Integration
Connect Clientary to Feathr
When New Expense fires in Clientary, your agent runs Add breadcrumb in Feathr. 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 Feathr 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 can start in Feathr
When New Expense in Clientary
then Add breadcrumb in Feathr
When New Invoice in Clientary
then Add custom field in Feathr
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 Feathr
Triggers and actions 3 triggers · 29 actions
Trigger
New ExpenseTriggers when a new expense is recorded in your Clientary account during the current fiscal year.
Trigger
New InvoiceTriggers when a new invoice is created in Clientary, optionally limited to invoices in a given status or matching a search.
Trigger
New StaffTriggers when a new staff user is added to your Clientary account.
Action
Add commentPosts a comment on an invoice, estimate, project, task, proposal or contract and notifies the people involved.
Action
Add contactCreates a new contact (an individual person) under an existing Clientary client.
Action
Add contractCreates a contract for a client in Clientary, optionally starting from a contract template, with its sections and signers.
Action
Add proposalCreates a proposal for a client in Clientary, optionally starting from a proposal template, with its sections and signers.
Action
Add retainerCreates a retainer for a client in Clientary: an up-front payment request kept apart from ordinary invoices.
Action
ClientCreates a new client in Clientary with its name, address, tax id, website and description.
Action
Create EstimateCreates an estimate in Clientary, optionally for a client, with its dates, taxes, notes and line items.
Action
Create InvoiceCreates an invoice in Clientary, optionally for a client, with dates, currency, taxes, notes and line items.
Action
Create LeadCreates a new lead (a prospective client) in Clientary.
Action
Create TaskCreates a new task (a to-do item) in Clientary, optionally on a project and assigned to a staff member.
Action
ExpenseCreates a new expense in Clientary, optionally assigned to a client or project.
Action
Get clientReturns a single Clientary client by its ID, including its contact and address details.
Action
List commentsReturns the comments on one Clientary invoice, estimate, project, task, proposal or contract, newest first.
Action
Update contractUpdates 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.
Action
Add breadcrumbRecords an activity, such as a page view, form submission or custom activity, against a person in Feathr. The person is found from the identifiers you supply, or created if they do not exist yet.
Action
Add custom fieldCreates a custom field definition in your Feathr account for people, breadcrumbs or partners, and returns the new field.
Action
Add tagCreates a tag in your Feathr account for the chosen kind of record, such as persons or events. Returns the new tag.
Action
Add tag to personAdds one or more existing tags to a person. Tags already on the person are left unchanged.
Action
Create/ Update PersonCreates a person in Feathr or updates the existing one, matched by external ID, then email, then Feathr ID. Returns the full person and whether it was created or updated.
Action
Delete personDeletes a person from your Feathr account by ID. The person's recorded activity (breadcrumbs) is kept.
Action
Get campaignReturns a single Feathr campaign by its ID, including its name, type, project, state and schedule. An error occurs if the campaign is not found.
Action
Get personReturns a Feathr person by ID, including their tags and custom field values. An error occurs if the person is not found.
Action
List breadcrumbsReturns breadcrumbs, the activity records of people in your Feathr account, newest first, optionally filtered by activity type, person, campaign, project or time range.
Action
List campaignsReturns the campaigns in the Feathr account, including each campaign's name, type, project, state and schedule.
Action
List custom fieldsReturns the custom fields defined in the Feathr account, optionally limited to one entity type.
Action
List personsReturns the persons last seen since a given time, optionally narrowed by external ID or tags, or looks up a single person by email or external ID.
Action
List projectsReturns the account's projects, including each project's name, location, site and registration URLs, and created, start and end dates.
Action
List tagsReturns the account's tags, optionally only those of one kind, such as person or event tags.
Action
Remove tag from personRemoves a tag from a person in your Feathr account. Nothing changes if the person does not hold the tag.
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 Feathr, 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 Feathr when something happens in Clientary?
Any of Feathr's 15 actions, including Create/ Update Person, Add breadcrumb, Add custom field and Add tag. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Feathr to Clientary?
Feathr has no triggers in the catalog today, so automations start in Clientary. If you need the other direction, ask: your agent reads Feathr's API documentation and adds it.
Do I have to build a connector for Clientary or Feathr?
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 Feathr 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.