Integration
Connect Clientary and Flashquotes
When New Expense fires in Clientary, your agent runs Get Invoices in Flashquotes, or Updated Event Staff in Flashquotes 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 Flashquotes 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 Flashquotes can do together
From Clientary to Flashquotes
When New Expense in Clientary
then Get Invoices in Flashquotes
From Flashquotes 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 Flashquotes
Triggers and actions 5 triggers · 23 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.
- Updated Event Staff
Triggers when the staff assigned to an event change. Returns the event and its current staff.
- Updated Event Timeline
Triggers when an event's timeline changes, including its service or shift times and its prep, travel, setup, cleanup or unload durations.
- Get Event
Returns a single Flashquotes event by its id, optionally including related details such as its location, staff, services, checklists and booking.
- Get Form Response
Returns the answers submitted on a Flashquotes form response, keyed by each question's title.
- Get Invoices
Returns all invoices for a booking, including each invoice's number, status, due date, amounts and viewing link.
- Get quote
Returns a quote by ID with its live total price, dates, status details and event information, plus any related records you ask to include. An error occurs if the quote is not found.
- Get resource
Returns a single Flashquotes resource, such as a piece of equipment or a bookable item, by its ID, including its name, category, status and location.
- Get staff member
Returns one staff member by ID, including their contact details, role and status. Inactive staff are returned too.
- List Events
Returns your company's Flashquotes events, newest first, optionally narrowed by service start time, creation date, location or booking.
- List quotes
Returns quote summaries for your company with live totals, newest first, optionally filtered by contact, location, booking, event type or date range.
- List resources
Returns the resources for your company, newest first, optionally only those at one location.
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 Flashquotes, 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 Flashquotes when something happens in Clientary?
Any of Flashquotes's 9 actions, including Get Event, Get Form Response, Get Invoices and Get quote. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Flashquotes to Clientary?
Yes. When something happens in Flashquotes, your agent can act in Clientary too. This page covers both directions: Flashquotes's triggers and Clientary's actions are listed here as well.
Do I have to build a connector for Clientary or Flashquotes?
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 Flashquotes 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.