Integration
Connect Clientary and Frame.io
When New Expense fires in Clientary, your agent runs Create Comment in Frame.io, or Comment Completed in Frame.io to Add comment 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 Frame.io 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 and Frame.io can do together
From Clientary to Frame.io
When New Expense in Clientary
then Create Comment in Frame.io
From Frame.io 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 Frame.io
Triggers and actions 12 triggers · 29 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.
- Comment Completed
Triggers when a comment is marked as completed. Shows live data from your projects.
- Comment Created
Triggers when a new comment is created.
- Comment Updated
Triggers when a comment is updated.
- File Created
Triggers when a file is first created, but before it is uploaded and processed.
- File Deleted
Triggers when a file is deleted. Note: Only deletion metadata is available, not the original file content.
- File Ready
Triggers when a newly uploaded file has been fully processed and is available for preview, comments, sharing, and downloads.
- File Upload Completed
Triggers when a file has been fully uploaded to Frame.io and is ready for processing.
- Metadata Value Updated
Triggers when a metadata value is updated. Shows live data from your projects. Prioritizes Status field changes (Approved, In Review, etc.) for workflow automation.
- Project Created
Triggers when a new project is created. Shows live data from your workspace.
- Create Comment
Creates a new comment on a file.
- Create Folder
Creates a new folder within a project.
- Create Project
Creates a new project within a workspace.
- Create Share
Creates a new share.
- Create Version Stack
Create a new version stack to group related asset versions together.
- Create Workspace
Creates a new workspace within an account.
- Custom API Request (SDK)
Make a custom request to the Frame.io v4 API using the official SDK with guided method selection.
- Delete File
deletes a file, firing the file.deleted webhook.
- Show Project Details
Get detailed information about a specific project.
- Show Share
Returns one share by id.
- Show Workspace
Returns a single workspace's details.
- Update Comment
Updates an existing comment with new text, annotation, or completion status.
- Update File Metadata
sets metadata field values (field_definition_id + value) on one or more file_ids; fires metadata.value.updated.
- Update Project
Updates an existing project name, status, or access restrictions.
- Upload File From URL
Upload a file to Frame.io from a remote URL (like Google Drive, AWS S3, etc.)
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
Reviews
What our customers say
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Questions
Clientary and Frame.io, 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 Frame.io when something happens in Clientary?
Any of Frame.io's 15 actions, including Create Comment, Create Folder, Create Project and Create Share. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Frame.io to Clientary?
Yes. When something happens in Frame.io, your agent can act in Clientary too. This page covers both directions: Frame.io's triggers and Clientary's actions are listed here as well.
Do I have to build a connector for Clientary or Frame.io?
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 Frame.io 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.