--- title: "Connect Clientary and Intercom - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Add note to contact\" in Intercom, or \"New company\" in Intercom to \"Add contact\" in Clientary." canonical: "https://apiant.ai/connect/clientary-to-intercom" --- # Connect Clientary and Intercom When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Add note to contact** in [Intercom](https://apiant.ai/connections/intercom), or **New company** in Intercom to **Add contact** in Clientary. Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **13** actions Intercom **4** triggers Intercom **30** 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 Intercom 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 Intercom can do together ### From Clientary to Intercom - When **New Expense** in Clientary then **Add note to contact** in Intercom - When **New Invoice** in Clientary then **Add tag to contact** in Intercom ### From Intercom to Clientary - When **New company** in Intercom then **Add contact** in Clientary - When **New conversation** in Intercom 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 Intercom ## Triggers and actions 7 triggers · 43 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 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 company** Fires when a new company is created. - Trigger **New conversation** Polls for conversations, most recently updated first. Fires for each new conversation. - Trigger **New or updated contact** Polls for contacts, most recently updated first. Fires for each new or updated contact. - Trigger **New ticket** Fires when a new ticket is created. - Action **Add company** Create (or upsert) a company in Intercom. - Action **Add note to contact** Adds a note to the specified contact as the specified admin. - Action **Add note to conversation** Adds an internal note to the specified conversation as an admin. - Action **Add tag to contact** Attaches a tag to the specified contact. - Action **Add ticket** Create a support ticket. - Action **Assign conversation** Assigns the conversation to an admin or team. - Action **Close conversation** Closes the specified conversation. - Action **Create contact** Creates a new contact (role user or lead) in Intercom. - Action **Create message** Creates an admin-initiated email or in-app message to a contact. - Action **Delete company** Delete a company by ID. - Action **Delete contact** Deletes a contact by ID. - Action **Find admin by email** Fetches an admin's details. Lists all admins; match by email. - Action **Find contact by email** Searches contacts by email and returns matches. - Action **Find tickets** Search tickets by criteria. - Action **Get company** Retrieve a company by ID. - Action **Get contact** Fetches a contact's details by ID. - Action **Get conversation** Fetches a conversation's details by ID. - Action **Get ticket** Retrieve a ticket by ID. - Action **List companies** List all companies. - Action **List segments** List all segments. - Action **List tags** Lists all tags for the workspace. - Action **Open conversation** Opens (marks open) the specified conversation. - Action **Remove tag from contact** Detaches a tag from the specified contact. - Action **Send conversation reply** Sends a reply to the specified conversation as an admin. - Action **Snooze conversation** Snoozes the specified conversation until the given unix timestamp. - Action **Start conversation** Starts a new conversation with the specified contact. - Action **Track event** Submit a data event for a contact. - Action **Update company** Update an existing company. - Action **Update contact** Updates an existing contact specified by ID. - Action **Update ticket** Update an existing ticket. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Intercom** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connections/intercom) 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 Intercom - [ **Google Sheets to Intercom** Google Sheets](https://apiant.ai/connect/google-sheets-to-intercom) - [ **Google Calendar to Intercom** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-intercom) - [ **Mailchimp to Intercom** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-intercom) - [ **Typeform to Intercom** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/typeform-to-intercom) - [ **Freshworks CRM to Intercom** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/freshworks-crm-to-intercom) - [ **Capsule CRM to Intercom** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-intercom) Questions ## Clientary and Intercom, 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 Intercom when something happens in Clientary? Any of Intercom's 30 actions, including Create contact, Create message, Send conversation reply and Update company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Intercom to Clientary? Yes. When something happens in Intercom, your agent can act in Clientary too. This page covers both directions: Intercom's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or Intercom? 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 Intercom 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.