--- title: "Connect Clientary and Gist - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Add Tag to an Existing Contact\" in Gist, or \"New Contact\" in Gist to \"Add contact\" in Clientary." canonical: "https://apiant.ai/connect/clientary-to-gist" --- # Connect Clientary and Gist When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Add Tag to an Existing Contact** in [Gist](https://apiant.ai/connections/gist), or **New Contact** in Gist 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 Gist **10** triggers Gist **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 Gist 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 Gist can do together ### From Clientary to Gist - When **New Expense** in Clientary then **Add Tag to an Existing Contact** in Gist - When **New Invoice** in Clientary then **Create or Update Contact** in Gist ### From Gist to Clientary - When **New Contact** in Gist then **Add contact** in Clientary - When **New conversation** in Gist 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 Gist ## Triggers and actions 13 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 **Conversation closed** Fires when a conversation is closed. Webhook topic "Conversation Closed". - Trigger **New Contact** Triggers when you add a new contact. - Trigger **New conversation** Fires when a contact initiates a new conversation. Webhook topic "Contact Initiated Conversation". - Trigger **New message from contact** Fires when a contact sends a message in a conversation. Webhook topic "Message From Contact". - Trigger **Performed an Event** Triggers when a contact performs an event. - Trigger **Subscribed to a Campaign** Triggers when a contact is subscribed to a campaign. - Trigger **Tag Added to Contact** Triggers when a specific tag gets added to a contact. - Trigger **Tag Removed From Contact** Triggers when a specific tag gets removed from a contact. - Trigger **Unsubscribed From a Campaign** Triggers when a contact is unsubscribed from a campaign. - Trigger **Updated a Contact Property** Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property. - Action **Add conversation** Create a new conversation in Gist's helpdesk/live-chat. - Action **Add Tag to an Existing Contact** Apply a tag to an existing contact. - Action **Assign conversation** Assign an existing conversation to a teammate or team. - Action **Close conversation** Close an existing conversation. - Action **Create or Update Contact** Creates a new Contact or updates an existing one. - Action **Delete contact** Delete a contact by id. - Action **Find a Contact** Finds an existing contact. - Action **Get a Contact** Fetches a contact by ID. An error occurs if the contact is not found. - Action **Get conversation** Retrieve a single conversation by id. - Action **List contacts** List all contacts in the workspace. - Action **List conversations** List all conversations in the workspace. - Action **Remove Tag From Existing Contact** Removes a tag from an existing contact. - Action **Reply to conversation** Add a reply message to an existing conversation. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Gist** Gist is an all-in-one email marketing automation, live chat & help desk platform.](https://apiant.ai/connections/gist) 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 Gist - [ **ActiveCampaign to Gist** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-gist) - [ **Airtable to Gist** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-gist) - [ **Asana to Gist** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-gist) - [ **ClickUp to Gist** 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-gist) - [ **Freshdesk to Gist** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-gist) - [ **Calendly to Gist** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-gist) Questions ## Clientary and Gist, 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 Gist when something happens in Clientary? Any of Gist's 13 actions, including Create or Update Contact, Add conversation, Add Tag to an Existing Contact and Assign conversation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Gist to Clientary? Yes. When something happens in Gist, your agent can act in Clientary too. This page covers both directions: Gist's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or Gist? 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 Gist 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.