--- title: "Connect Clientary to HitPay - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Add customer\" in HitPay." canonical: "https://apiant.ai/connect/clientary-to-hitpay" --- # Connect Clientary to HitPay When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Add customer** in [HitPay](https://apiant.ai/connections/hitpay). Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **14** actions HitPay **21** 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 HitPay 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 can start in HitPay - When **New Expense** in Clientary then **Add customer** in HitPay - When **New Invoice** in Clientary then **Add order** in HitPay 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 HitPay ## Triggers and actions 3 triggers · 35 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. - Action **Add customer** Creates a customer in your HitPay account with their contact details and optional address. - Action **Add order** Creates a new draft order in HitPay. - Action **Add subscription plan** Creates a subscription plan with a name, amount and billing frequency that customers can be signed up to for recurring billing. - Action **Create Payment Request** Creates a HitPay payment request and returns its checkout link for the buyer to pay. - Action **Delete customer** Deletes a customer from your HitPay account. - Action **Delete invoice** Deletes an invoice from your HitPay business account. - Action **Delete Payment Request** Deletes a payment request. Completed payment requests cannot be deleted. - Action **Delete product** Deletes a product from your HitPay product catalog. - Action **Get balances** Returns your HitPay account balances for each currency, including available, pending and reserve amounts. - Action **Get charge** Returns the details of a single HitPay charge, including amount, fees, status, payment method, customer and refunds. - Action **Get customer** Returns the details of a HitPay customer, including contact information and address. - Action **Get order** Returns the full details of a HitPay order, including its line items, charges, customer and totals. - Action **Get Payment Request Details** Returns a payment request's details and status, including its amount, customer, checkout URL and any payments made against it. - Action **Get product** Returns the details of a product, including its price, variations and images. - Action **List charges** Returns the charges (payments) on your HitPay account, optionally filtered by status, date, amount, customer, payment request or payout. - Action **List customers** Returns all customers saved in your HitPay account. - Action **List invoices** Returns the invoices in your HitPay account, optionally filtered by customer email, status or reference. - Action **List payouts** Returns payouts of your HitPay balance to your linked bank account, newest first, optionally filtered by status and creation date. - Action **List products** Returns the products in your HitPay account, optionally filtered by status, category, source, inventory, location, channel or keyword. - Action **Refund Payment** Refunds all or part of a successful payment, returning the refund record. - Action **Update customer** Updates an existing customer's details, such as name, email, phone and address. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **HitPay** HitPay is a one-stop payments and commerce platform for SMEs.](https://apiant.ai/connections/hitpay) 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 HitPay - [ **HubSpot to HitPay** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-hitpay) - [ **Salesforce to HitPay** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-hitpay) - [ **Slack to HitPay** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-hitpay) - [ **Google Sheets to HitPay** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-hitpay) - [ **Gmail to HitPay** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-hitpay) - [ **Google Calendar to HitPay** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-hitpay) Questions ## Clientary and HitPay, 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 HitPay when something happens in Clientary? Any of HitPay's 21 actions, including Create Payment Request, Update customer, Add customer and Add order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from HitPay to Clientary? HitPay has no triggers in the catalog today, so automations start in Clientary. If you need the other direction, ask: your agent reads HitPay's API documentation and adds it. ### ### Do I have to build a connector for Clientary or HitPay? 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 HitPay 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.