--- title: "Connect Clientary and Fluentcrm - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Add Note to Contact\" in Fluentcrm, or \"New Contact\" in Fluentcrm to \"Add contact\" in Clientary." canonical: "https://apiant.ai/connect/clientary-to-fluentcrm" --- # Connect Clientary and Fluentcrm When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Add Note to Contact** in [Fluentcrm](https://apiant.ai/connections/fluentcrm), or **New Contact** in Fluentcrm 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 Fluentcrm **1** trigger Fluentcrm **13** 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 Fluentcrm 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 Fluentcrm can do together ### From Clientary to Fluentcrm - When **New Expense** in Clientary then **Add Note to Contact** in Fluentcrm - When **New Invoice** in Clientary then **Create Contact** in Fluentcrm ### From Fluentcrm to Clientary - When **New Contact** in Fluentcrm then **Add contact** in Clientary - When **New Contact** in Fluentcrm 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 Fluentcrm ## Triggers and actions 4 triggers · 27 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 Contact** Triggers when a new contact is added to FluentCRM, optionally only for a given tag, list or status. - Action **Add Note to Contact** Adds a note to a FluentCRM contact, with a title, description, note type and optional date. - Action **Create Contact** Creates a new contact in FluentCRM, optionally adding them to tags and lists. - Action **Create List** Creates a new contact list in FluentCRM and returns it. - Action **Create Tag** Creates a new tag in FluentCRM that you can use to organise contacts. - Action **Delete Contact** Permanently deletes a contact and all of its associated data from FluentCRM. - Action **Find Contacts** Finds FluentCRM contacts matching a search term (name, email or other contact details), optionally narrowed by tag, list, status or company. - Action **Get Contact** Returns one FluentCRM contact by its ID or email address, including its tags, lists and custom field values. - Action **List Contact Notes** Returns the notes recorded on a FluentCRM contact, optionally filtered by note title. - Action **List Lists** Returns all contact lists in FluentCRM, optionally filtered by a search term and sorted. - Action **List Tags** Returns the tags defined in your FluentCRM account, optionally filtered by a search term and sorted. - Action **Send Double Opt-in Email** Sends a double opt-in confirmation email to a contact who is not yet subscribed. - Action **Track Event** Records a custom event on a FluentCRM contact, or increments its counter if the same event was already tracked for that contact. - Action **Update Contact** Updates an existing FluentCRM contact's details and custom field values, and adds or removes tags and lists. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Fluentcrm** WordPress-based email marketing CRM for sending campaigns, contact segmentation, and automation workflows.](https://apiant.ai/connections/fluentcrm) 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 Fluentcrm - [ **ActiveCampaign to Fluentcrm** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-fluentcrm) - [ **Airtable to Fluentcrm** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-fluentcrm) - [ **Asana to Fluentcrm** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-fluentcrm) - [ **ClickUp to Fluentcrm** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-fluentcrm) - [ **Discord to Fluentcrm** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-fluentcrm) - [ **Brevo to Fluentcrm** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-fluentcrm) Questions ## Clientary and Fluentcrm, 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 Fluentcrm when something happens in Clientary? Any of Fluentcrm's 13 actions, including Create Contact, Create List, Create Tag and Send Double Opt-in Email. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Fluentcrm to Clientary? Yes. When something happens in Fluentcrm, your agent can act in Clientary too. This page covers both directions: Fluentcrm's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or Fluentcrm? 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 Fluentcrm 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.