Integration
Connect Cliengo and NeetoInvoice
When Cliente Nuevo/Actualizado - New/Updated Customer fires in Cliengo, your agent runs Generate invoice in NeetoInvoice, or New Client in NeetoInvoice to Send message in Cliengo. 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 Cliengo and NeetoInvoice 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)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 Cliengo and NeetoInvoice can do together
From Cliengo to NeetoInvoice
When Cliente Nuevo/Actualizado - New/Updated Customer in Cliengo
then Generate invoice in NeetoInvoice
When Nuevo Cliente - New Customer in Cliengo
then Add client in NeetoInvoice
From NeetoInvoice to Cliengo
When New Client in NeetoInvoice
then Send message in Cliengo
When New Client in NeetoInvoice
then Send WhatsApp template message in Cliengo
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 Cliengo and NeetoInvoice
Triggers and actions 3 triggers · 29 actions
Trigger
Cliente Nuevo/Actualizado - New/Updated CustomerTriggers when a Cliengo contact (customer) is created or updated.
Trigger
Nuevo Cliente - New CustomerTriggers when a new contact (customer) is created in Cliengo.
Action
Actualizar Cliente / Update CustomerUpdates an existing Cliengo contact's name, email, phone, status or assigned agent.
Action
Add conversationCreates a new conversation in the Cliengo inbox on a given channel for a visitor.
Action
Assign conversation to operatorAssigns a conversation to an operator and returns the updated conversation.
Action
Buscar Agente / Search AgentFinds agents (users/operators) in your Cliengo account whose name or email matches the text you enter.
Action
Buscar Contacto / Search CustomerSearches your Cliengo contacts by name, email, phone or other filters and returns the matching contacts.
Action
Close conversationCloses a Cliengo inbox conversation, recording whether it resulted in a lead.
Action
Crear Cliente / Create CustomerCreates a new contact (customer) in Cliengo on the chosen channel.
Action
Delete contactDeletes a contact from your Cliengo account.
Action
Get contactReturns a single Cliengo contact (lead) by its id, including its status, rating, channel and campaign attribution.
Action
Get conversationReturns a single inbox conversation by its ID, including channel, status, assignment, phase, tags and participants.
Action
List channelsReturns all active channels on the Cliengo account (websites, WhatsApp, Facebook, Instagram), each with its connection status and assigned chatbot.
Action
List conversation messagesReturns the messages of a Cliengo conversation in chronological order, optionally including system command events.
Action
List phasesReturns every phase (pipeline stage) of the conversation inbox, with its name and position.
Action
List tagsReturns every operator tag defined in the Cliengo account, with its name and color.
Action
List usersReturns the users (agents and operators) of your Cliengo company, with their name, email, role and active status.
Action
List WhatsApp templatesReturns the WhatsApp message templates (approved, pending and rejected) of a WhatsApp channel.
Action
Send messageSends a message (text, image, command or note) into a Cliengo conversation on behalf of an operator, the chatbot or the visitor.
Action
Send WhatsApp template messageSends an approved WhatsApp template message to one or more recipients through a WhatsApp Business channel.
Action
Update conversation phaseMoves a conversation to the chosen phase of your pipeline.
Trigger
New ClientTriggers when a new client is added to your NeetoInvoice workspace.
Action
Add clientCreates a new client in NeetoInvoice with a name, currency and status.
Action
Add projectCreates a project for a client in NeetoInvoice, with its billing method, tasks and assigned team members.
Action
Add time entryLogs hours worked by a team member on a project task for a given date.
Action
Generate invoiceGenerates an invoice for a client from unbilled time entries, services, expenses or fixed price projects, with optional taxes, and can email it to the client's recipients.
Action
Get clientReturns the details of a client, including its currency, status and invoice recipients.
Action
Get projectReturns the details of a project, including its client, billing method, rates, tasks and recurring invoice settings.
Action
List clientsReturns the workspace's clients ordered by name, optionally filtered by status or by name.
Action
List time entriesReturns the unbilled time entries logged against a client's project, optionally limited to a date range.
Action
Update clientUpdates an existing client's details, such as its name, currency, status, notes or address.
Action
Update projectUpdates an existing project's name, billing, time-rounding, autolock, approval settings and tasks.
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
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Questions
Cliengo and NeetoInvoice, answered
What can start an automation from Cliengo?
Any of Cliengo's 2 triggers in the catalog, including Cliente Nuevo/Actualizado - New/Updated Customer and Nuevo Cliente - New Customer. Describe the moment in plain language and your agent picks the right one.
What can your agent do in NeetoInvoice when something happens in Cliengo?
Any of NeetoInvoice's 10 actions, including Update client, Update project, Add client and Add project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from NeetoInvoice to Cliengo?
Yes. When something happens in NeetoInvoice, your agent can act in Cliengo too. This page covers both directions: NeetoInvoice's triggers and Cliengo's actions are listed here as well.
Do I have to build a connector for Cliengo or NeetoInvoice?
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 Cliengo and NeetoInvoice 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.