--- title: "Connect Clientary and Coworks - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"List CRM contacts and leads\" in Coworks." canonical: "https://apiant.ai/connect/clientary-to-coworks" --- # Connect Clientary and Coworks When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **List CRM contacts and leads** in [Coworks](https://apiant.ai/connections/coworks), or **Contact Updated** in Coworks 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 Coworks **10** triggers Coworks **7** 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 Coworks 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 Coworks can do together ### From Clientary to Coworks - When **New Expense** in Clientary then **List CRM contacts and leads** in Coworks - When **New Invoice** in Clientary then **Get room occupancy** in Coworks ### From Coworks to Clientary - When **Contact Updated** in Coworks then **Add contact** in Clientary - When **CRM Entry Updated** in Coworks 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 Coworks ## Triggers and actions 13 triggers · 21 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 **Contact Updated** Triggers when a contact in your Coworks CRM is created or changed. - Trigger **CRM Entry Updated** Triggers when a CRM contact or lead is added or changed in Coworks. - Trigger **Lead Updated** Triggers when a lead in Coworks is created or changed, including changes to its status, custom fields, or any other returned detail. - Trigger **Member Deactivate** Triggered when a member is deactivated and is no longer an active member. - Trigger **Member Updated** Triggers when a member is added or any of a member's details change. - Trigger **New Checkin** Triggered when a new check-in is recorded for a member, visitor or passport holder in your Coworks community. - Trigger **New Contact** Triggered when a new contact is created in your Coworks CRM. - Trigger **New CRM Entry** Triggered when a new CRM entry, either a contact or a lead, is created. - Trigger **New Lead** Triggers when a new lead is created in the Coworks CRM. - Trigger **New Member** Triggered when a new member is created in your Coworks community. - Action **Get room occupancy** Returns the rooms at a campus with their occupancy, optionally limited to one room type. - Action **List active memberships** Returns the community's paid memberships, optionally limited to one status. Free subscriptions are not included. - Action **List checkins** Returns check-ins for your Coworks community, optionally filtered by campus, check-in type, date range or person name. - Action **List CRM contacts and leads** Returns the contacts and leads in your Coworks CRM, optionally filtered by campus, type, lead status, source and date. - Action **List members** Returns the members of your Coworks community, optionally narrowed to specific teams or a campus, and optionally including inactive members. - Action **List rooms** Returns the rooms at a campus, optionally narrowed to one room type. - Action **List teams** Returns the teams in your Coworks community, optionally narrowed by team, campus, or join date. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Coworks** Coworks is a coworking management platform solution for automating running a coworking space.](https://apiant.ai/connections/coworks) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 Coworks - [ **ActiveCampaign to Coworks** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-coworks) - [ **Airtable to Coworks** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-coworks) - [ **Asana to Coworks** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-coworks) - [ **ClickUp to Coworks** 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-coworks) - [ **Brevo to Coworks** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-coworks) - [ **Calendly to Coworks** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-coworks) Questions ## Clientary and Coworks, 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 Coworks when something happens in Clientary? Any of Coworks's 7 actions, including Get room occupancy, List active memberships, List checkins and List CRM contacts and leads. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Coworks to Clientary? Yes. When something happens in Coworks, your agent can act in Clientary too. This page covers both directions: Coworks's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or Coworks? 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 Coworks 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.