Integration
Connect Checkvist and Tidely
When New List fires in Checkvist, your agent runs Update Invoice in Tidely, or New Bank Account Transaction in Tidely to Create Task Note in Checkvist. 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 Checkvist and Tidely 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Checkvist and Tidely can do together
From Checkvist to Tidely
When New List in Checkvist
then Update Invoice in Tidely
When New List Item in Checkvist
then Import Invoice in Tidely
From Tidely to Checkvist
When New Bank Account Transaction in Tidely
then Create Task Note in Checkvist
When New Invoice in Tidely
then Close Task in Checkvist
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 Checkvist and Tidely
Triggers and actions 4 triggers · 40 actions
Trigger
New ListTriggered when a new checklist is created in Checkvist.
Trigger
New List ItemTriggered when a new item is added to the chosen Checkvist checklist.
Action
Close TaskMarks a task in a Checkvist checklist as closed (done) and returns the updated task.
Action
Create List ItemAdds a new item (task) to a Checkvist checklist and returns the created item.
Action
Create New ListCreates a new Checkvist checklist and returns it.
Action
Create Several List ItemsAdds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items.
Action
Create Task NoteAdds a note (comment) to a task in a Checkvist checklist and returns the new note.
Action
Delete ChecklistDeletes a Checkvist checklist and returns the deleted list.
Action
Delete List ItemDeletes an item (task) from a Checkvist checklist and returns the deleted item.
Action
Get ChecklistReturns a single Checkvist checklist by its ID, with its name, sharing settings and item counts.
Action
Get List ItemReturns a single item (task) from a Checkvist checklist, optionally with its notes.
Action
List ChecklistsReturns the Checkvist checklists the connected account can see.
Action
List List ItemsReturns the items (tasks) in a Checkvist checklist.
Action
List Task NotesReturns the notes (comments) on a task in a Checkvist checklist.
Action
Reopen TaskReopens a closed task in a Checkvist checklist and returns the updated task.
Action
Update ChecklistUpdates a Checkvist checklist's name or sharing setting and returns the updated list.
Action
Update List ItemUpdates an item (task) in a Checkvist checklist and returns the updated item.
Trigger
New Bank Account TransactionTriggers when a new transaction is added to a bank account.
Trigger
New InvoiceTriggers when a new sales or purchase invoice is added.
Action
Create CategoryCreates an income or expense category.
Action
Delete Bank AccountDeletes a bank account.
Action
Delete Bank Account TransactionDeletes a bank account transaction.
Action
Delete CategoryDeletes a category.
Action
Delete InvoiceDeletes an invoice.
Action
Delete PlansDeletes all plan values of a category in a scenario.
Action
Get Bank AccountReturns one bank account.
Action
Get Bank Account TransactionReturns one bank account transaction.
Action
Get CashflowReturns the cashflow per period for a scenario and date range.
Action
Get CategoryReturns one category.
Action
Get CompanyReturns one company.
Action
Get InvoiceReturns one invoice.
Action
Get ScenarioReturns one planning scenario.
Action
Import InvoiceCreates an invoice in Tidely.
Action
Import PlanCreates a plan value in Tidely.
Action
List Bank Account BalancesReturns the daily balances of a bank account.
Action
List Bank AccountsReturns the company's bank accounts.
Action
List Bank Account TransactionsReturns the transactions of a bank account.
Action
List CategoriesReturns the income and expense categories.
Action
List CompaniesReturns the companies the API key can access.
Action
List ScenariosReturns the company's planning scenarios.
Action
Update Bank AccountUpdates a bank account.
Action
Update Bank Account TransactionUpdates a bank account transaction.
Action
Update CategoryRenames a category or changes its type.
Action
Update InvoiceUpdates an invoice's fields.
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 Checkvist
Checkvist to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Checkvist to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Checkvist to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Checkvist to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Checkvist to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Checkvist to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Tidely
HubSpot to TidelyHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to TidelySalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to TidelySlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to TidelyGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to TidelyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TidelyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Checkvist and Tidely, answered
What can start an automation from Checkvist?
Any of Checkvist's 2 triggers in the catalog, including New List and New List Item. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Tidely when something happens in Checkvist?
Any of Tidely's 25 actions, including Create Category, Update Bank Account, Update Bank Account Transaction and Update Category. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Tidely to Checkvist?
Yes. When something happens in Tidely, your agent can act in Checkvist too. This page covers both directions: Tidely's triggers and Checkvist's actions are listed here as well.
Do I have to build a connector for Checkvist or Tidely?
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 Checkvist and Tidely 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.