--- title: "Connect Clientary and Hyros - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Refund Order\" in Hyros, or \"New Call\" in Hyros to \"Add contact\" in Clientary." canonical: "https://apiant.ai/connect/clientary-to-hyros" --- # Connect Clientary and Hyros When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Refund Order** in [Hyros](https://apiant.ai/connections/hyros), or **New Call** in Hyros 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 Hyros **5** triggers Hyros **20** 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 Hyros 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 Hyros can do together ### From Clientary to Hyros - When **New Expense** in Clientary then **Refund Order** in Hyros - When **New Invoice** in Clientary then **Find Lead Clicks** in Hyros ### From Hyros to Clientary - When **New Call** in Hyros then **Add contact** in Clientary - When **New Lead** in Hyros then **Create Lead** 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 Hyros ## Triggers and actions 8 triggers · 34 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 Call** Triggers when a new call is recorded in HYROS. - Trigger **New Lead** Triggers when a new lead is created in HYROS. - Trigger **New Sale** Triggers when a new sale is recorded in HYROS. - Trigger **New Sale Attributed** Triggers when a new sale is recorded and attributed in Hyros. - Trigger **New Subscription** Triggers when a new subscription is recorded in HYROS. - Action **Delete Call** Deletes a call. - Action **Delete Sale** Deletes a sale. - Action **Find Lead Clicks** Returns the tracked clicks of a lead. - Action **Find Leads** Finds leads by ID, email or creation date. - Action **Find Sales** Finds sales by ID, email, lead, product tag or date. - Action **Find Subscriptions** Finds subscriptions by ID, email, lead, product tag, status or date. - Action **Get Ad Accounts Attribution Report** Returns sales, revenue, cost and other attribution figures per ad account. - Action **Get Ads Attribution Report** Returns sales, revenue, cost and other attribution figures per ad, ad set or campaign. - Action **Get Lead Journey** Returns the attribution journey of one or more leads: their sales and the sources that led to them. - Action **Get User Info** Returns the profile of the account the API key belongs to. - Action **List Ads** Returns the ads HYROS tracks for an ad platform. - Action **List Domains** Returns the domains configured in the account. - Action **List Keywords** Returns the keywords of a Google ad group. - Action **List Lead Stages** Returns the lead stages in the account. - Action **List Sources** Returns the traffic sources in the account. - Action **List Tags** Returns every tag in the account. - Action **Refund Order** Refunds an order and updates the income of its lead. - Action **Retrieve Calls** Finds calls by ID, email, lead, product tag, qualification or date. - Action **Update Call** Updates the name, state or qualification of calls. - Action **Update Sale** Marks sales as refunded or recurring. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Hyros** HYROS makes profitable action clear for high end digital businesses with laser accurate sales attribution...](https://apiant.ai/connections/hyros) 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 Hyros - [ **HubSpot to Hyros** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-hyros) - [ **Google Sheets to Hyros** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-hyros) - [ **Gmail to Hyros** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-hyros) - [ **Google Calendar to Hyros** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-hyros) - [ **Google Drive to Hyros** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-hyros) - [ **ActiveCampaign to Hyros** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-hyros) Questions ## Clientary and Hyros, 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 Hyros when something happens in Clientary? Any of Hyros's 20 actions, including Update Call, Update Sale, Find Lead Clicks and Find Leads. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Hyros to Clientary? Yes. When something happens in Hyros, your agent can act in Clientary too. This page covers both directions: Hyros's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or Hyros? 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 Hyros 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.