Integration
Connect Clientary and EFC Aquila
When New Expense fires in Clientary, your agent runs Add Lead in EFC Aquila, or New Appointment in EFC Aquila 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 EFC Aquila to do together?
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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 EFC Aquila can do together
From Clientary to EFC Aquila
When New Expense in Clientary
then Add Lead in EFC Aquila
From EFC Aquila 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 EFC Aquila
Triggers and actions 12 triggers · 22 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.
- Assessment Query
Triggers when a member's assessment standing on a Programme is recorded or re-assessed, optionally limited by grade, progress, attendance, age or group filters.
- Birthday
Triggers when a member at the Location has a birthday within the chosen window (today by default), once per member per year.
- Classes Attended
Triggers when a member reaches a lifetime (or this month's) classes-attended count in your chosen range — fires again each time their attendance count changes within it.
- Did Not Show
Triggers when a member booked onto a class or event today is marked absent (did not show).
- Expired Member
Triggers when a member's enrolment expires at the Location (members whose status becomes lapsed), newest expiry first.
- Member Query
Triggers when a member newly appears in a saved roster search at a Location, such as members who become enrolled or fall inactive.
- New Appointment
Triggers when a new appointment (a 1-on-1 slot with a member) is booked at the Location, scheduled from yesterday through the next year.
- New Lead
Triggers when a new lead (prospective member) is registered at the selected Location.
- New Member
Triggers when a member enrols at the selected Location (school).
- Add Lead
Captures a lead at a Location, merging into an existing matching lead instead of creating a duplicate. Returns the created or matched Member.
- Book Session
Books a member onto one occurrence of a class session, or every occurrence from that date forward. Returns the confirmed booking; if the member is already booked, the existing booking is returned.
- Create Appointment
Creates a one-on-one appointment with a member at a location, optionally as a recurring series.
- Create Note
Adds a note to a member's record, optionally pinning it to the top of their note feed or raising it to EFC.
- Enrol Member
Enrols a member at a location and sets the programmes they are enrolled on, replacing their current programme set. Returns the member's updated enrolment.
- Send Email
Sends an email from a Location to a recipient, optionally filing it in a member's conversation. Returns the queued message.
- Send SMS
Sends an SMS text message from a Location through its connected SMS provider, optionally filing it in a member's conversation.
- Send Template
Emails a member using one of the Location's library email templates, with merge fields filled in from the member's record. The message is queued for delivery.
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
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Questions
Clientary and EFC Aquila, 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 EFC Aquila when something happens in Clientary?
Any of EFC Aquila's 8 actions, including Create Appointment, Create Note, Send Email and Send SMS. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from EFC Aquila to Clientary?
Yes. When something happens in EFC Aquila, your agent can act in Clientary too. This page covers both directions: EFC Aquila's triggers and Clientary's actions are listed here as well.
Do I have to build a connector for Clientary or EFC Aquila?
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 EFC Aquila 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.