--- title: "Connect Clientary and Hex - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Create Project\" in Hex, or \"New Project Run\" in Hex to \"Add contact\" in Clientary." canonical: "https://apiant.ai/connect/clientary-to-hex" --- # Connect Clientary and Hex When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Create Project** in [Hex](https://apiant.ai/connections/hex), or **New Project Run** in Hex 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 Hex **4** triggers Hex **22** 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 Hex 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 Hex can do together ### From Clientary to Hex - When **New Expense** in Clientary then **Create Project** in Hex - When **New Invoice** in Clientary then **Update Project Status** in Hex ### From Hex to Clientary - When **New Project Run** in Hex then **Add contact** in Clientary - When **List Groups** in Hex 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 Hex ## Triggers and actions 7 triggers · 36 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 **List Groups** Triggers when a group is found in your Hex workspace. - Trigger **List Projects** Triggers when a project is found in your Hex workspace. - Trigger **List Users** Triggers when a user is found in your Hex workspace. - Trigger **New Project Run** Triggers when a new API-triggered run appears for a Hex project. - Action **Add Collection** Create a new collection. - Action **Create Embed URL** Creates a presigned URL to embed a published Hex project. - Action **Create Group** Creates a new group in your Hex workspace. - Action **Create Project** Creates a new Hex project. - Action **Deactivate User** Deactivate a workspace user. - Action **Delete Cell** Delete a cell. - Action **Delete Group** Delete a group. - Action **Get Cell** Fetch a single cell by id. - Action **Get Cell Output** Fetch a cell's output value. - Action **Get Collection** Fetch a single collection by id. - Action **Get Data Connection** Fetch a single data connection by id. - Action **Get Group** Fetch a single group by id. - Action **Get Project** Retrieves metadata about a specific Hex project. - Action **Get Project Runs** Retrieves the run history for a Hex project, optionally filtered by status. - Action **Get Run Status** Retrieves the status of a Hex project run, automatically waiting until the run reaches a final state (completed, errored, killed, or unable to allocate a kernel). - Action **List Cells** List cells within a project. - Action **List Collections** List collections (folders) in the workspace. - Action **List Data Connections** List configured data connections in the workspace. - Action **Share Project With Groups** Shares a Hex project with one or more groups at a specified access level. - Action **Update Cell** Edit a cell's contents. - Action **Update Collection** Edit a collection's name/contents. - Action **Update Project Status** Updates the status of a Hex project (or removes it). ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Hex** Hex is a data science and analytics platform for building collaborative data projects and notebooks](https://apiant.ai/connections/hex) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 Hex - [ **Acadle to Hex** Plug and Play in 2 hours, Train your employees, partners and customers at scale and with zero tech skills !](https://apiant.ai/connect/acadle-to-hex) - [ **Accredible Certificates to Hex** Easily create and manage digital certificates & open badges for your events or courses.](https://apiant.ai/connect/accredible-certificates-to-hex) - [ **AccuLynx to Hex** AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their...](https://apiant.ai/connect/acculynx-to-hex) - [ **actiTIME to Hex** actiTIME is a time tracking & scope management tool.](https://apiant.ai/connect/actitime-to-hex) - [ **ActiveCampaign Postmark to Hex** Postmark is specifically built to deliver your app's emails to the inbox, fast.](https://apiant.ai/connect/activecampaign-postmark-to-hex) - [ **ActiveCollab to Hex** ActiveCollab is a powerful yet simple workspace for task, project, team, client and billing management –...](https://apiant.ai/connect/activecollab-to-hex) Questions ## Clientary and Hex, 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 Hex when something happens in Clientary? Any of Hex's 22 actions, including Create Embed URL, Create Group, Create Project and Update Cell. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Hex to Clientary? Yes. When something happens in Hex, your agent can act in Clientary too. This page covers both directions: Hex's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or Hex? 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 Hex 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.