--- title: "Connect Clientary and Corymbus - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Create Contact\" in Corymbus, or \"New Activity\" in Corymbus to \"Add contact\" in Clientary." canonical: "https://apiant.ai/connect/clientary-to-corymbus" --- # Connect Clientary and Corymbus When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Create Contact** in [Corymbus](https://apiant.ai/connections/corymbus), or **New Activity** in Corymbus 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 Corymbus **2** triggers Corymbus **9** 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 Corymbus 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 Corymbus can do together ### From Clientary to Corymbus - When **New Expense** in Clientary then **Create Contact** in Corymbus - When **New Invoice** in Clientary then **Find contacts** in Corymbus ### From Corymbus to Clientary - When **New Activity** in Corymbus then **Add contact** in Clientary - When **New Contact** in Corymbus 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 Corymbus ## Triggers and actions 5 triggers · 23 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 Activity** Triggers when a new activity is created in Corymbus, optionally limited to activities linked to a given account, contact or opportunity, or owned by a given user. - Trigger **New Contact** Triggers when a new contact is created in Corymbus, optionally limited to contacts matching a name, account, activity, opportunity, group or owner. - Action **Add activity** Creates a new activity (task, call, meeting, note or email) in Corymbus and returns the created activity. - Action **Connect entities** Connects two Corymbus records together, for example an opportunity to an activity or a contact to an account. - Action **Create Account** Creates a new account (company) in Corymbus CRM and returns the created account. - Action **Create Contact** Creates a new contact (person) in Corymbus, optionally linked to an account, and returns the created contact. - Action **Create Opportunity** Creates a new opportunity (deal) in Corymbus, optionally linked to an account, with an amount, status and expected close date. - Action **Find Account** Finds accounts whose name contains the given text, optionally limited to an owner or a connected activity, and returns the matches. - Action **Find activities** Returns the activities whose name contains the text you give, optionally narrowed to an account, contact, opportunity, owner or late activities. - Action **Find contacts** Returns the Corymbus contacts whose first or last name contains the text you give, optionally narrowed by account, activity, opportunity, group or owner. - Action **Find opportunities** Returns the opportunities whose name contains the text you specify, optionally narrowed by account, contact, activity, owner or expected close period. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Corymbus** Corymbus is a CRM platform devoted to small businesses and freelances.](https://apiant.ai/connections/corymbus) 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 Corymbus - [ **ActiveCampaign to Corymbus** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-corymbus) - [ **Airtable to Corymbus** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-corymbus) - [ **Asana to Corymbus** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-corymbus) - [ **ClickUp to Corymbus** 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-corymbus) - [ **Brevo to Corymbus** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-corymbus) - [ **Calendly to Corymbus** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-corymbus) Questions ## Clientary and Corymbus, 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 Corymbus when something happens in Clientary? Any of Corymbus's 9 actions, including Create Account, Create Contact, Create Opportunity and Add activity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Corymbus to Clientary? Yes. When something happens in Corymbus, your agent can act in Clientary too. This page covers both directions: Corymbus's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or Corymbus? 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 Corymbus 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.