--- title: "Connect Breeze and Daftra - APIANT.ai" description: "When \"New Project\" fires in Breeze, your agent runs \"Add Invoice\" in Daftra, or \"Client Created\" in Daftra to \"Create New Task\" in Breeze." canonical: "https://apiant.ai/connect/breeze-to-daftra" --- # Connect Breeze and Daftra When **New Project** fires in [Breeze](https://apiant.ai/connections/breeze), your agent runs **Add Invoice** in [Daftra](https://apiant.ai/connections/daftra), or **Client Created** in Daftra 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 Daftra **9** triggers Daftra **38** 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 Daftra 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 Daftra can do together ### From Breeze to Daftra - When **New Project** in Breeze then **Add Invoice** in Daftra - When **New Task** in Breeze then **Add Invoice Payment** in Daftra ### From Daftra to Breeze - When **Client Created** in Daftra then **Create New Task** in Breeze - When **Client Updated** in Daftra 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 Daftra ## Triggers and actions 15 triggers · 68 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 **Client Created** Triggers when a new client is added to your Daftra account. - Trigger **Client Updated** Triggers when a client is added or updated in Daftra. - Trigger **Estimate Updated** Triggers when an estimate (quote) is created or updated in Daftra. - Trigger **Invoice Created** Triggers when a new invoice (or debit note) is created in Daftra. - Trigger **Invoice Updated** Triggers when an invoice or debit note is created or updated in Daftra. - Trigger **Journal Created** Triggers when a new journal entry is created in Daftra. - Trigger **Journal Updated** Triggers when a journal entry is created or updated in Daftra. - Trigger **Product Created** Triggers when a new product is added in Daftra. - Trigger **Product Updated** Triggers when a product is added or updated in Daftra. - Action **Add Client** Creates a new client in Daftra and returns its id and client number. - Action **Add credit note** Creates a credit note for a client in Daftra, optionally against a source invoice, with line items. - Action **Add Estimate** Creates a new estimate (quote) for a client in Daftra, with optional line items. - Action **Add Expense** Creates an expense in Daftra with its amount, date, vendor, category and optional taxes, account splits and cost-center allocations. - Action **Add Invoice** Creates a sales invoice for a client in Daftra, with optional line items and payments, and returns the new invoice's id. - Action **Add Invoice Payment** Records a payment against an existing Daftra invoice and returns the new payment's id. - Action **Add Journal** Creates a manual double-entry journal entry with its debit and credit lines. Total debits must equal total credits. - Action **Add Product** Creates a new product, service or bundle in Daftra and returns its id. - Action **Add Refund Receipt** Creates a refund receipt against an existing invoice in Daftra, with optional refunded line items and refund payments. - Action **Add Supplier** Creates a new supplier in Daftra and returns its id. - Action **Delete Client** Deletes a client from Daftra. The client must have no invoices, payments or other related records. - Action **Delete credit note** Deletes a credit note in Daftra by its ID. - Action **Delete Estimate** Deletes an estimate (quote) in Daftra. Estimates already converted to an invoice or sales order cannot be deleted. - Action **Delete Expense** Deletes an expense in Daftra, along with its related accounting journal and attachments. - Action **Delete Invoice** Deletes a sales invoice in Daftra by its ID. - Action **Delete Invoice Payment** Deletes an invoice payment, re-adjusting the related invoice's paid total and the client's balance. - Action **Delete Product** Deletes a product, service or bundle in Daftra by its ID. - Action **Delete Refund Receipt** Deletes a refund receipt in Daftra by its ID. - Action **Delete Supplier** Deletes a supplier from Daftra. Suppliers referenced by purchase orders, expenses or other transactions cannot be deleted. - Action **Edit Client** Updates an existing client in Daftra. Only the fields you fill in are changed. - Action **Edit Estimate** Updates an existing estimate (quote) in Daftra, changing its client, date, currency, notes or line items. - Action **Edit Expense** Updates an existing expense in Daftra. Only the fields you fill in are changed. - Action **Edit Invoice** Updates an existing standard invoice in Daftra, including its header details, line items, payments and custom fields. - Action **Edit Invoice Payment** Updates an existing invoice payment in Daftra. Only the fields you fill in are changed. - Action **Edit Journal** Updates an existing journal entry in Daftra, replacing its debit and credit lines. - Action **Edit Product** Updates an existing product, service or bundle in Daftra. Only the fields you fill in are changed. - Action **Edit Refund Receipt** Updates an existing refund receipt in Daftra — its date, currency, store, notes or line items. - Action **Edit Supplier** Updates an existing supplier's business name, contact details, addresses and other details. - Action **Get client** Returns a single Daftra client by id, with its contact details, addresses, balances and custom field values. - Action **Get Expense** Returns a single expense by its id, including amount, taxes, totals, vendor, category, date and status. - Action **Get invoice** Returns a single standard invoice by ID, with its line items, payments, taxes, client and custom fields. - Action **Get Purchase Order** Returns a single purchase order by its ID, including its line items, supplier, taxes, payments and custom fields. - Action **Get Refund Receipt** Returns a single refund receipt by ID, including its line items, payments, taxes, custom fields and client. - Action **List clients** Returns a list of clients in your Daftra account, optionally filtered by keyword or assigned staff member. - Action **List estimates** Returns the account's estimates (quotes), most recent first, optionally filtered by client, number, status, amount, dates and more. - Action **List invoices** Returns a page of your Daftra invoices and debit notes, most recent first, optionally filtered by client, status, dates, amounts and more. - Action **List products** Returns a page of products and services in your Daftra account, optionally filtered by keyword, category, supplier, brand, stock status, barcode or product code. - Action **Update credit note** Updates an existing credit note in Daftra — its client, date, currency, store, notes or line items. ## 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) - [ **Daftra** Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their...](https://apiant.ai/connections/daftra) 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 Daftra - [ **ActiveCampaign to Daftra** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-daftra) - [ **Airtable to Daftra** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-daftra) - [ **Asana to Daftra** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-daftra) - [ **ClickUp to Daftra** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-daftra) - [ **Brevo to Daftra** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-daftra) - [ **Calendly to Daftra** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-daftra) Questions ## Breeze and Daftra, 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 Daftra when something happens in Breeze? Any of Daftra's 38 actions, including Update credit note, Add Client, Add credit note and Add Estimate. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Daftra to Breeze? Yes. When something happens in Daftra, your agent can act in Breeze too. This page covers both directions: Daftra's triggers and Breeze's actions are listed here as well. ### ### Do I have to build a connector for Breeze or Daftra? 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 Daftra 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.