--- title: "Connect Clientary and Goaffpro - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Add order\" in Goaffpro, or \"New payment\" in Goaffpro to \"Add contact\" in Clientary." canonical: "https://apiant.ai/connect/clientary-to-goaffpro" --- # Connect Clientary and Goaffpro When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Add order** in [Goaffpro](https://apiant.ai/connections/goaffpro), or **New payment** in Goaffpro 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 Goaffpro **1** trigger Goaffpro **16** 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 Goaffpro 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 Goaffpro can do together ### From Clientary to Goaffpro - When **New Expense** in Clientary then **Add order** in Goaffpro - When **New Invoice** in Clientary then **Update order** in Goaffpro ### From Goaffpro to Clientary - When **New payment** in Goaffpro then **Add contact** in Clientary - When **New payment** in Goaffpro 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 Goaffpro ## Triggers and actions 4 triggers · 30 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 payment** Fires when a payment is made to an affiliate. Vendor supports webhook registration via /admin/webhooks; subscribe to the payment-created event. - Action **Add affiliate** Create a new affiliate. - Action **Add commission rate** Add a special commission rate to the commission plan. - Action **Add coupon to affiliate** Assign a custom coupon to an affiliate. - Action **Add order** Create a referral order and attribute it to an affiliate. - Action **Add payment** Mark affiliates as paid in bulk. - Action **Add reward** Give a reward to an affiliate. - Action **Delete affiliate** Delete an affiliate by id. - Action **Delete order** Delete an order and its commission from the affiliate's account. - Action **Find affiliates by criteria** Search affiliates by criteria (email, name, etc). - Action **List commission rates** List all special commission rates configured on products/collections. - Action **List coupons** List coupons in the program. - Action **List orders** List referral orders attributed to affiliates. - Action **List payments** List payment history made to affiliates. - Action **List rewards** List rewards given to affiliates (signup bonus, target bonus, MLM commission, etc). - Action **Update affiliate** Update an affiliate's details by id. - Action **Update order** Update an order by id. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Goaffpro** Affiliate marketing platform for ecommerce stores, managing affiliate recruiting, commissions, and referral...](https://apiant.ai/connections/goaffpro) 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 Goaffpro - [ **Discord to Goaffpro** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-goaffpro) - [ **FileDroppr to Goaffpro** FileDroppr is a PDF sharing tool that allows provides a trackable/expiring share link.](https://apiant.ai/connect/filedroppr-to-goaffpro) - [ **Gmail to Goaffpro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-goaffpro) - [ **ActiveCampaign to Goaffpro** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-goaffpro) - [ **Airtable to Goaffpro** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-goaffpro) - [ **Asana to Goaffpro** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-goaffpro) Questions ## Clientary and Goaffpro, 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 Goaffpro when something happens in Clientary? Any of Goaffpro's 16 actions, including Update affiliate, Update order, Add affiliate and Add commission rate. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Goaffpro to Clientary? Yes. When something happens in Goaffpro, your agent can act in Clientary too. This page covers both directions: Goaffpro's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or Goaffpro? 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 Goaffpro 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.