Integration
Connect Clientary to Azure Communication Services Email
When New Expense fires in Clientary, your agent runs Send Email in Azure Communication Services Email. 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 Clientary and Azure Communication Services Email 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 Clientary can start in Azure Communication Services Email
When New Expense in Clientary
then Send Email in Azure Communication Services Email
When New Invoice in Clientary
then Get Email Send Status in Azure Communication Services Email
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 Clientary and Azure Communication Services Email
Triggers and actions 3 triggers · 16 actions
Trigger
New ExpenseTriggers when a new expense is recorded in your Clientary account during the current fiscal year.
Trigger
New InvoiceTriggers when a new invoice is created in Clientary, optionally limited to invoices in a given status or matching a search.
Trigger
New StaffTriggers when a new staff user is added to your Clientary account.
Action
Add commentPosts a comment on an invoice, estimate, project, task, proposal or contract and notifies the people involved.
Action
Add contactCreates a new contact (an individual person) under an existing Clientary client.
Action
Add contractCreates a contract for a client in Clientary, optionally starting from a contract template, with its sections and signers.
Action
Add proposalCreates a proposal for a client in Clientary, optionally starting from a proposal template, with its sections and signers.
Action
Add retainerCreates a retainer for a client in Clientary: an up-front payment request kept apart from ordinary invoices.
Action
ClientCreates a new client in Clientary with its name, address, tax id, website and description.
Action
Create EstimateCreates an estimate in Clientary, optionally for a client, with its dates, taxes, notes and line items.
Action
Create InvoiceCreates an invoice in Clientary, optionally for a client, with dates, currency, taxes, notes and line items.
Action
Create LeadCreates a new lead (a prospective client) in Clientary.
Action
Create TaskCreates a new task (a to-do item) in Clientary, optionally on a project and assigned to a staff member.
Action
ExpenseCreates a new expense in Clientary, optionally assigned to a client or project.
Action
Get clientReturns a single Clientary client by its ID, including its contact and address details.
Action
List commentsReturns the comments on one Clientary invoice, estimate, project, task, proposal or contract, newest first.
Action
Update contractUpdates an existing Clientary contract: its subject, date, client, status, signers or sections. Only a draft contract can be changed; void and reopen a sent contract first.
Action
Get Email Send StatusReturns the delivery status of an email sent with Send Email: running, succeeded or failed, with the failure reason.
Action
Send EmailSends an email through Azure Communication Services from a sender address on a linked domain. Returns a send ID for checking delivery with Get Email Send Status.
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
Clientary and Azure Communication Services Email, answered
What can start an automation from Clientary?
Any of Clientary's 3 triggers in the catalog, including New Expense, New Invoice and New Staff. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Azure Communication Services Email when something happens in Clientary?
Any of Azure Communication Services Email's 2 actions, including Send Email and Get Email Send Status. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Azure Communication Services Email to Clientary?
Azure Communication Services Email has no triggers in the catalog today, so automations start in Clientary. If you need the other direction, ask: your agent reads Azure Communication Services Email's API documentation and adds it.
Do I have to build a connector for Clientary or Azure Communication Services Email?
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 Clientary and Azure Communication Services Email 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.