--- title: "Connect Breeze and Cliniko - APIANT.ai" description: "When \"New Project\" fires in Breeze, your agent runs \"Create contact\" in Cliniko, or \"New or updated attendee\" in Cliniko to \"Create New Task\" in Breeze." canonical: "https://apiant.ai/connect/breeze-to-cliniko" --- # Connect Breeze and Cliniko When **New Project** fires in [Breeze](https://apiant.ai/connections/breeze), your agent runs **Create contact** in [Cliniko](https://apiant.ai/connections/cliniko), or **New or updated attendee** in Cliniko to **Create New Task** in Breeze. Describe the whole flow and it is built, tested on every scenario and kept running. Breeze **6** triggers Breeze **30** actions Cliniko **17** triggers Cliniko **36** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Breeze and Cliniko 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 Breeze and Cliniko can do together ### From Breeze to Cliniko - When **New Project** in Breeze then **Create contact** in Cliniko - When **New Task** in Breeze then **Update contact** in Cliniko ### From Cliniko to Breeze - When **New or updated attendee** in Cliniko then **Create New Task** in Breeze - When **New or updated business** in Cliniko then **Add comment** in Breeze 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 Breeze and Cliniko ## Triggers and actions 23 triggers · 66 actions - Trigger **New Project** Triggers when a new project is created in Breeze. - Trigger **New Task** Triggers when a new task is created in the selected Breeze project. - Trigger **Project Renamed** Triggers when a Breeze project is given a new name. - Trigger **Tag Added to Task** Triggers when a tag is added to a task in the selected Breeze project. - Trigger **Task Moved** Triggers when a task is moved to a different list in the selected Breeze project. - Trigger **Task Status Updated** Triggers when a task's status changes in the selected Breeze project. - Action **Add comment** Adds a comment to a task in a Breeze project. Returns the comment that was created. - Action **Add list** Adds a new list to a Breeze project. Returns the list that was created. - Action **Add time entry** Logs a time entry against a task in a Breeze project. Returns the time entry that was created. - Action **Add todo** Adds a checklist item to a task in a Breeze project. Returns the checklist item that was created. - Action **Create New Project** Creates a new project in Breeze. Returns the project that was created. - Action **Create New Task** Creates a new task (card) in a Breeze project. Returns the task that was created. - Action **Delete card** Deletes a task (card) from a Breeze project. - Action **Delete comment** Deletes a comment from a task in a Breeze project. - Action **Delete list** Deletes a list from a Breeze project. - Action **Delete project** Deletes a project from Breeze. - Action **Delete time entry** Deletes a time entry from a task in a Breeze project. - Action **Delete todo** Deletes a checklist item from a task in a Breeze project. - Action **Find Project** Returns the Breeze projects whose name contains the text you supply. - Action **Generate time tracking report** Generates a time tracking report for a date range, optionally limited to certain projects, people, lists or tags. - Action **Get card** Returns a single task (card) from a Breeze project, including its checklists, comments count, time entries and custom field values. - Action **Get project** Returns a single Breeze project, including its budget, members and tracked time. - Action **List cards** Returns the tasks (cards) in a Breeze project, 100 per page. - Action **List comments** Returns the comments on a task in a Breeze project. - Action **List lists** Returns the lists in a Breeze project. - Action **List projects** Returns all active projects in the Breeze account. - Action **List time entries** Returns the time entries logged against a task in a Breeze project. - Action **List todos** Returns the items on a checklist of a task in a Breeze project. - Action **List users** Returns the people on your Breeze team. - Action **Move card** Moves a task to another list, or to another position within its list. - Action **Update card** Updates a task in a Breeze project. Only the values you supply are changed. Returns the updated task. - Action **Update comment** Changes the text of a comment on a task in a Breeze project. Returns the updated comment. - Action **Update list** Renames a list in a Breeze project. Returns the updated list. - Action **Update project** Updates a Breeze project. Only the values you supply are changed. Returns the updated project. - Action **Update time entry** Updates a time entry on a task in a Breeze project. Only the values you supply are changed. Returns the updated time entry. - Action **Update todo** Updates a checklist item on a task in a Breeze project. Only the values you supply are changed. Returns the updated item. - Trigger **Cancelled individual appointment** Triggered when an individual appointment is cancelled. - Trigger **New cancelled attendee** Triggered when an attendee is cancelled. - Trigger **New or updated attendee** Triggered when an attendee is created or updated. - Trigger **New or updated business** Triggered when a business is created or updated. - Trigger **New or updated communication** Triggered when a communication is created or updated. - Trigger **New or updated contact** Triggered when a contact is created or updated. - Trigger **New or updated daily availability** Triggered when a daily availability is created or updated. - Trigger **New or updated group appointment** Triggered when a group appointment is created or updated. - Trigger **New or updated individual appointment** Triggered when an individual appointment is created or updated. - Trigger **New or updated invoice** Triggered when an invoice is created or updated. - Trigger **New or updated patient** Triggered when a patient is created or updated. - Trigger **New or updated patient case** Triggered when a patient case is created or updated. - Trigger **New or updated practitioner** Triggered when a practitioner is created or updated. - Trigger **New or updated treatment notes** Triggered when treatment notes is created or updated. - Trigger **Patient added or removed for group appointment in date range** Triggered when a patient is added or removed for a group appointment within the specified date range. - Trigger **Two-way sync new or updated contacts** A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping. - Trigger **Two-way sync new or updated patients** A trigger for two-way