Build solutions, not workarounds.
What do you want CallRail and MILKEE to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 CallRail can start in MILKEE
When Outbound Call Completed in CallRail
then Create Account in MILKEE
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 CallRail and MILKEE
Triggers and actions 5 triggers · 15 actions
- Form Captured
Triggers when a form is captured.
- Outbound Call Completed
Triggers after an outbound phone call has been completed and its recording and transcription have been completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
- Phone Call Started
Triggers when an inbound phone call is started.
- SMS Received
Triggers when an SMS message is received.
- SMS Sent
Triggers when an SMS message is sent.
- Create Account
Creates a new ledger account in a MILKEE company's chart of accounts.
- Create Customer
Creates a new customer.
- Create Entry
Creates a new booking entry (Buchung) in a MILKEE company. The entry type (income, expense or swap) is determined automatically from the debit and credit accounts.
- Create Invoice
Creates a new invoice with line items for a customer/project.
- Create Product
Creates a new reusable product or service in a MILKEE company, for use on invoices and proposals.
- Create Project
Creates a new project in a MILKEE company, linked to an existing customer or to a new customer created on the fly.
- Create Tag
Creates a new tag in a MILKEE company.
- Create Task
Creates a new task within a MILKEE project.
- Create Tax Rate
Creates a new tax rate (e.g. a VAT rate) for a MILKEE company.
- Create Time Track
Creates a time tracking entry on a MILKEE project.
- Find Entry
Returns the MILKEE bookkeeping entries (Buchungen) of a company that match the given filters, such as entry ID, date range, type, customer, project, account or tag.
- Find Project
Returns the MILKEE projects whose name matches the specified name, optionally narrowed by customer and archive status.
- Find Task
Returns the tasks in a MILKEE company whose title contains the text you give, optionally narrowed to one status.
- Find Time Track
Returns the time entries in a MILKEE company that match the specified criteria (entry id, user, customer, project, invoice, status, billable flag or date range).
- Update Invoice
Updates an existing MILKEE invoice by ID. Only invoices in status open can be edited.
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
What our customers say
More from CallRail
CallRail to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CallRail to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CallRail to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CallRail to Google SheetsGoogle Sheets
CallRail to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
CallRail to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into MILKEE
YNAB to MILKEEYNAB is an award-winning personal finance app and method that helps you gain total control of your money.
Questions
CallRail and MILKEE, answered
What can start an automation from CallRail?
Any of CallRail's 5 triggers in the catalog, including Outbound Call Completed, SMS Received, Form Captured and Phone Call Started. Describe the moment in plain language and your agent picks the right one.
What can your agent do in MILKEE when something happens in CallRail?
Any of MILKEE's 15 actions, including Create Account, Create Customer, Create Entry and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from MILKEE to CallRail?
MILKEE has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads MILKEE's API documentation and adds it.
Do I have to build a connector for CallRail or MILKEE?
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.
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.