--- title: "Connect Clientary and Discord - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Send Channel Message\" in Discord, or \"New Forum Message\" in Discord to \"Add contact\" in Clientary." canonical: "https://apiant.ai/connect/clientary-to-discord" --- # Connect Clientary and Discord When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Send Channel Message** in [Discord](https://apiant.ai/connections/discord), or **New Forum Message** in Discord 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 Discord **7** triggers Discord **22** 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 Discord 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 Discord can do together ### From Clientary to Discord - When **New Expense** in Clientary then **Send Channel Message** in Discord - When **New Invoice** in Clientary then **Send Direct Message** in Discord ### From Discord to Clientary - When **New Forum Message** in Discord then **Add contact** in Clientary - When **New Forum Post** in Discord 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 Discord ## Triggers and actions 10 triggers · 36 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 Forum Message** Triggers when a new Message is created on a Forum Post. - Trigger **New Forum Post** Triggers when a new Post is created on a Forum. - Trigger **New Mention** Triggers when a User or Role is mentioned. - Trigger **New Message Posted to Channel** Triggers when a new message is posted to a specific text channel. - Trigger **New Reaction on Message** Triggers when a new Reaction is added to a Message. - Trigger **New User Added** Triggers when a new user joins the Discord Server. - Trigger **Role Assigned to User** Triggers when a role is assigned to a user. - Action **Add Reaction to Message** React to a message in a channel with an emoji. Writer sibling for the New Reaction on Message trigger. - Action **Add Role** assign a role to a user - Action **Create Channel** Create a new channel in a server. - Action **Create new Forum Post** Create a new Post on a Forum Channel. - Action **Create Role** Create a new role in a server. - Action **Delete Channel** Delete or close a channel. - Action **Delete Message** Delete a message from a channel. - Action **Find Channel** Find an existing channel by name. - Action **Find User** Find an existing user by name. - Action **Get Message** Retrieve a specific message from a channel by id. - Action **Get Server Member** Get one member of a Discord server, including the roles they currently hold. - Action **List Active Threads** List the threads and forum posts currently active in a Discord server. - Action **List Messages** List the most recent messages in a Discord channel, newest first. - Action **List Reactions** List the people who reacted to a message with a given emoji. - Action **List Roles** List every role defined in a Discord server, so you can pick the Role ID an operation needs. - Action **List Servers** List the Discord servers (guilds) the APIANT bot has been added to. Use it to get the Server ID every other Discord operation asks for. - Action **Remove User Role** Remove a chosen role from the specified user. - Action **Rename Channel** Rename a channel to a specific name you choose. - Action **Send Channel Message** Post a new message to a specific #channel you choose. - Action **Send Direct Message** Send a direct message to a specific user. - Action **Send message in Forum Post** Send a new message in a specific Forum Post. - Action **Update Message** Edit the content of a previously sent message. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Discord** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connections/discord) 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 Discord - [ **Asana to Discord** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-discord) - [ **Archive.org to Discord** Archive.org is the Internet Archive, a public library of archived web pages, books, audio recordings, films...](https://apiant.ai/connect/archive-org-to-discord) - [ **CNBC to Discord** Get the latest business news, stock market, financial and earnings stories from CNBC's public RSS feeds.](https://apiant.ai/connect/cnbc-to-discord) - [ **Deel to Discord** Deel helps thousands of companies expand globally with unmatched speed and flexibility.](https://apiant.ai/connect/deel-to-discord) - [ **Diagrams.so to Discord** Generate editable draw.io architecture diagrams from text or infrastructure code](https://apiant.ai/connect/diagrams-so-to-discord) - [ **Slack to Discord** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-discord) Questions ## Clientary and Discord, 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 Discord when something happens in Clientary? Any of Discord's 22 actions, including Create Channel, Create new Forum Post, Create Role and Send Channel Message. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Discord to Clientary? Yes. When something happens in Discord, your agent can act in Clientary too. This page covers both directions: Discord's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or Discord? 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 Discord 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.