--- title: "Connect Clientary and Commerce Layer - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Add Customer Address\" in Commerce Layer." canonical: "https://apiant.ai/connect/clientary-to-commerce-layer" --- # Connect Clientary and Commerce Layer When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Add Customer Address** in [Commerce Layer](https://apiant.ai/connections/commerce-layer), or **New Attachment** in Commerce Layer to **Add contact** in Clientary. Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **14** actions Commerce Layer **13** triggers Commerce Layer **28** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Clientary and Commerce Layer 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 Clientary and Commerce Layer can do together ### From Clientary to Commerce Layer - When **New Expense** in Clientary then **Add Customer Address** in Commerce Layer - When **New Invoice** in Clientary then **Add Customer Password Reset** in Commerce Layer ### From Commerce Layer to Clientary - When **New Attachment** in Commerce Layer then **Add contact** in Clientary - When **New Customer** in Commerce Layer then **Create Invoice** in Clientary 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 Commerce Layer ## Triggers and actions 16 triggers · 42 actions - Trigger **New Expense** Triggers when a new expense is recorded in your Clientary account during the current fiscal year. - Trigger **New Invoice** Triggers when a new invoice is created in Clientary, optionally limited to invoices in a given status or matching a search. - Trigger **New Staff** Triggers when a new staff user is added to your Clientary account. - Action **Add comment** Posts a comment on an invoice, estimate, project, task, proposal or contract and notifies the people involved. - Action **Add contact** Creates a new contact (an individual person) under an existing Clientary client. - Action **Add contract** Creates a contract for a client in Clientary, optionally starting from a contract template, with its sections and signers. - Action **Add proposal** Creates a proposal for a client in Clientary, optionally starting from a proposal template, with its sections and signers. - Action **Add retainer** Creates a retainer for a client in Clientary: an up-front payment request kept apart from ordinary invoices. - Action **Client** Creates a new client in Clientary with its name, address, tax id, website and description. - Action **Create Estimate** Creates an estimate in Clientary, optionally for a client, with its dates, taxes, notes and line items. - Action **Create Invoice** Creates an invoice in Clientary, optionally for a client, with dates, currency, taxes, notes and line items. - Action **Create Lead** Creates a new lead (a prospective client) in Clientary. - Action **Create Task** Creates a new task (a to-do item) in Clientary, optionally on a project and assigned to a staff member. - Action **Expense** Creates a new expense in Clientary, optionally assigned to a client or project. - Action **Get client** Returns a single Clientary client by its ID, including its contact and address details. - Action **List comments** Returns the comments on one Clientary invoice, estimate, project, task, proposal or contract, newest first. - Action **Update contract** Updates 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. - Trigger **New Attachment** Triggers when a new Attachment is created. - Trigger **New Customer** Triggers when a new Customer is created. - Trigger **New Customer Address Event** Triggers when a customer address is created. - Trigger **New Customer Password Reset Event** Triggers when a customer password reset is requested. - Trigger **New Customer Subscription Event** Triggers when a given customer_subscription event (one of create or destroy) is fired. - Trigger **New Price** Triggers when a new Price is created. - Trigger **New Price Import** Fires when a new price import is created in Commerce Layer. - Trigger **New Price List** Triggers when a new Price List is created. - Trigger **New Shipping Category** Triggers when a Shipping Category is created. - Trigger **New SKU** Triggers when a new SKU is created. - Trigger **New SKU Import** Triggers when a new SKU import is created. - Trigger **New Stock Item Import** Triggers when a new Stock Item import is created. - Trigger **New Stock Transfer Event** Triggers when a given stock transfer event (one of create, upocoming, picking, in_transit, complete, cancel is fired). - Action **Add Customer Address** Adds an existing address to a customer's address book. - Action **Add Customer Password Reset** Requests a password reset for a customer, returning the reset token to send them. - Action **Add Customer Subscription** Subscribes a customer email to a list, identified by a reference such as a newsletter id. - Action **Add Stock Transfer** Moves a quantity of a SKU from one stock location to another. - Action **Balance Change Gift Card** Change balance of a gift card. - Action **Create Address** Creates a postal address that can be attached to customers, orders and stock locations. - Action **Create Attachment** Creates a new Attachment. - Action **Create Customer** Creates a new Customer. - Action **Create Gift Card** Creates a new Gift Card. - Action **Create Price Import** Creates a new Price Import. - Action **Create Price List** Creates a new Price List. - Action **Create SKU** Creates a new SKU. - Action **Find Attachment** Finds a Attachment by name. - Action **Find Customer** Finds a customer by id or reference. - Action **Find Gift Card** Finds a gift card by id or reference. - Action **Find Price** Finds a price by price list. - Action **Find Price Import** Finds a Price Import by status. - Action **Find Price List** Finds a Price List by name. - Action **Find Shipping Category** Finds an Shipping Category by name. - Action **Find SKU** Finds an SKU by code. - Action **Find SKU Import** Finds an SKU Import by status. - Action **Find Stock Item Import** Finds a Stock Item Import by status. - Action **Get Address** Retrieves one address by id. - Action **Get Customer Address** Retrieves one customer address link by id. - Action **Get Customer Password Reset** Retrieves a customer password reset by id, returning customer_email, reset_password_token and reset_password_at. - Action **Get Customer Subscription** Retrieves one customer subscription by id. - Action **Get Stock Transfer** Retrieves one stock transfer by id. - Action **Update Customer Reference** Update customer data setting external identifier. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Commerce Layer** Commerce Layer is a lightning fast, super flexible and ultra secure REST API that lets you build...](https://apiant.ai/connections/commerce-layer) Reviews ## What our customers say ## More from Clientary - [ **Clientary to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clientary-to-hubspot) - [ **Clientary to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clientary-to-salesforce) - [ **Clientary to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clientary-to-slack) - [ **Clientary to Google Sheets** Google Sheets](https://apiant.ai/connect/clientary-to-google-sheets) - [ **Clientary to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clientary-to-gmail) - [ **Clientary to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clientary-to-google-calendar) ## More into Commerce Layer - [ **ActiveCampaign to Commerce Layer** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-commerce-layer) - [ **Airtable to Commerce Layer** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-commerce-layer) - [ **Asana to Commerce Layer** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-commerce-layer) - [ **ClickUp to Commerce Layer** 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-commerce-layer) - [ **Brevo to Commerce Layer** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-commerce-layer) - [ **Calendly to Commerce Layer** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-commerce-layer) Questions ## Clientary and Commerce Layer, 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 Commerce Layer when something happens in Clientary? Any of Commerce Layer's 28 actions, including Create Address, Create Attachment, Create Customer and Create Gift Card. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Commerce Layer to Clientary? Yes. When something happens in Commerce Layer, your agent can act in Clientary too. This page covers both directions: Commerce Layer's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or Commerce Layer? 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 Commerce Layer 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.