syncing new and updated patients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping. - Action **Archive patient** Archives a patient. An error will occur if the patient is not found. - Action **Create contact** Creates a new contact. - Action **Create patient** Creates a new patient. - Action **Find Appointment by Patient Id** Returns appointment details for the specified patient if the Patient ID exists. - Action **Find cancelled appointment** Searches for a cancelled appointment. If no matching appointment is found, an error occurs. - Action **Find contact by email** Returns details of the contact having the specified email address. An error occurs if zero or multiple are found. - Action **Find patient by email** Returns details of the patient having the specified email address. An error occurs if zero or multiple are found. - Action **Find Patient by Email and Date of Birth** Finds the single active patient whose email and date of birth both match, returning the patient ID and the match count. - Action **Get appointment** Returns details of the specified appointment. - Action **Get appointments by practitioner ID** Returns appointment details by practitioner ID. - Action **Get appointment type** Returns details of the specified appointment type. - Action **Get appointment type billable item** Returns details for a billable item. - Action **Get billable item** Returns details of the specified billable item. - Action **Get business** Returns details of the specified business. - Action **Get cancelled appointment** Returns details of the specified cancelled appointment. - Action **Get contact** Returns details of the specified contact. - Action **Get group appointment** Returns details of the specified group appointment. - Action **Get group appointment attendees** Returns attendee information for the specified group appointment. - Action **Get individual appointment attendees** Returns attendee information for the specified individual appointment. - Action **Get invoice** Returns details of the specified invoice. - Action **Get patient** Returns details of the specified patient. - Action **Get patient attachment** Returns a patient attachment from Cliniko, including its filename, file type and description. - Action **Get patient case** Returns details of the specified patient case. - Action **Get patient referral source** Returns the referral source for the specified patient. - Action **Get practitioner** Returns details of the specified practitioner. An error occurs if not found. - Action **Get practitioner availabilities** Returns availability information for the specified practitioner. - Action **List Appointments in Date Range** Returns every individual appointment that starts within a given time window, with the total count. - Action **List invoices for patient case** Emits all invoice IDs for the specified patient case. - Action **List Patients** Returns Cliniko patients, optionally filtered (e.g. updated after a date) and sorted, with the total count. - Action **Two-way sync add or update a contact** An action for two-way syncing new and updated contacts, with enhanced on-the-fly mapping using contact email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping. - Action **Two-way sync add or update a patient** An action for two-way syncing new and updated patients, with enhanced on-the-fly mapping using patient email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping. - Action **Update contact** Updates a contact. - Action **Update patient** Updates a patient. - Action **Update patient custom field** Updates the value of the specified custom field for the specified patient. - Action **Update patient referral** Sets or changes a patient's referral source. Choose the referral source type; supply a Referrer ID only for types that take one (e.g. Patient or Contact). - Action **Upload patient attachment** Uploads a file, such as a PDF, to a patient's record in Cliniko as an attachment. ## Each app on its own - [ **Breeze** Breeze is a simple project management tool that enables teams to plan, track and organize their work.](https://apiant.ai/connections/breeze) - [ **Cliniko** Cliniko is a practice management platform — manage patients, appointments, invoices, contacts, and...](https://apiant.ai/connections/cliniko) Reviews ## What our customers say ## More from Breeze - [ **Breeze to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/breeze-to-gohighlevel) - [ **Breeze to OnceHub** Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.](https://apiant.ai/connect/breeze-to-oncehub) - [ **Breeze to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/breeze-to-hubspot) - [ **Breeze to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/breeze-to-salesforce) - [ **Breeze to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/breeze-to-slack) - [ **Breeze to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/breeze-to-gmail) ## More into Cliniko - [ **Mailchimp to Cliniko** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-cliniko) - [ **Shopify to Cliniko** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-cliniko) - [ **Airbrake to Cliniko** Airbrake collects errors generated by other applications, and aggregates the results for review.](https://apiant.ai/connect/airbrake-to-cliniko) - [ **Aplos to Cliniko** Aplos is fund accounting and donor management software for churches and nonprofits: contacts and donors...](https://apiant.ai/connect/aplos-to-cliniko) - [ **AWeber to Cliniko** AWeber provides professional email marketing software and services.](https://apiant.ai/connect/aweber-to-cliniko) - [ **Beanstalk to Cliniko** Beanstalk is a code hosting and deployment workflow tool for Git and Subversion.](https://apiant.ai/connect/beanstalk-to-cliniko) Questions ## Breeze and Cliniko, answered ### ### What can start an automation from Breeze? Any of Breeze's 6 triggers in the catalog, including New Project, New Task, Tag Added to Task and Task Moved. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Cliniko when something happens in Breeze? Any of Cliniko's 36 actions, including Create contact, Create patient, Update contact and Update patient. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Cliniko to Breeze? Yes. When something happens in Cliniko, your agent can act in Breeze too. This page covers both directions: Cliniko's triggers and Breeze's actions are listed here as well. ### ### Do I have to build a connector for Breeze or Cliniko? 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 Breeze and Cliniko 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.