - Action **Update user lead status** Updates a user's lead status in a Bread & Butter app by setting their lead status rank. - Trigger **New Bank Transaction** Triggers when a new transaction appears in a FreeAgent bank account. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New or Updated Contact** Triggers when a contact is created or changed in FreeAgent. - Trigger **New or Updated Timeslip** Triggers when a timeslip (time entry) is created or edited in FreeAgent. - Trigger **New Project** Triggers when a new project is created. - Action **Convert Estimate to Invoice** Converts an estimate into an invoice, marking the estimate as Invoiced and returning the URL of the new invoice. - Action **Create Bill** Creates a bill from a supplier contact in FreeAgent, with its line items, and returns the new bill. - Action **Create Contact** Create a new contact. - Action **Create Credit Note** Creates a draft credit note for a FreeAgent contact, with optional line items. - Action **Create Estimate** Creates a new estimate, quote or proposal in FreeAgent for a contact or project, optionally with line items. - Action **Create Expense** Creates an expense claim in FreeAgent for a user, with its category, date, amount and sales tax details. - Action **Create Invoice** Create an invoice for a contact. - Action **Create Mileage Claim** Creates a mileage claim (a mileage expense) for a user in FreeAgent and returns the new claim. - Action **Create Note** Adds a note to a FreeAgent contact or project. - Action **Create Price List Item** Creates a price list item in FreeAgent that can be added to invoices and estimates. - Action **Create Project** Create a project for a contact. - Action **Create Task** Creates a task under a FreeAgent project. - Action **Create Timeslip** Create a timeslip (time tracking entry). - Action **Delete Contact** Delete a contact by id. - Action **Delete Invoice** Deletes an invoice from FreeAgent. - Action **Delete Timeslip** Deletes a timeslip from FreeAgent. - Action **Explain Bank Transaction** Explains a bank transaction in FreeAgent by creating a bank transaction explanation (categorising it, or matching it to an invoice, bill, transfer or user payment). Returns the created explanation. - Action **Find Contact by Email** Finds FreeAgent contacts whose email or billing email matches the given address. - Action **Get Bill** Returns a single bill, including its line items, by its ID. - Action **Get Contact** Get a single contact by id. - Action **Get Credit Note** Returns a single FreeAgent credit note, including its line items, status and totals. - Action **Get Estimate** Returns a single FreeAgent estimate with its line items. - Action **Get Expense** Returns a single FreeAgent expense by its ID, including amounts, category, claimant and attachment details. - Action **Get Invoice** Get a single invoice by id. - Action **Get Note** Returns a single note attached to a FreeAgent contact or project, including its text, author and timestamps. - Action **Get Price List Item** Returns a single price list item from FreeAgent by its ID. - Action **Get Project** Returns a single FreeAgent project by its ID, including its contact, status, budget and billing details. - Action **Get Timeslip** Returns a single FreeAgent timeslip, including its hours, date, user, project and task. - Action **List Bank Accounts** Returns the bank accounts in your FreeAgent company, optionally filtered to standard, credit card or PayPal accounts. - Action **List Bank Transactions** Returns the bank transactions in a FreeAgent bank account, optionally filtered by date range, last update time, or explanation status. - Action **List Bills** List bills. - Action **List Categories** Returns all accounting categories for the company, grouped into admin expenses, cost of sales, income and general categories, optionally including sub accounts. - Action **List Contacts** List contacts in FreeAgent. - Action **List Corporation Tax Returns** Returns the company's Corporation Tax Returns, including amount due, payment and filing deadlines, and filing/payment status. - Action **List Estimates** List estimates. - Action **List Expenses** List expenses. - Action **List Invoices** List invoices. - Action **List Projects** List projects. - Action **List Self Assessment Returns** Returns the Self Assessment (income tax) returns for a FreeAgent user, including payments due and filing status. - Action **List Tasks** Returns the tasks in your FreeAgent account, optionally filtered by status, project or last-updated date. - Action **List Timeslips** List timeslips (time tracking entries). - Action **List Users** Returns the users on the FreeAgent account, optionally filtered to staff or advisors. - Action **Mark Invoice as Cancelled** Marks a FreeAgent invoice as cancelled, writing it off as unpaid. The invoice must be sent and past its due date. - Action **Mark Invoice as Sent** Marks a FreeAgent invoice as sent without emailing it. Can also re-open a cancelled invoice. - Action **Update Bill** Updates an existing bill in FreeAgent — its supplier, reference, dates, rebilling, recurrence and bill items. Only the values you supply are changed. - Action **Update Contact** Update an existing contact. - Action **Update Expense** Updates an existing expense in FreeAgent, changing only the details you supply. - Action **Update Invoice** Updates an existing FreeAgent invoice's details, such as dates, contact, payment terms, comments and line items. Only the fields you fill in are changed. - Action **Update Project** Updates an existing FreeAgent project's name, client, status, budget, billing rate and dates. Only the fields you fill in are changed. - Action **Update Timeslip** Updates an existing timeslip in FreeAgent, changing its task, user, project, date, hours or comment. Fields left blank are not changed. ## Each app on its own - [ **Bread & Butter** Augment your lead funnel with first-party data.](https://apiant.ai/connections/bread-butter) - [ **FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connections/freeagent) Reviews ## What our customers say ## More from Bread & Butter - [ **Bread & Butter to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bread-butter-to-hubspot) - [ **Bread & Butter to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bread-butter-to-salesforce) - [ **Bread & Butter to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/bread-butter-to-slack) - [ **Bread & Butter to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/bread-butter-to-google-sheets) - [ **Bread & Butter to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/bread-butter-to-gmail) - [ **Bread & Butter to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/bread-butter-to-google-calendar) ## More into FreeAgent - [ **Google Calendar to FreeAgent** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-freeagent) - [ **Mailchimp to FreeAgent** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-freeagent) - [ **ActiveCampaign to FreeAgent** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-freeagent) - [ **Asana to FreeAgent** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-freeagent) - [ **Aplos to FreeAgent** Aplos is fund accounting and donor management software for churches and nonprofits: contacts and donors...](https://apiant.ai/connect/aplos-to-freeagent) - [ **Basecamp 3 to FreeAgent** Basecamp 3 is a project management and team collaboration tool by 37signals.](https://apiant.ai/connect/basecamp-3-to-freeagent) Questions ## Bread & Butter and FreeAgent, answered ### ### What can start an automation from Bread & Butter? Any of Bread & Butter's 6 triggers in the catalog, including New Authentication, New Contact Us Submission, New Custom Fields and New Custom User Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in FreeAgent when something happens in Bread & Butter? Any of FreeAgent's 50 actions, including Create Bill, Create Contact, 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 FreeAgent to Bread & Butter? Yes. When something happens in FreeAgent, your agent can act in Bread & Butter too. This page covers both directions: FreeAgent's triggers and Bread & Butter's actions are listed here as well. ### ### Do I have to build a connector for Bread & Butter or FreeAgent? 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 Bread & Butter and FreeAgent 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.