Integration
Connect Clientary and Dastra
When New Expense fires in Clientary, your agent runs Create a Task in Dastra, or New Task in Dastra to Add contact in Clientary. 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 Dastra 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 and Dastra can do together
From Clientary to Dastra
When New Expense in Clientary
then Create a Task in Dastra
From Dastra to 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 Dastra
Triggers and actions 4 triggers · 31 actions
- New Expense
Triggers when a new expense is recorded in your Clientary account during the current fiscal year.
- New Invoice
Triggers when a new invoice is created in Clientary, optionally limited to invoices in a given status or matching a search.
- New Staff
Triggers when a new staff user is added to your Clientary account.
- Add comment
Posts a comment on an invoice, estimate, project, task, proposal or contract and notifies the people involved.
- Add contact
Creates a new contact (an individual person) under an existing Clientary client.
- Add contract
Creates a contract for a client in Clientary, optionally starting from a contract template, with its sections and signers.
- Add proposal
Creates a proposal for a client in Clientary, optionally starting from a proposal template, with its sections and signers.
- Add retainer
Creates a retainer for a client in Clientary: an up-front payment request kept apart from ordinary invoices.
- Client
Creates a new client in Clientary with its name, address, tax id, website and description.
- Create Estimate
Creates an estimate in Clientary, optionally for a client, with its dates, taxes, notes and line items.
- Create Invoice
Creates an invoice in Clientary, optionally for a client, with dates, currency, taxes, notes and line items.
- Create Lead
Creates a new lead (a prospective client) in Clientary.
- Create Task
Creates a new task (a to-do item) in Clientary, optionally on a project and assigned to a staff member.
- Expense
Creates a new expense in Clientary, optionally assigned to a client or project.
- Get client
Returns a single Clientary client by its ID, including its contact and address details.
- List comments
Returns the comments on one Clientary invoice, estimate, project, task, proposal or contract, newest first.
- 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.
- New Task
Triggers when a new task is created in the chosen Dastra workspace.
- Add asset
Creates an asset (software, building, network, data store and so on) in a Dastra workspace and returns the new asset record.
- Add data processing
Creates a new data processing activity in your Dastra record of processing activities, in the organizational unit you choose.
- Attach an Actor to a Data Processing
Links one or more actors (vendors, internal services, third parties, data controllers) to a data processing activity in your Dastra register, as recipients, data controllers, stakeholders or referents.
- Create an Actor
Creates an actor (a vendor, partner, processor or other third party) in a Dastra workspace and returns the new actor record.
- Create a Task
Creates a task in a Dastra workspace, with its priority, dates, assignee, project and links to other Dastra records.
- Delete actor
Deletes an actor (a controller, processor or other third party) from a Dastra workspace.
- Delete task
Deletes a task from a Dastra workspace.
- Get actor
Returns one actor (vendor, processor, controller or other third party) from a Dastra workspace by its id, including its contact details, tags, contracts and custom field values.
- Get data processing
Returns a data processing activity from your Dastra register of processing activities, including its purposes, recipients, data subject rights and custom fields.
- Get task
Returns a single Dastra task by its id, including its state, priority, deadline, assignee and custom field values.
- List assets
Returns the assets (software, buildings, networks, data stores and other resources) in a Dastra workspace, optionally filtered by type, state, owner, tag, organizational unit or a search text.
- List tasks
Returns the tasks in a Dastra workspace, optionally filtered by state, priority, assignee, project, linked object, dates or search text.
- Search Actor
Returns the actors (vendors, data controllers, third parties and other organizations or people) in a Dastra workspace that match the search text and filters.
- Search Data Processing
Searches the data processing activities in a Dastra workspace by text and optional filters, returning every matching activity with its full record.
- Update actor
Updates an existing actor (vendor, partner or person) in a Dastra workspace. Fields you leave blank keep their current values.
- Update data processing
Updates an existing data processing activity in a Dastra workspace, changing only the fields you fill in, and returns the updated record.
- Update task
Updates an existing Dastra task. Fields you leave blank keep their current values.
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
Reviews
What our customers say
More from Clientary
Clientary to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Clientary to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Clientary to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Clientary to Google SheetsGoogle Sheets
Clientary to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Clientary to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Dastra
ActiveCampaign to DastraActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to DastraOrganize anything with Airtable, a modern database created for everyone.
Asana to DastraAsana is a collaborative information manager for workspace.
ClickUp to DastraClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Brevo to DastraBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to DastraCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Questions
Clientary and Dastra, 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 Dastra when something happens in Clientary?
Any of Dastra's 17 actions, including Create an Actor, Create a Task, Update actor and Update data processing. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dastra to Clientary?
Yes. When something happens in Dastra, your agent can act in Clientary too. This page covers both directions: Dastra's triggers and Clientary's actions are listed here as well.
Do I have to build a connector for Clientary or Dastra?
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 Dastra 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.